Institutions / Munro Partners
Munro Partners
CIK 1768744 · Institution · as of Dec 31, 2025
Portfolio value
$3.58B
Positions
58
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 58 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $324.98M | 9.1% |
| GE Vernova Inc. | $215.90M | 6.0% |
| Amazon.com Inc | $213.55M | 6.0% |
| Microsoft Corp | $185.94M | 5.2% |
| Alphabet Inc. | $179.63M | 5.0% |
| Constellation Energy Corp | $169.31M | 4.7% |
| TKO Group Holdings, Inc. | $148.86M | 4.2% |
| Liberty Media Corp-Liberty Formula One | $139.74M | 3.9% |
| Mastercard Inc | $137.85M | 3.8% |
| Crh Public Ltd Co | $137.58M | 3.8% |
| Meta Platforms Inc | $120.64M | 3.4% |
| Boston Scientific Corp | $119.84M | 3.3% |
| Johnson Controls International plc | $106.97M | 3.0% |
| General Electric Co | $96.29M | 2.7% |
| Visa Inc | $92.34M | 2.6% |
| Heico Corp | $92.19M | 2.6% |
| Eaton Corp plc | $88.08M | 2.5% |
| Sharkninja Inc | $87.80M | 2.4% |
| Ciena Corp | $71.20M | 2.0% |
| Shopify Inc | $63.25M | 1.8% |
| Intuitive Surgical Inc | $61.95M | 1.7% |
| Jefferies Financial Group Inc. | $60.47M | 1.7% |
| Legence Corp. | $60.11M | 1.7% |
| Targa Resources Corp | $58.53M | 1.6% |
| Axon Enterprise Inc | $55.47M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.