Institutional Manager · CIK 0001768744
Munro Partners
MELBOURNE, C3 · File #028-25763
Latest AUM
$3.85B
Positions
61
Top-10 Concentration
49.0%
Filings
20
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202561 pos · $3.85B
- 13F HOLDINGS REPORTQ/E Sep 202527 pos · $583.1M
- 13F HOLDINGS REPORTQ/E Sep 202519 pos · $111.7M
- 13F HOLDINGS REPORTQ/E Sep 202531 pos · $171.7M
- 13F HOLDINGS REPORTQ/E Sep 202533 pos · $669.8M
- 13F HOLDINGS REPORTQ/E Sep 202524 pos · $489.3M
- 13F HOLDINGS REPORTQ/E Sep 202553 pos · $2.23B
- 13F HOLDINGS REPORTQ/E Sep 202525 pos · $2.32B
- 13F HOLDINGS REPORTQ/E Sep 202529 pos · $1.70B
- 13F HOLDINGS REPORTQ/E Sep 202524 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Sep 202538 pos · $1.98B
- 13F HOLDINGS REPORTQ/E Sep 202524 pos · $887.1M
- 13F HOLDINGS REPORTQ/E Sep 202528 pos · $2.79B
- 13F HOLDINGS REPORTQ/E Sep 202533 pos · $1.69B
- 13F HOLDINGS REPORTQ/E Sep 202536 pos · $2.05B
- 13F HOLDINGS REPORTQ/E Sep 202529 pos · $605.8M
- 13F HOLDINGS REPORTQ/E Sep 202527 pos · $3.58B
- 13F HOLDINGS REPORTQ/E Sep 202533 pos · $2.17B
- 13F HOLDINGS REPORTQ/E Sep 202527 pos · $706.7M
- 13F HOLDINGS REPORTQ/E Sep 202528 pos · $2.31B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,742,521 | $325.0M | 8.57% |
| 2 | GE VERNOVA INC | GEV | 330,338 | $215.9M | 5.69% |
| 3 | AMAZON COM INC | AMZN | 925,173 | $213.5M | 5.63% |
| 4 | MICROSOFT CORP | MSFT | 384,475 | $185.9M | 4.90% |
| 5 | ALPHABET INC | GOOG | 573,907 | $179.6M | 4.74% |
| 6 | CONSTELLATION ENERGY CORP | CEG | 479,257 | $169.3M | 4.46% |
| 7 | TKO GROUP HOLDINGS INC | TKO | 712,256 | $148.9M | 3.93% |
| 8 | NVIDIA CORPORATION | NVDA | 765,000 | $142.7M | 3.76% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 1,418,568 | $139.7M | 3.68% |
| 10 | MASTERCARD INCORPORATED | MA | 241,474 | $137.9M | 3.63% |
| 11 | CRH PLC | CRH | 1,102,400 | $137.6M | 3.63% |
| 12 | META PLATFORMS INC | META | 182,765 | $120.6M | 3.18% |
| 13 | BOSTON SCIENTIFIC CORP | BSX | 1,256,810 | $119.8M | 3.16% |
| 14 | MIRION TECHNOLOGIES INC | MIR | 417,500 | $119.2M | 3.14% |
| 15 | JOHNSON CTLS INTL PLC | G51502105 | 893,257 | $107.0M | 2.82% |
| 16 | GE AEROSPACE | 369604301 | 312,610 | $96.3M | 2.54% |
| 17 | VISA INC | V | 263,300 | $92.3M | 2.43% |
| 18 | HEICO CORP NEW | HEI-A | 284,898 | $92.2M | 2.43% |
| 19 | EATON CORP PLC | ETN | 276,542 | $88.1M | 2.32% |
| 20 | SHARKNINJA INC | SN | 784,586 | $87.8M | 2.31% |