13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000031
Total Value
$1.53B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288513 | 1,650,000 | $138.4M | 9.03% |
| 2 | AMAZON COM INC | AMZN | 42,224 | $133.0M | 8.67% |
| 3 | MICROSOFT CORP | MSFT | 483,805 | $101.8M | 6.63% |
| 4 | DANAHER CORPORATION | 235851102 | 441,938 | $95.2M | 6.20% |
| 5 | THERMO FISHER SCIENTIFIC INC | TMO | 213,773 | $94.4M | 6.15% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 951,334 | $77.1M | 5.03% |
| 7 | CHARTER COMMUNICATIONS INC N | 16119P108 | 112,728 | $70.4M | 4.59% |
| 8 | FACEBOOK INC | META | 246,130 | $64.5M | 4.20% |
| 9 | BROADCOM INC | AVGO | 176,570 | $64.3M | 4.19% |
| 10 | SERVICENOW INC | NOW | 128,995 | $62.6M | 4.08% |
| 11 | ALPHABET INC | GOOG | 41,619 | $61.0M | 3.98% |
| 12 | ABBOTT LABS | ABLZF | 547,972 | $59.6M | 3.89% |
| 13 | VISA INC | V | 298,054 | $59.6M | 3.89% |
| 14 | PAYPAL HLDGS INC | PYPL | 275,795 | $54.3M | 3.54% |
| 15 | ADOBE SYSTEMS INCORPORATED | ADBE | 110,600 | $54.2M | 3.54% |
| 16 | MASTERCARD INCORPORATED | MA | 158,047 | $53.4M | 3.48% |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | 198,230 | $48.1M | 3.13% |
| 18 | FIDELITY NATL INFORMATION SV | 31620M106 | 321,729 | $47.4M | 3.09% |
| 19 | QUALCOMM INC | QCOM | 388,035 | $45.7M | 2.98% |
| 20 | NVIDIA CORPORATION | NVDA | 82,605 | $44.7M | 2.91% |
| 21 | ATLASSIAN CORP PLC | TEAM | 217,674 | $39.6M | 2.58% |
| 22 | VEEVA SYS INC | VEEV | 128,760 | $36.2M | 2.36% |
| 23 | RYANAIR HOLDINGS PLC | RYAOF | 230,800 | $18.9M | 1.23% |
| 24 | TESLA INC | TSLA | 22,300 | $9.6M | 0.62% |