Munro Partners
Latest statistics and disclosures from Munro Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GEV, AMZN, MSFT, GOOGL, and represent 33.76% of Munro Partners's stock portfolio.
- Added to shares of these 10 stocks: CRH (+$132M), GEV (+$96M), GE (+$96M), NVDA (+$92M), SN (+$88M), ETN (+$78M), TKO (+$73M), CIEN (+$71M), JEF (+$61M), LGN (+$60M).
- Started 13 new stock positions in WM, JEF, AVAV, FRMI, LGN, GE, COHR, SN, CIEN, CCJ. AIR, ROAD, FUTU.
- Reduced shares in these 10 stocks: , UBER (-$96M), NFLX (-$96M), LLY (-$95M), VRT (-$95M), AMD (-$90M), CW (-$78M), , MSI (-$65M), .
- Sold out of its positions in AMD, OWL, LNG, CPRT, CRWV, DT, GDDY, ICE, KNSL, MSI. NFLX, NXT, ORCL, RYAN, SBAC, NOW, UBER, ULS, ZS, AMRZ, WIX.
- Munro Partners was a net buyer of stock by $323M.
- Munro Partners has $3.7B in assets under management (AUM), dropping by 17.01%.
- Central Index Key (CIK): 0001768744
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Portfolio Holdings for Munro Partners
Munro Partners holds 59 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.5 | $468M | +24% | 2.5M | 186.50 |
|
| Ge Vernova (GEV) | 5.8 | $216M | +80% | 330k | 653.57 |
|
| Amazon (AMZN) | 5.7 | $214M | +14% | 925k | 230.82 |
|
| Microsoft Corporation (MSFT) | 5.0 | $186M | -11% | 385k | 483.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $180M | +20% | 574k | 313.00 |
|
| Constellation Energy (CEG) | 4.5 | $169M | +9% | 479k | 353.27 |
|
| Tko Group Holdings Cl A (TKO) | 4.0 | $149M | +97% | 712k | 209.00 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.7 | $140M | +33% | 1.4M | 98.51 |
|
| Mastercard Incorporated Cl A (MA) | 3.7 | $138M | +20% | 242k | 570.88 |
|
| CRH Ord (CRH) | 3.7 | $138M | +2369% | 1.1M | 124.80 |
|
| Meta Platforms Cl A (META) | 3.2 | $121M | -16% | 183k | 660.09 |
|
| Boston Scientific Corporation (BSX) | 3.2 | $120M | +31% | 1.3M | 95.35 |
|
| Johnson Ctls Intl SHS (JCI) | 2.9 | $107M | +13% | 893k | 119.75 |
|
| Ge Aerospace Com New (GE) | 2.6 | $96M | NEW | 313k | 308.03 |
|
| Visa Com Cl A (V) | 2.5 | $92M | +30% | 263k | 350.71 |
|
| HEICO Corporation (HEI) | 2.5 | $92M | +56% | 285k | 323.59 |
|
| Eaton Corp SHS (ETN) | 2.4 | $88M | +793% | 277k | 318.51 |
|
| Sharkninja Com Shs (SN) | 2.3 | $88M | NEW | 785k | 111.90 |
|
| Ciena Corp Com New (CIEN) | 1.9 | $71M | NEW | 304k | 233.87 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.7 | $63M | +899% | 393k | 160.97 |
|
| Intuitive Surgical Com New (ISRG) | 1.7 | $62M | -9% | 109k | 566.36 |
|
| Jefferies Finl Group (JEF) | 1.6 | $61M | NEW | 976k | 61.97 |
|
| Legence Corp Cl A (LGN) | 1.6 | $60M | NEW | 1.4M | 43.04 |
|
| Targa Res Corp (TRGP) | 1.6 | $59M | +2819% | 317k | 184.50 |
|
| Axon Enterprise (AXON) | 1.5 | $56M | +29% | 98k | 567.93 |
|
| Celestica (CLS) | 1.4 | $51M | +587% | 171k | 295.61 |
|
| Broadcom (AVGO) | 1.2 | $44M | -38% | 127k | 346.10 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $41M | -69% | 39k | 1074.68 |
