13F HOLDINGS REPORT
Munro Partners
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001768744-26-000004
Total Value
$3.85B
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,742,521 | $325.0M | 8.44% |
| 2 | GE VERNOVA INC | GEV | 330,338 | $215.9M | 5.61% |
| 3 | AMAZON COM INC | AMZN | 925,173 | $213.5M | 5.55% |
| 4 | MICROSOFT CORP | MSFT | 384,475 | $185.9M | 4.83% |
| 5 | ALPHABET INC | GOOG | 573,907 | $179.6M | 4.67% |
| 6 | CONSTELLATION ENERGY CORP | CEG | 479,257 | $169.3M | 4.40% |
| 7 | TKO GROUP HOLDINGS INC | TKO | 712,256 | $148.9M | 3.87% |
| 8 | NVIDIA CORPORATION | NVDA | 765,000 | $142.7M | 3.71% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 1,418,568 | $139.7M | 3.63% |
| 10 | MASTERCARD INCORPORATED | MA | 241,474 | $137.9M | 3.58% |
| 11 | CRH PLC | CRH | 1,102,400 | $137.6M | 3.57% |
| 12 | META PLATFORMS INC | META | 182,765 | $120.6M | 3.13% |
| 13 | BOSTON SCIENTIFIC CORP | BSX | 1,256,810 | $119.8M | 3.11% |
| 14 | MIRION TECHNOLOGIES INC | MIR | 417,500 | $119.2M | 3.10% |
| 15 | JOHNSON CTLS INTL PLC | G51502105 | 893,257 | $107.0M | 2.78% |
| 16 | GE AEROSPACE | 369604301 | 312,610 | $96.3M | 2.50% |
| 17 | VISA INC | V | 263,300 | $92.3M | 2.40% |
| 18 | HEICO CORP NEW | HEI-A | 284,898 | $92.2M | 2.39% |
| 19 | EATON CORP PLC | ETN | 276,542 | $88.1M | 2.29% |
| 20 | SHARKNINJA INC | SN | 784,586 | $87.8M | 2.28% |
| 21 | CIENA CORP | CIEN | 304,430 | $71.2M | 1.85% |
| 22 | SHOPIFY INC | SHOP | 392,935 | $63.3M | 1.64% |
| 23 | INTUITIVE SURGICAL INC | ISRG | 109,390 | $62.0M | 1.61% |
| 24 | JEFFERIES FINL GROUP INC | 47233W109 | 975,795 | $60.5M | 1.57% |
| 25 | LEGENCE CORP | LGN | 1,396,642 | $60.1M | 1.56% |
| 26 | TARGA RES CORP | TRGP | 317,210 | $58.5M | 1.52% |
| 27 | AXON ENTERPRISE INC | AXON | 97,662 | $55.5M | 1.44% |
| 28 | CELESTICA INC | CLS | 170,980 | $50.5M | 1.31% |
| 29 | BROADCOM INC | AVGO | 126,676 | $43.8M | 1.14% |
| 30 | ELI LILLY & CO | LLY | 38,520 | $41.4M | 1.08% |
| 31 | QUANTA SVCS INC | 74762E102 | 76,322 | $32.2M | 0.84% |
| 32 | NEXTERA ENERGY INC | NEE-PW | 376,837 | $30.3M | 0.79% |
| 33 | GFL ENVIRONMENTAL INC | GFL | 658,407 | $28.3M | 0.73% |
| 34 | LINDE PLC | LIN | 62,074 | $26.5M | 0.69% |
| 35 | VERTIV HOLDINGS CO | VRT | 135,090 | $21.9M | 0.57% |
| 36 | COMFORT SYS USA INC | 199908104 | 23,434 | $21.9M | 0.57% |
| 37 | CLEAN HARBORS INC | CLH | 85,759 | $20.1M | 0.52% |
| 38 | HOWMET AEROSPACE INC | HWM | 65,283 | $13.4M | 0.35% |
| 39 | BROOKFIELD INFRAST PARTNERS | G16252101 | 356,240 | $12.4M | 0.32% |
| 40 | NOVA LTD | NVMI | 36,480 | $12.0M | 0.31% |
| 41 | LEONARDO DRS INC | DRS | 328,095 | $11.2M | 0.29% |
| 42 | CURTISS WRIGHT CORP | CW | 18,820 | $10.4M | 0.27% |
| 43 | REDDIT INC | RDDT | 41,550 | $9.6M | 0.25% |
| 44 | AAR CORP | AIR | 108,295 | $9.0M | 0.23% |
| 45 | TALEN ENERGY CORP | TLN | 23,125 | $8.7M | 0.23% |
| 46 | CONSTRUCTION PARTNERS INC | ROAD | 78,815 | $8.6M | 0.22% |
| 47 | CAMECO CORP | CCJ | 84,770 | $7.8M | 0.20% |
| 48 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 120,385 | $7.7M | 0.20% |
| 49 | INSULET CORP | PODD | 26,470 | $7.5M | 0.20% |
| 50 | COHERENT CORP | COHR | 40,190 | $7.4M | 0.19% |
| 51 | TRANE TECHNOLOGIES PLC | TT | 16,895 | $6.6M | 0.17% |
| 52 | ASTERA LABS INC | ALAB | 39,430 | $6.6M | 0.17% |
| 53 | FUTU HLDGS LTD | FUTU | 39,150 | $6.4M | 0.17% |
| 54 | WAYSTAR HLDG CORP | WAY | 182,115 | $6.0M | 0.15% |
| 55 | WASTE MGMT INC DEL | 94106L109 | 25,735 | $5.7M | 0.15% |
| 56 | MIRION TECHNOLOGIES INC | MIR | 222,720 | $5.2M | 0.14% |
| 57 | TRADEWEB MKTS INC | 892672106 | 48,070 | $5.2M | 0.13% |
| 58 | MERCADOLIBRE INC | MELI | 2,345 | $4.7M | 0.12% |
| 59 | FERMI INC | FRMI | 526,800 | $4.2M | 0.11% |
| 60 | SPOTIFY TECHNOLOGY S A | SPOT | 6,370 | $3.7M | 0.10% |
| 61 | AEROVIRONMENT INC | AVAV | 11,215 | $2.7M | 0.07% |