Mirova reported 183 positions worth $2.71B for the quarter ended Jun 30, 2026, up 10.1% on the prior quarter. It opened 13 new positions, added to 68, trimmed 91 and exited 7. Its largest holding is Nvidia Corp at 6.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PWR Quanta Services, Inc. | +39.4K | +246.0% | $28.36M | 1.47% |
| MSFT Microsoft Corp | +74.3K | +39.3% | $27.72M | 3.63% |
| AVGO Broadcom Inc. | +52.1K | +30.7% | $19.70M | 3.1% |
| MU Micron Technology Inc | +14.3K | – | $16.47M | 0.608% |
| CDNS Cadence Design Systems Inc | +39.5K | +17.0% | $14.82M | 3.76% |
| V Visa Inc. | +40.8K | +107.5% | $13.99M | 0.997% |
| DDOG Datadog, Inc. | +52.0K | +71.6% | $13.55M | 1.2% |
| VZ Verizon Communications Inc | +319.4K | +198.0% | $13.52M | 0.752% |
| MRK Merck & Co., Inc. | +100.9K | +230.8% | $12.96M | 0.686% |
| CVS CVS HEALTH Corp | +124.5K | +414.3% | $12.88M | 0.591% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -203.3K | -43.2% | $38.79M | 1.88% |
| PANW Palo Alto Networks Inc | -100.1K | -53.7% | $34.14M | 1.09% |
| AMD Advanced Micro Devices Inc | -58.2K | -31.8% | $33.79M | 2.67% |
| NOW ServiceNow, Inc. | -326.2K | -53.3% | $32.38M | 1.05% |
| FSLR First Solar, Inc. | -123.4K | -76.4% | $29.11M | 0.332% |
| NVT nVent Electric plc | -130.3K | -40.7% | $22.10M | 1.19% |
| ESTC Elastic N.V. | -375.3K | -78.3% | $21.40M | 0.219% |
| LLY ELI LILLY & Co | -15.7K | -70.8% | $18.83M | 0.287% |
| ECL Ecolab Inc. | -63.1K | -31.1% | $17.58M | 1.44% |
| MDT Medtronic plc | -195.6K | -100.0% | $16.95M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +14.3K | $16.47M | 0.608% |
| IOT Samsara Inc. | +298.0K | $9.66M | 0.357% |
| RBRK Rubrik, Inc. | +110.0K | $8.83M | 0.326% |
| FBIN Fortune Brands Innovations, Inc. | +137.6K | $7.56M | 0.279% |
| VRNS Varonis Systems Inc | +150.0K | $6.29M | 0.233% |
| BALL BALL Corp | +69.6K | $4.34M | 0.16% |
| CP Canadian Pacific Kansas City Ltd | +46.4K | $4.02M | 0.148% |
| INTC Intel Corp | +9,574 | $1.34M | 0.049% |
| JNJ Johnson & Johnson | +3,117 | $791.62K | 0.029% |
| NET Cloudflare, Inc. | +2,140 | $524.90K | 0.019% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MDT Medtronic plc | -195.6K | $16.95M | 0.689% |
| TYL Tyler Technologies Inc | -35.2K | $12.04M | 0.49% |
| AMZN Amazon Com Inc | -14.1K | $2.93M | 0.119% |
| ALRM Alarm.com Holdings, Inc. | -62.1K | $2.68M | 0.109% |
| HUBS Hubspot Inc | -9,154 | $2.23M | 0.091% |
| TREX Trex Co Inc | -32.8K | $1.19M | 0.049% |
| YETI YETI Holdings, Inc. | -1,475 | $53.97K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 905.2K | $181.11M | 6.69% | +35.8K | +4.1% | Added | 0% |
| 2 | CDNS Cadence Design Systems Inc | Technology | 271.5K | $101.90M | 3.76% | +39.5K | +17.0% | Added | 0.1% |
| 3 | MSFT Microsoft Corp | Technology | 263.2K | $98.16M | 3.63% | +74.3K | +39.3% | Added | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 221.9K | $83.81M | 3.1% | +52.1K | +30.7% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 215.7K | $77.09M | 2.85% | +34.9K | +19.3% | Added | 0% |
| 6 | AMD Advanced Micro Devices Inc | Technology | 124.5K | $72.32M | 2.67% | -58.2K | -31.8% | Reduced | 0.01% |
| 7 | SNOW Snowflake Inc. | Technology | 247.2K | $62.92M | 2.32% | -10.5K | -4.1% | Reduced | 0.07% |
| 8 | SNPS Synopsys Inc | Technology | 124.6K | $55.56M | 2.05% | -27.3K | -18.0% | Reduced | 0.07% |
| 9 | KLAC Kla Corp | Technology | 183.8K | $55.44M | 2.05% | -12.6K | -6.4% | Reduced | 0.01% |
| 10 | CRWD CrowdStrike Holdings, Inc. | Technology | 267.2K | $50.98M | 1.88% | -203.3K | -43.2% | Reduced | 0.03% |
| 11 | MDB MongoDB, Inc. | Technology | 128.9K | $43.29M | 1.6% | +31.6K | +32.4% | Added | 0.16% |
| 12 | VRT Vertiv Holdings Co | Industrials | 126.0K | $42.19M | 1.56% | -25.4K | -16.8% | Reduced | 0.03% |
| 13 | WM Waste Management Inc | Industrials | 184.7K | $41.16M | 1.52% | +18.2K | +11.0% | Added | 0.05% |
| 14 | BSY Bentley Systems Inc | Technology | 1.37M | $41.04M | 1.52% | +115.3K | +9.2% | Added | 0.47% |
| 15 | PWR Quanta Services, Inc. | Industrials | 55.4K | $39.89M | 1.47% | +39.4K | +246.0% | Added | 0.04% |
Tip. Select a row to see that position’s full history at Mirova.
As of its Q2 2026 13F filing, Mirova’s five largest positions were Nvidia Corp (NVDA) at 6.7%, Cadence Design Systems Inc (CDNS) at 3.8%, Microsoft Corp (MSFT) at 3.6%, Broadcom Inc. (AVGO) at 3.1%, Alphabet Inc. (GOOGL) at 2.8% of the reported portfolio.
Mirova reported a 13F portfolio worth $2.71B across 183 positions for Q2 2026. That is up 10.1% from the previous quarter.
Its largest purchases by value were Quanta Services, Inc. ($28.36M), Microsoft Corp ($27.72M), Broadcom Inc. ($19.70M). It opened 13 new positions.
Its largest sales by value were CrowdStrike Holdings, Inc. ($38.79M), Palo Alto Networks Inc ($34.14M), Advanced Micro Devices Inc ($33.79M). It exited 7 positions entirely.
From the Form 13F-HR reports Mirova files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.