13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000021
Total Value
$2.05B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 610,261 | $175.9M | 8.60% |
| 2 | VISA INC | V | 604,677 | $136.3M | 6.67% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 276,815 | $130.8M | 6.40% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 211,798 | $105.2M | 5.15% |
| 5 | NEXTERA ENERGY INC | NEE-PW | 1,356,007 | $104.5M | 5.11% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,118,315 | $104.0M | 5.09% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,352,556 | $101.2M | 4.95% |
| 8 | MASTERCARD INCORPORATED | MA | 267,898 | $97.4M | 4.76% |
| 9 | ALPHABET INC | GOOG | 918,791 | $95.3M | 4.66% |
| 10 | NVIDIA CORPORATION | NVDA | 313,936 | $87.2M | 4.26% |
| 11 | WASTE MGMT INC DEL | 94106L109 | 495,078 | $80.8M | 3.95% |
| 12 | RAYTHEON TECHNOLOGIES CORP | RTX | 805,653 | $78.9M | 3.86% |
| 13 | CONSTELLATION ENERGY CORP | CEG | 978,550 | $76.8M | 3.76% |
| 14 | LILLY ELI & CO | LLY | 211,380 | $72.6M | 3.55% |
| 15 | SERVICENOW INC | NOW | 147,134 | $68.4M | 3.34% |
| 16 | TARGA RES CORP | TRGP | 916,845 | $66.9M | 3.27% |
| 17 | AMAZON COM INC | AMZN | 609,143 | $62.9M | 3.08% |
| 18 | ADVANCED MICRO DEVICES INC | AMD | 639,875 | $62.7M | 3.07% |
| 19 | PROGRESSIVE CORP | 743315103 | 419,130 | $60.0M | 2.93% |
| 20 | SCHLUMBERGER LTD | SLB | 917,135 | $45.0M | 2.20% |
| 21 | CHIPOTLE MEXICAN GRILL INC | CMG | 26,325 | $45.0M | 2.20% |
| 22 | CADENCE DESIGN SYSTEM INC | CDNS | 209,045 | $43.9M | 2.15% |
| 23 | SYNOPSYS INC | SNPS | 112,265 | $43.4M | 2.12% |
| 24 | DANAHER CORPORATION | 235851102 | 146,388 | $36.9M | 1.80% |
| 25 | ON SEMICONDUCTOR CORP | ON | 293,496 | $24.2M | 1.18% |
| 26 | LPL FINL HLDGS INC | 50212V100 | 53,980 | $10.9M | 0.53% |
| 27 | TESLA INC | TSLA | 46,320 | $9.6M | 0.47% |
| 28 | LINDE PLC | LIN | 8,975 | $3.2M | 0.16% |
| 29 | CLEAN HARBORS INC | CLH | 20,060 | $2.9M | 0.14% |
| 30 | QUANTA SVCS INC | 74762E102 | 17,002 | $2.8M | 0.14% |
| 31 | WASTE CONNECTIONS INC | WCN | 18,090 | $2.5M | 0.12% |
| 32 | FIRST SOLAR INC | FSLR | 8,361 | $1.8M | 0.09% |
| 33 | AMERICAN ELEC PWR CO INC | 025537101 | 19,079 | $1.7M | 0.08% |
| 34 | ENPHASE ENERGY INC | ENPH | 7,183 | $1.5M | 0.07% |
| 35 | MSCI INC | MSCI | 2,474 | $1.4M | 0.07% |
| 36 | NEXTRACKER INC | NXT | 11,270 | $408,650 | 0.02% |