13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000032
Total Value
$887.1M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 34,220 | $94.4M | 10.64% |
| 2 | MICROSOFT CORP | MSFT | 384,005 | $78.1M | 8.81% |
| 3 | DANAHER CORPORATION | 235851102 | 301,850 | $53.4M | 6.02% |
| 4 | ALPHABET INC | GOOG | 37,088 | $52.6M | 5.93% |
| 5 | THERMO FISHER SCIENTIFIC INC | TMO | 144,225 | $52.3M | 5.89% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 918,992 | $52.2M | 5.88% |
| 7 | FACEBOOK INC | META | 200,524 | $45.5M | 5.13% |
| 8 | MASTERCARD INCORPORATED | MA | 141,005 | $41.7M | 4.70% |
| 9 | SERVICENOW INC | NOW | 102,417 | $41.5M | 4.68% |
| 10 | PAYPAL HLDGS INC | PYPL | 214,655 | $37.4M | 4.22% |
| 11 | ADOBE INC | ADBE | 84,198 | $36.7M | 4.13% |
| 12 | VISA INC | V | 183,415 | $35.4M | 3.99% |
| 13 | NVIDIA CORPORATION | NVDA | 88,207 | $33.5M | 3.78% |
| 14 | CME GROUP INC | CME | 205,380 | $33.4M | 3.76% |
| 15 | CHARTER COMMUNICATIONS INC N | 16119P108 | 58,658 | $29.9M | 3.37% |
| 16 | BROADCOM INC | AVGO | 89,830 | $28.4M | 3.20% |
| 17 | FIDELITY NATL INFORMATION SV | 31620M106 | 209,830 | $28.1M | 3.17% |
| 18 | ATLASSIAN CORP PLC | TEAM | 148,240 | $26.7M | 3.01% |
| 19 | ABBOTT LABS | ABLZF | 283,232 | $25.9M | 2.92% |
| 20 | VEEVA SYS INC | VEEV | 90,385 | $21.2M | 2.39% |
| 21 | SPOTIFY TECHNOLOGY S A | SPOT | 65,700 | $17.0M | 1.91% |
| 22 | S&P GLOBAL INC | SPGI | 47,890 | $15.8M | 1.78% |
| 23 | THE TRADE DESK INC | 88339J105 | 9,307 | $3.8M | 0.43% |
| 24 | FISERV INC | FISV | 23,914 | $2.3M | 0.26% |