§ 13F · FUND PROFILE
Munro Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2745.2T (13F)Positions · 62Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3849.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.74M | $325.0T | 8.4% | NEW |
| 2 | GEV | GE VERNOVA INC | 330K | $215.9T | 5.6% | NEW |
| 3 | AMZN | AMAZON COM INC | 925K | $213.5T | 5.5% | NEW |
| 4 | MSFT | MICROSOFT CORP | 384K | $185.9T | 4.8% | NEW |
| 5 | GOOGL | ALPHABET INC | 574K | $179.6T | 4.7% | NEW |
| 6 | CEG | CONSTELLATION ENERGY CORP | 479K | $169.3T | 4.4% | NEW |
| 7 | TKO | TKO GROUP HOLDINGS INC | 712K | $148.9T | 3.9% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 765K | $142.7T | 3.7% | NEW |
| 9 | FWONK | LIBERTY MEDIA CORP DEL | 1.42M | $139.7T | 3.6% | NEW |
| 10 | MA | MASTERCARD INCORPORATED | 241K | $137.9T | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUNRO SIGNAL
AC read
Munro Partners is a Other fund managing $2745169.9 trillion in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2024
Steady book
+0 buys · −0 exits · 0 changed