Munro Partners
- SEC CIK
- 0001768744
- Latest filing
- Aug 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 58
- −5 vs. Q3 2025
- Portfolio value
- $3.58B
- −$66.8M (−1.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,742,521 | $325.0M | 9.1% | +144,245+9.0% | Added | History |
| GEVGE Vernova Inc. | Stock | 330,338 | $215.9M | 6.0% | +174,795+112.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 925,173 | $213.5M | 6.0% | +6,385+0.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 384,475 | $185.9M | 5.2% | +38,072+11.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 573,907 | $179.6M | 5.0% | +112,620+24.4% | Added | History |
| CEGConstellation Energy Corp | Stock | 479,257 | $169.3M | 4.7% | +85,090+21.6% | Added | History |
| TKOTKO Group Holdings, Inc. | CL A | 712,256 | $148.9M | 4.2% | +139,600+24.4% | Added | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,418,568 | $139.7M | 3.9% | +64,025+4.7% | Added | History |
| MAMastercard Inc | Stock | 241,474 | $137.9M | 3.8% | +56,020+30.2% | Added | History |
| CRHCRH Public Ltd Co | ORD | 1,102,400 | $137.6M | 3.8% | +167,105+17.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 182,765 | $120.6M | 3.4% | +12,900+7.6% | Added | History |
| BSXBoston Scientific Corp | Stock | 1,256,810 | $119.8M | 3.3% | +14,730+1.2% | Added | History |
| JCIJohnson Controls International plc | Stock | 893,257 | $107.0M | 3.0% | +140,005+18.6% | Added | History |
| GEGeneral Electric Co | Stock | 312,610 | $96.3M | 2.7% | +312,610 | New | History |
| VVisa Inc. | Stock | 263,300 | $92.3M | 2.6% | +77,545+41.7% | Added | History |
| HEIHeico Corp | COM | 284,898 | $92.2M | 2.6% | +87,265+44.2% | Added | History |
| ETNEaton Corp plc | Stock | 276,542 | $88.1M | 2.5% | +245,855+801.2% | Added | History |
| SNSharkNinja, Inc. | COM SHS | 784,586 | $87.8M | 2.4% | +752,846+2,371.9% | Added | History |
| CIENCiena Corp | COM NEW | 304,430 | $71.2M | 2.0% | −252,500−45.3% | Reduced | History |
| SHOPShopify Inc. | Stock | 392,935 | $63.3M | 1.8% | −16,960−4.1% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 109,390 | $62.0M | 1.7% | +19,265+21.4% | Added | History |
| JEFJefferies Financial Group Inc. | COM | 975,795 | $60.5M | 1.7% | +975,795 | New | History |
| LGNLegence Corp. | CL A | 1,396,642 | $60.1M | 1.7% | +1,325,957+1,875.9% | Added | History |
| TRGPTarga Resources Corp. | COM | 317,210 | $58.5M | 1.6% | +254,540+406.2% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 97,662 | $55.5M | 1.5% | −31,780−24.6% | Reduced | History |
| CLSCelestica Inc | Stock | 170,980 | $50.5M | 1.4% | +119,285+230.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 126,676 | $43.8M | 1.2% | −222,870−63.8% | Reduced | History |
| LLYEli Lilly & Co | Stock | 38,520 | $41.4M | 1.2% | +38,520 | New | History |
| PWRQuanta Services, Inc. | COM | 76,322 | $32.2M | 0.9% | −2,090−2.7% | Reduced | History |
| NEENextera Energy Inc | Stock | 376,837 | $30.3M | 0.8% | +87,505+30.2% | Added | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 658,407 | $28.3M | 0.8% | +313,515+90.9% | Added | History |
| LINLinde PLC | Stock | 62,074 | $26.5M | 0.7% | +18,935+43.9% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 135,090 | $21.9M | 0.6% | −566,840−80.8% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 23,434 | $21.9M | 0.6% | −3,820−14.0% | Reduced | History |
