Munro Partners
Latest statistics and disclosures from Munro Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AMZN, META, CEG, and represent 31.76% of Munro Partners's stock portfolio.
- Added to shares of these 10 stocks: ORCL (+$112M), NVDA (+$101M), AMD (+$90M), VRT (+$87M), V (+$72M), LNG (+$67M), HEI (+$58M), ICE (+$53M), MSFT (+$48M), ISRG (+$45M).
- Started 16 new stock positions in MIR, NXT, CRWV, SBAC, KNSL, CLS, SHOP, ORCL, ICE, AMD. CPRT, DT, LNG, OWL, V, AMRZ.
- Reduced shares in these 10 stocks: CRH (-$95M), FIX (-$82M), AVGO (-$74M), GEV (-$59M), NOW (-$39M), MTUM (-$33M), ONON (-$31M), HWM (-$23M), NFLX (-$20M), JCI (-$17M).
- Sold out of its positions in APP, ARES, CDNS, CCJ, MTUM, ONTO, CRM, TMO, SN, ONON.
- Munro Partners was a net buyer of stock by $455M.
- Munro Partners has $3.2B in assets under management (AUM), dropping by 49.54%.
- Central Index Key (CIK): 0001768744
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Portfolio Holdings for Munro Partners
Munro Partners holds 67 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.0 | $318M | +46% | 2.0M | 157.99 |
|
| Microsoft Corporation (MSFT) | 6.8 | $216M | +28% | 434k | 497.41 |
|
| Amazon (AMZN) | 5.6 | $178M | -2% | 810k | 219.39 |
|
| Meta Platforms Cl A (META) | 5.1 | $162M | +29% | 219k | 738.09 |
|
| Constellation Energy (CEG) | 4.4 | $142M | 439k | 322.76 |
|
|
| Mastercard Incorporated Cl A (MA) | 3.5 | $113M | 200k | 561.94 |
|
|
| Oracle Corporation (ORCL) | 3.5 | $112M | NEW | 514k | 218.63 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.5 | $111M | +20% | 1.1M | 104.50 |
|
| Boston Scientific Corporation (BSX) | 3.2 | $103M | +59% | 959k | 107.41 |
|
| Eli Lilly & Co. (LLY) | 3.1 | $99M | +35% | 127k | 779.53 |
|
| Ge Vernova (GEV) | 3.0 | $97M | -38% | 183k | 529.15 |
|
| Uber Technologies (UBER) | 3.0 | $96M | +33% | 1.0M | 93.30 |
|
| Netflix (NFLX) | 3.0 | $96M | -16% | 71k | 1339.13 |
|
| Vertiv Holdings Com Cl A (VRT) | 2.9 | $92M | +1623% | 719k | 128.41 |
|
| Advanced Micro Devices (AMD) | 2.8 | $90M | NEW | 634k | 141.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $84M | 476k | 176.23 |
|
|
| Johnson Ctls Intl SHS (JCI) | 2.6 | $83M | -17% | 788k | 105.62 |
|
| Curtiss-Wright (CW) | 2.4 | $78M | +5% | 160k | 488.55 |
|
| Visa Com Cl A (V) | 2.2 | $72M | NEW | 202k | 355.05 |
|
| Cheniere Energy Com New (LNG) | 2.1 | $67M | NEW | 276k | 243.52 |
|
| Intuitive Surgical Com New (ISRG) | 2.1 | $66M | +220% | 121k | 543.41 |
|
| Tko Group Holdings Cl A (TKO) | 2.1 | $66M | -12% | 361k | 181.95 |
|
| Motorola Solutions Com New (MSI) | 2.0 | $65M | +38% | 156k | 420.46 |
|
| Axon Enterprise (AXON) | 2.0 | $63M | -15% | 76k | 827.94 |
|
| Servicenow (NOW) | 1.9 | $62M | -38% | 60k | 1028.08 |
|
| HEICO Corporation (HEI) | 1.9 | $60M | +3168% | 182k | 328.00 |
|
| Spotify Technology S A SHS (SPOT) | 1.9 | $60M | +114% | 78k | 767.34 |
|
