MUNRO PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.60M | $298.21M |
 | FWONK | 1.35M | $141.48M |
 | UBER | 1.29M | $126.09M |
 | BSX | 1.24M | $121.26M |
 | CRH | 935K | $112.14M |
 | AMZN | 919K | $201.74M |
 | JCI | 753K | $82.82M |
 | VRT | 702K | $105.89M |
 | CRWV | 616K | $84.37M |
 | TKO | 573K | $115.65M |
 | CIEN | 557K | $81.13M |
 | GOOGL | 461K | $112.14M |
 | SHOP | 410K | $60.91M |
 | CEG | 394K | $129.71M |
 | ORCL | 367K | $103.31M |
 | ARES | 364K | $58.22M |
 | KKR | 363K | $47.20M |
 | AVGO | 350K | $115.32M |
 | MSFT | 346K | $179.42M |
 | GFL | 345K | $16.34M |
NVIDIA Corporation
NVDA
Shares Held
1.60M
Value
$298.21M
Formula One Group
FWONK
Shares Held
1.35M
Value
$141.48M
Uber Technologies, Inc.
UBER
Shares Held
1.29M
Value
$126.09M
Boston Scientific Corporation
BSX
Shares Held
1.24M
Value
$121.26M
CRH plc
CRH
Shares Held
935K
Value
$112.14M
Amazon.com, Inc.
AMZN
Shares Held
919K
Value
$201.74M
Johnson Controls International plc
JCI
Shares Held
753K
Value
$82.82M
Vertiv Holdings Co
VRT
Shares Held
702K
Value
$105.89M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
616K
Value
$84.37M
TKO Group Holdings, Inc.
TKO
Shares Held
573K
Value
$115.65M
Ciena Corporation
CIEN
Shares Held
557K
Value
$81.13M
Alphabet Inc.
GOOGL
Shares Held
461K
Value
$112.14M
Shopify Inc.
SHOP
Shares Held
410K
Value
$60.91M
Constellation Energy Corporation
CEG
Shares Held
394K
Value
$129.71M
Oracle Corporation
ORCL
Shares Held
367K
Value
$103.31M
Ares Management Corporation
ARES
Shares Held
364K
Value
$58.22M
KKR & Co. Inc.
KKR
Shares Held
363K
Value
$47.20M
Broadcom Inc.
AVGO
Shares Held
350K
Value
$115.32M
Microsoft Corporation
MSFT
Shares Held
346K
Value
$179.42M
GFL Environmental Inc.
GFL
Shares Held
345K
Value
$16.34M