13F-HR filed by Munro Partners
Munro Partners filed this 13F-HR for the quarter ended 2024-06-30, filed 2025-10-21, with 57 holding rows worth $2,700,089,611.
- Accession
- 0001768744-25-000015
- Filer
- CIK 1768744
- Filed
- 2025-10-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2024
A holdings report, 57 entries on the cover page, a total value of $2,700,089,611 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,700,089,611 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 | 2,440,728 | $301,527,537 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,204,197 | $232,711,070 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 518,293 | $231,651,056 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 918,090 | $183,865,884 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 989,757 | $172,029,664 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 152,848 | $120,240,936 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 413,128 | $97,494,077 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 189,210 | $95,403,466 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 547,625 | $93,923,164 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 329,305 | $86,432,683 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 143,896 | $85,626,754 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 89,566 | $81,091,265 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 182,209 | $80,383,322 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 433,457 | $78,954,193 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 1,076,297 | $77,321,176 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 1,051,615 | $76,431,378 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 906,945 | $69,843,834 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 828,179 | $62,237,652 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 979,595 | $61,371,627 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 303,915 | $60,533,790 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 782,820 | $58,695,844 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 167,440 | $45,372,891 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 270,107 | $44,194,907 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 536,265 | $37,972,925 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 92,080 | $28,003,370 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 40,362 | $26,526,310 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 276,419 | $23,003,589 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 310,875 | $12,061,950 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 30,887 | $7,848,078 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 33,106 | $7,486,922 | dollars as filed | |
| Linde plc | G54950103 | COM | 14,006 | $6,145,973 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 124,850 | $6,142,620 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 68,385 | $5,920,089 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 150,505 | $5,859,160 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 117,770 | $5,521,058 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 95,464 | $4,672,008 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 1,915 | $3,147,111 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 6,625 | $2,975,023 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,690 | $2,713,346 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 60,885 | $2,683,202 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 23,810 | $2,273,141 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 10,288 | $2,194,842 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 9,465 | $2,078,135 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,760 | $1,495,982 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 4,745 | $1,487,795 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 9,065 | $1,374,526 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 3,055 | $485,959 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 3,880 | $411,280 | dollars as filed | |
| BROOKFIELD INFRASTRUCTURE PA | G16252101 | LP INT UNIT | 13,660 | $374,830 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 1,150 | $338,376 | dollars as filed | |
| CAMTEK LTD ORD | M20791105 | Stock | 2,675 | $335,017 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 9,295 | $298,741 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 1,415 | $298,169 | dollars as filed | |
| GODADDY INC CL A | 380237107 | Stock | 1,320 | $184,417 | dollars as filed | |
| UL SOLUTIONS INC | 903731107 | CLASS A COM SHS | 4,080 | $172,135 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 2,160 | $138,002 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 155 | $127,360 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001768744-25-000015 | this filing | 2025-10-21 | acceptance time not in the bulk data set |