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
NVDA Nvidia Corp Technology	$426B	$318 Billion 9.95% of portfolio	2,013,346	Q2 2025 New
MSFT Microsoft Corp Technology	$3.77T	$216 Billion 6.76% of portfolio	434,223	Q2 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.3T	$178 Billion 5.56% of portfolio	809,513	Q2 2025 New
META Meta Platforms, Inc. Communication Services	$1.65T	$162 Billion 5.07% of portfolio	219,405	Q2 2025 New
CEG Constellation Energy Corp Utilities	$100B	$142 Billion 4.43% of portfolio	439,012	Q2 2025 New
MA Mastercard Inc Financial Services	$565B	$113 Billion 3.52% of portfolio	200,344	Q2 2025 New
ORCL Oracle Corp Technology	$607B	$112 Billion 3.51% of portfolio	513,535	Q2 2025 New
Liberty Media Corp Del	-	$111 Billion 3.48% of portfolio	-	Q2 2025 New
BSX Boston Scientific Corp Healthcare	$153B	$103 Billion 3.22% of portfolio	958,605	Q2 2025 New
LLY Eli Lilly & CO Healthcare	$699B	$98.9 Billion 3.09% of portfolio	126,836	Q2 2025 New
Ge Vernova Inc	-	$96.8 Billion 3.03% of portfolio	-	Q2 2025 New
UBER Uber Technologies, Inc Technology	$184B	$96.3 Billion 3.01% of portfolio	1,032,095	Q2 2025 New
NFLX Netflix Inc Communication Services	$540B	$95.6 Billion 2.99% of portfolio	71,395	Q2 2025 New
VRT Vertiv Holdings CO Industrials	$32.7B	$92.3 Billion 2.89% of portfolio	718,485	Q2 2025 New
AMD Advanced Micro Devices Inc Technology	$262B	$89.9 Billion 2.81% of portfolio	633,460	Q2 2025 New
GOOGL Alphabet Inc. Communication Services	$1.26T	$83.8 Billion 2.62% of portfolio	475,542	Q2 2025 New
JCI Johnson Controls International PLC Industrials	$73B	$83.2 Billion 2.6% of portfolio	788,082	Q2 2025 New
CW Curtiss Wright Corp Industrials	$18.5B	$78 Billion 2.44% of portfolio	159,656	Q2 2025 New
V Visa Inc. Financial Services	$572B	$71.6 Billion 2.24% of portfolio	201,680	Q2 2025 New
LNG Cheniere Energy, Inc. Energy	$60.2B	$67.3 Billion 2.1% of portfolio	276,295	Q2 2025 New
ISRG Intuitive Surgical Inc Healthcare	$166B	$65.7 Billion 2.06% of portfolio	120,910	Q2 2025 New
MSI Motorola Solutions, Inc. Technology	$79.9B	$65.4 Billion 2.05% of portfolio	155,475	Q2 2025 New
Tko Group Holdings Inc	-	$65.7 Billion 2.05% of portfolio	-	Q2 2025 New
AXON Axon Enterprise, Inc. Industrials	$52.9B	$62.6 Billion 1.96% of portfolio	75,622	Q2 2025 New
NOW Service Now, Inc. Technology	$184B	$61.8 Billion 1.93% of portfolio	60,096	Q2 2025 New
HEI Heico Corp Industrials	$17.2B	$59.7 Billion 1.87% of portfolio	182,073	Q2 2025 New
SPOT Spotify Technology S.A. Communication Services	$133B	$59.5 Billion 1.86% of portfolio	77,560	Q2 2025 New
AVGO Broadcom Inc. Technology	$121B	$56.6 Billion 1.77% of portfolio	205,216	Q2 2025 New
ICE Intercontinental Exchange, Inc. Financial Services	$97.8B	$52.8 Billion 1.65% of portfolio	287,765	Q2 2025 New
HWM Howmet Aerospace Inc. Industrials	$72B	$26.2 Billion 0.82% of portfolio	140,890	Q2 2025 New
PWR Quanta Services, Inc. Industrials	$53.6B	$19.6 Billion 0.61% of portfolio	51,972	Q2 2025 New
Linde PLC	-	$19.1 Billion 0.6% of portfolio	-	Q2 2025 New
NEE Nextera Energy Inc Utilities	$143B	$18.5 Billion 0.58% of portfolio	266,932	Q2 2025 New
GFL Gfl Environmental Inc. Industrials	$16.4B	$12.9 Billion 0.4% of portfolio	256,167	Q2 2025 New
ETN Eaton Corp PLC Industrials	$137B	$11.1 Billion 0.35% of portfolio	30,967	Q2 2025 New
FIX Comfort Systems Usa Inc Industrials	$25B	$9.69 Billion 0.3% of portfolio	18,069	Q2 2025 New
Talen Energy Corp	-	$7.93 Billion 0.25% of portfolio	-	Q2 2025 New
CLH Clean Harbors Inc Industrials	$13B	$7.95 Billion 0.25% of portfolio	34,399	Q2 2025 New
TW Tradeweb Markets Inc. Financial Services	$13.9B	$8.09 Billion 0.25% of portfolio	55,235	Q2 2025 New
TT Trane Technologies PLC Industrials	$95.2B	$7.96 Billion 0.25% of portfolio	18,195	Q2 2025 New
CPRT Copart Inc Consumer Cyclical	$11.5B	$6.78 Billion 0.21% of portfolio	138,102	Q2 2025 New
MELI Mercadolibre Inc Consumer Cyclical	$120B	$5.84 Billion 0.18% of portfolio	2,235	Q2 2025 New
BIP Brookfield Infrastructure Partners L.P. Utilities	$14.4B	$5.63 Billion 0.18% of portfolio	168,180	Q2 2025 New
IBKR Interactive Brokers Group, Inc. Financial Services	$5.8B	$4.81 Billion 0.15% of portfolio	86,740	Q2 2025 New
DRS Leonardo Drs, Inc.	-	$4.59 Billion 0.14% of portfolio	-	Q2 2025 New
PODD Insulet Corp Healthcare	$23.9B	$4.51 Billion 0.14% of portfolio	14,355	Q2 2025 New
SHOP Shopify Inc. Technology	$165B	$4.53 Billion 0.14% of portfolio	39,320	Q2 2025 New
CRH.L Crh PLC Basic Materials	$23.9B	$4.1 Billion 0.13% of portfolio	-	Q2 2025 New
NVMI Nova Ltd. Technology	$6.78B	$3.99 Billion 0.12% of portfolio	14,485	Q2 2025 New
Celestica Inc	-	$3.88 Billion 0.12% 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Munro Partners, based on Form 13F filings with the SEC.

News

Stay updated on Munro Partners with notifications on news.

Account