Mirova 13F Holdings · Q2 2026
Mirova reported 185 securities worth $2.71B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.69%), CDNS (3.76%), MSFT (3.63%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $181.1M | 6.69% | 905,162 | Added |
| 2 | CDNS | CADENCE DESIGN SYSTEM INC | $101.9M | 3.76% | 271,512 | Added |
| 3 | MSFT | MICROSOFT CORP | $98.2M | 3.63% | 263,154 | Added |
| 4 | AVGO | BROADCOM INC | $83.8M | 3.10% | 221,859 | Added |
| 5 | GOOGL | ALPHABET INC | $77.1M | 2.85% | 215,705 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $72.3M | 2.67% | 124,492 | Trimmed |
| 7 | SNOW | SNOWFLAKE INC | $62.9M | 2.32% | 247,227 | Trimmed |
| 8 | KLAC | KLA CORP | $55.4M | 2.05% | 183,756 | Added |
| 9 | SNPS | SYNOPSYS INC | $55.6M | 2.05% | 124,551 | Trimmed |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $51.0M | 1.88% | 66,800 | Trimmed |
| 11 | MDB | MONGODB INC | $43.3M | 1.60% | 128,865 | Added |
| 12 | VRT | VERTIV HOLDINGS CO | $42.2M | 1.56% | 126,001 | Trimmed |
| 13 | BSY | BENTLEY SYS INC | $41.0M | 1.52% | 1.4M | Added |
| 14 | WM | WASTE MGMT INC DEL | $41.2M | 1.52% | 184,679 | Added |
| 15 | PWR | QUANTA SVCS INC | $39.9M | 1.47% | 55,398 | Added |
| 16 | ECL | ECOLAB INC | $38.9M | 1.44% | 139,531 | Trimmed |
| 17 | ISRG | INTUITIVE SURGICAL INC | $37.1M | 1.37% | 93,416 | Added |
| 18 | VLTO | VERALTO CORP | $37.1M | 1.37% | 418,199 | Added |
| 19 | IEX | IDEX CORP | $34.5M | 1.27% | 151,873 | Trimmed |
| 20 | DDOG | DATADOG INC | $32.5M | 1.20% | 124,696 | Added |
| 21 | NVT | NVENT ELEC PLC | $32.3M | 1.19% | 190,204 | Trimmed |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $32.1M | 1.18% | 63,957 | Trimmed |
| 23 | JBTM | JBT MAREL CORPORATION | $30.2M | 1.11% | 208,212 | Added |
| 24 | XYL | XYLEM INC | $30.0M | 1.11% | 253,836 | Added |
| 25 | PANW | PALO ALTO NETWORKS INC | $29.5M | 1.09% | 86,461 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR