Munro Partners Top Holdings and 13F Report (2025) About Munro PartnersInvestment ActivityMunro Partners has $3.69 billion in total holdings as of June 30, 2025.Munro Partners owns shares of 64 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 24.34% of the portfolio was purchased this quarter.About 17.67% of the portfolio was sold this quarter.This quarter, Munro Partners has purchased 66 new stocks and bought additional shares in 35 stocks.Munro Partners sold shares of 20 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $298,206,336Amazon.com $201,738,281Microsoft $179,419,434Liberty Media Corporation - Liberty Formula One Series C $141,482,016Constellation Energy $129,708,535 Largest New Holdings this Quarter G25508105 - CRH PLC $112,141,871 Holding171779309 - Ciena $81,127,993 Holding82509L107 - SHOPIFY INC $60,914,496 Holding03990B101 - Ares Management $58,218,347 Holding48251W104 - KKR & Co. Inc. $47,204,338 Holding Largest Purchases this Quarter CRH PLC 935,295 shares (about $112.14M)COREWEAVE INC 605,010 shares (about $82.80M)Ciena 556,930 shares (about $81.13M)Insulet 212,885 shares (about $65.72M)SHOPIFY INC 409,895 shares (about $60.91M) Largest Sales this Quarter Advanced Micro Devices 469,160 shares (about $114.53M)NVIDIA 415,070 shares (about $77.44M)Microsoft 87,820 shares (about $45.49M)Oracle 146,195 shares (about $41.12M)Meta Platforms 49,540 shares (about $36.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMunro Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$298,206,336$77,443,761 ▼-20.6%1,598,2768.1%Computer and TechnologyAMZNAmazon.com$201,738,281$23,993,512 ▲13.5%918,7885.5%Retail/WholesaleMSFTMicrosoft$179,419,434$45,486,369 ▼-20.2%346,4034.9%Computer and TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$141,482,016$30,194,928 ▲27.1%1,354,5433.8%Consumer DiscretionaryCEGConstellation Energy$129,708,535$14,757,144 ▼-10.2%394,1673.5%EnergyUBERUber Technologies$126,089,839$24,975,492 ▲24.7%1,287,0253.4%Computer and TechnologyMETAMeta Platforms$124,745,459$36,381,185 ▼-22.6%169,8653.4%Computer and TechnologyBSXBoston Scientific$121,264,270$27,675,664 ▲29.6%1,242,0803.3%MedicalTKO GROUP HOLDINGS INC$115,653,606$42,760,991 ▲58.7%572,6563.1%CL AAVGOBroadcom$115,318,721$47,615,910 ▲70.3%349,5463.1%Computer and TechnologyCRH PLC$112,141,871$112,141,871 ▲New Holding935,2953.0%ORDGOOGLAlphabet$112,138,870$3,465,391 ▼-3.0%461,2873.0%Computer and TechnologyVRTVertiv$105,893,160$2,497,487 ▼-2.3%701,9302.9%Computer and TechnologyMAMastercard$105,488,090$8,469,581 ▼-7.4%185,4542.9%Business ServicesORCLOracle$103,310,702$41,115,882 ▼-28.5%367,3402.8%Computer and TechnologyGE VERNOVA INC$95,643,391$16,814,441 ▼-15.0%155,5432.6%COMAXONAxon Enterprise$92,892,757$38,623,385 ▲71.2%129,4422.5%AerospaceMSIMotorola Solutions$92,720,120$21,622,958 ▲30.4%202,7602.5%Computer and TechnologyCWCurtiss-Wright$88,809,239$2,125,610 ▲2.5%163,5712.4%AerospaceNFLXNetflix$85,135,309$461,584 ▼-0.5%71,0102.3%Consumer DiscretionaryCOREWEAVE INC$84,365,972$82,795,618 ▲5,272.4%616,4852.3%COM CL AJCIJohnson Controls International$82,820,057$3,829,558 ▼-4.4%753,2522.2%ConstructionCIENCiena$81,127,993$81,127,993 ▲New Holding556,9302.2%Computer and TechnologySPOTSpotify Technology$72,204,610$18,067,730 ▲33.4%103,4452.0%Computer and TechnologyPODDInsulet$70,155,805$65,723,986 ▲1,483.0%227,2401.9%MedicalCHENIERE ENERGY INC$68,979,554$4,055,755 ▲6.2%293,5551.9%COM NEWHEIHeico$63,799,885$5,023,079 ▲8.5%197,6331.7%AerospaceVVisa$63,413,042$5,436,477 ▼-7.9%185,7551.7%Business ServicesSHOPIFY INC$60,914,496$60,914,496 ▲New Holding409,8951.7%CL A SUB VTG SHSARESAres Management$58,218,347$58,218,347 ▲New Holding364,1151.6%FinanceKKRKKR & Co. Inc.