Munro Partners

CIK 0001768744 • 33 13F filings • Aug 27, 2025 – Aug 10, 2026

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Filer information

Filed by: Munro Partners, Head of Operations, Compliance and Risk
Address: LEVEL 12, 80 COLLINS STREET, SOUTH TOWER, MELBOURNE, C3, 3000
Phone: 0434990549
AUM: $3.85B

AUM over time

$4.54B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2022

Q4 2021

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $3.85B59 positionsView on SEC.gov

			% of Portfolio
AAR CORP	COM	$9.0M	0.2%	108,295 SH	New
AEROVIRONMENT INC	COM	$2.7M	0.1%Prev: 0.0%	11,215 SH	Increased+8,680 SH
ALPHABET INC	CAP STK CL A	$179.6M	4.7%Prev: 2.2%	573,907 SH	Increased+231,490 SH
AMAZON COM INC	COM	$213.5M	5.5%Prev: 6.0%	925,173 SH	Increased+105,591 SH
ASTERA LABS INC	COM	$6.6M	0.2%Prev: 0.1%	39,430 SH	Increased+26,730 SH
AXON ENTERPRISE INC	COM	$55.5M	1.4%Prev: 1.5%	97,662 SH	Increased+23,565 SH
BOSTON SCIENTIFIC CORP	COM	$119.8M	3.1%Prev: 2.7%	1,256,810 SH	Increased+338,585 SH
BROADCOM INC	COM	$43.8M	1.1%Prev: 3.5%	126,676 SH	Decreased-326,559 SH
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	$12.4M	0.3%Prev: 0.1%	356,240 SH	Increased+284,495 SH
CAMECO CORP	COM	$7.8M	0.2%Prev: 0.1%	84,770 SH	Increased+500 SH
CELESTICA INC	COM	$50.5M	1.3%	170,980 SH	New
CIENA CORP	COM NEW	$71.2M	1.8%	304,430 SH	New
CLEAN HARBORS INC	COM	$20.1M	0.5%Prev: 2.4%	85,759 SH	Decreased-227,357 SH
COHERENT CORP	COM	$7.4M	0.2%	40,190 SH	New
COMFORT SYS USA INC	COM	$21.9M	0.6%Prev: 2.4%	23,434 SH	Decreased-149,931 SH
CONSTELLATION ENERGY CORP	COM	$169.3M	4.4%Prev: 6.1%	479,257 SH	Decreased-335,804 SH
CONSTRUCTION PARTNERS INC	COM CL A	$8.6M	0.2%	78,815 SH	New
CRH PLC	ORD	$137.6M	3.6%Prev: 3.8%	1,102,400 SH	Increased-145,265 SH
CURTISS WRIGHT CORP	COM	$10.4M	0.3%Prev: 2.5%	18,820 SH	Decreased-194,898 SH
EATON CORP PLC	SHS	$88.1M	2.3%Prev: 0.2%	276,542 SH	Increased+254,847 SH
ELI LILLY & CO	COM	$41.4M	1.1%Prev: 2.1%	38,520 SH	Decreased-44,846 SH
FERMI INC	COM	$4.2M	0.1%	526,800 SH	New
FUTU HLDGS LTD	SPON ADS CL A	$6.4M	0.2%	39,150 SH	New
GE AEROSPACE	COM NEW	$96.3M	2.5%	312,610 SH	New
GE VERNOVA INC	COM	$215.9M	5.6%Prev: 3.7%	330,338 SH	Increased-7,277 SH
GFL ENVIRONMENTAL INC	SUB VTG SHS	$28.3M	0.7%Prev: 0.4%	658,407 SH	Increased+401,177 SH
HEICO CORP NEW	COM	$92.2M	2.4%Prev: 0.0%	284,898 SH	Increased+282,668 SH
HOWMET AEROSPACE INC	COM	$13.4M	0.3%Prev: 1.0%	65,283 SH	Decreased-215,947 SH
INSULET CORP	COM	$7.5M	0.2%	26,470 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$7.7M	0.2%Prev: 0.1%	120,385 SH	Increased+111,185 SH
INTUITIVE SURGICAL INC	COM NEW	$62.0M	1.6%	109,390 SH	New
