Munro Partners Portfolio Holdings

Munro Partners

  • $3.2 Trillion
  • Q2 2025

Munro Partners has filed its 13F form on August 26, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.2 Trillion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $318B, Microsoft Corp with a value of $216B, Amazon Com Inc with a value of $178B, Meta Platforms, Inc. with a value of $162B, and Constellation Energy Corp with a value of $142B.

Examining the 13F form we can see an increase of $3.2T in the current position value.

Munro Partners is based out at Melbourne, C3

Below you can find more details about Munro Partners portfolio as well as his latest detailed transactions.

Portfolio value $3.2 Trillion
Technology: $1.04 Trillion
Industrials: $474 Billion
Communication Services: $401 Billion
Healthcare: $272 Billion
Financial Services: $256 Billion
Consumer Cyclical: $190 Billion
Utilities: $166 Billion
Energy: $69.2 Billion
Other: $6.28 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Waystar Hldg Corp
-
$3.52 Billion 0.11% of portfolio
-
Q2 2025 New
$14.6B
$3.16 Billion 0.1% of portfolio
57,180
Q2 2025 New
$40.4B
$3.22 Billion 0.1% of portfolio
10,260
Q2 2025 New
$23.3B
$3.17 Billion 0.1% of portfolio
17,590
Q2 2025 New
Reddit Inc
-
$2.8 Billion 0.09% of portfolio
-
Q2 2025 New
$9.6B
$2.57 Billion 0.08% of portfolio
16,200
Q2 2025 New
$4.42B
$2.62 Billion 0.08% of portfolio
121,875
Q2 2025 New
Astera Labs Inc
-
$2.36 Billion 0.07% of portfolio
-
Q2 2025 New
$7.86B
$2.3 Billion 0.07% of portfolio
119,875
Q2 2025 New
Ul Solutions Inc
-
$2.15 Billion 0.07% of portfolio
-
Q2 2025 New
$20.7B
$2.19 Billion 0.07% of portfolio
9,305
Q2 2025 New
$10.1B
$2.35 Billion 0.07% of portfolio
4,860
Q2 2025 New
Coreweave Inc
-
$1.87 Billion 0.06% of portfolio
-
Q2 2025 New
$36.5B
$1.89 Billion 0.06% of portfolio
10,865
Q2 2025 New
Amrize LTD
-
$1.85 Billion 0.06% of portfolio
-
Q2 2025 New
Nextracker Inc
-
$1.56 Billion 0.05% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $3.2 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 26, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 67 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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