13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000020
Total Value
$2.17B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 652,776 | $222.3M | 10.24% |
| 2 | NVIDIA CORPORATION | NVDA | 395,895 | $167.5M | 7.72% |
| 3 | ALPHABET INC | GOOG | 1,206,499 | $144.4M | 6.65% |
| 4 | AMAZON COM INC | AMZN | 1,064,018 | $138.7M | 6.39% |
| 5 | SERVICENOW INC | NOW | 226,109 | $127.1M | 5.85% |
| 6 | VISA INC | V | 516,047 | $122.6M | 5.65% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,481,336 | $111.5M | 5.14% |
| 8 | MASTERCARD INCORPORATED | MA | 271,323 | $106.7M | 4.92% |
| 9 | LILLY ELI & CO | LLY | 206,725 | $96.9M | 4.47% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 168,758 | $90.9M | 4.19% |
| 11 | SYNOPSYS INC | SNPS | 188,625 | $82.1M | 3.78% |
| 12 | ON SEMICONDUCTOR CORP | ON | 822,731 | $77.8M | 3.58% |
| 13 | CHIPOTLE MEXICAN GRILL INC | CMG | 34,845 | $74.5M | 3.43% |
| 14 | WASTE MGMT INC DEL | 94106L109 | 387,363 | $67.2M | 3.09% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 623,275 | $62.9M | 2.90% |
| 16 | CONSTELLATION ENERGY CORP | CEG | 683,920 | $62.6M | 2.88% |
| 17 | NETFLIX INC | NFLX | 140,955 | $62.1M | 2.86% |
| 18 | LULULEMON ATHLETICA INC | LULU | 153,000 | $57.9M | 2.67% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 119,035 | $57.2M | 2.64% |
| 20 | APPLIED MATLS INC | 038222105 | 329,895 | $47.7M | 2.20% |
| 21 | NEXTERA ENERGY INC | NEE-PW | 640,942 | $47.6M | 2.19% |
| 22 | AIRBNB INC | ABNB | 288,320 | $37.0M | 1.70% |
| 23 | DEXCOM INC | DXCM | 239,552 | $30.8M | 1.42% |
| 24 | PROGRESSIVE CORP | 743315103 | 216,485 | $28.7M | 1.32% |
| 25 | FIRST SOLAR INC | FSLR | 123,101 | $23.4M | 1.08% |
| 26 | QUANTA SVCS INC | 74762E102 | 25,332 | $5.0M | 0.23% |
| 27 | CLEAN HARBORS INC | CLH | 24,600 | $4.0M | 0.19% |
| 28 | LINDE PLC | LIN | 9,000 | $3.4M | 0.16% |
| 29 | WASTE CONNECTIONS INC | WCN | 18,150 | $2.6M | 0.12% |
| 30 | GFL ENVIRONMENTAL INC | GFL | 59,330 | $2.3M | 0.11% |
| 31 | TESLA INC | TSLA | 8,660 | $2.3M | 0.10% |
| 32 | MSCI INC | MSCI | 4,414 | $2.1M | 0.10% |
| 33 | NEXTRACKER INC | NXT | 24,120 | $960,217 | 0.04% |