13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000026
Total Value
$3.58B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 83,661 | $279.0M | 7.80% |
| 2 | DANAHER CORPORATION | 235851102 | 834,580 | $274.6M | 7.67% |
| 3 | MICROSOFT CORP | MSFT | 800,319 | $269.2M | 7.52% |
| 4 | ALPHABET INC | GOOG | 91,654 | $265.5M | 7.42% |
| 5 | SERVICENOW INC | NOW | 285,594 | $185.4M | 5.18% |
| 6 | NUTRIEN LTD | NTR | 2,351,549 | $176.8M | 4.94% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 250,925 | $167.4M | 4.68% |
| 8 | NVIDIA CORPORATION | NVDA | 557,922 | $164.1M | 4.59% |
| 9 | MASTERCARD INCORPORATED | MA | 453,120 | $162.8M | 4.55% |
| 10 | NEXTERA ENERGY INC | NEE-PW | 1,625,548 | $151.8M | 4.24% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 1,024,027 | $147.4M | 4.12% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,162,560 | $139.9M | 3.91% |
| 13 | VISA INC | V | 625,503 | $135.6M | 3.79% |
| 14 | NETFLIX INC | NFLX | 187,110 | $112.7M | 3.15% |
| 15 | ON SEMICONDUCTOR CORP | ON | 1,649,841 | $112.1M | 3.13% |
| 16 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 811,850 | $111.0M | 3.10% |
| 17 | TRANE TECHNOLOGIES PLC | TT | 534,483 | $108.0M | 3.02% |
| 18 | ABBOTT LABS | ABLZF | 708,382 | $99.7M | 2.79% |
| 19 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 717,643 | $97.7M | 2.73% |
| 20 | PAYPAL HLDGS INC | PYPL | 505,536 | $95.3M | 2.66% |
| 21 | ADOBE SYSTEMS INCORPORATED | ADBE | 165,185 | $93.7M | 2.62% |
| 22 | NIKE INC | NKE | 547,790 | $91.3M | 2.55% |
| 23 | LULULEMON ATHLETICA INC | LULU | 159,760 | $62.5M | 1.75% |
| 24 | TESLA INC | TSLA | 34,427 | $36.4M | 1.02% |
| 25 | SNOWFLAKE INC | SNOW | 99,785 | $33.8M | 0.94% |
| 26 | BALL CORP | BALL | 27,586 | $2.7M | 0.07% |
| 27 | AIR PRODS & CHEMS INC | AIIR | 6,501 | $2.0M | 0.06% |