Munro Partners 13F Holdings

CIK 0001768744 · MELBOURNE, C3

As of Sep 30, 2025, Munro Partners reported 64 positions worth $3.7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,598,276$298.2M8.08%
AMAZON.COM INCAMZNEquity918,788$201.7M5.47%
MICROSOFT CORPMSFTTechnology346,403 79.4M4.86%
LIBERTY MEDIA CORPFWONKCommunication Services1,354,543 41.5M3.83%
CONSTELLATION ENERGY CORPCEGUtilities394,167 29.7M3.51%
UBER TECHNOLOGIES INCUBERTechnology1,287,025 26.1M3.42%
META PLATFORMS INCMETACommunication Services169,865 24.7M3.38%
BOSTON SCIENTIFIC CORPBSXHealthcare1,242,080 21.3M3.29%
TKO GROUP HOLDINGS INCTKOCommunication Services572,656 15.7M3.13%
BROADCOM INCAVGOTechnology349,546 15.3M3.12%
CRH PUBLIC LTD COCRHBasic Materials935,295 12.1M3.04%
ALPHABET INCGOOGLEquity461,287 12.1M3.04%
VERTIV HOLDINGS COVRTIndustrials701,930 05.9M2.87%
MASTERCARD INCMAFinancial Services185,454 05.5M2.86%
ORACLE CORPORCLTechnology367,340 03.3M2.80%
GE VERNOVA INCGEVUtilities155,543$95.6M2.59%
AXON ENTERPRISE INCAXONIndustrials129,442$92.9M2.52%
MOTOROLA SOLUTIONS INCMSITechnology202,760$92.7M2.51%
CURTISS WRIGHT CORPCWIndustrials163,571$88.8M2.41%
NETFLIX INCNFLXCommunication Services71,010$85.1M2.31%
COREWEAVE INCCRWVTechnology616,485$84.4M2.29%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials753,252$82.8M2.24%
CIENA CORPCIENTechnology556,930$81.1M2.20%
SPOTIFY TECHNOLOGY SASPOTCommunication Services103,445$72.2M1.96%
INSULET CORPPODDHealthcare227,240$70.2M1.90%