13F-HR filed by Munro Partners
Munro Partners filed this 13F-HR for the quarter ended 2024-03-31, filed 2025-10-21, with 57 holding rows worth $2,789,611,647.
- Accession
- 0001768744-25-000016
- 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 Q1 2024
A holdings report, 57 entries on the cover page, a total value of $2,789,611,647 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,789,611,647 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 | 358,966 | $324,347,319 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 525,493 | $221,085,415 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,202,117 | $216,837,864 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 886,971 | $163,956,589 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 292,015 | $141,796,644 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,040,477 | $141,556,896 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 160,528 | $122,386,547 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 396,805 | $110,740,339 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 180,006 | $102,873,429 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 184,069 | $88,642,108 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 1,229,747 | $80,671,403 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 26,889 | $78,160,139 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 117,377 | $76,295,050 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 90,746 | $70,596,758 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 883,820 | $68,045,302 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 436,367 | $65,860,871 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 303,103 | $62,508,932 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 909,785 | $62,311,175 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 119,965 | $60,534,339 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 330,925 | $59,923,899 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 1,520,075 | $52,701,000 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 120,327 | $47,005,743 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 273,867 | $45,177,100 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 507,850 | $43,807,141 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 728,950 | $41,018,017 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 1,132,090 | $40,053,344 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 580,964 | $36,188,248 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 265,425 | $31,290,953 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 451,735 | $31,269,097 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 64,585 | $20,207,355 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 42,126 | $8,480,385 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 24,107 | $6,262,999 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 28,858 | $6,151,083 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 19,245 | $6,114,329 | dollars as filed | |
| Linde plc | G54950103 | COM | 13,166 | $6,113,237 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 91,784 | $5,254,634 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 119,765 | $5,188,220 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 144,695 | $4,991,978 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 60,140 | $4,911,634 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 2,510 | $3,795,020 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 4,740 | $3,472,666 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 25,454 | $3,181,495 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 6,625 | $3,157,939 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 31,025 | $2,750,677 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 4,264 | $2,389,759 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,680 | $2,226,689 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 32,900 | $2,102,639 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 28,915 | $2,013,930 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 2,880 | $1,950,970 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 1,910 | $262,587 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 2,155 | $224,486 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 5,365 | $200,061 | dollars as filed | |
| CAMTEK LTD ORD | M20791105 | Stock | 2,375 | $198,954 | dollars as filed | |
| GODADDY INC CL A | 380237107 | Stock | 1,170 | $138,856 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 430 | $97,124 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 99 | $93,185 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 500 | $37,095 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001768744-25-000016 | this filing | 2025-10-21 | acceptance time not in the bulk data set |