13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000034
Total Value
$706.7M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 366,600 | $77.8M | 11.00% |
| 2 | MICROSOFT CORP | MSFT | 293,817 | $46.3M | 6.56% |
| 3 | ALPHABET INC | GOOG | 31,878 | $42.7M | 6.04% |
| 4 | AMAZON COM INC | AMZN | 21,337 | $39.4M | 5.58% |
| 5 | VISA INC | V | 153,502 | $28.8M | 4.08% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 87,633 | $28.5M | 4.03% |
| 7 | ABBOTT LABS | ABLZF | 327,026 | $28.4M | 4.02% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 486,285 | $28.3M | 4.00% |
| 9 | PAYPAL HLDGS INC | PYPL | 241,289 | $26.1M | 3.69% |
| 10 | FACEBOOK INC | META | 126,082 | $25.9M | 3.66% |
| 11 | ADOBE INC | ADBE | 72,934 | $24.1M | 3.40% |
| 12 | NIKE INC | NKE | 236,761 | $24.0M | 3.39% |
| 13 | SERVICENOW INC | NOW | 83,463 | $23.6M | 3.33% |
| 14 | NVIDIA CORP | NVDA | 99,612 | $23.4M | 3.32% |
| 15 | THE TRADE DESK INC | 88339J105 | 89,050 | $23.1M | 3.27% |
| 16 | SALESFORCE COM INC | CRM | 137,594 | $22.4M | 3.17% |
| 17 | STARBUCKS CORP | SBUX | 250,919 | $22.1M | 3.12% |
| 18 | ALIBABA GROUP HLDG LTD | BBAAY | 102,857 | $21.8M | 3.09% |
| 19 | MASTERCARD INC | MA | 71,852 | $21.5M | 3.04% |
| 20 | STRYKER CORP | SYK | 100,827 | $21.2M | 3.00% |
| 21 | KEYSIGHT TECHNOLOGIES INC | KEYS | 204,555 | $21.0M | 2.97% |
| 22 | DANAHER CORPORATION | 235851102 | 131,010 | $20.1M | 2.85% |
| 23 | FIDELITY NATL INFORMATION SV | 31620M106 | 144,066 | $20.0M | 2.84% |
| 24 | FISERV INC | FISV | 166,750 | $19.3M | 2.73% |
| 25 | CME GROUP INC | CME | 81,074 | $16.3M | 2.30% |
| 26 | THOR INDS INC | 885160101 | 138,750 | $10.3M | 1.46% |
| 27 | ENVISTA HLDGS CORP | NVST | 16,698 | $494,929 | 0.07% |