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Livermore
Livermore
ZHEN

Munro Partners

SEC CIK
0001768744
Latest filing
Aug 10, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 15, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
63
−3 vs. Q2 2025
Portfolio value
$3.65B
+$435.8M (+13.6%) vs. Q2 2025
Filed
Oct 15, 2025
SEC
Holdings of Munro Partners in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock1,598,276$298.2M8.2%−415,070−20.6%ReducedHistory
AMZNAmazon Com IncStock918,788$201.7M5.5%+109,275+13.5%AddedHistory
MSFTMicrosoft CorpStock346,403$179.4M4.9%−87,820−20.2%ReducedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C1,354,543$141.5M3.9%+289,085+27.1%AddedHistory
CEGConstellation Energy CorpStock394,167$129.7M3.6%−44,845−10.2%ReducedHistory
UBERUber Technologies, IncStock1,287,025$126.1M3.5%+254,930+24.7%AddedHistory
METAMeta Platforms, Inc.Stock169,865$124.7M3.4%−49,540−22.6%ReducedHistory
BSXBoston Scientific CorpStock1,242,080$121.3M3.3%+283,475+29.6%AddedHistory
TKOTKO Group Holdings, Inc.CL A572,656$115.7M3.2%+211,730+58.7%AddedHistory
AVGOBroadcom Inc.Stock349,546$115.3M3.2%+144,330+70.3%AddedHistory
CRHCRH Public Ltd CoORD935,295$112.1M3.1%+935,295NewHistory
GOOGLAlphabet Inc.Stock461,287$112.1M3.1%−14,255−3.0%ReducedHistory
VRTVertiv Holdings CoCOM CL A701,930$105.9M2.9%−16,555−2.3%ReducedHistory
MAMastercard IncStock185,454$105.5M2.9%−14,890−7.4%ReducedHistory
ORCLOracle CorpStock367,340$103.3M2.8%−146,195−28.5%ReducedHistory
GEVGE Vernova Inc.Stock155,543$95.6M2.6%−27,345−15.0%ReducedHistory
AXONAxon Enterprise, Inc.COM129,442$92.9M2.5%+53,820+71.2%AddedHistory
MSIMotorola Solutions, Inc.Stock202,760$92.7M2.5%+47,285+30.4%AddedHistory
CWCurtiss Wright CorpStock163,571$88.8M2.4%+3,915+2.5%AddedHistory
NFLXNetflix IncStock71,010$85.1M2.3%−385−0.5%ReducedHistory
CRWVCoreWeave, Inc.Stock616,485$84.4M2.3%+605,010+5,272.4%AddedHistory
JCIJohnson Controls International plcStock753,252$82.8M2.3%−34,830−4.4%ReducedHistory
CIENCiena CorpCOM NEW556,930$81.1M2.2%+556,930NewHistory
SPOTSpotify Technology S.A.Stock103,445$72.2M2.0%+25,885+33.4%AddedHistory
PODDInsulet CorpStock227,240$70.2M1.9%+212,885+1,483.0%AddedHistory
LNGCheniere Energy, Inc.COM NEW293,555$69.0M1.9%+17,260+6.2%AddedHistory
HEIHeico CorpCOM197,633$63.8M1.7%+15,560+8.5%AddedHistory
VVisa Inc.Stock185,755$63.4M1.7%−15,925−7.9%ReducedHistory
SHOPShopify Inc.Stock409,895$60.9M1.7%+409,895NewHistory
ARESAres Management CorpCL A COM STK364,115$58.2M1.6%+364,115NewHistory
KKRKKR & Co. Inc.COM363,250$47.2M1.3%+363,250NewHistory
ISRGIntuitive Surgical IncCOM NEW90,125$40.3M1.1%−30,785−25.5%ReducedHistory
PWRQuanta Services, Inc.COM78,412$32.5M0.9%+26,440+50.9%AddedHistory
FIXComfort Systems USA IncCOM27,254$22.5M0.6%+9,185+50.8%AddedHistory
