Munro Partners Top Holdings and 13F Report (2025) About Munro PartnersInvestment ActivityMunro Partners has $3.20 billion in total holdings as of June 30, 2025.Munro Partners owns shares of 67 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Largest Holdings NVIDIA $318,088,535Microsoft $215,986,862Amazon.com $177,599,057Meta Platforms $161,940,636Constellation Energy $141,695,513 Sector AllocationMap of 500 Largest Holdings ofMunro Partners Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNVDANVIDIA$318,088,5352,013,34610.0%Computer and TechnologyMSFTMicrosoft$215,986,862434,2236.8%Computer and TechnologyAMZNAmazon.com$177,599,057809,5135.6%Retail/WholesaleMETAMeta Platforms$161,940,636219,4055.1%Computer and TechnologyCEGConstellation Energy$141,695,513439,0124.4%EnergyMAMastercard$112,581,307200,3443.5%Business ServicesORCLOracle$112,274,157513,5353.5%Computer and TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$111,340,3611,065,4583.5%Consumer DiscretionaryBSXBoston Scientific$102,963,763958,6053.2%MedicalLLYEli Lilly and Company$98,872,467126,8363.1%MedicalGE VERNOVA INC$96,775,185182,8883.0%COMUBERUber Technologies$96,294,4641,032,0953.0%Computer and TechnologyNFLXNetflix$95,607,18671,3953.0%Consumer DiscretionaryVRTVertiv$92,260,659718,4852.9%Computer and TechnologyAMDAdvanced Micro Devices$89,887,974633,4602.8%Computer and TechnologyGOOGLAlphabet$83,804,767475,5422.6%Computer and TechnologyJCIJohnson Controls International$83,237,221788,0822.6%ConstructionCWCurtiss-Wright$77,999,939159,6562.4%AerospaceVVisa$71,606,484201,6802.2%Business ServicesCHENIERE ENERGY INC$67,283,358276,2952.1%COM NEWISRGIntuitive Surgical$65,703,703120,9102.1%MedicalTKO GROUP HOLDINGS INC$65,670,486360,9262.1%CL AMSIMotorola Solutions$65,371,019155,4752.0%Computer and TechnologyAXONAxon Enterprise$62,610,47975,6222.0%AerospaceNOWServiceNow$61,783,49660,0961.9%Computer and TechnologyHEIHeico$59,719,944182,0731.9%AerospaceSPOTSpotify Technology$59,514,89077,5601.9%Computer and TechnologyAVGOBroadcom$56,567,790205,2161.8%Computer and TechnologyICEIntercontinental Exchange$52,796,245287,7651.7%FinanceHWMHowmet Aerospace$26,223,856140,8900.8%AerospacePWRQuanta Services$19,649,57451,9720.6%ConstructionLINDE PLC$19,149,11340,8140.6%SHSNEENextEra Energy$18,530,419266,9320.6%UtilitiesGFLGFL Environmental$12,926,187256,1670.4%Business ServicesETNEaton$11,054,90930,9670.3%IndustrialsFIXComfort Systems USA$9,688,77818,0690.3%ConstructionTWTradeweb Markets$8,086,40455,2350.3%FinanceTTTrane Technologies$7,958,67518,1950.2%ConstructionCLHClean Harbors$7,952,36134,3990.2%Business ServicesTALEN ENERGY CORP$7,931,04327,2760.2%COMCPRTCopart$6,776,665138,1020.2%Business ServicesMELIMercadoLibre$5,841,4632,2350.2%Retail/WholesaleBIPBrookfield Infrastructure Partners$5,634,030168,1800.2%FinanceIBKRInteractive Brokers Group$4,806,26386,7400.2%FinanceDRSLeonardo DRS$4,590,13298,7550.1%AerospaceSHOPShopify$4,531,88539,3200.1%Computer and TechnologyPODDInsulet$4,510,05414,3550.1%MedicalCRH PLC$4,097,49344,6350.1%ORDNVMINova$3,986,27214,4850.1%Computer and TechnologyCELESTICA INC$3,880,11424,8550.1%COMWAYSTAR HLDG CORP$3,522,79086,1950.1%COMZSZscaler$3,221,02410,2600.1%Computer and TechnologyGDDYGoDaddy$3,167,25517,5900.1%Computer and TechnologyDTDynatrace$3,156,90857,1800.1%Computer and TechnologyREDDIT INC$2,802,10818,6100.1%CL AMIRMirion Technologies$2,623,969121,8750.1%Business ServicesWIXWix.com$2,567,05216,2000.1%Computer and TechnologyASTERA LABS INC$2,355,44126,0500.1%COMKNSLKinsale Capital Group$2,351,7544,8600.1%FinanceOWLBlue Owl Capital$2,302,799119,8750.1%FinanceSBACSBA Communications$2,185,1869,3050.1%FinanceUL SOLUTIONS INC$2,152,64929,5450.1%CLASS A COM SHSTRGPTarga Resources$1,891,37910,8650.1%EnergyCOREWEAVE INC$1,871,11411,4750.1%COM CL AAMRIZE LTD$1,849,45437,3250.1%SHSNXTNextracker$1,559,27728,6790.0%EnergyRYANRyan Specialty$1,341,78319,7350.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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