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Munro Partners

All holdings · as of Dec 31, 2025

58 positions

CompanyClassValue ↓Shares% of portfolio
NVIDIA Corp—$324.98M1,742,5219.1%
GE Vernova Inc.—$215.90M330,3386.0%
Amazon.com Inc—$213.55M925,1736.0%
MICROSOFT CORP—$185.94M384,4755.2%
Alphabet Inc.—$179.63M573,9075.0%
Constellation Energy Corp—$169.31M479,2574.7%
TKO Group Holdings, Inc.—$148.86M712,2564.2%
Liberty Media Corp-Liberty Formula One—$139.74M1,418,5683.9%
Mastercard Inc—$137.85M241,4743.8%
CRH PUBLIC LTD CO—$137.58M1,102,4003.8%
Meta Platforms Inc—$120.64M182,7653.4%
BOSTON SCIENTIFIC CORP—$119.84M1,256,8103.3%
Johnson Controls International plc—$106.97M893,2573.0%
GENERAL ELECTRIC CO—$96.29M312,6102.7%
Visa Inc—$92.34M263,3002.6%
HEICO CORP—$92.19M284,8982.6%
Eaton Corp plc—$88.08M276,5422.5%
SHARKNINJA INC—$87.80M784,5862.4%
CIENA CORP—$71.20M304,4302.0%
SHOPIFY INC—$63.25M392,9351.8%
Intuitive Surgical Inc—$61.95M109,3901.7%
Jefferies Financial Group Inc.—$60.47M975,7951.7%
Legence Corp.—$60.11M1,396,6421.7%
Targa Resources Corp—$58.53M317,2101.6%
Axon Enterprise Inc—$55.47M97,6621.5%
CELESTICA INCCLSCommon Stock$50.54M170,9801.4%
Broadcom Inc.—$43.84M126,6761.2%
ELI LILLY & Co—$41.40M38,5201.2%
Quanta Services Inc—$32.21M76,3220.9%
NEXTERA ENERGY INC—$30.25M376,8370.8%
GFL ENVIRONMENTAL INC—$28.28M658,4070.8%
LINDE PLC—$26.47M62,0740.7%
Vertiv Holdings Co—$21.89M135,0900.6%
Comfort Systems USA Inc—$21.87M23,4340.6%
CLEAN HARBORS INC—$20.11M85,7590.6%
Howmet Aerospace Inc.—$13.38M65,2830.4%
Brookfield Infrastructure Partners LP—$12.38M356,2400.3%
NOVA LTD—$11.98M36,4800.3%
Leonardo DRS, Inc.DRSCommon Stock$11.18M328,0950.3%
CURTISS WRIGHT CORP—$10.37M18,8200.3%
Reddit, Inc.—$9.55M41,5500.3%
AAR CORP—$8.97M108,2950.3%
Talen Energy Corp—$8.67M23,1250.2%
CONSTRUCTION PARTNERS INC—$8.56M78,8150.2%
CAMECO CORP—$7.76M84,7700.2%
Interactive Brokers Group Inc—$7.74M120,3850.2%
Insulet Corp—$7.52M26,4700.2%
COHERENT CORP—$7.42M40,1900.2%
Trane Technologies plc—$6.58M16,8950.2%
Astera Labs, Inc.—$6.56M39,4300.2%
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