13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000023
Total Value
$1.69B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 625,246 | $145.6M | 8.64% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 255,325 | $128.9M | 7.65% |
| 3 | CONSTELLATION ENERGY CORP | CEG | 1,474,395 | $122.7M | 7.28% |
| 4 | NEXTERA ENERGY INC | NEE-PW | 1,531,035 | $120.0M | 7.12% |
| 5 | ALPHABET INC | GOOG | 1,248,162 | $119.4M | 7.08% |
| 6 | VISA INC | V | 619,169 | $110.0M | 6.53% |
| 7 | DANAHER CORPORATION | 235851102 | 369,210 | $95.4M | 5.66% |
| 8 | AMAZON COM INC | AMZN | 751,830 | $85.0M | 5.04% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 175,160 | $82.7M | 4.91% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 142,897 | $72.5M | 4.30% |
| 11 | RAYTHEON TECHNOLOGIES CORP | RTX | 878,990 | $72.0M | 4.27% |
| 12 | CHENIERE ENERGY INC | LNG | 429,022 | $71.2M | 4.22% |
| 13 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 679,825 | $61.4M | 3.64% |
| 14 | LULULEMON ATHLETICA INC | LULU | 203,400 | $56.9M | 3.37% |
| 15 | MASTERCARD INCORPORATED | MA | 194,340 | $55.3M | 3.28% |
| 16 | LILLY ELI & CO | LLY | 168,450 | $54.5M | 3.23% |
| 17 | SERVICENOW INC | NOW | 140,119 | $52.9M | 3.14% |
| 18 | ADVANCED MICRO DEVICES INC | AMD | 700,000 | $44.4M | 2.63% |
| 19 | NUTRIEN LTD | NTR | 515,626 | $43.0M | 2.55% |
| 20 | ADVANCED MICRO DEVICES INC | AMD | 472,397 | $29.9M | 1.78% |
| 21 | NVIDIA CORPORATION | NVDA | 243,084 | $29.5M | 1.75% |
| 22 | TESLA INC | TSLA | 42,016 | $11.1M | 0.66% |
| 23 | WASTE MGMT INC DEL | 94106L109 | 24,895 | $4.0M | 0.24% |
| 24 | AMERICAN ELEC PWR CO INC | 025537101 | 35,445 | $3.1M | 0.18% |
| 25 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 23,423 | $2.9M | 0.17% |
| 26 | ON SEMICONDUCTOR CORP | ON | 42,720 | $2.7M | 0.16% |
| 27 | DEERE & CO | DE | 6,530 | $2.2M | 0.13% |
| 28 | MSCI INC | MSCI | 4,875 | $2.1M | 0.12% |
| 29 | WASTE CONNECTIONS INC | WCN | 13,095 | $1.8M | 0.10% |
| 30 | QUANTA SVCS INC | 74762E102 | 8,750 | $1.1M | 0.07% |
| 31 | SUNRUN INC | RUN | 37,600 | $1.0M | 0.06% |
| 32 | FIRST SOLAR INC | FSLR | 4,685 | $619,685 | 0.04% |
| 33 | PLANET LABS PBC | PL-WT | 30,690 | $166,647 | 0.01% |