Filed: 10/21/2025ACC: 0001768744-25-000016
📋 What this filing means
MUNRO PARTNERS filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $2.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$2.79B
Total AUM (reported)
16.02M
Total Shares
Allocation by class
COM$1.84B66.0%
CL A$288.76M10.4%
COM CL A$192.10M6.9%
SPONSORED ADS$141.56M5.1%
COM LBTY ONE S C$80.67M2.9%
CAP STK CL A$65.86M2.4%
ORD$44.01M1.6%
Portfolio Concentration
Top 3$762.27M27.3%
4–10$871.95M31.3%
11–25$914.62M32.8%
Rest$240.77M8.6%
Top 3 weight
27.3%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 16.02M
Sole
Full voting authority
16.02M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
NVIDIA CORPORATION
SOLEShares358.97K
TypeSH
Market value$324.35M
11.63%
Sole
358.97K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares525.49K
TypeSH
Market value$221.09M
7.93%
Sole
525.49K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.20M
TypeSH
Market value$216.84M
7.77%
Sole
1.20M
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares886.97K
TypeSH
Market value$163.96M
5.88%
Sole
886.97K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares292.01K
TypeSH
Market value$141.80M
5.08%
Sole
292.01K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.04M
TypeSH
Market value$141.56M
5.07%
Sole
1.04M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares160.53K
TypeSH
Market value$122.39M
4.39%
Sole
160.53K
Shared
0.00
None
0.00
VISA INC
SOLEShares396.81K
TypeSH
Market value$110.74M
3.97%
Sole
396.81K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares180.01K
TypeSH
Market value$102.87M
3.69%
Sole
180.01K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares184.07K
TypeSH
Market value$88.64M
3.18%
Sole
184.07K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.23M
TypeSH
Market value$80.67M
2.89%
Sole
1.23M
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares26.89K
TypeSH
Market value$78.16M
2.80%
Sole
26.89K
Shared
0.00
None
0.00
INTUIT
SOLEShares117.38K
TypeSH
Market value$76.30M
2.73%
Sole
117.38K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares90.75K
TypeSH
Market value$70.60M
2.53%
Sole
90.75K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares883.82K
TypeSH
Market value$68.05M
2.44%
Sole
883.82K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares436.37K
TypeSH
Market value$65.86M
2.36%
Sole
436.37K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares303.10K
TypeSH
Market value$62.51M
2.24%
Sole
303.10K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares909.78K
TypeSH
Market value$62.31M
2.23%
Sole
909.78K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares119.97K
TypeSH
Market value$60.53M
2.17%
Sole
119.97K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares330.93K
TypeSH
Market value$59.92M
2.15%
Sole
330.93K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares1.52M
TypeSH
Market value$52.70M
1.89%
Sole
1.52M
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares120.33K
TypeSH
Market value$47.01M
1.69%
Sole
120.33K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares273.87K
TypeSH
Market value$45.18M
1.62%
Sole
273.87K
Shared
0.00
None
0.00
CRH PLC
SOLEShares507.85K
TypeSH
Market value$43.81M
1.57%
Sole
507.85K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares728.95K
TypeSH
Market value$41.02M
1.47%
Sole
728.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 358.97K | SH | $324.35M 11.63% | 358.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 525.49K | SH | $221.09M 7.93% | 525.49K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.20M | SH | $216.84M 7.77% | 1.20M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 886.97K | SH | $163.96M 5.88% | 886.97K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 292.01K | SH | $141.80M 5.08% | 292.01K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.04M | SH | $141.56M 5.07% | 1.04M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 160.53K | SH | $122.39M 4.39% | 160.53K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 396.81K | SH | $110.74M 3.97% | 396.81K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 180.01K | SH | $102.87M 3.69% | 180.01K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 184.07K | SH | $88.64M 3.18% | 184.07K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.23M | SH | $80.67M 2.89% | 1.23M | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 26.89K | SH | $78.16M 2.80% | 26.89K | 0.00 | 0.00 |
INTUITSOLE | COM | 117.38K | SH | $76.30M 2.73% | 117.38K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 90.75K | SH | $70.60M 2.53% | 90.75K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 883.82K | SH | $68.05M 2.44% | 883.82K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 436.37K | SH | $65.86M 2.36% | 436.37K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 303.10K | SH | $62.51M 2.24% | 303.10K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 909.78K | SH | $62.31M 2.23% | 909.78K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 119.97K | SH | $60.53M 2.17% | 119.97K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 330.93K | SH | $59.92M 2.15% | 330.93K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 1.52M | SH | $52.70M 1.89% | 1.52M | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 120.33K | SH | $47.01M 1.69% | 120.33K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 273.87K | SH | $45.18M 1.62% | 273.87K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 507.85K | SH | $43.81M 1.57% | 507.85K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 728.95K | SH | $41.02M 1.47% | 728.95K | 0.00 | 0.00 |
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