SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Munro Partners

CIK 0001768744 · LEVEL 12, 80 COLLINS STREET, SOUTH TOWER, MELBOURNE, 3000 · 61438130775

Reported Value
$3.8B
Q4 2025
Positions
61
Filings on Record
32
2019–present window
Filed
Feb 17, 2026
original filing

Summary

Munro Partners reported $3.8B in U.S.-listed holdings across 61 positions for Q4 2025.

Its largest position, NVDA, represents 8.4% of the portfolio.

Compared with Q3 2025, the fund opened 52 new positions and exited 24.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $3.2BQ2 ’25Q3 ’25: $172MQ3 ’25Q4 ’25: $3.8BQ4 ’25Q1 ’26: $3.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 83.7%Other: 12.5%Tracking Stk: 3.6%ADR: 0.2%
  • Common Stock · 83.7% · $3.2B
  • Other · 12.5% · $482M
  • Tracking Stk · 3.6% · $140M
  • ADR · 0.2% · $6M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.0B59May 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.8B61Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$172M31Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.2B67Aug 27, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.