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Livermore
Livermore
ZHEN

Munro Partners

SEC CIK
0001768744
Latest filing
Aug 10, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Oct 14, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
60
−5 vs. Q4 2024
Portfolio value
$2.11B
−$772.7M (−26.9%) vs. Q4 2024
Filed
Oct 14, 2025
SEC
Holdings of Munro Partners in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock826,502$157.3M7.5%+6,920+0.8%AddedHistory
NVDANVIDIA CorpStock1,372,666$148.8M7.1%−209,581−13.2%ReducedHistory
MSFTMicrosoft CorpStock338,818$127.2M6.0%−28,865−7.9%ReducedHistory
MAMastercard IncStock202,759$111.1M5.3%−43,425−17.6%ReducedHistory
METAMeta Platforms, Inc.Stock169,090$97.5M4.6%+23,755+16.3%AddedHistory
CRHCRH Public Ltd CoORD1,083,065$95.3M4.5%−164,600−13.2%ReducedHistory
GEVGE Vernova Inc.Stock295,151$90.1M4.3%−42,464−12.6%ReducedHistory
CEGConstellation Energy CorpStock436,357$88.0M4.2%−378,704−46.5%ReducedHistory
NFLXNetflix IncStock86,005$80.2M3.8%−13,265−13.4%ReducedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C880,978$79.3M3.8%+94,650+12.0%AddedHistory
AVGOBroadcom Inc.Stock471,820$79.0M3.8%+18,585+4.1%AddedHistory
NOWServiceNow, Inc.Stock98,193$78.2M3.7%−1,705−1.7%ReducedHistory
LLYEli Lilly & CoStock93,386$77.1M3.7%+10,020+12.0%AddedHistory
JCIJohnson Controls International plcStock949,750$76.1M3.6%−134,810−12.4%ReducedHistory
GOOGLAlphabet Inc.Stock474,257$73.3M3.5%+131,840+38.5%AddedHistory
TKOTKO Group Holdings, Inc.CL A411,461$62.9M3.0%+110,085+36.5%AddedHistory
BSXBoston Scientific CorpStock602,455$60.8M2.9%−315,770−34.4%ReducedHistory
UBERUber Technologies, IncStock770,950$56.2M2.7%−55,510−6.7%ReducedHistory
FIXComfort Systems USA IncCOM171,125$55.2M2.6%−2,240−1.3%ReducedHistory
MSIMotorola Solutions, Inc.Stock112,225$49.1M2.3%−54,015−32.5%ReducedHistory
CWCurtiss Wright CorpStock150,858$47.9M2.3%−62,860−29.4%ReducedHistory
AXONAxon Enterprise, Inc.COM89,102$46.9M2.2%+15,005+20.3%AddedHistory
HWMHowmet Aerospace Inc.Stock262,425$34.0M1.6%−18,805−6.7%ReducedHistory
ONONOn Holding AGStock700,295$30.8M1.5%+586,805+517.1%AddedHistory
SPOTSpotify Technology S.A.Stock36,170$19.9M0.9%+36,170NewHistory
ISRGIntuitive Surgical IncCOM NEW37,750$18.7M0.9%+37,750NewHistory
LINLinde PLCStock34,708$16.2M0.8%+4,132+13.5%AddedHistory
NEENextera Energy IncStock222,865$15.8M0.8%+91,980+70.3%AddedHistory
PWRQuanta Services, Inc.COM58,450$14.9M0.7%+2,533+4.5%AddedHistory
TMOThermo Fisher Scientific Inc.Stock24,255$12.1M0.6%+24,255NewHistory
GFLGFL Environmental Inc.SUB VTG SHS245,922$11.9M0.6%−11,308−4.4%ReducedHistory
ETNEaton Corp plcStock37,274$10.1M0.5%+15,579+71.8%AddedHistory
CLHClean Harbors IncCOM38,802$7.65M0.4%−274,314−87.6%ReducedHistory
TTTrane Technologies plcSHS16,295$5.49M0.3%+16,295NewHistory
