13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000022
Total Value
$1.75B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 1,744,575 | $150.4M | 8.60% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 274,765 | $145.7M | 8.33% |
| 3 | NEXTERA ENERGY INC | NEE-PW | 1,673,797 | $139.9M | 8.00% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 279,518 | $127.6M | 7.30% |
| 5 | VISA INC | V | 562,407 | $116.8M | 6.68% |
| 6 | CHENIERE ENERGY INC | LNG | 631,575 | $94.7M | 5.42% |
| 7 | LULULEMON ATHLETICA INC | LULU | 278,990 | $89.4M | 5.11% |
| 8 | MICROSOFT CORP | MSFT | 362,361 | $86.9M | 4.97% |
| 9 | LILLY ELI & CO | LLY | 219,475 | $80.3M | 4.59% |
| 10 | RAYTHEON TECHNOLOGIES CORP | RTX | 782,488 | $79.0M | 4.52% |
| 11 | ALPHABET INC | GOOG | 894,617 | $78.9M | 4.51% |
| 12 | SERVICENOW INC | NOW | 190,424 | $73.9M | 4.23% |
| 13 | MASTERCARD INCORPORATED | MA | 212,058 | $73.7M | 4.22% |
| 14 | DANAHER CORPORATION | 235851102 | 272,278 | $72.3M | 4.13% |
| 15 | WASTE MGMT INC DEL | 94106L109 | 408,968 | $64.2M | 3.67% |
| 16 | AMERICAN ELEC PWR CO INC | 025537101 | 588,339 | $55.9M | 3.19% |
| 17 | AMAZON COM INC | AMZN | 663,153 | $55.7M | 3.18% |
| 18 | PROGRESSIVE CORP | 743315103 | 373,580 | $48.5M | 2.77% |
| 19 | TARGA RES CORP | TRGP | 449,500 | $33.0M | 1.89% |
| 20 | LIBERTY MEDIA CORP DEL | FWONB | 449,600 | $26.9M | 1.54% |
| 21 | CHIPOTLE MEXICAN GRILL INC | CMG | 10,355 | $14.4M | 0.82% |
| 22 | NVIDIA CORPORATION | NVDA | 72,761 | $10.6M | 0.61% |
| 23 | ADVANCED MICRO DEVICES INC | AMD | 134,465 | $8.7M | 0.50% |
| 24 | PLANET LABS PBC | PL-WT | 1,193,382 | $5.2M | 0.30% |
| 25 | WASTE CONNECTIONS INC | WCN | 25,200 | $3.3M | 0.19% |
| 26 | MSCI INC | MSCI | 5,084 | $2.4M | 0.14% |
| 27 | NUTRIEN LTD | NTR | 27,117 | $2.0M | 0.11% |
| 28 | ON SEMICONDUCTOR CORP | ON | 26,936 | $1.7M | 0.10% |
| 29 | QUANTA SVCS INC | 74762E102 | 11,427 | $1.6M | 0.09% |
| 30 | TESLA INC | TSLA | 10,565 | $1.3M | 0.07% |
| 31 | FIRST SOLAR INC | FSLR | 7,191 | $1.1M | 0.06% |
| 32 | ENPHASE ENERGY INC | ENPH | 3,858 | $1.0M | 0.06% |
| 33 | DEERE & CO | DE | 1,598 | $685,158 | 0.04% |
| 34 | AES CORP | AES | 23,385 | $672,553 | 0.04% |
| 35 | LINDE PLC | LIN | 2,015 | $657,253 | 0.04% |