| Broadcom (AVGO) | 1.8 | $57M | -56% | 205k | 275.65 |
|
| Intercontinental Exchange (ICE) | 1.7 | $53M | NEW | 288k | 183.47 |
|
| Howmet Aerospace (HWM) | 0.8 | $26M | -46% | 141k | 186.13 |
|
| Quanta Services (PWR) | 0.6 | $20M | -11% | 52k | 378.08 |
|
| Linde SHS (LIN) | 0.6 | $19M | +17% | 41k | 469.18 |
|
| Nextera Energy (NEE) | 0.6 | $19M | +19% | 267k | 69.42 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.4 | $13M | +4% | 256k | 50.46 |
|
| Eaton Corp SHS (ETN) | 0.3 | $11M | -16% | 31k | 356.99 |
|
| Comfort Systems USA (FIX) | 0.3 | $9.7M | -89% | 18k | 536.21 |
|
| Tradeweb Mkts Cl A (TW) | 0.3 | $8.1M | +121% | 55k | 146.40 |
|
| Trane Technologies SHS (TT) | 0.2 | $8.0M | +11% | 18k | 437.41 |
|
| Clean Harbors (CLH) | 0.2 | $8.0M | -11% | 34k | 231.18 |
|
| Talen Energy Corp (TLN) | 0.2 | $7.9M | +26% | 27k | 290.77 |
|
| Copart (CPRT) | 0.2 | $6.8M | NEW | 138k | 49.07 |
|
| MercadoLibre (MELI) | 0.2 | $5.8M | -10% | 2.2k | 2613.63 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $5.6M | +19% | 168k | 33.50 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $4.8M | +399% | 87k | 55.41 |
|
| D R S Technologies (DRS) | 0.1 | $4.6M | +59% | 99k | 46.48 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $4.5M | NEW | 39k | 115.26 |
|
| Insulet Corporation (PODD) | 0.1 | $4.5M | -31% | 14k | 314.18 |
|
| CRH Ord (CRH) | 0.1 | $4.1M | -95% | 45k | 91.80 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $4.0M | +150% | 15k | 275.20 |
|
| Celestica (CLS) | 0.1 | $3.9M | NEW | 25k | 156.11 |
|
| Waystar Holding Corp (WAY) | 0.1 | $3.5M | +85% | 86k | 40.87 |
|
| Zscaler Incorporated (ZS) | 0.1 | $3.2M | +128% | 10k | 313.94 |
|
| Godaddy Cl A (GDDY) | 0.1 | $3.2M | +24% | 18k | 180.06 |
|
| Dynatrace Com New (DT) | 0.1 | $3.2M | NEW | 57k | 55.21 |
|
| Reddit Cl A (RDDT) | 0.1 | $2.8M | +108% | 19k | 150.57 |
|
| Mirion Technologies Com Cl A (MIR) | 0.1 | $2.6M | NEW | 122k | 21.53 |
|
| Wix SHS (WIX) | 0.1 | $2.6M | -42% | 16k | 158.46 |
|
| Astera Labs (ALAB) | 0.1 | $2.4M | +73% | 26k | 90.42 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $2.4M | NEW | 4.9k | 483.90 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.1 | $2.3M | NEW | 120k | 19.21 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $2.2M | NEW | 9.3k | 234.84 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.1 | $2.2M | -12% | 30k | 72.86 |
|
| Targa Res Corp (TRGP) | 0.1 | $1.9M | -49% | 11k | 174.08 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $1.9M | NEW | 12k | 163.06 |
|
| Amrize SHS (AMRZ) | 0.1 | $1.8M | NEW | 37k | 49.55 |
|
| Nextracker Class A Com (NXT) | 0.0 | $1.6M | NEW | 29k | 54.37 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $1.3M | -22% | 20k | 67.99 |
|
Past Filings by Munro Partners
SEC 13F filings are viewable for Munro Partners going back to 2025
- 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
- Munro Partners 2021 Q1 filed Oct. 28, 2025