13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000033
Total Value
$489.3M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 29,237 | $57.0M | 11.65% |
| 2 | MICROSOFT CORP | MSFT | 329,955 | $52.0M | 10.64% |
| 3 | ALPHABET INC | GOOG | 38,720 | $45.0M | 9.20% |
| 4 | FACEBOOK INC | META | 161,811 | $27.0M | 5.52% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 527,689 | $25.2M | 5.15% |
| 6 | PAYPAL HLDGS INC | PYPL | 237,186 | $22.7M | 4.64% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 79,628 | $22.6M | 4.62% |
| 8 | ABBOTT LABS | ABLZF | 281,217 | $22.2M | 4.54% |
| 9 | DANAHER CORPORATION | 235851102 | 156,354 | $21.6M | 4.42% |
| 10 | CME GROUP INC | CME | 118,890 | $20.6M | 4.20% |
| 11 | VISA INC | V | 125,928 | $20.3M | 4.15% |
| 12 | SALESFORCE COM INC | CRM | 131,974 | $19.0M | 3.88% |
| 13 | FISERV INC | FISV | 183,162 | $17.4M | 3.56% |
| 14 | MASTERCARD INC | MA | 70,923 | $17.1M | 3.50% |
| 15 | FIDELITY NATL INFORMATION SV | 31620M106 | 139,178 | $16.9M | 3.46% |
| 16 | SERVICENOW INC | NOW | 58,504 | $16.8M | 3.43% |
| 17 | ADOBE INC | ADBE | 44,007 | $14.0M | 2.86% |
| 18 | ATLASSIAN CORP PLC | TEAM | 97,880 | $13.4M | 2.75% |
| 19 | NVIDIA CORP | NVDA | 50,100 | $13.2M | 2.70% |
| 20 | S&P GLOBAL INC | SPGI | 29,703 | $7.3M | 1.49% |
| 21 | THE TRADE DESK INC | 88339J105 | 33,544 | $6.5M | 1.32% |
| 22 | CROWN CASTLE INTL CORP NEW | CCI | 40,852 | $5.9M | 1.21% |
| 23 | AMAZON COM INC | AMZN | 29,900 | $2.9M | 0.60% |
| 24 | STARBUCKS CORP | SBUX | 39,668 | $2.6M | 0.53% |