Munro Partners

Munro Partners as of June 30, 2025

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 2.0M 157.99
Microsoft Corporation (MSFT) 6.8 $216M 434k 497.41
Amazon (AMZN) 5.6 $178M 810k 219.39
Meta Platforms Cl A (META) 5.1 $162M 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 514k 218.63
Liberty Media Corp Del Com Lbty One S C (FWONK) 3.5 $111M 1.1M 104.50
Boston Scientific Corporation (BSX) 3.2 $103M 959k 107.41
Eli Lilly & Co. (LLY) 3.1 $99M 127k 779.53
Ge Vernova (GEV) 3.0 $97M 183k 529.15
Uber Technologies (UBER) 3.0 $96M 1.0M 93.30
Netflix (NFLX) 3.0 $96M 71k 1339.13
Vertiv Holdings Com Cl A (VRT) 2.9 $92M 719k 128.41
Advanced Micro Devices (AMD) 2.8 $90M 634k 141.90
Alphabet Cap Stk Cl A (GOOGL) 2.6 $84M 476k 176.23
Johnson Ctls Intl SHS (JCI) 2.6 $83M 788k 105.62
Curtiss-Wright (CW) 2.4 $78M 160k 488.55
Visa Com Cl A (V) 2.2 $72M 202k 355.05
Cheniere Energy Com New (LNG) 2.1 $67M 276k 243.52
Intuitive Surgical Com New (ISRG) 2.1 $66M 121k 543.41
Tko Group Holdings Cl A (TKO) 2.1 $66M 361k 181.95
Motorola Solutions Com New (MSI) 2.0 $65M 156k 420.46
Axon Enterprise (AXON) 2.0 $63M 76k 827.94
Servicenow (NOW) 1.9 $62M 60k 1028.08
HEICO Corporation (HEI) 1.9 $60M 182k 328.00
Spotify Technology S A SHS (SPOT) 1.9 $60M 78k 767.34
Broadcom (AVGO) 1.8 $57M 205k 275.65
Intercontinental Exchange (ICE) 1.7 $53M 288k 183.47
Howmet Aerospace (HWM) 0.8 $26M 141k 186.13
Quanta Services (PWR) 0.6 $20M 52k 378.08
Linde SHS (LIN) 0.6 $19M 41k 469.18
Nextera Energy (NEE) 0.6 $19M 267k 69.42
Gfl Environmental Sub Vtg Shs (GFL) 0.4 $13M 256k 50.46
Eaton Corp SHS (ETN) 0.3 $11M 31k 356.99
Comfort Systems USA (FIX) 0.3 $9.7M 18k 536.21
Tradeweb Mkts Cl A (TW) 0.3 $8.1M 55k 146.40
Trane Technologies SHS (TT) 0.2 $8.0M 18k 437.41
Clean Harbors (CLH) 0.2 $8.0M 34k 231.18
Talen Energy Corp (TLN) 0.2 $7.9M 27k 290.77
Copart (CPRT) 0.2 $6.8M 138k 49.07
MercadoLibre (MELI) 0.2 $5.8M 2.2k 2613.63
Brookfield Infrast Partners Lp Int Unit (BIP) 0.2 $5.6M 168k 33.50
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $4.8M 87k 55.41
D R S Technologies (DRS) 0.1 $4.6M 99k 46.48
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $4.5M 39k 115.26
Insulet Corporation (PODD) 0.1 $4.5M 14k 314.18
CRH Ord (CRH) 0.1 $4.1M 45k 91.80
NOVA MEASURING Instruments L (NVMI) 0.1 $4.0M 15k 275.20
Celestica (CLS) 0.1 $3.9M 25k 156.11
Waystar Holding Corp (WAY) 0.1 $3.5M 86k 40.87
Zscaler Incorporated (ZS) 0.1 $3.2M 10k 313.94
Godaddy Cl A (GDDY) 0.1 $3.2M 18k 180.06
Dynatrace Com New (DT) 0.1 $3.2M 57k 55.21
Reddit Cl A (RDDT) 0.1 $2.8M 19k 150.57
Mirion Technologies Com Cl A (MIR) 0.1 $2.6M 122k 21.53
Wix SHS (WIX) 0.1 $2.6M 16k 158.46
Astera Labs (ALAB) 0.1 $2.4M 26k 90.42
Kinsale Cap Group (KNSL) 0.1 $2.4M 4.9k 483.90
Blue Owl Capital Com Cl A (OWL) 0.1 $2.3M 120k 19.21
Sba Communications Corp Cl A (SBAC) 0.1 $2.2M 9.3k 234.84
Ul Solutions Class A Com Shs (ULS) 0.1 $2.2M 30k 72.86
Targa Res Corp (TRGP) 0.1 $1.9M 11k 174.08
Coreweave Com Cl A (CRWV) 0.1 $1.9M 12k 163.06
Amrize SHS (AMRZ) 0.1 $1.8M 37k 49.55
Nextracker Class A Com (NXT) 0.0 $1.6M 29k 54.37
Ryan Specialty Holdings Cl A (RYAN) 0.0 $1.3M 20k 67.99