MIROVA — 13F Holdings & Portfolio
CIK 1767843 · latest 13F-HR filed 2026-08-13
MIROVA manages $2.71B in 13F-reported U.S. long-equity assets across 185 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.69%), CDNS (3.76%), MSFT (3.63%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 7, added to 69, and trimmed 80.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
PARIS, I0 75013
$2.71B
Long-equity book
185
Distinct positions
2026-06-30
Filed 2026-08-13
+13 / −7 / ↑69 / ↓80
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CADENCE DESIGN SYSTEM INC$37.4M +58.1%
- ADVANCED MICRO DEVICES INC$35.2M +94.6%
- BROADCOM INC$31.3M +59.5%
- QUANTA SVCS INC$31.1M +353.7%
- NVIDIA CORPORATION$29.5M +19.5%
Top Trims
- SERVICENOW INC-$35.6M -55.7%
- FIRST SOLAR INC-$22.9M -71.8%
- ELASTIC N V-$18.0M -75.3%
- PROCEPT BIOROBOTICS CORP-$17.8M -98.4%
- ECOLAB INC-$15.0M -27.9%
New Positions
- MICRON TECHNOLOGY INC$16.5M
- SAMSARA INC$9.7M
- RUBRIK INC.$8.8M
- FORTUNE BRANDS INNOVATIONS I$7.6M
- VARONIS SYS INC$6.3M
Exited Positions
- MEDTRONIC PLC$16.9M
- TYLER TECHNOLOGIES INC$12.0M
- AMAZON COM INC$2.9M
- ALARM COM HLDGS INC$2.7M
- HUBSPOT INC$2.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $181.1M | 6.69% | 905,162 | SH |
| 2 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $101.9M | 3.76% | 271,512 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $98.2M | 3.63% | 263,154 | SH |
| 4 | BROADCOM INC | AVGO | 11135F101 | $83.8M | 3.10% | 221,859 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $77.1M | 2.85% | 215,705 | SH |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $72.3M | 2.67% | 124,492 | SH |
| 7 | SNOWFLAKE INC | SNOW | 833445109 | $62.9M | 2.32% | 247,227 | SH |
| 8 | SYNOPSYS INC | SNPS | 871607107 | $55.6M | 2.05% | 124,551 | SH |
| 9 | KLA CORP | KLAC | 482480100 | $55.4M | 2.05% | 183,756 | SH |
| 10 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $51.0M | 1.88% | 66,800 | SH |
| 11 | MONGODB INC | MDB | 60937P106 | $43.3M | 1.60% | 128,865 | SH |
| 12 | VERTIV HOLDINGS CO | VRT | 92537N108 | $42.2M | 1.56% | 126,001 | SH |
| 13 | WASTE MGMT INC DEL | WM | 94106L109 | $41.2M | 1.52% | 184,679 | SH |
| 14 | BENTLEY SYS INC | BSY | 08265T208 | $41.0M | 1.52% | 1,373,004 | SH |
| 15 | QUANTA SVCS INC | PWR | 74762E102 | $39.9M | 1.47% | 55,398 | SH |
| 16 | ECOLAB INC | ECL | 278865100 | $38.9M | 1.44% | 139,531 | SH |
| 17 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $37.1M | 1.37% | 93,416 | SH |
| 18 | VERALTO CORP | VLTO | 92338C103 | $37.1M | 1.37% | 418,199 | SH |
| 19 | IDEX CORP | IEX | 45167R104 | $34.5M | 1.27% | 151,873 | SH |
| 20 | DATADOG INC | DDOG | 23804L103 | $32.5M | 1.20% | 124,696 | SH |
| 21 | NVENT ELEC PLC | NVT | G6700G107 | $32.3M | 1.19% | 190,204 | SH |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $32.1M | 1.18% | 63,957 | SH |
| 23 | JBT MAREL CORPORATION | JBTM | 477839104 | $30.2M | 1.11% | 208,212 | SH |
| 24 | XYLEM INC | XYL | 98419M100 | $30.0M | 1.11% | 253,836 | SH |
| 25 | PALO ALTO NETWORKS INC | PANW | 697435105 | $29.5M | 1.09% | 86,461 | SH |
| 26 | SERVICENOW INC | NOW | 81762P102 | $28.4M | 1.05% | 285,591 | SH |
| 27 | CLEAN HARBORS INC | CLH | 184496107 | $27.7M | 1.02% | 92,631 | SH |
| 28 | ADVANCED DRAIN SYS INC DEL | WMS | 00790R104 | $27.2M | 1.01% | 173,559 | SH |
| 29 | VISA INC | V | 92826C839 | $27.0M | 1.00% | 78,691 | SH |
| 30 | FLEX LTD | FLEX | Y2573F102 | $25.2M | 0.93% | 155,716 | SH |
| 31 | WASTE CONNECTIONS INC | WCN | 94106B101 | $23.6M | 0.87% | 141,587 | SH |
| 32 | COLGATE PALMOLIVE CO | CL | 194162103 | $23.3M | 0.86% | 253,811 | SH |
| 33 | DANAHER CORP DEL | DHR | 235851102 | $22.5M | 0.83% | 118,203 | SH |
| 34 | MANHATTAN ASSOCIATES INC | MANH | 562750109 | $22.4M | 0.83% | 160,627 | SH |
| 35 | PENTAIR PLC | PNR | G7S00T104 | $21.5M | 0.79% | 280,319 | SH |
| 36 | JFROG LTD | FROG | M6191J100 | $21.1M | 0.78% | 232,115 | SH |
| 37 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $20.4M | 0.75% | 480,731 | SH |
| 38 | TETRA TECH INC NEW | TTEK | 88162G103 | $19.3M | 0.71% | 669,611 | SH |
| 39 | CORE & MAIN INC | CNM | 21874C102 | $19.3M | 0.71% | 399,233 | SH |
| 40 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $18.8M | 0.70% | 53,821 | SH |
| 41 | MERCK & CO INC | MRK | 58933Y105 | $18.6M | 0.69% | 144,550 | SH |
| 42 | PTC INC | PTC | 69370C100 | $18.0M | 0.67% | 158,736 | SH |
| 43 | ENERSYS | ENS | 29275Y102 | $17.6M | 0.65% | 75,268 | SH |
| 44 | LINDE PLC | LIN | G54950103 | $17.4M | 0.64% | 33,473 | SH |
| 45 | TRIMBLE INC | TRMB | 896239100 | $17.3M | 0.64% | 337,734 | SH |
| 46 | ABBVIE INC | ABBV | 00287Y109 | $17.2M | 0.64% | 68,391 | SH |
| 47 | EMERSON ELEC CO | EMR | 291011104 | $16.9M | 0.62% | 118,071 | SH |
| 48 | LITTELFUSE INC | LFUS | 537008104 | $16.7M | 0.62% | 36,765 | SH |
| 49 | MICRON TECHNOLOGY INC | MU | 595112103 | $16.5M | 0.61% | 14,267 | SH |
| 50 | DEXCOM INC | DXCM | 252131107 | $16.4M | 0.61% | 243,519 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $2.71B | 185 | 0001104659-26-095902 |
| 2026-03-31 | 2026-05-14 | $2.46B | 179 | 0001104659-26-061161 |
| 2025-12-31 | 2026-02-13 | $693.5M | 92 | 0001104659-26-015190 |
| 2025-09-30 | 2025-12-29 | $707.4M | 111 | 0001104659-25-124680 |