PODDInsulet CorpStock20,855$5.48M0.3%+20,855NewHistory
MELIMercadolibre IncCOM2,485$4.85M0.2%+445+21.8%AddedHistory
SNSharkNinja, Inc.COM SHS55,715$4.65M0.2%−656,594−92.2%ReducedHistory
WIXWix.com Ltd.SHS28,330$4.63M0.2%−209,710−88.1%ReducedHistory
TLNTalen Energy CorpCOM21,482$4.29M0.2%+21,482NewHistory
TRGPTarga Resources Corp.COM21,360$4.28M0.2%+12,550+142.5%AddedHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT141,305$4.21M0.2%+69,560+97.0%AddedHistory
TWTradeweb Markets Inc.Stock24,915$3.70M0.2%+14,110+130.6%AddedHistory
CRMSalesforce, Inc.Stock13,040$3.50M0.2%+13,040NewHistory
ARESAres Management CorpCL A COM STK22,790$3.34M0.2%−129,625−85.0%ReducedHistory
VRTVertiv Holdings CoCOM CL A41,695$3.01M0.1%+11,235+36.9%AddedHistory
CDNSCadence Design Systems IncStock11,549$2.94M0.1%−271,071−95.9%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock17,380$2.88M0.1%+8,180+88.9%AddedHistory
GDDYGoDaddy Inc.CL A14,090$2.54M0.1%+6,640+89.1%AddedHistory
DRSLeonardo DRS, Inc.Stock61,920$2.04M0.1%+61,920NewHistory
ULSUL Solutions Inc.CLASS A COM SHS33,775$1.90M0.1%+15,910+89.1%AddedHistory
RYANRyan Specialty Holdings, Inc.CL A25,530$1.89M0.1%+13,640+114.7%AddedHistory
WAYWaystar Holding Corp.COM46,500$1.74M0.1%+46,500NewHistory
HEIHeico CorpCOM5,570$1.49M0.1%+3,340+149.8%AddedHistory
CCJCameco CorpStock33,651$1.39M0.1%−50,619−60.1%ReducedHistory
NVMINova Ltd.COM5,785$1.07M0.1%+2,720+88.7%AddedHistory
APPAppLovin CorpCOM CL A3,590$951.2K<0.1%+170+5.0%AddedHistory
RDDTReddit, Inc.Stock8,925$936.2K<0.1%+2,190+32.5%AddedHistory
ALABAstera Labs, Inc.Stock14,975$893.6K<0.1%+2,275+17.9%AddedHistory
ZSZscaler, Inc.Stock4,495$891.9K<0.1%+90+2.0%AddedHistory
ONTOOnto Innovation Inc.COM7,320$888.2K<0.1%+2,925+66.6%AddedHistory

Options (1)

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 Q1 2025
SecurityClassPutsCalls
iShares MSCI USA Momentum Factor ETF46432F396ETF–$32.6M

Sold out since Q4 2024 (14)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Munro Partners sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
CMGChipotle Mexican Grill IncCOM1,317,175$79.4M2.8%History
DDOGDatadog, Inc.CL A COM408,405$58.4M2.0%History
AMATApplied Materials IncStock254,159$41.3M1.4%History
RDNTRadNet, Inc.COM444,960$31.1M1.1%History
MIRMirion Technologies, Inc.COM CL A1,122,215$19.6M0.7%History
VVisa Inc.Stock14,050$4.44M0.2%History
ITGartner IncCOM7,515$3.64M0.1%History
PCORProcore Technologies, Inc.COM47,930$3.59M0.1%History
XYLXylem Inc.COM25,620$2.97M0.1%History
HUTHut 8 Corp.COM40,905$838.1K<0.1%History
BWXTBWX Technologies, Inc.COM4,895$545.3K<0.1%History
CARTMaplebear Inc.COM12,990$538.0K<0.1%History
MPWRMonolithic Power Systems, Inc.COM735$434.9K<0.1%History
AVAVAeroVironment IncCOM2,535$390.1K<0.1%History