13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001768744-25-000037
Total Value
$669.8M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 670,000 | $120.4M | 17.97% |
| 2 | AMAZON COM INC | AMZN | 30,098 | $53.6M | 8.00% |
| 3 | ALPHABET INC | GOOG | 36,039 | $42.4M | 6.33% |
| 4 | MICROSOFT CORP | MSFT | 339,784 | $40.1M | 5.98% |
| 5 | CISCO SYS INC | CSCO | 489,375 | $26.4M | 3.94% |
| 6 | DANAHER CORPORATION | 235851102 | 191,625 | $25.3M | 3.78% |
| 7 | ADOBE INC | ADBE | 88,105 | $23.5M | 3.51% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 120,500 | $22.0M | 3.28% |
| 9 | VISA INC | V | 139,235 | $21.7M | 3.25% |
| 10 | PAYPAL HLDGS INC | PYPL | 207,475 | $21.5M | 3.22% |
| 11 | SALESFORCE COM INC | CRM | 125,314 | $19.8M | 2.96% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 71,884 | $19.7M | 2.94% |
| 13 | BOEING CO | BA-PA | 50,648 | $19.3M | 2.88% |
| 14 | WORLDPAY INC | 981558109 | 167,175 | $19.0M | 2.83% |
| 15 | STRYKER CORP | SYK | 93,950 | $18.6M | 2.77% |
| 16 | MASTERCARD INC | MA | 77,672 | $18.3M | 2.73% |
| 17 | SERVICENOW INC | NOW | 67,871 | $16.7M | 2.50% |
| 18 | UNITED RENTALS INC | URI | 122,053 | $13.9M | 2.08% |
| 19 | NETFLIX INC | NFLX | 36,150 | $12.9M | 1.92% |
| 20 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 99,716 | $12.8M | 1.92% |
| 21 | KEYSIGHT TECHNOLOGIES INC | KEYS | 146,100 | $12.7M | 1.90% |
| 22 | FACEBOOK INC | META | 76,300 | $12.7M | 1.90% |
| 23 | UNITEDHEALTH GROUP INC | UNH | 49,189 | $12.2M | 1.82% |
| 24 | IAC INTERACTIVECORP | IAC | 56,500 | $11.9M | 1.77% |
| 25 | ABBOTT LABS | ABLZF | 128,250 | $10.3M | 1.53% |
| 26 | HOME DEPOT INC | HD | 46,750 | $9.0M | 1.34% |
| 27 | ZEBRA TECHNOLOGIES CORP | ZBRA | 42,750 | $9.0M | 1.34% |
| 28 | SQUARE INC | BSQKZ | 117,650 | $8.8M | 1.32% |
| 29 | PTC INC | PTC | 70,100 | $6.5M | 0.96% |
| 30 | CME GROUP INC | CME | 31,500 | $5.2M | 0.77% |
| 31 | SVMK INC | 78489X103 | 134,286 | $2.4M | 0.37% |
| 32 | AMAZON COM INC | AMZN | 13,000 | $1.2M | 0.17% |
| 33 | LYFT INC | LYFT | 1,000 | $72,000 | 0.01% |