13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000024
Total Value
$1.70B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 686,399 | $176.3M | 10.36% |
| 2 | VISA INC | V | 795,807 | $156.7M | 9.21% |
| 3 | DANAHER CORPORATION | 235851102 | 510,355 | $129.4M | 7.60% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 246,640 | $126.7M | 7.45% |
| 5 | NEXTERA ENERGY INC | NEE-PW | 1,522,568 | $117.9M | 6.93% |
| 6 | ALPHABET INC | GOOG | 51,754 | $112.8M | 6.63% |
| 7 | MASTERCARD INCORPORATED | MA | 333,085 | $105.1M | 6.18% |
| 8 | RAYTHEON TECHNOLOGIES CORP | RTX | 1,011,085 | $97.2M | 5.71% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 198,285 | $95.0M | 5.59% |
| 10 | NUTRIEN LTD | NTR | 1,043,524 | $83.2M | 4.89% |
| 11 | AMAZON COM INC | AMZN | 693,650 | $73.7M | 4.33% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 132,620 | $72.0M | 4.23% |
| 13 | CHENIERE ENERGY INC | LNG | 492,530 | $65.5M | 3.85% |
| 14 | CONSTELLATION ENERGY CORP | CEG | 1,120,528 | $64.2M | 3.77% |
| 15 | SERVICENOW INC | NOW | 133,309 | $63.4M | 3.73% |
| 16 | SALESFORCE INC | CRM | 232,300 | $38.3M | 2.25% |
| 17 | NVIDIA CORPORATION | NVDA | 250,542 | $38.0M | 2.23% |
| 18 | ADVANCED MICRO DEVICES INC | AMD | 380,847 | $29.1M | 1.71% |
| 19 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 205,490 | $19.3M | 1.14% |
| 20 | ABBOTT LABS | ABLZF | 149,627 | $16.3M | 0.96% |
| 21 | AMERICAN ELEC PWR CO INC | 025537101 | 47,055 | $4.5M | 0.27% |
| 22 | WASTE MGMT INC DEL | 94106L109 | 26,155 | $4.0M | 0.24% |
| 23 | AMERICAN WTR WKS CO INC NEW | 030420103 | 17,125 | $2.5M | 0.15% |
| 24 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 22,208 | $2.0M | 0.12% |
| 25 | DEERE & CO | DE | 6,180 | $1.9M | 0.11% |
| 26 | TESLA INC | TSLA | 2,567 | $1.7M | 0.10% |
| 27 | ON SEMICONDUCTOR CORP | ON | 34,225 | $1.7M | 0.10% |
| 28 | WASTE CONNECTIONS INC | WCN | 12,395 | $1.5M | 0.09% |
| 29 | BALL CORP | BALL | 20,436 | $1.4M | 0.08% |