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Livermore
Livermore
ZHEN

Munro Partners

SEC CIK
0001768744
Latest filing
Aug 10, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Oct 15, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
65
+3 vs. Q3 2024
Portfolio value
$2.88B
+$132.6M (+4.8%) vs. Q3 2024
Filed
Oct 15, 2025
SEC
Holdings of Munro Partners in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock1,582,247$212.5M7.4%−206,635−11.6%ReducedHistory
CEGConstellation Energy CorpStock815,061$182.3M6.3%+22,695+2.9%AddedHistory
AMZNAmazon Com IncStock819,582$179.8M6.2%−234,250−22.2%ReducedHistory
MSFTMicrosoft CorpStock367,683$155.0M5.4%−79,385−17.8%ReducedHistory
MAMastercard IncStock246,184$129.6M4.5%+57,025+30.1%AddedHistory
CRHCRH Public Ltd CoORD1,247,665$115.4M4.0%+169,850+15.8%AddedHistory
GEVGE Vernova Inc.Stock337,615$111.1M3.9%−158,130−31.9%ReducedHistory
NOWServiceNow, Inc.Stock99,898$105.9M3.7%−22,170−18.2%ReducedHistory
AVGOBroadcom Inc.Stock453,235$105.1M3.7%+71,520+18.7%AddedHistory
NFLXNetflix IncStock99,270$88.5M3.1%+20,645+26.3%AddedHistory
JCIJohnson Controls International plcStock1,084,560$85.6M3.0%+551,590+103.5%AddedHistory
METAMeta Platforms, Inc.Stock145,335$85.1M3.0%−11,510−7.3%ReducedHistory
CDNSCadence Design Systems IncStock282,620$84.9M3.0%+282,620NewHistory
BSXBoston Scientific CorpStock918,225$82.0M2.9%+184,580+25.2%AddedHistory
CMGChipotle Mexican Grill IncCOM1,317,175$79.4M2.8%+11,740+0.9%AddedHistory
MSIMotorola Solutions, Inc.Stock166,240$76.8M2.7%+61,200+58.3%AddedHistory
CWCurtiss Wright CorpStock213,718$75.8M2.6%+21,988+11.5%AddedHistory
FIXComfort Systems USA IncCOM173,365$73.5M2.6%−1,825−1.0%ReducedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C786,328$72.9M2.5%−201,116−20.4%ReducedHistory
CLHClean Harbors IncCOM313,116$72.1M2.5%+272,805+676.8%AddedHistory
SNSharkNinja, Inc.COM SHS712,309$69.4M2.4%−31,815−4.3%ReducedHistory
GOOGLAlphabet Inc.Stock342,417$64.8M2.3%−52,705−13.3%ReducedHistory
LLYEli Lilly & CoStock83,366$64.4M2.2%−750−0.9%ReducedHistory
DDOGDatadog, Inc.CL A COM408,405$58.4M2.0%+408,405NewHistory
WIXWix.com Ltd.SHS238,040$51.1M1.8%+216,490+1,004.6%AddedHistory
UBERUber Technologies, IncStock826,460$49.9M1.7%−155,895−15.9%ReducedHistory
AXONAxon Enterprise, Inc.COM74,097$44.0M1.5%−15,005−16.8%ReducedHistory
TKOTKO Group Holdings, Inc.CL A301,376$42.8M1.5%+301,376NewHistory
AMATApplied Materials IncStock254,159$41.3M1.4%−62,065−19.6%ReducedHistory
RDNTRadNet, Inc.COM444,960$31.1M1.1%+213,562+92.3%AddedHistory
HWMHowmet Aerospace Inc.Stock281,230$30.8M1.1%+281,230NewHistory
ARESAres Management CorpCL A COM STK152,415$27.0M0.9%+152,415NewHistory
MIRMirion Technologies, Inc.COM CL A1,122,215$19.6M0.7%+1,122,215NewHistory
PWRQuanta Services, Inc.COM55,917$17.7M0.6%+11,125+24.8%AddedHistory
LINLinde PLCStock30,576$12.8M0.4%+12,670+70.8%AddedHistory
