Filed: 10/28/2025ACC: 0001768744-25-000029
📋 What this filing means
MUNRO PARTNERS filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $2.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$2.32B
Total AUM (reported)
12.10M
Total Shares
Allocation by class
COM$1.65B71.1%
CL A$204.13M8.8%
SPONSORED ADS$186.21M8.0%
CAP STK CL A$143.57M6.2%
COM CL A$78.34M3.4%
SHS$59.91M2.6%
Portfolio Concentration
Top 3$515.77M22.2%
4–10$839.63M36.1%
11–25$967.37M41.6%
Top 3 weight
22.2%
Top 10 weight
58.4%
Voting Authority Distribution
Total shares with voting rights: 12.10M
Sole
Full voting authority
12.10M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
AMAZON COM INC
SOLEShares64.89K
TypeSH
Market value$200.78M
8.64%
Sole
64.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares727.11K
TypeSH
Market value$171.43M
7.38%
Sole
727.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares69.61K
TypeSH
Market value$143.57M
6.18%
Sole
69.61K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares545.12K
TypeSH
Market value$132.38M
5.70%
Sole
545.12K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares257.80K
TypeSH
Market value$128.93M
5.55%
Sole
257.80K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.04M
TypeSH
Market value$123.57M
5.32%
Sole
1.04M
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares520.90K
TypeSH
Market value$117.24M
5.05%
Sole
520.90K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares213.47K
TypeSH
Market value$113.98M
4.91%
Sole
213.47K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares314.70K
TypeSH
Market value$112.05M
4.82%
Sole
314.70K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares213.71K
TypeSH
Market value$111.48M
4.80%
Sole
213.71K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares1.47M
TypeSH
Market value$110.79M
4.77%
Sole
1.47M
Shared
0.00
None
0.00
ADOBE SYSTEMS INCORPORATED
SOLEShares199.49K
TypeSH
Market value$94.83M
4.08%
Sole
199.49K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares1.06M
TypeSH
Market value$93.47M
4.02%
Sole
1.06M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares1.48M
TypeSH
Market value$80.75M
3.48%
Sole
1.48M
Shared
0.00
None
0.00
VISA INC
SOLEShares370.01K
TypeSH
Market value$78.34M
3.37%
Sole
370.01K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares649.58K
TypeSH
Market value$77.85M
3.35%
Sole
649.58K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares199.16K
TypeSH
Market value$70.20M
3.02%
Sole
199.16K
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares544.72K
TypeSH
Market value$62.64M
2.70%
Sole
544.72K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares223.60K
TypeSH
Market value$59.91M
2.58%
Sole
223.60K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares524.40K
TypeSH
Market value$58.56M
2.52%
Sole
524.40K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares762.90K
TypeSH
Market value$56.13M
2.42%
Sole
762.90K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares140.40K
TypeSH
Market value$47.84M
2.06%
Sole
140.40K
Shared
0.00
None
0.00
ATLASSIAN CORP PLC
SOLEShares209.91K
TypeSH
Market value$44.24M
1.90%
Sole
209.91K
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
SOLEShares196.08K
TypeSH
Market value$21.74M
0.94%
Sole
196.08K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares97.33K
TypeSH
Market value$10.06M
0.43%
Sole
97.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 64.89K | SH | $200.78M 8.64% | 64.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 727.11K | SH | $171.43M 7.38% | 727.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 69.61K | SH | $143.57M 6.18% | 69.61K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 545.12K | SH | $132.38M 5.70% | 545.12K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 257.80K | SH | $128.93M 5.55% | 257.80K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.04M | SH | $123.57M 5.32% | 1.04M | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 520.90K | SH | $117.24M 5.05% | 520.90K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 213.47K | SH | $113.98M 4.91% | 213.47K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 314.70K | SH | $112.05M 4.82% | 314.70K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 213.71K | SH | $111.48M 4.80% | 213.71K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 1.47M | SH | $110.79M 4.77% | 1.47M | 0.00 | 0.00 |
ADOBE SYSTEMS INCORPORATEDSOLE | COM | 199.49K | SH | $94.83M 4.08% | 199.49K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.06M | SH | $93.47M 4.02% | 1.06M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 1.48M | SH | $80.75M 3.48% | 1.48M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 370.01K | SH | $78.34M 3.37% | 370.01K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 649.58K | SH | $77.85M 3.35% | 649.58K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 199.16K | SH | $70.20M 3.02% | 199.16K | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADS | 544.72K | SH | $62.64M 2.70% | 544.72K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 223.60K | SH | $59.91M 2.58% | 223.60K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 524.40K | SH | $58.56M 2.52% | 524.40K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 762.90K | SH | $56.13M 2.42% | 762.90K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 140.40K | SH | $47.84M 2.06% | 140.40K | 0.00 | 0.00 |
ATLASSIAN CORP PLCSOLE | CL A | 209.91K | SH | $44.24M 1.90% | 209.91K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 196.08K | SH | $21.74M 0.94% | 196.08K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 97.33K | SH | $10.06M 0.43% | 97.33K | 0.00 | 0.00 |