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Livermore
Livermore
ZHEN

Munro Partners

SEC CIK
0001768744
Latest filing
Aug 10, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Oct 15, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
66
+6 vs. Q1 2025
Portfolio value
$3.21B
+$1.11B (+52.7%) vs. Q1 2025
Filed
Oct 15, 2025
AmendedSEC
Holdings of Munro Partners in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock2,013,346$318.1M9.9%+640,680+46.7%AddedHistory
MSFTMicrosoft CorpStock434,223$216.0M6.7%+95,405+28.2%AddedHistory
AMZNAmazon Com IncStock809,513$177.6M5.5%−16,989−2.1%ReducedHistory
METAMeta Platforms, Inc.Stock219,405$161.9M5.0%+50,315+29.8%AddedHistory
CEGConstellation Energy CorpStock439,012$141.7M4.4%+2,655+0.6%AddedHistory
MAMastercard IncStock200,344$112.6M3.5%−2,415−1.2%ReducedHistory
ORCLOracle CorpStock513,535$112.3M3.5%+513,535NewHistory
FWONKLiberty Media CorpCOM LBTY ONE S C1,065,458$111.3M3.5%+184,480+20.9%AddedHistory
BSXBoston Scientific CorpStock958,605$103.0M3.2%+356,150+59.1%AddedHistory
LLYEli Lilly & CoStock126,836$98.9M3.1%+33,450+35.8%AddedHistory
GEVGE Vernova Inc.Stock182,888$96.8M3.0%−112,263−38.0%ReducedHistory
UBERUber Technologies, IncStock1,032,095$96.3M3.0%+261,145+33.9%AddedHistory
NFLXNetflix IncStock71,395$95.6M3.0%−14,610−17.0%ReducedHistory
VRTVertiv Holdings CoCOM CL A718,485$92.3M2.9%+676,790+1,623.2%AddedHistory
AMDAdvanced Micro Devices IncStock633,460$89.9M2.8%+633,460NewHistory
GOOGLAlphabet Inc.Stock475,542$83.8M2.6%+1,285+0.3%AddedHistory
JCIJohnson Controls International plcStock788,082$83.2M2.6%−161,668−17.0%ReducedHistory
CWCurtiss Wright CorpStock159,656$78.0M2.4%+8,798+5.8%AddedHistory
VVisa Inc.Stock201,680$71.6M2.2%+201,680NewHistory
LNGCheniere Energy, Inc.COM NEW276,295$67.3M2.1%+276,295NewHistory
ISRGIntuitive Surgical IncCOM NEW120,910$65.7M2.0%+83,160+220.3%AddedHistory
TKOTKO Group Holdings, Inc.CL A360,926$65.7M2.0%−50,535−12.3%ReducedHistory
MSIMotorola Solutions, Inc.Stock155,475$65.4M2.0%+43,250+38.5%AddedHistory
AXONAxon Enterprise, Inc.COM75,622$62.6M1.9%−13,480−15.1%ReducedHistory
NOWServiceNow, Inc.Stock60,096$61.8M1.9%−38,097−38.8%ReducedHistory
HEIHeico CorpCOM182,073$59.7M1.9%+176,503+3,168.8%AddedHistory
SPOTSpotify Technology S.A.Stock77,560$59.5M1.9%+41,390+114.4%AddedHistory
AVGOBroadcom Inc.Stock205,216$56.6M1.8%−266,604−56.5%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock287,765$52.8M1.6%+287,765NewHistory
ONONOn Holding AGStock510,051$26.5M0.8%−190,244−27.2%ReducedHistory
HWMHowmet Aerospace Inc.Stock140,890$26.2M0.8%−121,535−46.3%ReducedHistory
PWRQuanta Services, Inc.COM51,972$19.6M0.6%−6,478−11.1%ReducedHistory
LINLinde PLCStock40,814$19.1M0.6%+6,106+17.6%AddedHistory
NEENextera Energy IncStock266,932$18.5M0.6%+44,067+19.8%AddedHistory