GFLGFL Environmental Inc.SUB VTG SHS257,230$11.5M0.4%+112,515+77.7%AddedHistory
NEENextera Energy IncStock130,885$9.38M0.3%+60,305+85.4%AddedHistory
ETNEaton Corp plcStock21,695$7.20M0.3%−1,620−6.9%ReducedHistory
ONONOn Holding AGStock113,490$6.22M0.2%+7,275+6.8%AddedHistory
VVisa Inc.Stock14,050$4.44M0.2%−214,645−93.9%ReducedHistory
CCJCameco CorpStock84,270$4.33M0.2%+84,270NewHistory
ITGartner IncCOM7,515$3.64M0.1%+910+13.8%AddedHistory
PCORProcore Technologies, Inc.COM47,930$3.59M0.1%+47,930NewHistory
MELIMercadolibre IncCOM2,040$3.47M0.1%−10−0.5%ReducedHistory
VRTVertiv Holdings CoCOM CL A30,460$3.46M0.1%−176,875−85.3%ReducedHistory
XYLXylem Inc.COM25,620$2.97M0.1%+25,620NewHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT71,745$2.28M0.1%+40,510+129.7%AddedHistory
ALABAstera Labs, Inc.Stock12,700$1.68M0.1%+6,530+105.8%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock9,200$1.63M0.1%+5,585+154.5%AddedHistory
TRGPTarga Resources Corp.COM8,810$1.57M0.1%+5,750+187.9%AddedHistory
GDDYGoDaddy Inc.CL A7,450$1.47M0.1%+4,430+146.7%AddedHistory
TWTradeweb Markets Inc.Stock10,805$1.41M<0.1%+4,645+75.4%AddedHistory
APPAppLovin CorpCOM CL A3,420$1.11M<0.1%−1,345−28.2%ReducedHistory
RDDTReddit, Inc.Stock6,735$1.10M<0.1%+450+7.2%AddedHistory
ULSUL Solutions Inc.CLASS A COM SHS17,865$891.1K<0.1%+9,650+117.5%AddedHistory
HUTHut 8 Corp.COM40,905$838.1K<0.1%+32,995+417.1%AddedHistory
ZSZscaler, Inc.Stock4,405$794.7K<0.1%+2,590+142.7%AddedHistory
RYANRyan Specialty Holdings, Inc.CL A11,890$762.9K<0.1%+11,890NewHistory
ONTOOnto Innovation Inc.COM4,395$732.5K<0.1%+2,820+179.0%AddedHistory
NVMINova Ltd.COM3,065$603.7K<0.1%+360+13.3%AddedHistory
BWXTBWX Technologies, Inc.COM4,895$545.3K<0.1%+4,895NewHistory
CARTMaplebear Inc.COM12,990$538.0K<0.1%+6,435+98.2%AddedHistory
HEIHeico CorpCOM2,230$530.2K<0.1%+2,230NewHistory
MPWRMonolithic Power Systems, Inc.COM735$434.9K<0.1%+735NewHistory
AVAVAeroVironment IncCOM2,535$390.1K<0.1%+2,535NewHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Munro Partners in Q4 2024
SecurityClassPutsCalls
TMOThermo Fisher Scientific Inc.Stock–$82.1M
LULUlululemon athletica inc.Stock–$37.9M
APPAppLovin CorpCOM CL A–$12.8M

Sold out since Q3 2024 (11)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Munro Partners sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
TSMTaiwan Semiconductor Manufacturing Co LtdADR659,371$114.5M4.2%History
SNPSSynopsys IncCOM142,611$72.2M2.6%History
KLACKLA CorpCOM NEW92,840$71.9M2.6%History
TLNTalen Energy CorpCOM101,465$18.1M0.7%History
FSLRFirst Solar, Inc.Stock14,330$3.57M0.1%History
WMWaste Management IncStock15,948$3.31M0.1%History
VLTOVeralto CorpStock24,780$2.77M0.1%History
PINSPinterest, Inc.CL A65,155$2.11M0.1%History
ARMArm Holdings PLCADR10,489$1.50M0.1%History
CAMTCamtek LtdORD17,860$1.43M0.1%History
ELFe.l.f. Beauty, Inc.COM2,025$220.8K<0.1%History