Munro Partners Q2 2025 Filing
Filed August 27, 2025
Portfolio Value
$3.2T
Holdings
67
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (67 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 2,013,346 | $318.1B | 9.95% | |
| 2 | MSFTMICROSOFT CORP | 434,223 | $216.0B | 6.76% | |
| 3 | AMZNAMAZON COM INC | 809,513 | $177.6B | 5.56% | |
| 4 | METAMETA PLATFORMS INC | 219,405 | $161.9B | 5.07% | |
| 5 | CEGCONSTELLATION ENERGY CORP | 439,012 | $141.7B | 4.43% | |
| 6 | MAMASTERCARD INCORPORATED | 200,344 | $112.6B | 3.52% | |
| 7 | ORCLORACLE CORP | 513,535 | $112.3B | 3.51% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 1,065,458 | $111.3B | 3.48% | |
| 9 | BSXBOSTON SCIENTIFIC CORP | 958,605 | $103.0B | 3.22% | |
| 10 | LLYELI LILLY & CO | 126,836 | $98.9B | 3.09% | |
| 11 | GEVGE VERNOVA INC | 182,888 | $96.8B | 3.03% | |
| 12 | UBERUBER TECHNOLOGIES INC | 1,032,095 | $96.3B | 3.01% | |
| 13 | NFLXNETFLIX INC | 71,395 | $95.6B | 2.99% | |
| 14 | VRTVERTIV HOLDINGS CO | 718,485 | $92.3B | 2.89% | |
| 15 | AMDADVANCED MICRO DEVICES INC | 633,460 | $89.9B | 2.81% | |
| 16 | GOOGLALPHABET INC | 475,542 | $83.8B | 2.62% | |
| 17 | JCIJOHNSON CTLS INTL PLC | 788,082 | $83.2B | 2.60% | |
| 18 | CWCURTISS WRIGHT CORP | 159,656 | $78.0B | 2.44% | |
| 19 | VVISA INC | 201,680 | $71.6B | 2.24% | |
| 20 | LNGCHENIERE ENERGY INC | 276,295 | $67.3B | 2.10% | |
| 21 | ISRGINTUITIVE SURGICAL INC | 120,910 | $65.7B | 2.06% | |
| 22 | TKOTKO GROUP HOLDINGS INC | 360,926 | $65.7B | 2.05% | |
| 23 | MSIMOTOROLA SOLUTIONS INC | 155,475 | $65.4B | 2.05% | |
| 24 | AXONAXON ENTERPRISE INC | 75,622 | $62.6B | 1.96% | |
| 25 | NOWSERVICENOW INC | 60,096 | $61.8B | 1.93% | |
| 26 | HEIHEICO CORP NEW | 182,073 | $59.7B | 1.87% | |
| 27 | SPOTSPOTIFY TECHNOLOGY S A | 77,560 | $59.5B | 1.86% | |
| 28 | AVGOBROADCOM INC | 205,216 | $56.6B | 1.77% | |
| 29 | ICEINTERCONTINENTAL EXCHANGE IN | 287,765 | $52.8B | 1.65% | |
| 30 | HWMHOWMET AEROSPACE INC | 140,890 | $26.2B | 0.82% | |
| 31 | PWRQUANTA SVCS INC | 51,972 | $19.6B | 0.61% | |
| 32 | LINLINDE PLC | 40,814 | $19.1B | 0.60% | |
| 33 | NEENEXTERA ENERGY INC | 266,932 | $18.5B | 0.58% | |
| 34 | GFLGFL ENVIRONMENTAL INC | 256,167 | $12.9B | 0.40% | |
| 35 | ETNEATON CORP PLC | 30,967 | $11.1B | 0.35% | |
| 36 | FIXCOMFORT SYS USA INC | 18,069 | $9.7B | 0.30% | |
| 37 | TWTRADEWEB MKTS INC | 55,235 | $8.1B | 0.25% | |
| 38 | TTTRANE TECHNOLOGIES PLC | 18,195 | $8.0B | 0.25% | |
| 39 | CLHCLEAN HARBORS INC | 34,399 | $8.0B | 0.25% | |
| 40 | TLNTALEN ENERGY CORP | 27,276 | $7.9B | 0.25% | |
| 41 | CPRTCOPART INC | 138,102 | $6.8B | 0.21% | |
| 42 | MLB1MERCADOLIBRE INC | 2,235 | $5.8B | 0.18% | |
| 43 | BIPBROOKFIELD INFRAST PARTNERS | 168,180 | $5.6B | 0.18% | |
| 44 | IBKRINTERACTIVE BROKERS GROUP IN | 86,740 | $4.8B | 0.15% | |
| 45 | DRSLEONARDO DRS INC | 98,755 | $4.6B | 0.14% | |
| 46 | SHOPSHOPIFY INC | 39,320 | $4.5B | 0.14% | |
| 47 | PODDINSULET CORP | 14,355 | $4.5B | 0.14% | |
| 48 | RHCRH PLC | 44,635 | $4.1B | 0.13% | |
| 49 | NVMINOVA LTD | 14,485 | $4.0B | 0.12% | |
| 50 | CLSCELESTICA INC | 24,855 | $3.9B | 0.12% | |
| 51 | WAYWAYSTAR HLDG CORP | 86,195 | $3.5B | 0.11% | |
| 52 | ZSZSCALER INC | 10,260 | $3.2B | 0.10% | |
| 53 | GDDYGODADDY INC | 17,590 | $3.2B | 0.10% | |
| 54 | DTDYNATRACE INC | 57,180 | $3.2B | 0.10% | |
| 55 | RDDTREDDIT INC | 18,610 | $2.8B | 0.09% | |
| 56 | MIRMIRION TECHNOLOGIES INC | 121,875 | $2.6B | 0.08% | |
| 57 | WIXWIX COM LTD | 16,200 | $2.6B | 0.08% | |
| 58 | ALABASTERA LABS INC | 26,050 | $2.4B | 0.07% | |
| 59 | KNSLKINSALE CAP GROUP INC | 4,860 | $2.4B | 0.07% | |
| 60 | OWLBLUE OWL CAPITAL INC | 119,875 | $2.3B | 0.07% | |
| 61 | SBACSBA COMMUNICATIONS CORP NEW | 9,305 | $2.2B | 0.07% | |
| 62 | ULSUL SOLUTIONS INC | 29,545 | $2.2B | 0.07% | |
| 63 | TRGPTARGA RES CORP | 10,865 | $1.9B | 0.06% | |
| 64 | CRWVCOREWEAVE INC | 11,475 | $1.9B | 0.06% | |
| 65 | AMRZAMRIZE LTD | 37,325 | $1.8B | 0.06% | |
| 66 | NXTNEXTRACKER INC | 28,679 | $1.6B | 0.05% | |
| 67 | RYANRYAN SPECIALTY HOLDINGS INC | 19,735 | $1.3B | 0.04% |