Munro Partners
CIK: 0001768744Latest portfolio: $3.8B · Q4 2025
Holdings
59
Total Value
$3.8B
New Positions
59
Closed Positions
0
Top Holdings
View All 59 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 2,507,521 | $467.7M | 12.15% | NEW | Call |
| 2 | GEVGE VERNOVA INC | 330,338 | $215.9M | 5.61% | NEW | |
| 3 | AMZNAMAZON COM INC | 925,173 | $213.5M | 5.55% | NEW | |
| 4 | MSFTMICROSOFT CORP | 384,475 | $185.9M | 4.83% | NEW | |
| 5 | GOOGLALPHABET INC | 573,907 | $179.6M | 4.67% | NEW | |
| 6 | CEGCONSTELLATION ENERGY CORP | 479,257 | $169.3M | 4.40% | NEW | |
| 7 | TKOTKO GROUP HOLDINGS INC | 712,256 | $148.9M | 3.87% | NEW | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 1,418,568 | $139.7M | 3.63% | NEW | |
| 9 | MAMASTERCARD INCORPORATED | 241,474 | $137.9M | 3.58% | NEW | |
| 10 | RHCRH PLC | 1,102,400 | $137.6M | 3.57% | NEW | |
| 11 | MIRMIRION TECHNOLOGIES INC | 640,220 | $124.4M | 3.23% | NEW | Call |
| 12 | METAMETA PLATFORMS INC | 182,765 | $120.6M | 3.13% | NEW | |
| 13 | BSXBOSTON SCIENTIFIC CORP | 1,256,810 | $119.8M | 3.11% | NEW | |
| 14 | JCIJOHNSON CTLS INTL PLC | 893,257 | $107.0M | 2.78% | NEW | |
| 15 | GEGE AEROSPACE | 312,610 | $96.3M | 2.50% | NEW | |
| 16 | VVISA INC | 263,300 | $92.3M | 2.40% | NEW | |
| 17 | HEIHEICO CORP NEW | 284,898 | $92.2M | 2.39% | NEW | |
| 18 | ETNEATON CORP PLC | 276,542 | $88.1M | 2.29% | NEW | |
| 19 | SNSHARKNINJA INC | 784,586 | $87.8M | 2.28% | NEW | |
| 20 | CIENCIENA CORP | 304,430 | $71.2M | 1.85% | NEW | |
| 21 | SHOPSHOPIFY INC | 392,935 | $63.3M | 1.64% | NEW | |
| 22 | ISRGINTUITIVE SURGICAL INC | 109,390 | $62.0M | 1.61% | NEW | |
| 23 | JEFJEFFERIES FINL GROUP INC | 975,795 | $60.5M | 1.57% | NEW | |
| 24 | LGNLEGENCE CORP | 1,396,642 | $60.1M | 1.56% | NEW | |
| 25 | TRGPTARGA RES CORP | 317,210 | $58.5M | 1.52% | NEW |
Quarterly Changes
Sector Breakdown
Industrials0.0% ($1.2437410696796294e+83T)
Technology0.0% ($4.67652185939712e+39T)
Communication Services0.0% ($1.7963214886113973e+26T)
Utilities0.0% ($215899169307302559744.0T)
Financial Services0.0% ($1378529234160470784.0T)
Healthcare0.0% ($11983661954.4T)
Consumer Cyclical0.0% ($21354813.8T)
Unknown0.0% ($47.2B)
Energy0.0% ($58.5M)
Basic Materials0.0% ($26.5M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $3.8B | 61 |
| Q3 2025 | Oct 29, 2025 | $669.8B | 0 |
| Q3 2025 | Oct 29, 2025 | $111.7B | 0 |
| Q3 2025 | Oct 29, 2025 | $171.7B | 0 |
| Q3 2025 | Oct 29, 2025 | $583.1B | 0 |
| Q3 2025 | Oct 28, 2025 | $2.0T | 0 |
| Q3 2025 | Oct 28, 2025 | $1.7T | 0 |
| Q3 2025 | Oct 28, 2025 | $2.8T | 0 |
| Q3 2025 | Oct 28, 2025 | $2.9T | 0 |
| Q3 2025 | Oct 28, 2025 | $1.5T | 0 |
| Q3 2025 | Oct 28, 2025 | $2.2T | 0 |
| Q3 2025 | Oct 28, 2025 | $1.7T | 0 |
| Q3 2025 | Oct 28, 2025 | $2.9T | 0 |
| Q3 2025 | Oct 28, 2025 | $2.3T | 0 |
| Q3 2025 | Oct 28, 2025 | $887.1B | 0 |
| Q3 2025 | Oct 28, 2025 | $2.2T | 0 |
| Q3 2025 | Oct 28, 2025 | $2.0T | 0 |
| Q3 2025 | Oct 28, 2025 | $1.7T | 0 |
| Q3 2025 | Oct 28, 2025 | $3.6T | 0 |
| Q3 2025 | Oct 28, 2025 | $2.3T | 0 |
| Q3 2025 | Oct 28, 2025 | $489.3B | 0 |
| Q3 2025 | Oct 28, 2025 | $706.7B | 0 |
| Q3 2025 | Oct 28, 2025 | $605.8B | 0 |
| Q3 2025 | Oct 21, 2025 | $2.8T | 0 |
| Q3 2025 | Oct 21, 2025 | $2.7T | 0 |
| Q3 2025 | Oct 21, 2025 | $2.7T | 0 |
| Q3 2025 | Oct 15, 2025 | $3.0T | 68 |
| Q3 2025 | Oct 15, 2025 | $3.7T | 64 |
| Q3 2025 | Oct 14, 2025 | $2.1T | 61 |
| Q2 2025 | Aug 27, 2025 | $3.2T | 67 |
Fund Information
Munro Partners is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.8B across 59 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 12.1% of the portfolio. Compared to the previous quarter, the fund opened 59 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.