Munro Partners - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Munro Partners held in its portfolio 59 assets valued at $3,849,552,997 (i.e. $3.85B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($467.65M), GE VERNOVA INC ($215.90M), and AMAZON COM INC ($213.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Munro Partners - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 2507521 | 467652667 | COM |
| GE VERNOVA INC | 330338 | 215899007 | COM |
| AMAZON COM INC | 925173 | 213548432 | COM |
| MICROSOFT CORP | 384475 | 185939800 | COM |
| ALPHABET INC | 573907 | 179632891 | CAP STK CL A |
| CONSTELLATION ENERGY CORP | 479257 | 169307120 | COM |
| TKO GROUP HOLDINGS INC | 712256 | 148861504 | CL A |
| LIBERTY MEDIA CORP DEL | 1418568 | 139743134 | COM LBTY ONE S C |
| MASTERCARD INCORPORATED | 241474 | 137852677 | CL A |
| CRH PLC | 1102400 | 137579520 | ORD |
| MIRION TECHNOLOGIES INC | 640220 | 124374777 | COM CL A |
| META PLATFORMS INC | 182765 | 120641349 | CL A |
| BOSTON SCIENTIFIC CORP | 1256810 | 119836834 | COM |
| JOHNSON CTLS INTL PLC | 893257 | 106967526 | SHS |
| GE AEROSPACE | 312610 | 96293258 | COM NEW |
| VISA INC | 263300 | 92341943 | COM CL A |
| HEICO CORP NEW | 284898 | 92190144 | COM |
| EATON CORP PLC | 276542 | 88081392 | SHS |
| SHARKNINJA INC | 784586 | 87795173 | COM SHS |
| CIENA CORP | 304430 | 71197044 | COM NEW |
| SHOPIFY INC | 392935 | 63250747 | CL A SUB VTG SHS |
| INTUITIVE SURGICAL INC | 109390 | 61954120 | COM NEW |
| JEFFERIES FINL GROUP INC | 975795 | 60470016 | COM |
| LEGENCE CORP | 1396642 | 60111472 | CL A |
| TARGA RES CORP | 317210 | 58525245 | COM |
| AXON ENTERPRISE INC | 97662 | 55465180 | COM |
| CELESTICA INC | 170980 | 50543398 | COM |
| BROADCOM INC | 126676 | 43842564 | COM |
| ELI LILLY & CO | 38520 | 41396674 | COM |
| QUANTA SVCS INC | 76322 | 32212463 | COM |
| NEXTERA ENERGY INC | 376837 | 30252474 | COM |
| GFL ENVIRONMENTAL INC | 658407 | 28278581 | SUB VTG SHS |
| LINDE PLC | 62074 | 26467733 | SHS |
| VERTIV HOLDINGS CO | 135090 | 21885931 | COM CL A |
| COMFORT SYS USA INC | 23434 | 21870718 | COM |
| CLEAN HARBORS INC | 85759 | 20108770 | COM |
| HOWMET AEROSPACE INC | 65283 | 13384321 | COM |
| BROOKFIELD INFRAST PARTNERS | 356240 | 12375778 | LP INT UNIT |
| NOVA LTD | 36480 | 11979667 | COM |
| LEONARDO DRS INC | 328095 | 11184759 | COM |
| CURTISS WRIGHT CORP | 18820 | 10374901 | COM |
| REDDIT INC | 41550 | 9551099 | CL A |
| AAR CORP | 108295 | 8965743 | COM |
| TALEN ENERGY CORP | 23125 | 8668175 | COM |
| CONSTRUCTION PARTNERS INC | 78815 | 8555368 | COM CL A |
| CAMECO CORP | 84770 | 7755607 | COM |
| INTERACTIVE BROKERS GROUP IN | 120385 | 7741959 | COM CL A |
| INSULET CORP | 26470 | 7523833 | COM |
| COHERENT CORP | 40190 | 7417868 | COM |
| TRANE TECHNOLOGIES PLC | 16895 | 6575534 | SHS |
| ASTERA LABS INC | 39430 | 6559575 | COM |
| FUTU HLDGS LTD | 39150 | 6428822 | SPON ADS CL A |
| WAYSTAR HLDG CORP | 182115 | 5964266 | COM |
| WASTE MGMT INC DEL | 25735 | 5654237 | COM |
| TRADEWEB MKTS INC | 48070 | 5169448 | CL A |
| MERCADOLIBRE INC | 2345 | 4723440 | COM |
| FERMI INC | 526800 | 4214400 | COM |
| SPOTIFY TECHNOLOGY S A | 6370 | 3699123 | SHS |
| AEROVIRONMENT INC | 11215 | 2712796 | COM |
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