Munro Partners Purchases in Q2 2025

Munro Partners

  • $3.2 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.01M
New
$94.31 - $157.99 $190M - $318M
2.01M $318B
MSFT
Microsoft Corp

Technology
434K
New
$354.56 - $497.45 $154M - $216M
434K $216B
AMZN
Amazon Com Inc

Consumer Cyclical
810K
New
$167.32 - $223.3 $135M - $181M
810K $178B
META
Meta Platforms, Inc.

Communication Services
219K
New
$484.66 - $738.09 $106M - $162M
219K $162B
CEG
Constellation Energy Corp

Utilities
439K
New
$170.96 - $322.76 $75.1M - $142M
439K $142B
MA
Mastercard Inc

Financial Services
200K
New
$479.92 - $590.74 $96.1M - $118M
200K $113B
ORCL
Oracle Corp

Technology
514K
New
$122.82 - $218.63 $63.1M - $112M
514K $112B
Liberty Media Corp Del
1.07M
New
N/A
1.07M $111B
BSX
Boston Scientific Corp

Healthcare
959K
New
$89.7 - $107.41 $86M - $103M
959K $103B
LLY
Eli Lilly & CO

Healthcare
127K
New
$713.71 - $898.95 $90.5M - $114M
127K $98.9B
UBER
Uber Technologies, Inc

Technology
1.03M
New
$64.62 - $93.3 $66.7M - $96.3M
1.03M $96.3B
NFLX
Netflix Inc

Communication Services
71.4K
New
$855.86 - $1339.13 $61.1M - $95.6M
71.4K $95.6B
VRT
Vertiv Holdings CO

Industrials
718K
New
N/A
718K $92.3B
AMD
Advanced Micro Devices Inc

Technology
633K
New
$78.21 - $143.81 $49.5M - $91.1M
633K $89.9B
GOOGL
Alphabet Inc.

Communication Services
476K
New
$144.7 - $178.6 $68.8M - $84.9M
476K $83.8B
JCI
Johnson Controls International PLC

Industrials
788K
New
$71.14 - $105.62 $56.1M - $83.2M
788K $83.2B
CW
Curtiss Wright Corp

Industrials
160K
New
$283.18 - $488.55 $45.2M - $78M
160K $78B
V
Visa Inc.

Financial Services
202K
New
$308.27 - $373.31 $62.2M - $75.3M
202K $71.6B
LNG
Cheniere Energy, Inc.

Energy
276K
New
$197.25 - $244.33 $54.5M - $67.5M
276K $67.3B
ISRG
Intuitive Surgical Inc

Healthcare
121K
New
$451.58 - $565.94 $54.6M - $68.4M
121K $65.7B
Tko Group Holdings Inc
361K
New
N/A
361K $65.7B
MSI
Motorola Solutions, Inc.

Technology
155K
New
$394.72 - $440.39 $61.4M - $68.5M
155K $65.4B
AXON
Axon Enterprise, Inc.

Industrials
75.6K
New
$497.13 - $827.94 $37.6M - $62.6M
75.6K $62.6B
NOW
Service Now, Inc.

Technology
60.1K
New
$721.65 - $1040.18 $43.4M - $62.5M
60.1K $61.8B
HEI
Heico Corp

Industrials
182K
New
$236.44 - $328.0 $43M - $59.7M
182K $59.7B
SPOT
Spotify Technology S.A.

Communication Services
77.6K
New
$503.3 - $775.9 $39M - $60.2M
77.6K $59.5B
AVGO
Broadcom Inc.

Technology
205K
New
$146.29 - $275.65 $30M - $56.6M
205K $56.6B
ICE
Intercontinental Exchange, Inc.

Financial Services
288K
New
$151.62 - $183.47 $43.6M - $52.8M
288K $52.8B
HWM
Howmet Aerospace Inc.

Industrials
141K
New
$112.33 - $186.13 $15.8M - $26.2M
141K $26.2B
PWR
Quanta Services, Inc.

Industrials
52K
New
$239.47 - $381.26 $12.4M - $19.8M
52K $19.6B
Linde PLC
40.8K
New
N/A
40.8K $19.1B
NEE
Nextera Energy Inc

Utilities
267K
New
$64.11 - $75.0 $17.1M - $20M
267K $18.5B
GFL
Gfl Environmental Inc.

Industrials
256K
New
$42.93 - $51.58 $11M - $13.2M
256K $12.9B
ETN
Eaton Corp PLC

Industrials
31K
New
$246.52 - $356.99 $7.63M - $11.1M
31K $11.1B
FIX
Comfort Systems Usa Inc

Industrials
18.1K
New
$296.51 - $536.21 $5.36M - $9.69M
18.1K $9.69B
TW
Tradeweb Markets Inc.

Financial Services
55.2K
New
$125.37 - $149.02 $6.92M - $8.23M
55.2K $8.09B
TT
Trane Technologies PLC

Industrials
18.2K
New
$315.21 - $437.41 $5.74M - $7.96M
18.2K $7.96B
CLH
Clean Harbors Inc

Industrials
34.4K
New
$182.1 - $233.5 $6.26M - $8.03M
34.4K $7.95B
Talen Energy Corp
27.3K
New
N/A
27.3K $7.93B
CPRT
Copart Inc

Consumer Cyclical
138K
New
$47.72 - $63.84 $6.59M - $8.82M
138K $6.78B
MELI
Mercadolibre Inc

Consumer Cyclical
2.24K
New
$1794.73 - $2613.63 $4.01M - $5.84M
2.24K $5.84B
BIP
Brookfield Infrastructure Partners L.P.

Utilities
168K
New
$26.99 - $33.86 $4.54M - $5.69M
168K $5.63B
IBKR
Interactive Brokers Group, Inc.

Financial Services
86.7K
New
$50.53 - $212.53 $4.38M - $18.4M
86.7K $4.81B
DRS
Leonardo Drs, Inc.
98.8K
New
N/A
98.8K $4.59B
SHOP
Shopify Inc.

Technology
39.3K
New
$76.89 - $115.35 $3.02M - $4.54M
39.3K $4.53B
PODD
Insulet Corp

Healthcare
14.4K
New
$238.57 - $327.47 $3.42M - $4.7M
14.4K $4.51B
CRH.L
Crh PLC

Basic Materials
44.6K
New
N/A
44.6K $4.1B
NVMI
Nova Ltd.

Technology
14.5K
New
$162.03 - $275.2 $2.35M - $3.99M
14.5K $3.99B
Celestica Inc
24.9K
New
N/A
24.9K $3.88B
Activity Summary
Buys All Purchases 67 New Holdings 67 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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