The Analysis of Munro Partners's Holdings
Currently, Munro Partners holds 63 types of securities in its portfolio with a total value $3.7B. In the most recent quarter, they have increased their positions in CRH (+890.7K shares, valued at $106.8M), CRWV (+605.0K shares, valued at $82.8M), CIEN (+556.9K shares, valued at $81.1M); decreased their positions in NVDA (-415.1K shares, valued at $77.4M), DDOG (-358.4K shares, valued at $51.0M), MSFT (-87.8K shares, valued at $45.5M); initiated new positions in CIEN (+556.9K shares, valued at $81.1M), KKR (+363.3K shares, valued at $47.2M), LGN (+70.7K shares, valued at $2.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION1.6M shares-20.62%2025-09-302025-10-15
AMZN AMAZON COM INC918.8K shares13.50%2025-09-302025-10-15 MSFT MICROSOFT CORP346.4K shares-20.22%2025-09-302025-10-15 FWONK LIBERTY MEDIA CORP DEL1.4M shares27.13%2025-09-302025-10-15 CEG CONSTELLATION ENERGY CORP394.2K shares-10.21%2025-09-302025-10-15 UBER UBER TECHNOLOGIES INC1.3M shares24.70%2025-09-302025-10-15 META META PLATFORMS INC169.9K shares-22.58%2025-09-302025-10-15 BSX BOSTON SCIENTIFIC CORP1.2M shares29.57%2025-09-302025-10-15 TKO TKO GROUP HOLDINGS INC572.7K shares58.66%2025-09-302025-10-15 AVGO BROADCOM INC349.5K shares70.33%2025-09-302025-10-15 CRH CRH PLC935.3K shares1995.43%2025-09-302025-10-15 GOOGL ALPHABET INC CAP461.3K shares-3.00%2025-09-302025-10-15 VRT VERTIV HOLDINGS CO701.9K shares-2.30%2025-09-302025-10-15 MA MASTERCARD INCORPORATED185.5K shares-7.43%2025-09-302025-10-15 ORCL ORACLE CORP367.3K shares-28.47%2025-09-302025-10-15 GEV GE VERNOVA INC155.5K shares-14.95%2025-09-302025-10-15 AXON AXON ENTERPRISE INC129.4K shares71.17%2025-09-302025-10-15 MSI MOTOROLA SOLUTIONS INC202.8K shares30.41%2025-09-302025-10-15 CW CURTISS WRIGHT CORP163.6K shares2.45%2025-09-302025-10-15 NFLX NETFLIX INC71.0K shares-0.54%2025-09-302025-10-15 CRWV COREWEAVE INC616.5K shares5272.42%2025-09-302025-10-15 JCI JOHNSON CTLS INTL PLC753.3K shares-4.42%2025-09-302025-10-15 CIEN CIENA CORP556.9K sharesnew addition2025-09-302025-10-15 SPOT SPOTIFY TECHNOLOGY S103.4K shares33.37%2025-09-302025-10-15 PODD INSULET CORP227.2K shares1483.00%2025-09-302025-10-15 LNG CHENIERE ENERGY INC293.6K shares6.25%2025-09-302025-10-15 HEI HEICO CORP NEW197.6K shares8.55%2025-09-302025-10-15 V VISA INC185.8K shares-7.90%2025-09-302025-10-15 SHOP SHOPIFY INC409.9K shares942.46%2025-09-302025-10-15 ARES ARES MANAGEMENT CORPORATION364.1K shares1497.70%2025-09-302025-10-15 KKR KKR & CO INC363.3K sharesnew addition2025-09-302025-10-15 ISRG INTUITIVE SURGICAL INC90.1K shares-25.46%2025-09-302025-10-15 PWR QUANTA SVCS INC78.4K shares50.87%2025-09-302025-10-15 FIX COMFORT SYS USA INC27.3K shares50.83%2025-09-302025-10-15 NEE NEXTERA ENERGY INC289.3K shares8.39%2025-09-302025-10-15 LIN LINDE PLC43.1K shares5.70%2025-09-302025-10-15 CLH CLEAN HARBORS INC77.0K shares123.86%2025-09-302025-10-15 GFL GFL ENVIRONMENTAL INC344.9K shares34.64%2025-09-302025-10-15 CLS CELESTICA INC51.7K shares107.99%2025-09-302025-10-15 ONON ON HLDG AG284.2K shares-59.42%2025-09-302025-10-15 HWM HOWMET AEROSPACE INC58.7K shares-58.34%2025-09-302025-10-15 ETN EATON CORP PLC30.7K shares-0.90%2025-09-302025-10-15 TRGP TARGA RES CORP62.7K shares476.81%2025-09-302025-10-15 MELI MERCADOLIBRE INC4.0K shares80.09%2025-09-302025-10-15 ALAB ASTERA LABS INC44.6K shares71.15%2025-09-302025-10-15 RDDT REDDIT INC36.0K shares93.44%2025-09-302025-10-15 DRS LEONARDO DRS INC170.3K shares72.49%2025-09-302025-10-15 NVMI NOVA LTD23.9K shares65.21%2025-09-302025-10-15 TT TRANE TECHNOLOGIES PLC18.1K shares-0.71%2025-09-302025-10-15 DDOG DATADOG INC50.0K shares-87.76%2025-09-302025-10-15 WAY WAYSTAR HLDG CORP178.9K shares107.54%2025-09-302025-10-15 AVAV AEROVIRONMENT INC20.4K shares705.52%2025-09-302025-10-15 BIP BROOKFIELD INFRAST PARTNERS LP178.2K shares5.98%2025-09-302025-10-15 TW TRADEWEB MKTS INC49.1K shares-11.16%2025-09-302025-10-15 IBKR INTERACTIVE BROKERS GROUP79.0K shares-8.95%2025-09-302025-10-15 DT DYNATRACE INC111.9K shares95.72%2025-09-302025-10-15 OWL BLUE OWL CAPITAL INC299.9K shares150.15%2025-09-302025-10-15 MIR MIRION TECHNOLOGIES INC199.9K shares64.03%2025-09-302025-10-15 ZS ZSCALER INC14.1K shares37.18%2025-09-302025-10-15 KNSL KINSALE CAP GROUP INC9.3K shares90.84%2025-09-302025-10-15 WIX WIX COM LTD22.1K shares36.14%2025-09-302025-10-15 SN SHARKNINJA INC31.7K shares-43.03%2025-09-302025-10-15 LGN LEGENCE CORP70.7K sharesnew addition2025-09-302025-10-15 Call Option Holdings
AMD Call CallADVANCED MICRO DEVICES INC164.3K sharesnew addition2025-09-302025-10-15 Put Option Holdings
No put option holdings data available