Munro Partners Portfolio Holdings

Munro Partners

  • $3.69 Trillion
  • Q3 2025

Munro Partners has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.69 Trillion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $298B, Amazon Com Inc with a value of $202B, Microsoft Corp with a value of $179B, Liberty Media Corp Del with a value of $141B, and Constellation Energy Corp with a value of $130B.

Examining the 13F form we can see an increase of $476B in the current position value, from $3.21T to 3.69T. Also it can be appreciated an additional of 3 stocks purchases and 11 closed positions.

Munro Partners is based out at Melbourne, C3

Below you can find more details about Munro Partners portfolio as well as his latest detailed transactions.

Portfolio value $3.69 Trillion
Technology: $1.13 Trillion
Industrials: $565 Billion
Communication Services: $394 Billion
Financial Services: $294 Billion
Healthcare: $232 Billion
Consumer Cyclical: $223 Billion
Utilities: $157 Billion
Basic Materials: $112 Billion
Other: $79.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$298 Billion 8.08% of portfolio
1,598,276
Q4 2023 Reduced 1.02%
$2.39T
$202 Billion 5.47% of portfolio
918,788
Q2 2019 Reduced 5.98%
$3.78T
$179 Billion 4.86% of portfolio
346,403
Q2 2019 Added 10.43%
Liberty Media Corp Del
-
$141 Billion 3.83% of portfolio
-
Q4 2023 Reduced 27.25%
$111B
$130 Billion 3.51% of portfolio
394,167
Q4 2023 Reduced 14.35%
$181B
$126 Billion 3.42% of portfolio
1,287,025
Q4 2023 Added 24.06%
$1.37T
$125 Billion 3.38% of portfolio
169,865
Q2 2019 Added 71.3%
$147B
$121 Billion 3.29% of portfolio
1,242,080
Q4 2023 Added 81.65%
Tko Group Holdings Inc
-
$116 Billion 3.13% of portfolio
-
Q3 2025 Added 58.66%
$139B
$115 Billion 3.12% of portfolio
349,546
Q4 2023 New
$1.65T
$112 Billion 3.04% of portfolio
461,287
Q2 2019 Added 23.17%
$23.9B
$112 Billion 3.04% of portfolio
-
Q3 2024 Added 37.68%
$32.7B
$106 Billion 2.87% of portfolio
701,930
Q4 2023 Reduced 94.25%
$512B
$105 Billion 2.86% of portfolio
185,454
Q2 2019 Reduced 28.97%
$593B
$103 Billion 2.8% of portfolio
367,340
Q3 2025 Reduced 28.47%
Ge Vernova Inc
-
$95.6 Billion 2.59% of portfolio
-
Q3 2024 Reduced 9.47%
$63.4B
$92.7 Billion 2.51% of portfolio
202,760
Q3 2024 Reduced 48.19%
$21.2B
$88.8 Billion 2.41% of portfolio
163,571
Q3 2024 Added 14.51%
$49.1B
$85.1 Billion 2.31% of portfolio
71,010
Q2 2019 Added 26.42%
Coreweave Inc
-
$84.4 Billion 2.29% of portfolio
-
Q3 2025 Added 5,272.42%
$81.8B
$82.8 Billion 2.24% of portfolio
753,252
Q4 2023 Reduced 53.54%
$28.4B
$81.1 Billion 2.2% of portfolio
556,930
Q3 2025 New
$123B
$72.2 Billion 1.96% of portfolio
103,445
Q4 2018 Sold Out
$23.1B
$70.2 Billion 1.9% of portfolio
227,240
Q3 2025 Added 1,483.0%
$53.8B
$69 Billion 1.87% of portfolio
293,555
Q1 2023 Sold Out
$17.1B
$63.8 Billion 1.73% of portfolio
197,633
Q3 2025 Added 8.55%
$533B
$63.4 Billion 1.72% of portfolio
185,755
Q2 2019 Added 0.61%
$174B
$60.9 Billion 1.65% of portfolio
409,895
Q3 2025 Added 942.46%
$24.4B
$58.2 Billion 1.58% of portfolio
364,115
Q3 2025 Added 138.9%
$103B
$47.2 Billion 1.28% of portfolio
363,250
Q3 2025 New
$193B
$40.3 Billion 1.09% of portfolio
90,125
Q4 2018 Sold Out
$61.4B
$32.5 Billion 0.88% of portfolio
78,412
Q4 2023 Reduced 0.59%
$32.5B
$22.5 Billion 0.61% of portfolio
27,254
Q4 2023 Added 22.91%
$168B
$21.8 Billion 0.59% of portfolio
289,332
Q4 2023 Reduced 4.34%
Linde PLC
-
$20.5 Billion 0.56% of portfolio
-
Q4 2023 Reduced 4.61%
$11.1B
$17.9 Billion 0.48% of portfolio
77,004
Q4 2023 Added 2.72%
$14.7B
$16.3 Billion 0.44% of portfolio
344,892
Q4 2023 Reduced 47.72%
Celestica Inc
-
$12.7 Billion 0.35% of portfolio
-
Q3 2025 Added 107.99%
$11.9B
$12 Billion 0.33% of portfolio
284,190
Q4 2023 Added 429.34%
$84.4B
$11.5 Billion 0.31% of portfolio
58,688
Q3 2025 Reduced 58.34%
$140B
$11.5 Billion 0.31% of portfolio
30,687
Q3 2024 Added 391.36%
$39.2B
$10.5 Billion 0.28% of portfolio
62,670
Q4 2023 New
$103B
$9.41 Billion 0.25% of portfolio
4,025
Q4 2023 Reduced 37.52%
Astera Labs Inc
-
$8.73 Billion 0.24% of portfolio
-
Q3 2024 New
Reddit Inc
-
$8.28 Billion 0.22% of portfolio
-
Q3 2024 Added 190.97%
$8.3B
$7.65 Billion 0.21% of portfolio
23,930
Q3 2024 Reduced 88.7%
$96.9B
$7.62 Billion 0.21% of portfolio
18,065
Q1 2022 Sold Out
-
$7.73 Billion 0.21% of portfolio
-
Q3 2025 Added 72.49%
$53.8B
$7.12 Billion 0.19% of portfolio
50,000
Q3 2025 Reduced 87.76%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $3.69 Trillion
  • Prior Value $3.21 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 11 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Munro Partners Portfolio

Follow Munro Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Munro Partners, based on Form 13F filings with the SEC.

News

Stay updated on Munro Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email