$47,204,338$47,204,338 ▲New Holding363,2501.3%FinanceISRGIntuitive Surgical$40,306,604$13,767,976 ▼-25.5%90,1251.1%MedicalAMDAdvanced Micro Devices$40,108,916$114,531,339 ▼-74.1%164,3001.1%Computer and TechnologyPWRQuanta Services$32,495,501$10,957,265 ▲50.9%78,4120.9%ConstructionFIXComfort Systems USA$22,489,456$7,579,278 ▲50.8%27,2540.6%ConstructionNEENextEra Energy$21,841,673$1,690,976 ▲8.4%289,3320.6%UtilitiesLINDE PLC$20,491,025$1,104,375 ▲5.7%43,1390.6%SHSCLHClean Harbors$17,881,869$9,893,733 ▲123.9%77,0040.5%Business ServicesGFLGFL Environmental$16,340,983$4,203,791 ▲34.6%344,8920.4%Business ServicesCELESTICA INC$12,736,614$6,612,839 ▲108.0%51,6950.3%COMONONON$12,035,447$9,565,214 ▼-44.3%284,1900.3%Retail/WholesaleHWMHowmet Aerospace$11,516,346$16,130,498 ▼-58.3%58,6880.3%AerospaceETNEaton$11,484,610$104,790 ▼-0.9%30,6870.3%IndustrialsTRGPTarga Resources$10,499,732$8,679,410 ▲476.8%62,6700.3%EnergyMELIMercadoLibre$9,406,184$4,183,123 ▲80.1%4,0250.3%Retail/WholesaleASTERA LABS INC$8,729,743$3,629,153 ▲71.2%44,5850.2%COMREDDIT INC$8,279,640$3,999,526 ▲93.4%36,0000.2%CL ADRSLeonardo DRS$7,733,663$3,250,186 ▲72.5%170,3450.2%AerospaceNVMINova$7,649,464$3,019,189 ▲65.2%23,9300.2%Computer and TechnologyTTTrane Technologies$7,622,707$54,855 ▼-0.7%18,0650.2%ConstructionDDOGDatadog$7,120,000$7,120,000 ▲New Holding50,0000.2%Computer and TechnologyWAYSTAR HLDG CORP$6,783,509$3,514,995 ▲107.5%178,8900.2%COMAVAVAeroVironment$6,430,054$6,430,054 ▲New Holding20,4200.2%AerospaceBIPBrookfield Infrastructure Partners$5,862,314$330,873 ▲6.0%178,2400.2%FinanceTWTradeweb Markets$5,445,789$684,192 ▼-11.2%49,0700.1%FinanceIBKRInteractive Brokers Group$5,434,614$533,966 ▼-8.9%78,9800.1%FinanceDTDynatrace$5,422,282$2,651,911 ▲95.7%111,9150.1%Computer and TechnologyOWLBlue Owl Capital$5,076,799$3,047,315 ▲150.2%299,8700.1%FinanceMIRMirion Technologies$4,649,907$1,815,094 ▲64.0%199,9100.1%Business ServicesZSZscaler$4,217,715$1,143,203 ▲37.2%14,0750.1%Computer and TechnologyKNSLKinsale Capital Group$3,944,287$1,877,523 ▲90.8%9,2750.1%FinanceWIXWix.com$3,917,630$1,040,024 ▲36.1%22,0550.1%Computer and TechnologySNSharkNinja$3,273,981$3,273,981 ▲New Holding31,7400.1%Retail/WholesaleLEGENCE CORP$2,177,805$2,177,805 ▲New Holding70,6850.1%CL ALLYEli Lilly and Company$0$98,872,467 ▼-100.0%00.0%MedicalNOWServiceNow$0$61,783,496 ▼-100.0%00.0%Computer and TechnologyICEIntercontinental Exchange$0$52,796,245 ▼-100.0%00.0%FinanceTALEN ENERGY CORP$0$7,931,043 ▼-100.0%00.0%COMCPRTCopart$0$6,776,665 ▼-100.0%00.0%Business ServicesGDDYGoDaddy$0$3,167,255 ▼-100.0%00.0%Computer and TechnologySBACSBA Communications$0$2,185,186 ▼-100.0%00.0%FinanceUL SOLUTIONS INC$0$2,152,649 ▼-100.0%00.0%CLASS A COM SHSAMRIZE LTD$0$1,849,454 ▼-100.0%00.0%SHSNXTNextracker$0$1,559,277 ▼-100.0%00.0%EnergyRYANRyan Specialty$0$1,341,783 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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