13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000027
Total Value
$2.92B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DANAHER CORPORATION | 235851102 | 738,530 | $224.8M | 7.70% |
| 2 | AMAZON COM INC | AMZN | 63,741 | $209.4M | 7.17% |
| 3 | MICROSOFT CORP | MSFT | 730,754 | $206.0M | 7.06% |
| 4 | ALPHABET INC | GOOG | 76,004 | $203.2M | 6.96% |
| 5 | SERVICENOW INC | NOW | 302,189 | $188.0M | 6.44% |
| 6 | NUTRIEN LTD | NTR | 2,371,339 | $153.7M | 5.26% |
| 7 | PAYPAL HLDGS INC | PYPL | 563,286 | $146.6M | 5.02% |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 252,210 | $144.1M | 4.93% |
| 9 | MASTERCARD INCORPORATED | MA | 371,150 | $129.0M | 4.42% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,077,915 | $120.3M | 4.12% |
| 11 | NEXTERA ENERGY INC | NEE-PW | 1,435,263 | $112.7M | 3.86% |
| 12 | NVIDIA CORPORATION | NVDA | 533,320 | $110.5M | 3.78% |
| 13 | NIKE INC | NKE | 759,900 | $110.4M | 3.78% |
| 14 | VISA INC | V | 474,838 | $105.8M | 3.62% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 939,962 | $96.7M | 3.31% |
| 16 | TRANE TECHNOLOGIES PLC | TT | 539,638 | $93.2M | 3.19% |
| 17 | DARLING INGREDIENTS INC | DAR | 1,262,804 | $90.8M | 3.11% |
| 18 | ABBOTT LABS | ABLZF | 721,567 | $85.2M | 2.92% |
| 19 | ADOBE SYSTEMS INCORPORATED | ADBE | 142,425 | $82.0M | 2.81% |
| 20 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 738,233 | $79.9M | 2.73% |
| 21 | SQUARE INC | BSQKZ | 289,585 | $69.5M | 2.38% |
| 22 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 589,570 | $67.7M | 2.32% |
| 23 | ON SEMICONDUCTOR CORP | ON | 1,163,596 | $53.3M | 1.82% |
| 24 | LULULEMON ATHLETICA INC | LULU | 88,100 | $35.7M | 1.22% |
| 25 | BALL CORP | BALL | 6,606 | $594,342 | 0.02% |
| 26 | TESLA INC | TSLA | 721 | $559,121 | 0.02% |
| 27 | AIR PRODS & CHEMS INC | AIIR | 1,836 | $470,218 | 0.02% |