Munro Partners Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$3.8B
Holdings
59
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 2,507,521 | $467.7M | 12.15% | Call |
| 2 | GEVGE VERNOVA INC | 330,338 | $215.9M | 5.61% | |
| 3 | AMZNAMAZON COM INC | 925,173 | $213.5M | 5.55% | |
| 4 | MSFTMICROSOFT CORP | 384,475 | $185.9M | 4.83% | |
| 5 | GOOGLALPHABET INC | 573,907 | $179.6M | 4.67% | |
| 6 | CEGCONSTELLATION ENERGY CORP | 479,257 | $169.3M | 4.40% | |
| 7 | TKOTKO GROUP HOLDINGS INC | 712,256 | $148.9M | 3.87% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 1,418,568 | $139.7M | 3.63% | |
| 9 | MAMASTERCARD INCORPORATED | 241,474 | $137.9M | 3.58% | |
| 10 | RHCRH PLC | 1,102,400 | $137.6M | 3.57% | |
| 11 | MIRMIRION TECHNOLOGIES INC | 640,220 | $124.4M | 3.23% | Call |
| 12 | METAMETA PLATFORMS INC | 182,765 | $120.6M | 3.13% | |
| 13 | BSXBOSTON SCIENTIFIC CORP | 1,256,810 | $119.8M | 3.11% | |
| 14 | JCIJOHNSON CTLS INTL PLC | 893,257 | $107.0M | 2.78% | |
| 15 | GEGE AEROSPACE | 312,610 | $96.3M | 2.50% | |
| 16 | VVISA INC | 263,300 | $92.3M | 2.40% | |
| 17 | HEIHEICO CORP NEW | 284,898 | $92.2M | 2.39% | |
| 18 | ETNEATON CORP PLC | 276,542 | $88.1M | 2.29% | |
| 19 | SNSHARKNINJA INC | 784,586 | $87.8M | 2.28% | |
| 20 | CIENCIENA CORP | 304,430 | $71.2M | 1.85% | |
| 21 | SHOPSHOPIFY INC | 392,935 | $63.3M | 1.64% | |
| 22 | ISRGINTUITIVE SURGICAL INC | 109,390 | $62.0M | 1.61% | |
| 23 | JEFJEFFERIES FINL GROUP INC | 975,795 | $60.5M | 1.57% | |
| 24 | LGNLEGENCE CORP | 1,396,642 | $60.1M | 1.56% | |
| 25 | TRGPTARGA RES CORP | 317,210 | $58.5M | 1.52% | |
| 26 | AXONAXON ENTERPRISE INC | 97,662 | $55.5M | 1.44% | |
| 27 | CLSCELESTICA INC | 170,980 | $50.5M | 1.31% | |
| 28 | AVGOBROADCOM INC | 126,676 | $43.8M | 1.14% | |
| 29 | LLYELI LILLY & CO | 38,520 | $41.4M | 1.08% | |
| 30 | PWRQUANTA SVCS INC | 76,322 | $32.2M | 0.84% | |
| 31 | NEENEXTERA ENERGY INC | 376,837 | $30.3M | 0.79% | |
| 32 | GFLGFL ENVIRONMENTAL INC | 658,407 | $28.3M | 0.73% | |
| 33 | LINLINDE PLC | 62,074 | $26.5M | 0.69% | |
| 34 | VRTVERTIV HOLDINGS CO | 135,090 | $21.9M | 0.57% | |
| 35 | FIXCOMFORT SYS USA INC | 23,434 | $21.9M | 0.57% | |
| 36 | CLHCLEAN HARBORS INC | 85,759 | $20.1M | 0.52% | |
| 37 | HWMHOWMET AEROSPACE INC | 65,283 | $13.4M | 0.35% | |
| 38 | BIPBROOKFIELD INFRAST PARTNERS | 356,240 | $12.4M | 0.32% | |
| 39 | NVMINOVA LTD | 36,480 | $12.0M | 0.31% | |
| 40 | DRSLEONARDO DRS INC | 328,095 | $11.2M | 0.29% | |
| 41 | CWCURTISS WRIGHT CORP | 18,820 | $10.4M | 0.27% | |
| 42 | RDDTREDDIT INC | 41,550 | $9.6M | 0.25% | |
| 43 | AIRAAR CORP | 108,295 | $9.0M | 0.23% | |
| 44 | TLNTALEN ENERGY CORP | 23,125 | $8.7M | 0.23% | |
| 45 | ROADCONSTRUCTION PARTNERS INC | 78,815 | $8.6M | 0.22% | |
| 46 | CCOCAMECO CORP | 84,770 | $7.8M | 0.20% | |
| 47 | IBKRINTERACTIVE BROKERS GROUP IN | 120,385 | $7.7M | 0.20% | |
| 48 | PODDINSULET CORP | 26,470 | $7.5M | 0.20% | |
| 49 | COHRCOHERENT CORP | 40,190 | $7.4M | 0.19% | |
| 50 | TTTRANE TECHNOLOGIES PLC | 16,895 | $6.6M | 0.17% | |
| 51 | ALABASTERA LABS INC | 39,430 | $6.6M | 0.17% | |
| 52 | FUTUFUTU HLDGS LTD | 39,150 | $6.4M | 0.17% | |
| 53 | WAYWAYSTAR HLDG CORP | 182,115 | $6.0M | 0.15% | |
| 54 | WMWASTE MGMT INC DEL | 25,735 | $5.7M | 0.15% | |
| 55 | TWTRADEWEB MKTS INC | 48,070 | $5.2M | 0.13% | |
| 56 | MLB1MERCADOLIBRE INC | 2,345 | $4.7M | 0.12% | |
| 57 | FRMIFERMI INC | 526,800 | $4.2M | 0.11% | Call |
| 58 | SPOTSPOTIFY TECHNOLOGY S A | 6,370 | $3.7M | 0.10% | |
| 59 | JPXAEROVIRONMENT INC | 11,215 | $2.7M | 0.07% |