Munro Partners Incresed Positions in Q3 2025

Munro Partners

  • $3.69 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Coreweave Inc
605K
+ 5272.42%
N/A
616K $84.4B
PODD
Insulet Corp

Healthcare
213K
+ 1483.0%
$277.3 - $352.82 $59M - $75.1M
227K $70.2B
AVGO
Broadcom Inc.

Technology
144K
+ 70.33%
$264.74 - $369.57 $38.2M - $53.3M
350K $115B
SHOP
Shopify Inc.

Technology
371K
+ 942.46%
$112.11 - $157.12 $41.5M - $58.2M
410K $60.9B
Tko Group Holdings Inc
212K
+ 58.66%
N/A
573K $116B
ARES
Ares Management Corp

Financial Services
212K
+ 138.9%
$159.89 - $192.76 $33.8M - $40.8M
364K $58.2B
AXON
Axon Enterprise, Inc.

Industrials
53.8K
+ 71.17%
$698.02 - $870.97 $37.6M - $46.9M
129K $92.9B
Liberty Media Corp Del
289K
+ 27.13%
N/A
1.35M $141B
UBER
Uber Technologies, Inc

Technology
255K
+ 24.7%
$86.91 - $99.57 $22.2M - $25.4M
1.29M $126B
MSI
Motorola Solutions, Inc.

Technology
47.3K
+ 30.41%
$408.73 - $490.3 $19.3M - $23.2M
203K $92.7B
BSX
Boston Scientific Corp

Healthcare
283K
+ 29.57%
$97.03 - $108.14 $27.5M - $30.7M
1.24M $121B
PWR
Quanta Services, Inc.

Industrials
26.4K
+ 50.87%
$372.29 - $421.68 $9.84M - $11.1M
78.4K $32.5B
FIX
Comfort Systems Usa Inc

Industrials
9.19K
+ 50.83%
$521.66 - $825.18 $4.79M - $7.58M
27.3K $22.5B
SPOT
Spotify Technology S.A.

Communication Services
25.9K
+ 33.37%
$620.01 - $738.53 $16M - $19.1M
103K $72.2B
CW
Curtiss Wright Corp

Industrials
3.92K
+ 2.45%
$472.43 - $542.94 $1.85M - $2.13M
164K $88.8B
CLH
Clean Harbors Inc

Industrials
42.6K
+ 123.86%
$225.84 - $250.43 $9.62M - $10.7M
77K $17.9B
Celestica Inc
26.8K
+ 107.99%
N/A
51.7K $12.7B
TRGP
Targa Resources Corp.

Energy
51.8K
+ 476.81%
$160.52 - $174.4 $8.32M - $9.03M
62.7K $10.5B
Astera Labs Inc
18.5K
+ 71.15%
N/A
44.6K $8.73B
AVAV
Aero Vironment Inc

Industrials
17.9K
+ 705.52%
$226.08 - $314.89 $4.04M - $5.63M
20.4K $6.43B
Reddit Inc
17.4K
+ 93.44%
N/A
36K $8.28B
HEI
Heico Corp

Industrials
15.6K
+ 8.55%
$304.5 - $337.56 $4.74M - $5.25M
198K $63.8B
NVMI
Nova Ltd.

Technology
9.45K
+ 65.21%
$237.16 - $319.66 $2.24M - $3.02M
23.9K $7.65B
MELI
Mercadolibre Inc

Consumer Cyclical
1.79K
+ 80.09%
$2292.04 - $2514.05 $4.1M - $4.5M
4.03K $9.41B
GFL
Gfl Environmental Inc.

Industrials
88.7K
+ 34.64%
$45.97 - $51.03 $4.08M - $4.53M
345K $16.3B
NEE
Nextera Energy Inc

Utilities
22.4K
+ 8.39%
$69.77 - $77.54 $1.56M - $1.74M
289K $21.8B
Waystar Hldg Corp
92.7K
+ 107.54%
N/A
179K $6.78B
DRS
Leonardo Drs, Inc.
71.6K
+ 72.49%
N/A
170K $7.73B
OWL
Blue Owl Capital Inc.

Financial Services
180K
+ 150.15%
$16.93 - $20.8 $3.05M - $3.74M
300K $5.08B
DT
Dynatrace, Inc.

Technology
54.7K
+ 95.72%
$46.04 - $56.64 $2.52M - $3.1M
112K $5.42B
MIR
Mirion Technologies, Inc.

Industrials
78K
+ 64.03%
$19.79 - $24.6 $1.54M - $1.92M
200K $4.65B
LNG
Cheniere Energy, Inc.

Energy
17.3K
+ 6.25%
$222.68 - $244.28 $3.84M - $4.22M
294K $69B
KNSL
Kinsale Capital Group, Inc.

Financial Services
4.42K
+ 90.84%
$415.15 - $489.89 $1.83M - $2.16M
9.28K $3.94B
WIX
Wix.Com Ltd.

Technology
5.86K
+ 36.14%
$115.43 - $184.24 $676K - $1.08M
22.1K $3.92B
Linde PLC
2.33K
+ 5.7%
N/A
43.1K $20.5B
ZS
Zscaler, Inc.

Technology
3.82K
+ 37.18%
$267.68 - $316.5 $1.02M - $1.21M
14.1K $4.22B
BIP
Brookfield Infrastructure Partners L.P.

Utilities
10.1K
+ 5.98%
$29.81 - $34.07 $300K - $343K
178K $5.86B
Activity Summary
Buys All Purchases 41 New Holdings 3 Increased Positions 38 Sells All Sells 33 Reductions 22 Sold out 11 Options Calls 1 Puts 0
Track This Portfolio

Track Munro Partners Portfolio

Follow Munro Partners and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email