Munro Partners as of Dec. 31, 2025
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 | 2.5M | 186.50 | |
| Ge Vernova (GEV) | 5.8 | $216M | 330k | 653.57 | |
| Amazon (AMZN) | 5.7 | $214M | 925k | 230.82 | |
| Microsoft Corporation (MSFT) | 5.0 | $186M | 385k | 483.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $180M | 574k | 313.00 | |
| Constellation Energy (CEG) | 4.5 | $169M | 479k | 353.27 | |
| Tko Group Holdings Cl A (TKO) | 4.0 | $149M | 712k | 209.00 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.7 | $140M | 1.4M | 98.51 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $138M | 242k | 570.88 | |
| CRH Ord (CRH) | 3.7 | $138M | 1.1M | 124.80 | |
| Meta Platforms Cl A (META) | 3.2 | $121M | 183k | 660.09 | |
| Boston Scientific Corporation (BSX) | 3.2 | $120M | 1.3M | 95.35 | |
| Johnson Ctls Intl SHS (JCI) | 2.9 | $107M | 893k | 119.75 | |
| Ge Aerospace Com New (GE) | 2.6 | $96M | 313k | 308.03 | |
| Visa Com Cl A (V) | 2.5 | $92M | 263k | 350.71 | |
| HEICO Corporation (HEI) | 2.5 | $92M | 285k | 323.59 | |
| Eaton Corp SHS (ETN) | 2.4 | $88M | 277k | 318.51 | |
| Sharkninja Com Shs (SN) | 2.3 | $88M | 785k | 111.90 | |
| Ciena Corp Com New (CIEN) | 1.9 | $71M | 304k | 233.87 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.7 | $63M | 393k | 160.97 | |
| Intuitive Surgical Com New (ISRG) | 1.7 | $62M | 109k | 566.36 | |
| Jefferies Finl Group (JEF) | 1.6 | $61M | 976k | 61.97 | |
| Legence Corp Cl A (LGN) | 1.6 | $60M | 1.4M | 43.04 | |
| Targa Res Corp (TRGP) | 1.6 | $59M | 317k | 184.50 | |
| Axon Enterprise (AXON) | 1.5 | $56M | 98k | 567.93 | |
| Celestica (CLS) | 1.4 | $51M | 171k | 295.61 | |
| Broadcom (AVGO) | 1.2 | $44M | 127k | 346.10 | |
| Eli Lilly & Co. (LLY) | 1.1 | $41M | 39k | 1074.68 | |
| Quanta Services (PWR) | 0.9 | $32M | 76k | 422.06 | |
| Nextera Energy (NEE) | 0.8 | $30M | 377k | 80.28 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.8 | $28M | 658k | 42.95 | |
| Linde SHS (LIN) | 0.7 | $27M | 62k | 426.39 | |
| Vertiv Holdings Com Cl A (VRT) | 0.6 | $22M | 135k | 162.01 | |
| Comfort Systems USA (FIX) | 0.6 | $22M | 23k | 933.29 | |
| Clean Harbors (CLH) | 0.5 | $20M | 86k | 234.48 | |
| Mirion Technologies Com Cl A (MIR) | 0.4 | $15M | 640k | 23.42 | |
| Howmet Aerospace (HWM) | 0.4 | $13M | 65k | 205.02 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.3 | $12M | 356k | 34.74 | |
| NOVA MEASURING Instruments L (NVMI) | 0.3 | $12M | 37k | 328.39 | |
| D R S Technologies (DRS) | 0.3 | $11M | 328k | 34.09 | |
| Curtiss-Wright (CW) | 0.3 | $10M | 19k | 551.27 | |
| Reddit Cl A (RDDT) | 0.3 | $9.6M | 42k | 229.87 | |
| Aar (AIR) | 0.2 | $9.0M | 108k | 82.79 | |
| Talen Energy Corp (TLN) | 0.2 | $8.7M | 23k | 374.84 | |
| Construction Partners Com Cl A (ROAD) | 0.2 | $8.6M | 79k | 108.55 | |
| Cameco Corporation (CCJ) | 0.2 | $7.8M | 85k | 91.49 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $7.7M | 120k | 64.31 | |
| Insulet Corporation (PODD) | 0.2 | $7.5M | 27k | 284.24 | |
| Coherent Corp (COHR) | 0.2 | $7.4M | 40k | 184.57 | |
| Trane Technologies SHS (TT) | 0.2 | $6.6M | 17k | 389.20 | |
| Astera Labs (ALAB) | 0.2 | $6.6M | 39k | 166.36 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.2 | $6.4M | 39k | 164.21 | |
| Waystar Holding Corp (WAY) | 0.2 | $6.0M | 182k | 32.75 | |
| Waste Management (WM) | 0.2 | $5.7M | 26k | 219.71 | |
| Tradeweb Mkts Cl A (TW) | 0.1 | $5.2M | 48k | 107.54 | |
| MercadoLibre (MELI) | 0.1 | $4.7M | 2.3k | 2014.26 | |
| Fermi Call Option (FRMI) | 0.1 | $4.2M | 527k | 8.00 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $3.7M | 6.4k | 580.71 | |
| AeroVironment (AVAV) | 0.1 | $2.7M | 11k | 241.89 |
