13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001768744-25-000039
Total Value
$111.7M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 102,000 | $15.7M | 14.09% |
| 2 | MICROSOFT CORP | MSFT | 108,334 | $11.0M | 9.85% |
| 3 | AMAZON COM INC | AMZN | 6,633 | $10.0M | 8.92% |
| 4 | ALPHABET INC | GOOG | 9,239 | $9.7M | 8.64% |
| 5 | CISCO SYS INC | CSCO | 181,550 | $7.9M | 7.04% |
| 6 | UNITEDHEALTH GROUP INC | UNH | 27,414 | $6.8M | 6.11% |
| 7 | BOEING CO | BA-PA | 18,423 | $5.9M | 5.32% |
| 8 | DANAHER CORP DEL | 235851102 | 55,800 | $5.8M | 5.15% |
| 9 | ADOBE INC | ADBE | 24,055 | $5.4M | 4.87% |
| 10 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 38,591 | $5.2M | 4.64% |
| 11 | VISA INC | V | 39,035 | $5.2M | 4.61% |
| 12 | PAYPAL HLDGS INC | PYPL | 49,150 | $4.1M | 3.70% |
| 13 | MASTERCARD INCORPORATED | MA | 21,645 | $4.1M | 3.66% |
| 14 | SERVICENOW INC | NOW | 22,671 | $4.0M | 3.61% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 16,734 | $3.7M | 3.35% |
| 16 | SALESFORCE COM INC | CRM | 15,250 | $2.1M | 1.87% |
| 17 | IAC INTERACTIVECORP | IAC | 11,250 | $2.1M | 1.84% |
| 18 | CBOE GLOBAL MARKETS INC | 12503M108 | 17,000 | $1.7M | 1.49% |
| 19 | BOOKING HLDGS INC | BKNG | 800 | $1.4M | 1.23% |