JEFFERIES FINL GROUP INC	COM	$60.5M	1.6%	975,795 SH	New
JOHNSON CTLS INTL PLC	SHS	$107.0M	2.8%Prev: 2.8%	893,257 SH	Increased-191,303 SH
LEGENCE CORP	CL A	$60.1M	1.6%	1,396,642 SH	New
LEONARDO DRS INC	COM	$11.2M	0.3%	328,095 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$139.7M	3.6%Prev: 2.4%	1,418,568 SH	Increased+632,240 SH
LINDE PLC	SHS	$26.5M	0.7%Prev: 0.4%	62,074 SH	Increased+31,498 SH
MASTERCARD INCORPORATED	CL A	$137.9M	3.6%Prev: 4.3%	241,474 SH	Increased-4,710 SH
MERCADOLIBRE INC	COM	$4.7M	0.1%Prev: 0.1%	2,345 SH	Increased+305 SH
META PLATFORMS INC	CL A	$120.6M	3.1%Prev: 2.8%	182,765 SH	Increased+37,430 SH
MICROSOFT CORP	COM	$185.9M	4.8%Prev: 5.1%	384,475 SH	Increased+16,792 SH
MIRION TECHNOLOGIES INC	COM CL A	$124.4M	3.2%Prev: 0.7%	640,220 SH	Increased-481,995 SH
NEXTERA ENERGY INC	COM	$30.3M	0.8%Prev: 0.3%	376,837 SH	Increased+245,952 SH
NOVA LTD	COM	$12.0M	0.3%Prev: 0.0%	36,480 SH	Increased+33,415 SH
NVIDIA CORPORATION	COM	$467.7M	12.1%Prev: 7.1%	2,507,521 SH	Increased+925,274 SH
QUANTA SVCS INC	COM	$32.2M	0.8%Prev: 0.6%	76,322 SH	Increased+20,405 SH
REDDIT INC	CL A	$9.6M	0.2%Prev: 0.0%	41,550 SH	Increased+34,815 SH
SHARKNINJA INC	COM SHS	$87.8M	2.3%Prev: 2.3%	784,586 SH	Increased+72,277 SH
SHOPIFY INC	CL A SUB VTG SHS	$63.3M	1.6%	392,935 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$3.7M	0.1%	6,370 SH	New
TALEN ENERGY CORP	COM	$8.7M	0.2%	23,125 SH	New
TARGA RES CORP	COM	$58.5M	1.5%Prev: 0.1%	317,210 SH	Increased+308,400 SH
TKO GROUP HOLDINGS INC	CL A	$148.9M	3.9%Prev: 1.4%	712,256 SH	Increased+410,880 SH
TRADEWEB MKTS INC	CL A	$5.2M	0.1%Prev: 0.0%	48,070 SH	Increased+37,265 SH
TRANE TECHNOLOGIES PLC	SHS	$6.6M	0.2%	16,895 SH	New
VERTIV HOLDINGS CO	COM CL A	$21.9M	0.6%Prev: 0.1%	135,090 SH	Increased+104,630 SH
VISA INC	COM CL A	$92.3M	2.4%Prev: 0.1%	263,300 SH	Increased+249,250 SH
WASTE MGMT INC DEL	COM	$5.7M	0.1%	25,735 SH	New
WAYSTAR HLDG CORP	COM	$6.0M	0.2%	182,115 SH	New

Sold (vs prior filing)

APPLIED MATLS INC — $41.3M
APPLOVIN CORP — $13.9M
ARES MANAGEMENT CORPORATION — $27.0M
BWX TECHNOLOGIES INC — $545K
CADENCE DESIGN SYSTEM INC — $84.9M
CHIPOTLE MEXICAN GRILL INC — $79.4M
DATADOG INC — $58.4M
GARTNER INC — $3.6M
GODADDY INC — $1.5M
HUT 8 CORP — $838K
LULULEMON ATHLETICA INC — $37.9M
MAPLEBEAR INC — $538K
MONOLITHIC PWR SYS INC — $435K
MOTOROLA SOLUTIONS INC — $76.8M
NETFLIX INC — $88.5M
ON HLDG AG — $6.2M
ONTO INNOVATION INC — $733K
PROCORE TECHNOLOGIES INC — $3.6M
RADNET INC — $31.1M
RYAN SPECIALTY HOLDINGS INC — $763K
… and 7 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001768744-26-000004	$3.85B	View
Oct 15, 2025	Q4 2024	13F-HR	0001768744-25-000010	$3.01B	View
Oct 28, 2025	Q4 2023