13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000029
Total Value
$2.32B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 64,891 | $200.8M | 8.64% |
| 2 | MICROSOFT CORP | MSFT | 727,109 | $171.4M | 7.38% |
| 3 | ALPHABET INC | GOOG | 69,607 | $143.6M | 6.18% |
| 4 | PAYPAL HLDGS INC | PYPL | 545,115 | $132.4M | 5.70% |
| 5 | SERVICENOW INC | NOW | 257,800 | $128.9M | 5.55% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,044,735 | $123.6M | 5.32% |
| 7 | DANAHER CORPORATION | 235851102 | 520,900 | $117.2M | 5.05% |
| 8 | NVIDIA CORPORATION | NVDA | 213,475 | $114.0M | 4.91% |
| 9 | MASTERCARD INCORPORATED | MA | 314,700 | $112.0M | 4.82% |
| 10 | NETFLIX INC | NFLX | 213,710 | $111.5M | 4.80% |
| 11 | NEXTERA ENERGY INC | NEE-PW | 1,465,320 | $110.8M | 4.77% |
| 12 | ADOBE SYSTEMS INCORPORATED | ADBE | 199,485 | $94.8M | 4.08% |
| 13 | MICRON TECHNOLOGY INC | MU | 1,059,600 | $93.5M | 4.02% |
| 14 | UBER TECHNOLOGIES INC | UBER | 1,481,400 | $80.8M | 3.48% |
| 15 | VISA INC | V | 370,008 | $78.3M | 3.37% |
| 16 | ABBOTT LABS | ABLZF | 649,577 | $77.8M | 3.35% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 199,160 | $70.2M | 3.02% |
| 18 | RYANAIR HOLDINGS PLC | RYAOF | 544,717 | $62.6M | 2.70% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 223,605 | $59.9M | 2.58% |
| 20 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 524,400 | $58.6M | 2.52% |
| 21 | DARLING INGREDIENTS INC | DAR | 762,900 | $56.1M | 2.42% |
| 22 | TWILIO INC | TWLO | 140,399 | $47.8M | 2.06% |
| 23 | ATLASSIAN CORP PLC | TEAM | 209,905 | $44.2M | 1.90% |
| 24 | INSTALLED BLDG PRODS INC | 45780R101 | 196,083 | $21.7M | 0.94% |
| 25 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 97,325 | $10.1M | 0.43% |