13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000035
Total Value
$605.8M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287432 | 335,700 | $48.0M | 7.93% |
| 2 | ALPHABET INC | GOOG | 34,639 | $42.3M | 6.98% |
| 3 | AMAZON COM INC | AMZN | 24,198 | $42.0M | 6.93% |
| 4 | MICROSOFT CORP | MSFT | 287,484 | $40.0M | 6.60% |
| 5 | VISA INC | V | 162,885 | $28.0M | 4.63% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 552,900 | $25.7M | 4.24% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 87,300 | $25.4M | 4.20% |
| 8 | PAYPAL HLDGS INC | PYPL | 239,125 | $24.8M | 4.09% |
| 9 | STRYKER CORP | SYK | 100,350 | $21.7M | 3.58% |
| 10 | FIDELITY NATL INFORMATION SV | 31620M106 | 161,700 | $21.5M | 3.54% |
| 11 | CISCO SYS INC | CSCO | 431,725 | $21.3M | 3.52% |
| 12 | FACEBOOK INC | META | 115,400 | $20.6M | 3.39% |
| 13 | DANAHER CORPORATION | 235851102 | 139,475 | $20.1M | 3.33% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 118,350 | $19.8M | 3.27% |
| 15 | SALESFORCE COM INC | CRM | 128,364 | $19.1M | 3.15% |
| 16 | BOEING CO | BA-PA | 48,967 | $18.6M | 3.08% |
| 17 | SERVICENOW INC | NOW | 71,071 | $18.0M | 2.98% |
| 18 | NIKE INC | NKE | 191,800 | $18.0M | 2.97% |
| 19 | ADOBE INC | ADBE | 65,195 | $18.0M | 2.97% |
| 20 | ABBOTT LABS | ABLZF | 213,000 | $17.8M | 2.94% |
| 21 | MASTERCARD INC | MA | 64,172 | $17.4M | 2.88% |
| 22 | CME GROUP INC | CME | 80,600 | $17.0M | 2.81% |
| 23 | STARBUCKS CORP | SBUX | 182,350 | $16.1M | 2.66% |
| 24 | IAC INTERACTIVECORP | IAC | 71,750 | $15.6M | 2.58% |
| 25 | FISERV INC | FISV | 88,600 | $9.2M | 1.52% |
| 26 | KEYSIGHT TECHNOLOGIES INC | KEYS | 88,800 | $8.6M | 1.43% |
| 27 | UNITEDHEALTH GROUP INC | UNH | 19,650 | $4.3M | 0.70% |
| 28 | ALTERYX INC | 02156B103 | 31,500 | $3.4M | 0.56% |
| 29 | ROKU INC | ROKU | 32,400 | $3.3M | 0.54% |