GFLGFL Environmental Inc.SUB VTG SHS256,167$12.9M0.4%+10,245+4.2%AddedHistory
ETNEaton Corp plcStock30,967$11.1M0.3%−6,307−16.9%ReducedHistory
FIXComfort Systems USA IncCOM18,069$9.69M0.3%−153,056−89.4%ReducedHistory
TWTradeweb Markets Inc.Stock55,235$8.09M0.3%+30,320+121.7%AddedHistory
TTTrane Technologies plcSHS18,195$7.96M0.2%+1,900+11.7%AddedHistory
CLHClean Harbors IncCOM34,399$7.95M0.2%−4,403−11.3%ReducedHistory
TLNTalen Energy CorpCOM27,276$7.93M0.2%+5,794+27.0%AddedHistory
CPRTCopart IncCOM138,102$6.78M0.2%+138,102NewHistory
MELIMercadolibre IncCOM2,235$5.84M0.2%−250−10.1%ReducedHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT168,180$5.63M0.2%+26,875+19.0%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock86,740$4.81M0.1%+17,220+24.8%AddedConverted for a 4-for-1 splitHistory
DRSLeonardo DRS, Inc.Stock98,755$4.59M0.1%+36,835+59.5%AddedHistory
PODDInsulet CorpStock14,355$4.51M0.1%−6,500−31.2%ReducedHistory
NVMINova Ltd.COM14,485$3.99M0.1%+8,700+150.4%AddedHistory
CLSCelestica IncStock24,855$3.88M0.1%+24,855NewHistory
WAYWaystar Holding Corp.COM86,195$3.52M0.1%+39,695+85.4%AddedHistory
ZSZscaler, Inc.Stock10,260$3.22M0.1%+5,765+128.3%AddedHistory
GDDYGoDaddy Inc.CL A17,590$3.17M0.1%+3,500+24.8%AddedHistory
DTDynatrace, Inc.Stock57,180$3.16M0.1%+57,180NewHistory
RDDTReddit, Inc.Stock18,610$2.80M0.1%+9,685+108.5%AddedHistory
MIRMirion Technologies, Inc.COM CL A121,875$2.62M0.1%+121,875NewHistory
WIXWix.com Ltd.SHS16,200$2.57M0.1%−12,130−42.8%ReducedHistory
ALABAstera Labs, Inc.Stock26,050$2.36M0.1%+11,075+74.0%AddedHistory
KNSLKinsale Capital Group, Inc.Stock4,860$2.35M0.1%+4,860NewHistory
OWLBlue Owl Capital Inc.COM CL A119,875$2.30M0.1%+119,875NewHistory
SBACSba Communications CorpCL A9,305$2.19M0.1%+9,305NewHistory
ULSUL Solutions Inc.CLASS A COM SHS29,545$2.15M0.1%−4,230−12.5%ReducedHistory
TRGPTarga Resources Corp.COM10,865$1.89M0.1%−10,495−49.1%ReducedHistory
CRWVCoreWeave, Inc.Stock11,475$1.87M0.1%+11,475NewHistory
AMRZAmrize LtdSHS37,325$1.85M0.1%+37,325NewHistory
NXTNextpower Inc.Stock28,679$1.56M<0.1%+28,679NewHistory
RYANRyan Specialty Holdings, Inc.CL A19,735$1.34M<0.1%−5,795−22.7%ReducedHistory

Sold out since Q1 2025 (9)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Munro Partners sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
CRHCRH Public Ltd CoORD1,083,065$95.3M4.5%History
TMOThermo Fisher Scientific Inc.Stock24,255$12.1M0.6%History
SNSharkNinja, Inc.COM SHS55,715$4.65M0.2%History
CRMSalesforce, Inc.Stock13,040$3.50M0.2%History
ARESAres Management CorpCL A COM STK22,790$3.34M0.2%History
CDNSCadence Design Systems IncStock11,549$2.94M0.1%History
CCJCameco CorpStock33,651$1.39M0.1%History
APPAppLovin CorpCOM CL A3,590$951.2K<0.1%History
ONTOOnto Innovation Inc.COM7,320$888.2K<0.1%History