MUNRO PARTNERS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.74M | $324.98M |
 | FWONK | 1.42M | $139.74M |
 | LGN | 1.40M | $60.11M |
 | BSX | 1.26M | $119.84M |
 | CRH | 1.10M | $137.58M |
 | JEF | 976K | $60.47M |
 | AMZN | 925K | $213.55M |
 | JCI | 893K | $106.97M |
 | SN | 785K | $87.80M |
 | TKO | 712K | $148.86M |
 | GFL | 658K | $28.28M |
 | GOOGL | 574K | $179.63M |
 | CEG | 479K | $169.31M |
 | SHOP | 393K | $63.25M |
 | MSFT | 384K | $185.94M |
 | NEE | 377K | $30.25M |
 | BIP | 356K | $12.38M |
 | GEV | 330K | $215.90M |
 | DRS | 328K | $11.18M |
 | TRGP | 317K | $58.53M |
NVIDIA Corporation
NVDA
Shares Held
1.74M
Value
$324.98M
Formula One Group
FWONK
Shares Held
1.42M
Value
$139.74M
Legence Corp. Class A Common stock
LGN
Shares Held
1.40M
Value
$60.11M
Boston Scientific Corporation
BSX
Shares Held
1.26M
Value
$119.84M
CRH plc
CRH
Shares Held
1.10M
Value
$137.58M
Jefferies Financial Group Inc.
JEF
Shares Held
976K
Value
$60.47M
Amazon.com, Inc.
AMZN
Shares Held
925K
Value
$213.55M
Johnson Controls International plc
JCI
Shares Held
893K
Value
$106.97M
SharkNinja, Inc.
SN
Shares Held
785K
Value
$87.80M
TKO Group Holdings, Inc.
TKO
Shares Held
712K
Value
$148.86M
GFL Environmental Inc.
GFL
Shares Held
658K
Value
$28.28M
Alphabet Inc.
GOOGL
Shares Held
574K
Value
$179.63M
Constellation Energy Corporation
CEG
Shares Held
479K
Value
$169.31M
Shopify Inc.
SHOP
Shares Held
393K
Value
$63.25M
Microsoft Corporation
MSFT
Shares Held
384K
Value
$185.94M
NextEra Energy, Inc.
NEE
Shares Held
377K
Value
$30.25M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
356K
Value
$12.38M
GE Vernova Inc.
GEV
Shares Held
330K
Value
$215.90M
Leonardo DRS, Inc.
DRS
Shares Held
328K
Value
$11.18M
Targa Resources Corp.
TRGP
Shares Held
317K
Value
$58.53M