Mirova
$2.7B 13F equity value
193 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mirova covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 905,162 | $181M | 6.7% |
| CDNS | CADENCE DESIGN SYSTEM INC | 271,512 | $102M | 3.8% |
| MSFT | MICROSOFT CORP | 263,154 | $98M | 3.6% |
| AVGO | BROADCOM INC | 221,859 | $84M | 3.1% |
| GOOGL | ALPHABET INC | 215,705 | $77M | 2.8% |
| AMD | ADVANCED MICRO DEVICES INC | 124,492 | $72M | 2.7% |
| SNOW | SNOWFLAKE INC | 247,227 | $63M | 2.3% |
| SNPS | SYNOPSYS INC | 124,551 | $56M | 2.1% |
| KLAC | KLA CORP | 183,756 | $55M | 2.0% |
| CRWD | CROWDSTRIKE HLDGS INC | 66,800 | $51M | 1.9% |
Track Mirova's 13F portfolio: $2.7B in reported holdings, 193 positions. Top holdings and quarterly changes on SentiSense.
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