13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000028
Total Value
$2.90B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 69,351 | $238.6M | 8.22% |
| 2 | MICROSOFT CORP | MSFT | 810,889 | $219.7M | 7.56% |
| 3 | SERVICENOW INC | NOW | 361,155 | $198.5M | 6.83% |
| 4 | NVIDIA CORPORATION | NVDA | 229,615 | $183.7M | 6.33% |
| 5 | ALPHABET INC | GOOG | 74,539 | $182.0M | 6.27% |
| 6 | DANAHER CORPORATION | 235851102 | 666,645 | $178.9M | 6.16% |
| 7 | PAYPAL HLDGS INC | PYPL | 550,125 | $160.4M | 5.52% |
| 8 | ADOBE SYSTEMS INCORPORATED | ADBE | 225,000 | $131.8M | 4.54% |
| 9 | MASTERCARD INCORPORATED | MA | 343,035 | $125.2M | 4.31% |
| 10 | NUTRIEN LTD | NTR | 2,042,618 | $123.8M | 4.26% |
| 11 | NEXTERA ENERGY INC | NEE-PW | 1,619,070 | $118.6M | 4.09% |
| 12 | TRANE TECHNOLOGIES PLC | TT | 576,045 | $106.1M | 3.65% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 873,225 | $104.9M | 3.61% |
| 14 | VISA INC | V | 448,343 | $104.8M | 3.61% |
| 15 | ABBOTT LABS | ABLZF | 880,812 | $102.1M | 3.52% |
| 16 | UBER TECHNOLOGIES INC | UBER | 2,028,545 | $101.7M | 3.50% |
| 17 | NETFLIX INC | NFLX | 162,465 | $85.8M | 2.95% |
| 18 | DARLING INGREDIENTS INC | DAR | 1,260,976 | $85.1M | 2.93% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 208,685 | $82.6M | 2.84% |
| 20 | SQUARE INC | BSQKZ | 314,650 | $76.7M | 2.64% |
| 21 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 631,760 | $73.6M | 2.54% |
| 22 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 619,800 | $73.6M | 2.53% |
| 23 | NIKE INC | NKE | 297,050 | $45.9M | 1.58% |