Munro Partners Portfolio Holdings

Munro Partners

  • $3.69 Trillion
  • Q3 2025

Munro Partners has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.69 Trillion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $298B, Amazon Com Inc with a value of $202B, Microsoft Corp with a value of $179B, Liberty Media Corp Del with a value of $141B, and Constellation Energy Corp with a value of $130B.

Examining the 13F form we can see an increase of $476B in the current position value, from $3.21T to 3.69T. Also it can be appreciated an additional of 3 stocks purchases and 11 closed positions.

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 $3.69 Trillion
Technology: $1.13 Trillion
Industrials: $565 Billion
Communication Services: $394 Billion
Financial Services: $294 Billion
Healthcare: $232 Billion
Consumer Cyclical: $223 Billion
Utilities: $157 Billion
Basic Materials: $112 Billion
Other: $79.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$455B
$298 Billion 8.08% of portfolio
1,598,276
Q3 2024 Reduced 26.71%
$2.21T
$202 Billion 5.47% of portfolio
918,788
Q3 2024 Reduced 12.49%
$3.85T
$179 Billion 4.86% of portfolio
346,403
Q3 2024 Reduced 13.74%
Liberty Media Corp Del
-
$141 Billion 3.83% of portfolio
-
Q3 2024 Reduced 8.26%
$131B
$130 Billion 3.51% of portfolio
394,167
Q3 2024 Reduced 13.69%
$186B
$126 Billion 3.42% of portfolio
1,287,025
Q3 2024 Reduced 6.59%
$1.61T
$125 Billion 3.38% of portfolio
169,865
Q3 2024 Reduced 17.11%
$144B
$121 Billion 3.29% of portfolio
1,242,080
Q3 2024 Reduced 19.11%
Tko Group Holdings Inc
-
$116 Billion 3.13% of portfolio
-
Q3 2025 Added 58.66%
$141B
$115 Billion 3.12% of portfolio
349,546
Q3 2024 Added 22,486.69%
$1.5T
$112 Billion 3.04% of portfolio
461,287
Q3 2024 Reduced 8.84%
$23.9B
$112 Billion 3.04% of portfolio
-
Q3 2024 Added 37.68%
$32.7B
$106 Billion 2.87% of portfolio
701,930
Q3 2024 Added 203.19%
$540B
$105 Billion 2.86% of portfolio
185,454
Q3 2024 Added 3.81%
$747B
$103 Billion 2.8% of portfolio
367,340
Q3 2025 Reduced 28.47%
Ge Vernova Inc
-
$95.6 Billion 2.59% of portfolio
-
Q3 2024 Reduced 9.47%
$74.8B
$92.7 Billion 2.51% of portfolio
202,760
Q3 2024 Reduced 48.19%
$21.5B
$88.8 Billion 2.41% of portfolio
163,571
Q3 2024 Added 14.51%
$551B
$85.1 Billion 2.31% of portfolio
71,010
Q3 2024 Added 10.72%
Coreweave Inc
-
$84.4 Billion 2.29% of portfolio
-
Q3 2025 Added 5,272.42%
$76.2B
$82.8 Billion 2.24% of portfolio
753,252
Q3 2024 Reduced 29.24%
$25.6B
$81.1 Billion 2.2% of portfolio
556,930
Q3 2025 New
$130B
$72.2 Billion 1.96% of portfolio
103,445
Q3 2025 Added 33.37%
$22.7B
$70.2 Billion 1.9% of portfolio
227,240
Q3 2025 Added 1,483.0%
$55.3B
$69 Billion 1.87% of portfolio
293,555
Q3 2025 Added 6.25%
$16.8B
$63.8 Billion 1.73% of portfolio
197,633
Q3 2025 Added 8.55%
$563B
$63.4 Billion 1.72% of portfolio
185,755
Q3 2024 Reduced 30.55%
$196B
$60.9 Billion 1.65% of portfolio
409,895
Q3 2025 Added 942.46%
$25.2B
$58.2 Billion 1.58% of portfolio
364,115
Q3 2025 Added 138.9%
$103B
$47.2 Billion 1.28% of portfolio
363,250
Q3 2025 New
$162B
$40.3 Billion 1.09% of portfolio
90,125
Q3 2025 Reduced 25.46%
$63B
$32.5 Billion 0.88% of portfolio
78,412
Q3 2024 Added 45.02%
$29.9B
$22.5 Billion 0.61% of portfolio
27,254
Q3 2024 Added 90.26%
$167B
$21.8 Billion 0.59% of portfolio
289,332
Q3 2024 Reduced 86.84%
Linde PLC
-
$20.5 Billion 0.56% of portfolio
-
Q3 2024 Added 27.85%
$13.2B
$17.9 Billion 0.48% of portfolio
77,004
Q3 2024 Added 21.76%
$15.1B
$16.3 Billion 0.44% of portfolio
344,892
Q3 2024 Reduced 3.85%
Celestica Inc
-
$12.7 Billion 0.35% of portfolio
-
Q3 2025 Added 107.99%
$11.6B
$12 Billion 0.33% of portfolio
284,190
Q3 2024 Reduced 65.83%
$80B
$11.5 Billion 0.31% of portfolio
58,688
Q3 2025 Reduced 58.34%
$150B
$11.5 Billion 0.31% of portfolio
30,687
Q3 2024 Added 391.36%
$34.2B
$10.5 Billion 0.28% of portfolio
62,670
Q3 2024 Reduced 95.12%
$106B
$9.41 Billion 0.25% of portfolio
4,025
Q3 2024 Added 7.05%
Astera Labs Inc
-
$8.73 Billion 0.24% of portfolio
-
Q3 2024 New
Reddit Inc
-
$8.28 Billion 0.22% of portfolio
-
Q3 2024 Added 190.97%
$9.64B
$7.65 Billion 0.21% of portfolio
23,930
Q3 2024 Reduced 88.7%
$96.9B
$7.62 Billion 0.21% of portfolio
18,065
Q3 2025 Reduced 0.71%
-
$7.73 Billion 0.21% of portfolio
-
Q3 2025 Added 72.49%
$45.5B
$7.12 Billion 0.19% of portfolio
50,000
Q3 2025 Reduced 87.76%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $3.69 Trillion
  • Prior Value $3.21 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 11 stocks
  • Reduced holdings in 22 stocks
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