Filed: 10/28/2025ACC: 0001768744-25-000018
📋 What this filing means
MUNRO PARTNERS filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $2.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$2.23B
Total AUM (reported)
14.81M
Total Shares
Allocation by class
COM$1.51B67.5%
CL A$204.73M9.2%
COM CL A$143.77M6.4%
CAP STK CL A$112.35M5.0%
COM LBTY ONE S C$74.55M3.3%
SPONSORED ADS$61.90M2.8%
NAMEN AKT A$40.57M1.8%
Portfolio Concentration
Top 3$582.75M26.1%
4–10$646.25M28.9%
11–25$799.12M35.8%
Rest$206.48M9.2%
Top 3 weight
26.1%
Top 10 weight
55.0%
Voting Authority Distribution
Total shares with voting rights: 14.38M
Sole
Full voting authority
14.38M
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)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
AMAZON COM INC
SOLEShares1.60M
TypeSH
Market value$243.49M
10.90%
Sole
1.17M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares370.65K
TypeSH
Market value$183.55M
8.21%
Sole
370.65K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares414.06K
TypeSH
Market value$155.70M
6.97%
Sole
414.06K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares804.31K
TypeSH
Market value$112.35M
5.03%
Sole
804.31K
Shared
0.00
None
0.00
VISA INC
SOLEShares422.76K
TypeSH
Market value$110.07M
4.93%
Sole
422.76K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares151.88K
TypeSH
Market value$107.30M
4.80%
Sole
151.88K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares693.21K
TypeSH
Market value$81.03M
3.63%
Sole
693.21K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares132.53K
TypeSH
Market value$79.07M
3.54%
Sole
132.53K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares184.58K
TypeSH
Market value$78.72M
3.52%
Sole
184.58K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares219.53K
TypeSH
Market value$77.70M
3.48%
Sole
219.53K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.18M
TypeSH
Market value$74.55M
3.34%
Sole
1.18M
Shared
0.00
None
0.00
INTUIT
SOLEShares109.06K
TypeSH
Market value$68.16M
3.05%
Sole
109.06K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares28.03K
TypeSH
Market value$64.10M
2.87%
Sole
28.03K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares595.20K
TypeSH
Market value$61.90M
2.77%
Sole
595.20K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares104.36K
TypeSH
Market value$60.83M
2.72%
Sole
104.36K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares114.18K
TypeSH
Market value$60.11M
2.69%
Sole
114.18K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares116.63K
TypeSH
Market value$59.63M
2.67%
Sole
116.63K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares885.13K
TypeSH
Market value$54.50M
2.44%
Sole
885.13K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares911.09K
TypeSH
Market value$52.67M
2.36%
Sole
911.09K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares94.74K
TypeSH
Market value$48.78M
2.18%
Sole
94.74K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares1.19M
TypeSH
Market value$44.06M
1.97%
Sole
1.19M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares254.65K
TypeSH
Market value$41.27M
1.85%
Sole
254.65K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares1.50M
TypeSH
Market value$40.57M
1.82%
Sole
1.50M
Shared
0.00
None
0.00
CAMTEK LTD
SOLEShares510.06K
TypeSH
Market value$35.39M
1.58%
Sole
510.06K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares636.70K
TypeSH
Market value$32.58M
1.46%
Sole
636.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.60M | SH | $243.49M 10.90% | 1.17M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 370.65K | SH | $183.55M 8.21% | 370.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 414.06K | SH | $155.70M 6.97% | 414.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 804.31K | SH | $112.35M 5.03% | 804.31K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 422.76K | SH | $110.07M 4.93% | 422.76K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 151.88K | SH | $107.30M 4.80% | 151.88K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 693.21K | SH | $81.03M 3.63% | 693.21K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 132.53K | SH | $79.07M 3.54% | 132.53K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 184.58K | SH | $78.72M 3.52% | 184.58K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 219.53K | SH | $77.70M 3.48% | 219.53K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.18M | SH | $74.55M 3.34% | 1.18M | 0.00 | 0.00 |
INTUITSOLE | COM | 109.06K | SH | $68.16M 3.05% | 109.06K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 28.03K | SH | $64.10M 2.87% | 28.03K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 595.20K | SH | $61.90M 2.77% | 595.20K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 104.36K | SH | $60.83M 2.72% | 104.36K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 114.18K | SH | $60.11M 2.69% | 114.18K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 116.63K | SH | $59.63M 2.67% | 116.63K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 885.13K | SH | $54.50M 2.44% | 885.13K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 911.09K | SH | $52.67M 2.36% | 911.09K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 94.74K | SH | $48.78M 2.18% | 94.74K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 1.19M | SH | $44.06M 1.97% | 1.19M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 254.65K | SH | $41.27M 1.85% | 254.65K | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 1.50M | SH | $40.57M 1.82% | 1.50M | 0.00 | 0.00 |
CAMTEK LTDSOLE | ORD | 510.06K | SH | $35.39M 1.58% | 510.06K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 636.70K | SH | $32.58M 1.46% | 636.70K | 0.00 | 0.00 |
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