13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000030
Total Value
$2.31B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 850,000 | $266.7M | 11.57% |
| 2 | AMAZON COM INC | AMZN | 50,503 | $164.5M | 7.13% |
| 3 | MICROSOFT CORP | MSFT | 582,544 | $129.6M | 5.62% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,040,249 | $113.4M | 4.92% |
| 5 | SERVICENOW INC | NOW | 204,830 | $112.7M | 4.89% |
| 6 | DANAHER CORPORATION | 235851102 | 439,315 | $97.6M | 4.23% |
| 7 | PAYPAL HLDGS INC | PYPL | 414,300 | $97.0M | 4.21% |
| 8 | NEXTERA ENERGY INC | NEE-PW | 1,113,600 | $85.9M | 3.73% |
| 9 | BROADCOM INC | AVGO | 190,445 | $83.4M | 3.62% |
| 10 | MASTERCARD INCORPORATED | MA | 224,684 | $80.2M | 3.48% |
| 11 | CHARTER COMMUNICATIONS INC N | 16119P108 | 116,257 | $76.9M | 3.34% |
| 12 | FACEBOOK INC | META | 279,665 | $76.4M | 3.31% |
| 13 | ADOBE SYSTEMS INCORPORATED | ADBE | 147,482 | $73.8M | 3.20% |
| 14 | VISA INC | V | 320,268 | $70.1M | 3.04% |
| 15 | QUALCOMM INC | QCOM | 455,575 | $69.4M | 3.01% |
| 16 | ALPHABET INC | GOOG | 39,429 | $69.1M | 3.00% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 143,461 | $66.8M | 2.90% |
| 18 | SPOTIFY TECHNOLOGY S A | SPOT | 194,505 | $61.2M | 2.65% |
| 19 | ATLASSIAN CORP PLC | TEAM | 261,130 | $61.1M | 2.65% |
| 20 | MICRON TECHNOLOGY INC | MU | 789,100 | $59.3M | 2.57% |
| 21 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 505,400 | $58.3M | 2.53% |
| 22 | NVIDIA CORPORATION | NVDA | 108,010 | $56.4M | 2.45% |
| 23 | ABBOTT LABS | ABLZF | 489,257 | $53.6M | 2.32% |
| 24 | VEEVA SYS INC | VEEV | 186,230 | $50.7M | 2.20% |
| 25 | NETFLIX INC | NFLX | 88,325 | $47.8M | 2.07% |
| 26 | UBER TECHNOLOGIES INC | UBER | 912,050 | $46.5M | 2.02% |
| 27 | TESLA INC | TSLA | 65,505 | $46.2M | 2.00% |
| 28 | RYANAIR HOLDINGS PLC | RYAOF | 283,171 | $31.1M | 1.35% |