13F-HR filed by Munro Partners
Munro Partners filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-15, with 64 holding rows worth $3,690,410,968.
- Accession
- 0001768744-25-000011
- Filer
- CIK 1768744
- Filed
- 2025-10-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 64 entries on the cover page, a total value of $3,690,410,968 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,690,410,968 with VALUE read as dollars as filed, 13F file number 028-25763. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 1,598,276 | $298,206,336 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 918,788 | $201,738,281 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 346,403 | $179,419,434 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 1,354,543 | $141,482,016 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 394,167 | $129,708,535 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 1,287,025 | $126,089,839 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 169,865 | $124,745,459 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 1,242,080 | $121,264,270 | dollars as filed | |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 572,656 | $115,653,606 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 349,546 | $115,318,721 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 935,295 | $112,141,871 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 461,287 | $112,138,870 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 701,930 | $105,893,160 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 185,454 | $105,488,090 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 367,340 | $103,310,702 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 155,543 | $95,643,391 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 129,442 | $92,892,757 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 202,760 | $92,720,120 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 163,571 | $88,809,239 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 71,010 | $85,135,309 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 616,485 | $84,365,972 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 753,252 | $82,820,057 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 556,930 | $81,127,993 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 103,445 | $72,204,610 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 227,240 | $70,155,805 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 293,555 | $68,979,554 | dollars as filed | |
| HEICO CORP NEW COM | 422806109 | Stock | 197,633 | $63,799,885 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 185,755 | $63,413,042 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 409,895 | $60,914,496 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 364,115 | $58,218,347 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 363,250 | $47,204,338 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 90,125 | $40,306,604 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 164,300 | $40,108,916 | dollars as filed | call |
| QUANTA SVCS INC | 74762E102 | COM | 78,412 | $32,495,501 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 27,254 | $22,489,456 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 289,332 | $21,841,673 | dollars as filed | |
| Linde plc | G54950103 | COM | 43,139 | $20,491,025 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 77,004 | $17,881,869 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 344,892 | $16,340,983 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 51,695 | $12,736,614 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 284,190 | $12,035,447 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 58,688 | $11,516,346 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 30,687 | $11,484,610 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 62,670 | $10,499,732 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 4,025 | $9,406,184 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 44,585 | $8,729,743 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 36,000 | $8,279,640 | dollars as filed | |
| LEONARDO DRS INC COM | 52661A108 | Stock | 170,345 | $7,733,663 | dollars as filed | |
| NOVA LTD COM | M7516K103 | Stock | 23,930 | $7,649,464 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 18,065 | $7,622,707 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 50,000 | $7,120,000 | dollars as filed | |
| WAYSTAR HLDG CORP | 946784105 | COM | 178,890 | $6,783,509 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 20,420 | $6,430,054 | dollars as filed | |
| BROOKFIELD INFRASTRUCTURE PA | G16252101 | LP INT UNIT | 178,240 | $5,862,314 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 49,070 | $5,445,789 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 78,980 | $5,434,614 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 111,915 | $5,422,282 | dollars as filed | |
| BLUE OWL CAPITAL INC COM CL A | 09581B103 | Stock | 299,870 | $5,076,799 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 199,910 | $4,649,907 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 14,075 | $4,217,715 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 9,275 | $3,944,287 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 22,055 | $3,917,630 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 31,740 | $3,273,981 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 70,685 | $2,177,805 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001768744-25-000011 | this filing | 2025-10-15 | acceptance time not in the bulk data set |