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.
MIROVA (CIK 1767843) reported $2.46B across 179 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($151.6M, 6.16%), MSFT ($69.9M, 2.84%), CDNS ($64.5M, 2.62%), NOW ($64.0M, 2.60%), SNPS ($60.2M, 2.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $151.6M | 6.16% | 869,338 | Added |
| 2 | MSFT | MICROSOFT CORP | $69.9M | 2.84% | 188,849 | Added |
| 3 | CDNS | CADENCE DESIGN SYSTEM INC | $64.5M | 2.62% | 232,032 | Added |
| 4 | NOW | SERVICENOW INC | $64.0M | 2.60% | 611,772 | Added |
| 5 | SNPS | SYNOPSYS INC | $60.2M | 2.45% | 151,873 | New |
| 6 | ECL | ECOLAB INC | $53.9M | 2.19% | 202,638 | Added |
| 7 | AVGO | BROADCOM INC | $52.5M | 2.13% | 169,717 | Added |
| 8 | GOOGL | ALPHABET INC | $52.0M | 2.11% | 180,834 | New |
| 9 | CRWD | CROWDSTRIKE HLDGS INC | $45.9M | 1.86% | 117,624 | New |
| 10 | BSY | BENTLEY SYS INC | $44.2M | 1.79% | 1.3M | Added |
| 11 | ISRG | INTUITIVE SURGICAL INC | $42.1M | 1.71% | 91,279 | Added |
| 12 | SNOW | SNOWFLAKE INC | $38.9M | 1.58% | 257,688 | New |
| 13 | WM | WASTE MGMT INC DEL | $38.2M | 1.55% | 166,449 | Added |
| 14 | VRT | VERTIV HOLDINGS CO | $37.9M | 1.54% | 151,388 | Added |
| 15 | NVT | NVENT ELEC PLC | $37.9M | 1.54% | 320,522 | New |
| 16 | CLH | CLEAN HARBORS INC | $37.5M | 1.52% | 130,675 | New |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $37.2M | 1.51% | 182,667 | New |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $36.0M | 1.46% | 73,275 | Added |
| 19 | FSLR | FIRST SOLAR INC | $31.8M | 1.29% | 161,443 | Added |
| 20 | VLTO | VERALTO CORP | $31.3M | 1.27% | 354,189 | Added |
| 21 | IEX | IDEX CORP | $30.5M | 1.24% | 160,700 | Added |
| 22 | PANW | PALO ALTO NETWORKS INC | $29.9M | 1.21% | 186,566 | Added |
| 23 | XYL | XYLEM INC | $29.2M | 1.19% | 244,505 | Added |
| 24 | KLAC | KLA CORP | $28.9M | 1.17% | 19,632 | New |
| 25 | DHR | DANAHER CORP DEL | $24.8M | 1.01% | 130,964 | Added |
Source: SEC Form 13F filings · as of 2026-03-31