MIROVA — 13F Holdings & Portfolio
CIK 1767843 · latest 13F-HR filed 2026-05-14
MIROVA manages $2.46B in 13F-reported U.S. long-equity assets across 179 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.16%), MSFT (2.84%), CDNS (2.62%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 93 new positions, exited 6, added to 51, and trimmed 26.
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.
$2.46B
Long-equity book
179
Distinct positions
2026-03-31
Filed 2026-05-14
+93 / −6 / ↑51 / ↓26
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$103.7M +216.4%
- SERVICENOW INC$58.0M +973.2%
- CADENCE DESIGN SYSTEM INC$50.9M +376.5%
- BROADCOM INC$48.1M +1094.5%
- BENTLEY SYS INC$33.2M +301.1%
Top Trims
- ACCENTURE PLC IRELAND-$18.4M -59.6%
- AMERICAN EXPRESS CO-$7.9M -45.1%
- UNION PAC CORP-$7.3M -78.3%
- VISA INC-$6.3M -35.4%
- GENERAL MTRS CO-$6.2M -84.2%
New Positions
- SYNOPSYS INC$60.2M
- ALPHABET INC$52.0M
- CROWDSTRIKE HLDGS INC$45.9M
- SNOWFLAKE INC$38.9M
- NVENT ELEC PLC$37.9M
Exited Positions
- INTERNATIONAL FLAVORS&FRAGRA$6.3M
- LAUDER ESTEE COS INC$5.6M
- WORKDAY INC$5.2M
- CYBERARK SOFTWARE LTD$4.5M
- BRIGHT HORIZONS FAM SOL IN D$3.7M
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 | $151.6M | 6.16% | 869,338 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $69.9M | 2.84% | 188,849 | SH |
| 3 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $64.5M | 2.62% | 232,032 | SH |
| 4 | SERVICENOW INC | NOW | 81762P102 | $64.0M | 2.60% | 611,772 | SH |
| 5 | SYNOPSYS INC | SNPS | 871607107 | $60.2M | 2.45% | 151,873 | SH |
| 6 | ECOLAB INC | ECL | 278865100 | $53.9M | 2.19% | 202,638 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $52.5M | 2.13% | 169,717 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $52.0M | 2.11% | 180,834 | SH |
| 9 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $45.9M | 1.86% | 117,624 | SH |
| 10 | BENTLEY SYS INC | BSY | 08265T208 | $44.2M | 1.79% | 1,257,702 | SH |
| 11 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $42.1M | 1.71% | 91,279 | SH |
| 12 | SNOWFLAKE INC | SNOW | 833445109 | $38.9M | 1.58% | 257,688 | SH |
| 13 | WASTE MGMT INC DEL | WM | 94106L109 | $38.2M | 1.55% | 166,449 | SH |
| 14 | VERTIV HOLDINGS CO | VRT | 92537N108 | $37.9M | 1.54% | 151,388 | SH |
| 15 | NVENT ELEC PLC | NVT | G6700G107 | $37.9M | 1.54% | 320,522 | SH |
| 16 | CLEAN HARBORS INC | CLH | 184496107 | $37.5M | 1.52% | 130,675 | SH |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $37.2M | 1.51% | 182,667 | SH |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $36.0M | 1.46% | 73,275 | SH |
| 19 | FIRST SOLAR INC | FSLR | 336433107 | $31.8M | 1.29% | 161,443 | SH |
| 20 | VERALTO CORP | VLTO | 92338C103 | $31.3M | 1.27% | 354,189 | SH |
| 21 | IDEX CORP | IEX | 45167R104 | $30.5M | 1.24% | 160,700 | SH |
| 22 | PALO ALTO NETWORKS INC | PANW | 697435105 | $29.9M | 1.21% | 186,566 | SH |
| 23 | XYLEM INC | XYL | 98419M100 | $29.2M | 1.19% | 244,505 | SH |
| 24 | KLA CORP | KLAC | 482480100 | $28.9M | 1.17% | 19,632 | SH |
| 25 | JBT MAREL CORPORATION | JBTM | 477839104 | $24.9M | 1.01% | 194,430 | SH |
| 26 | DANAHER CORP DEL | DHR | 235851102 | $24.8M | 1.01% | 130,964 | SH |
| 27 | PTC INC | PTC | 69370C100 | $24.7M | 1.00% | 173,039 | SH |
| 28 | WASTE CONNECTIONS INC | WCN | 94106B101 | $24.1M | 0.98% | 148,126 | SH |
| 29 | ELASTIC N V | ESTC | N14506104 | $23.9M | 0.97% | 479,093 | SH |
| 30 | MONGODB INC | MDB | 60937P106 | $23.8M | 0.97% | 97,300 | SH |
| 31 | ADVANCED DRAIN SYS INC DEL | WMS | 00790R104 | $23.6M | 0.96% | 172,152 | SH |
| 32 | EQUINIX INC | EQIX | 29444U700 | $22.2M | 0.90% | 22,604 | SH |
| 33 | AMERICAN WTR WKS CO INC NEW | AWK | 030420103 | $21.3M | 0.87% | 156,590 | SH |
| 34 | CORE & MAIN INC | CNM | 21874C102 | $20.6M | 0.84% | 418,000 | SH |
| 35 | ELI LILLY & CO | LLY | 532457108 | $20.4M | 0.83% | 22,170 | SH |
| 36 | PENTAIR PLC | PNR | G7S00T104 | $19.9M | 0.81% | 228,918 | SH |
| 37 | MANHATTAN ASSOCIATES INC | MANH | 562750109 | $19.8M | 0.80% | 148,622 | SH |
| 38 | API GROUP CORP | APG | 00187Y100 | $19.6M | 0.79% | 482,616 | SH |
| 39 | DIGITAL RLTY TR INC | DLR | 253868103 | $19.0M | 0.77% | 105,387 | SH |
| 40 | TETRA TECH INC NEW | TTEK | 88162G103 | $18.4M | 0.75% | 611,722 | SH |
| 41 | DEXCOM INC | DXCM | 252131107 | $18.4M | 0.75% | 292,754 | SH |
| 42 | PROCEPT BIOROBOTICS CORP | PRCT | 74276L105 | $18.1M | 0.74% | 723,842 | SH |
| 43 | TRIMBLE INC | TRMB | 896239100 | $17.3M | 0.70% | 265,711 | SH |
| 44 | OSI SYSTEMS INC | OSIS | 671044105 | $17.3M | 0.70% | 65,007 | SH |
| 45 | MEDTRONIC PLC | MDT | G5960L103 | $16.9M | 0.69% | 195,560 | SH |
| 46 | JFROG LTD | FROG | M6191J100 | $16.6M | 0.68% | 354,574 | SH |
| 47 | STERIS PLC | STE | G8473T100 | $16.4M | 0.67% | 74,230 | SH |
| 48 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $16.4M | 0.67% | 37,823 | SH |
| 49 | LITTELFUSE INC | LFUS | 537008104 | $16.1M | 0.65% | 47,410 | SH |
| 50 | ESSENTIAL UTILS INC | WTRG | 29670G102 | $15.8M | 0.64% | 392,726 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |