Munro Partners as of March 31, 2025
Portfolio Holdings for Munro Partners
Munro Partners holds 61 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.4 | $157M | 827k | 190.26 | |
| NVIDIA Corporation (NVDA) | 7.0 | $149M | 1.4M | 108.38 | |
| Microsoft Corporation (MSFT) | 6.0 | $127M | 339k | 375.39 | |
| Mastercard Incorporated Cl A (MA) | 5.2 | $111M | 203k | 548.12 | |
| Meta Platforms Cl A (META) | 4.6 | $98M | 169k | 576.36 | |
| CRH Ord (CRH) | 4.5 | $95M | 1.1M | 87.97 | |
| Ge Vernova (GEV) | 4.2 | $90M | 295k | 305.28 | |
| Constellation Energy (CEG) | 4.1 | $88M | 436k | 201.63 | |
| Netflix (NFLX) | 3.8 | $80M | 86k | 932.53 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.7 | $79M | 881k | 90.01 | |
| Broadcom (AVGO) | 3.7 | $79M | 472k | 167.43 | |
| Servicenow (NOW) | 3.7 | $78M | 98k | 796.14 | |
| Eli Lilly & Co. (LLY) | 3.6 | $77M | 93k | 825.91 | |
| Johnson Ctls Intl SHS (JCI) | 3.6 | $76M | 950k | 80.11 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $73M | 474k | 154.64 | |
| Tko Group Holdings Cl A (TKO) | 2.9 | $63M | 412k | 152.81 | |
| Boston Scientific Corporation (BSX) | 2.8 | $61M | 603k | 100.88 | |
| Uber Technologies (UBER) | 2.6 | $56M | 771k | 72.86 | |
| Comfort Systems USA (FIX) | 2.6 | $55M | 171k | 322.33 | |
| Motorola Solutions Com New (MSI) | 2.3 | $49M | 112k | 437.81 | |
| Curtiss-Wright (CW) | 2.2 | $48M | 151k | 317.27 | |
| Axon Enterprise (AXON) | 2.2 | $47M | 89k | 525.95 | |
| Howmet Aerospace (HWM) | 1.6 | $34M | 262k | 129.73 | |
| Ishares Tr Msci Usa Mmentm Call Option (MTUM) | 1.5 | $33M | 161k | 202.13 | |
| On Hldg Namen Akt A (ONON) | 1.4 | $31M | 700k | 43.92 | |
| Spotify Technology S A SHS (SPOT) | 0.9 | $20M | 36k | 550.03 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $19M | 38k | 495.27 | |
| Linde SHS (LIN) | 0.8 | $16M | 35k | 465.64 | |
| Nextera Energy (NEE) | 0.7 | $16M | 223k | 70.89 | |
| Quanta Services (PWR) | 0.7 | $15M | 59k | 254.18 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $12M | 24k | 497.60 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.6 | $12M | 246k | 48.31 | |
| Eaton Corp SHS (ETN) | 0.5 | $10M | 37k | 271.83 | |
| Clean Harbors (CLH) | 0.4 | $7.6M | 39k | 197.10 | |
| Trane Technologies SHS (TT) | 0.3 | $5.5M | 16k | 336.92 | |
| Insulet Corporation (PODD) | 0.3 | $5.5M | 21k | 262.61 | |
| MercadoLibre (MELI) | 0.2 | $4.8M | 2.5k | 1950.87 | |
| Sharkninja Com Shs (SN) | 0.2 | $4.6M | 56k | 83.41 | |
| Wix SHS (WIX) | 0.2 | $4.6M | 28k | 163.38 | |
| Talen Energy Corp (TLN) | 0.2 | $4.3M | 22k | 199.67 | |
| Targa Res Corp (TRGP) | 0.2 | $4.3M | 21k | 200.47 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $4.2M | 141k | 29.79 | |
| Tradeweb Mkts Cl A (TW) | 0.2 | $3.7M | 25k | 148.46 | |
| salesforce (CRM) | 0.2 | $3.5M | 13k | 268.36 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $3.3M | 23k | 146.61 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $3.0M | 42k | 72.20 | |
| Cadence Design Systems (CDNS) | 0.1 | $2.9M | 12k | 254.33 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $2.9M | 17k | 165.59 | |
| Godaddy Cl A (GDDY) | 0.1 | $2.5M | 14k | 180.14 | |
| D R S Technologies (DRS) | 0.1 | $2.0M | 62k | 32.88 | |
| Ul Solutions Class A Com Shs (ULS) | 0.1 | $1.9M | 34k | 56.40 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.1 | $1.9M | 26k | 73.87 | |
| Waystar Holding Corp (WAY) | 0.1 | $1.7M | 47k | 37.36 | |
| HEICO Corporation (HEI) | 0.1 | $1.5M | 5.6k | 267.19 | |
| Cameco Corporation (CCJ) | 0.1 | $1.4M | 34k | 41.16 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $1.1M | 5.8k | 184.33 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $951k | 3.6k | 264.97 | |
| Reddit Cl A (RDDT) | 0.0 | $936k | 8.9k | 104.90 | |
| Astera Labs (ALAB) | 0.0 | $894k | 15k | 59.67 | |
| Zscaler Incorporated (ZS) | 0.0 | $892k | 4.5k | 198.42 | |
| Onto Innovation (ONTO) | 0.0 | $888k | 7.3k | 121.34 |