NEENextera Energy IncStock289,332$21.8M0.6%+22,400+8.4%AddedHistory
LINLinde PLCStock43,139$20.5M0.6%+2,325+5.7%AddedHistory
CLHClean Harbors IncCOM77,004$17.9M0.5%+42,605+123.9%AddedHistory
GFLGFL Environmental Inc.SUB VTG SHS344,892$16.3M0.4%+88,725+34.6%AddedHistory
CLSCelestica IncStock51,695$12.7M0.3%+26,840+108.0%AddedHistory
ONONOn Holding AGStock284,190$12.0M0.3%−225,861−44.3%ReducedHistory
HWMHowmet Aerospace Inc.Stock58,688$11.5M0.3%−82,202−58.3%ReducedHistory
ETNEaton Corp plcStock30,687$11.5M0.3%−280−0.9%ReducedHistory
TRGPTarga Resources Corp.COM62,670$10.5M0.3%+51,805+476.8%AddedHistory
MELIMercadolibre IncCOM4,025$9.41M0.3%+1,790+80.1%AddedHistory
ALABAstera Labs, Inc.Stock44,585$8.73M0.2%+18,535+71.2%AddedHistory
RDDTReddit, Inc.Stock36,000$8.28M0.2%+17,390+93.4%AddedHistory
DRSLeonardo DRS, Inc.Stock170,345$7.73M0.2%+71,590+72.5%AddedHistory
NVMINova Ltd.COM23,930$7.65M0.2%+9,445+65.2%AddedHistory
TTTrane Technologies plcSHS18,065$7.62M0.2%−130−0.7%ReducedHistory
DDOGDatadog, Inc.CL A COM50,000$7.12M0.2%+50,000NewHistory
WAYWaystar Holding Corp.COM178,890$6.78M0.2%+92,695+107.5%AddedHistory
AVAVAeroVironment IncCOM20,420$6.43M0.2%+20,420NewHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT178,240$5.86M0.2%+10,060+6.0%AddedHistory
TWTradeweb Markets Inc.Stock49,070$5.45M0.1%−6,165−11.2%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock78,980$5.43M0.1%−7,760−8.9%ReducedHistory
DTDynatrace, Inc.Stock111,915$5.42M0.1%+54,735+95.7%AddedHistory
OWLBlue Owl Capital Inc.COM CL A299,870$5.08M0.1%+179,995+150.2%AddedHistory
MIRMirion Technologies, Inc.COM CL A199,910$4.65M0.1%+78,035+64.0%AddedHistory
ZSZscaler, Inc.Stock14,075$4.22M0.1%+3,815+37.2%AddedHistory
KNSLKinsale Capital Group, Inc.Stock9,275$3.94M0.1%+4,415+90.8%AddedHistory
WIXWix.com Ltd.SHS22,055$3.92M0.1%+5,855+36.1%AddedHistory
SNSharkNinja, Inc.COM SHS31,740$3.27M0.1%+31,740NewHistory
LGNLegence Corp.CL A70,685$2.18M0.1%+70,685NewHistory

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 Q3 2025
SecurityClassPutsCalls
AMDAdvanced Micro Devices IncStock–$40.1M

Sold out since Q2 2025 (12)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Munro Partners sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
LLYEli Lilly & CoStock126,836$98.9M3.1%History
AMDAdvanced Micro Devices IncStock633,460$89.9M2.8%History
NOWServiceNow, Inc.Stock60,096$61.8M1.9%History
ICEIntercontinental Exchange, Inc.Stock287,765$52.8M1.6%History
TLNTalen Energy CorpCOM27,276$7.93M0.2%History
CPRTCopart IncCOM138,102$6.78M0.2%History
GDDYGoDaddy Inc.CL A17,590$3.17M0.1%History
SBACSba Communications CorpCL A9,305$2.19M0.1%History
ULSUL Solutions Inc.CLASS A COM SHS29,545$2.15M0.1%History
AMRZAmrize LtdSHS37,325$1.85M0.1%History
NXTNextpower Inc.Stock28,679$1.56M<0.1%History
RYANRyan Specialty Holdings, Inc.CL A19,735$1.34M<0.1%History