Mirova Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Mirova disclosed 183 stock positions valued at approximately $2.71B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, CADENCE DESIGN SYSTEM INC, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 183
- Portfolio Value
- $2.71B
Holdings by Sector
Mirova Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 6.69% | 905,162 | +35,824 | +4.12% | $181,113,865 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 3.76% | 271,512 | +39,480 | +17.01% | $101,903,884 |
| MICROSOFT CORP | MSFT | Technology | 3.63% | 263,154 | +74,305 | +39.35% | $98,161,705 |
| BROADCOM INC | AVGO | Technology | 3.10% | 221,859 | +52,142 | +30.72% | $83,807,237 |
| ALPHABET INC | GOOGL | Communication Services | 2.85% | 215,705 | +34,871 | +19.28% | $77,086,496 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.67% | 124,492 | -58,175 | -31.85% | $72,318,648 |
| SNOWFLAKE INC | SNOW | Technology | 2.32% | 247,227 | -10,461 | -4.06% | $62,919,272 |
| SYNOPSYS INC | SNPS | Technology | 2.05% | 124,551 | -27,322 | -17.99% | $55,558,465 |
| KLA CORP | KLAC | Technology | 2.05% | 183,756 | +164,124 | +836.00% | $55,441,023 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.88% | 66,800 | -50,824 | -43.21% | $50,977,752 |
| MONGODB INC | MDB | Technology | 1.60% | 128,865 | +31,565 | +32.44% | $43,285,754 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.56% | 126,001 | -25,387 | -16.77% | $42,187,655 |
| WASTE MGMT INC DEL | WM | Industrials | 1.52% | 184,679 | +18,230 | +10.95% | $41,161,256 |
| BENTLEY SYS INC | BSY | Technology | 1.52% | 1,373,004 | +115,302 | +9.17% | $41,039,090 |
| QUANTA SVCS INC | PWR | Industrials | 1.47% | 55,398 | +39,385 | +245.96% | $39,888,776 |
| ECOLAB INC | ECL | Basic Materials | 1.44% | 139,531 | -63,107 | -31.14% | $38,874,732 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.37% | 93,416 | +2,137 | +2.34% | $37,149,675 |
| VERALTO CORP | VLTO | Industrials | 1.37% | 418,199 | +64,010 | +18.07% | $37,085,887 |
| IDEX CORP | IEX | Industrials | 1.27% | 151,873 | -8,827 | -5.49% | $34,467,577 |
| DATADOG INC | DDOG | Technology | 1.20% | 124,696 | +52,047 | +71.64% | $32,465,851 |
| NVENT ELEC PLC | NVT | Other | 1.19% | 190,204 | -130,318 | -40.66% | $32,260,500 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.18% | 63,957 | -9,318 | -12.72% | $32,065,482 |
| JBT MAREL CORPORATION | JBT | Industrials | 1.11% | 208,212 | +13,782 | +7.09% | $30,190,740 |
| XYLEM INC | XYL | Industrials | 1.11% | 253,836 | +9,331 | +3.82% | $30,005,954 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.09% | 86,461 | -100,105 | -53.66% | $29,484,930 |
| SERVICENOW INC | NOW | Technology | 1.05% | 285,591 | -326,181 | -53.32% | $28,353,474 |
| CLEAN HARBORS INC | CLH | Industrials | 1.02% | 92,631 | -38,044 | -29.11% | $27,673,511 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 1.01% | 173,559 | +1,407 | +0.82% | $27,241,821 |
| VISA INC | V | Financial Services | 1.00% | 78,691 | +40,762 | +107.47% | $26,998,095 |
| FLEX LTD | FLEX | Other | 0.93% | 155,716 | +19,626 | +14.42% | $25,236,892 |
Showing 30 of 183 holdings in the latest reporting period.