13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001768744-25-000036
Total Value
$583.1M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 28,298 | $53.6M | 9.19% |
| 2 | MICROSOFT CORP | MSFT | 375,234 | $50.3M | 8.62% |
| 3 | ALPHABET INC | GOOG | 44,389 | $48.1M | 8.24% |
| 4 | INVESCO QQQ TR | IVZ | 194,200 | $36.3M | 6.22% |
| 5 | DANAHER CORPORATION | 235851102 | 193,125 | $27.6M | 4.73% |
| 6 | ADOBE INC | ADBE | 88,855 | $26.2M | 4.49% |
| 7 | ALIBABA GROUP HLDG LTD | BBAAY | 152,750 | $25.9M | 4.44% |
| 8 | FACEBOOK INC | META | 130,700 | $25.2M | 4.33% |
| 9 | SALESFORCE COM INC | CRM | 161,214 | $24.5M | 4.20% |
| 10 | VISA INC | V | 140,085 | $24.3M | 4.17% |
| 11 | SERVICENOW INC | NOW | 84,021 | $23.1M | 3.96% |
| 12 | PAYPAL HLDGS INC | PYPL | 201,525 | $23.1M | 3.96% |
| 13 | CISCO SYS INC | CSCO | 420,525 | $23.0M | 3.95% |
| 14 | BOEING CO | BA-PA | 56,117 | $20.4M | 3.50% |
| 15 | STRYKER CORP | SYK | 93,950 | $19.3M | 3.31% |
| 16 | UNITED RENTALS INC | URI | 130,953 | $17.4M | 2.98% |
| 17 | NETFLIX INC | NFLX | 45,700 | $16.8M | 2.88% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 53,000 | $15.6M | 2.67% |
| 19 | CME GROUP INC | CME | 77,900 | $15.1M | 2.59% |
| 20 | MASTERCARD INC | MA | 55,172 | $14.6M | 2.50% |
| 21 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 99,200 | $14.4M | 2.47% |
| 22 | ABBOTT LABS | ABLZF | 153,850 | $12.9M | 2.22% |
| 23 | STARBUCKS CORP | SBUX | 117,050 | $9.8M | 1.68% |
| 24 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 166,800 | $6.5M | 1.12% |
| 25 | UNITEDHEALTH GROUP INC | UNH | 19,100 | $4.7M | 0.80% |
| 26 | IAC INTERACTIVECORP | IAC | 13,700 | $3.0M | 0.51% |
| 27 | SLACK TECHNOLOGIES INC | 83088V102 | 42,000 | $1.6M | 0.27% |