|
| Quanta Services (PWR) | 0.9 | $32M | +46% | 76k | 422.06 |
|
| Nextera Energy (NEE) | 0.8 | $30M | +41% | 377k | 80.28 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.8 | $28M | +157% | 658k | 42.95 |
|
| Linde SHS (LIN) | 0.7 | $27M | +52% | 62k | 426.39 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.6 | $22M | -81% | 135k | 162.01 |
|
| Comfort Systems USA (FIX) | 0.6 | $22M | +29% | 23k | 933.29 |
|
| Clean Harbors (CLH) | 0.5 | $20M | +149% | 86k | 234.48 |
|
| Mirion Technologies Com Cl A (MIR) | 0.4 | $15M | +425% | 640k | 23.42 |
|
| Howmet Aerospace (HWM) | 0.4 | $13M | -53% | 65k | 205.02 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.3 | $12M | +111% | 356k | 34.74 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.3 | $12M | +151% | 37k | 328.39 |
|
| D R S Technologies (DRS) | 0.3 | $11M | +232% | 328k | 34.09 |
|
| Curtiss-Wright (CW) | 0.3 | $10M | -88% | 19k | 551.27 |
|
| Reddit Cl A (RDDT) | 0.3 | $9.6M | +123% | 42k | 229.87 |
|
| Aar (AIR) | 0.2 | $9.0M | NEW | 108k | 82.79 |
|
| Talen Energy Corp (TLN) | 0.2 | $8.7M | -15% | 23k | 374.84 |
|
| Construction Partners Com Cl A (ROAD) | 0.2 | $8.6M | NEW | 79k | 108.55 |
|
| Cameco Corporation (CCJ) | 0.2 | $7.8M | NEW | 85k | 91.49 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $7.7M | +38% | 120k | 64.31 |
|
| Insulet Corporation (PODD) | 0.2 | $7.5M | +84% | 27k | 284.24 |
|
| Coherent Corp (COHR) | 0.2 | $7.4M | NEW | 40k | 184.57 |
|
| Trane Technologies SHS (TT) | 0.2 | $6.6M | -7% | 17k | 389.20 |
|
| Astera Labs (ALAB) | 0.2 | $6.6M | +51% | 39k | 166.36 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.2 | $6.4M | NEW | 39k | 164.21 |
|
| Waystar Holding Corp (WAY) | 0.2 | $6.0M | +111% | 182k | 32.75 |
|
| Waste Management (WM) | 0.2 | $5.7M | NEW | 26k | 219.71 |
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $5.2M | -12% | 48k | 107.54 |
|
| MercadoLibre (MELI) | 0.1 | $4.7M | +4% | 2.3k | 2014.26 |
|
| Fermi Call Option (FRMI) | 0.1 | $4.2M | NEW | 527k | 8.00 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $3.7M | -91% | 6.4k | 580.71 |
|
| AeroVironment (AVAV) | 0.1 | $2.7M | NEW | 11k | 241.89 |
|
Past Filings by Munro Partners
SEC 13F filings are viewable for Munro Partners going back to 2025
- Munro Partners 2025 Q4 filed Feb. 17, 2026
- Munro Partners 2019 Q2 filed Oct. 29, 2025
- Munro Partners 2019 Q1 filed Oct. 29, 2025
- Munro Partners 2018 Q4 filed Oct. 29, 2025
- Munro Partners 2018 Q3 filed Oct. 29, 2025
- Munro Partners 2023 Q4 filed Oct. 28, 2025
- Munro Partners 2023 Q3 filed Oct. 28, 2025
- Munro Partners 2023 Q2 filed Oct. 28, 2025
- Munro Partners 2023 Q1 filed Oct. 28, 2025
- Munro Partners 2022 Q4 filed Oct. 28, 2025
- Munro Partners 2022 Q3 filed Oct. 28, 2025
- Munro Partners 2022 Q2 filed Oct. 28, 2025
- Munro Partners 2022 Q1 filed Oct. 28, 2025
- Munro Partners 2021 Q4 filed Oct. 28, 2025
- Munro Partners 2021 Q3 filed Oct. 28, 2025
- Munro Partners 2021 Q2 filed Oct. 28, 2025