| CLHClean Harbors Inc | COM | 85,759 | $20.1M | 0.6% | +8,755+11.4% | Added | History |
| HWMHowmet Aerospace Inc. | Stock | 65,283 | $13.4M | 0.4% | +6,595+11.2% | Added | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 356,240 | $12.4M | 0.3% | +178,000+99.9% | Added | History |
| NVMINova Ltd. | COM | 36,480 | $12.0M | 0.3% | +12,550+52.4% | Added | History |
| DRSLeonardo DRS, Inc. | Stock | 328,095 | $11.2M | 0.3% | +157,750+92.6% | Added | History |
| CWCurtiss Wright Corp | Stock | 18,820 | $10.4M | 0.3% | −144,751−88.5% | Reduced | History |
| RDDTReddit, Inc. | Stock | 41,550 | $9.55M | 0.3% | +5,550+15.4% | Added | History |
| AIRAar Corp | Stock | 108,295 | $8.97M | 0.3% | +108,295 | New | History |
| TLNTalen Energy Corp | COM | 23,125 | $8.67M | 0.2% | +23,125 | New | History |
| ROADConstruction Partners, Inc. | COM CL A | 78,815 | $8.56M | 0.2% | +78,815 | New | History |
| CCJCameco Corp | Stock | 84,770 | $7.76M | 0.2% | +84,770 | New | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 120,385 | $7.74M | 0.2% | +41,405+52.4% | Added | History |
| PODDInsulet Corp | Stock | 26,470 | $7.52M | 0.2% | −200,770−88.4% | Reduced | History |
| COHRCoherent Corp. | COM | 40,190 | $7.42M | 0.2% | +40,190 | New | History |
| TTTrane Technologies plc | SHS | 16,895 | $6.58M | 0.2% | −1,170−6.5% | Reduced | History |
| ALABAstera Labs, Inc. | Stock | 39,430 | $6.56M | 0.2% | −5,155−11.6% | Reduced | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 39,150 | $6.43M | 0.2% | +39,150 | New | History |
| WAYWaystar Holding Corp. | COM | 182,115 | $5.96M | 0.2% | +3,225+1.8% | Added | History |
| WMWaste Management Inc | Stock | 25,735 | $5.65M | 0.2% | +25,735 | New | History |
| MIRMirion Technologies, Inc. | COM CL A | 222,720 | $5.22M | 0.1% | +22,810+11.4% | Added | History |
| TWTradeweb Markets Inc. | Stock | 48,070 | $5.17M | 0.1% | −1,000−2.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 2,345 | $4.72M | 0.1% | −1,680−41.7% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 6,370 | $3.70M | 0.1% | −97,075−93.8% | Reduced | History |
| AVAVAeroVironment Inc | COM | 11,215 | $2.71M | 0.1% | −9,205−45.1% | Reduced | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2025 (15)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 1,287,025 | $126.1M | 3.5% | History |
| ORCLOracle Corp | Stock | 367,340 | $103.3M | 2.8% | History |
| MSIMotorola Solutions, Inc. | Stock | 202,760 | $92.7M | 2.5% | History |
| NFLXNetflix Inc | Stock | 71,010 | $85.1M | 2.3% | History |
| CRWVCoreWeave, Inc. | Stock | 616,485 | $84.4M | 2.3% | History |
| LNGCheniere Energy, Inc. | COM NEW | 293,555 | $69.0M | 1.9% | History |
| ARESAres Management Corp | CL A COM STK | 364,115 | $58.2M | 1.6% | History |
| KKRKKR & Co. Inc. | COM | 363,250 | $47.2M | 1.3% | History |
| ONONOn Holding AG | Stock | 284,190 | $12.0M | 0.3% | History |
| DDOGDatadog, Inc. | CL A COM | 50,000 | $7.12M | 0.2% | History |
| DTDynatrace, Inc. | Stock | 111,915 | $5.42M | 0.1% | History |
| OWLBlue Owl Capital Inc. | COM CL A | 299,870 | $5.08M | 0.1% | History |
| ZSZscaler, Inc. | Stock | 14,075 | $4.22M | 0.1% | History |
| KNSLKinsale Capital Group, Inc. | Stock | 9,275 | $3.94M | 0.1% | History |
| WIXWix.com Ltd. | SHS | 22,055 | $3.92M | 0.1% | History |