Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mirabaud Asset Management (France) SAS (CIK 2033031) reported $195.8M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($21.9M, 11.18%), BATRA1 ($21.7M, 11.08%), TCOM ($21.5M, 10.97%), UBER ($21.4M, 10.92%), GWRE ($21.3M, 10.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PENGUIN SOLUTIONS INC | $21.9M | 11.18% | 22.3M | New | |
| 2 | BATRA1 | LIBERTY MEDIA CORP DEL | $21.7M | 11.08% | 19.0M | Added |
| 3 | TCOM | TRIP COM GROUP LTD | $21.5M | 10.97% | 20.8M | New |
| 4 | UBER | UBER TECHNOLOGIES INC | $21.4M | 10.92% | 18.0M | New |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | $21.3M | 10.89% | 21.5M | New |
| 6 | AKAM | AKAMAI TECHNOLOGIES INC | $21.1M | 10.78% | 18.5M | New |
| 7 | ITRI | ITRON INC | $20.9M | 10.65% | 21.2M | New |
| 8 | UPST | UPSTART HLDGS INC | $10.6M | 5.43% | 11.1M | New |
| 9 | SNOW | SNOWFLAKE INC | $10.6M | 5.42% | 8.6M | New |
| 10 | TTEK | TETRA TECH INC NEW | $10.5M | 5.34% | 10.0M | New |
| 11 | NEE/PRU | NEXTERA ENERGY CAP HLDGS INC | $7.3M | 3.74% | 5.3M | Trimmed |
| 12 | RIVN | RIVIAN AUTOMOTIVE INC | $6.9M | 3.54% | 7.3M | New |
| 13 | GME | GAMESTOP CORP NEW | $115,196 | 0.06% | 31,822 | New |
| 14 | AMERICAN WTR CAP CORP | $0 | 0.00% | 0 | Exited | |
| 15 | COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | Exited |
| 16 | DBX | DROPBOX INC | $0 | 0.00% | 0 | Exited |
| 17 | GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | Exited |
| 18 | HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 19 | LI | LI AUTO INC | $0 | 0.00% | 0 | Exited |
| 20 | MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | Exited |
| 21 | ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | Exited |
| 22 | RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31