13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000025
Total Value
$2.79B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 753,854 | $232.4M | 8.34% |
| 2 | DANAHER CORPORATION | 235851102 | 787,710 | $231.1M | 8.29% |
| 3 | VISA INC | V | 785,172 | $174.1M | 6.25% |
| 4 | ALPHABET INC | GOOG | 61,104 | $170.0M | 6.10% |
| 5 | NUTRIEN LTD | NTR | 1,575,519 | $163.8M | 5.88% |
| 6 | AMAZON COM INC | AMZN | 50,061 | $163.2M | 5.86% |
| 7 | NVIDIA CORPORATION | NVDA | 511,657 | $139.6M | 5.01% |
| 8 | MASTERCARD INCORPORATED | MA | 372,115 | $133.0M | 4.77% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 217,960 | $128.7M | 4.62% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 1,161,457 | $127.0M | 4.56% |
| 11 | DEERE & CO | DE | 301,190 | $125.1M | 4.49% |
| 12 | NEXTERA ENERGY INC | NEE-PW | 1,430,613 | $121.2M | 4.35% |
| 13 | SERVICENOW INC | NOW | 196,324 | $109.3M | 3.92% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 205,415 | $104.8M | 3.76% |
| 15 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 790,685 | $104.5M | 3.75% |
| 16 | S&P GLOBAL INC | SPGI | 244,150 | $100.1M | 3.59% |
| 17 | RAYTHEON TECHNOLOGIES CORP | RTX | 990,765 | $98.2M | 3.52% |
| 18 | ABBOTT LABS | ABLZF | 666,292 | $78.9M | 2.83% |
| 19 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 534,713 | $63.5M | 2.28% |
| 20 | BALL CORP | BALL | 573,436 | $51.6M | 1.85% |
| 21 | ADOBE SYSTEMS INCORPORATED | ADBE | 108,500 | $49.4M | 1.77% |
| 22 | DISNEY WALT CO | 254687106 | 322,300 | $44.2M | 1.59% |
| 23 | ON SEMICONDUCTOR CORP | ON | 511,649 | $32.0M | 1.15% |
| 24 | GENERAC HLDGS INC | GNRC | 102,995 | $30.6M | 1.10% |
| 25 | AMERICAN ELEC PWR CO INC | 025537101 | 33,770 | $3.4M | 0.12% |
| 26 | WASTE MGMT INC DEL | 94106L109 | 19,205 | $3.0M | 0.11% |
| 27 | TESLA INC | TSLA | 1,857 | $2.0M | 0.07% |
| 28 | HONEYWELL INTL INC | 438516106 | 10,025 | $2.0M | 0.07% |