Mirova

Mirova reported 185 holdings worth US$2.71B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Mirova reported 185 holdings worth US$2.71B as of Jun 30, 2026. Largest: Nvidia Corporation, Cadence Design Systems, Inc. and Microsoft Corp. Filed Aug 13, 2026 (Form 13F).

Holdings
185
Value as reported
US$2.71B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation905KUS$181M6.7%
Cadence Design Systems, Inc.272KUS$102M3.8%
Microsoft Corp.263KUS$98.2M3.6%
Broadcom Inc.222KUS$83.8M3.1%
Alphabet Inc (google) Class C216KUS$77.1M2.8%
Advanced Micro Devices Inc124KUS$72.3M2.7%
Snowflake Inc.247KUS$62.9M2.3%
Synopsys, Inc.125KUS$55.6M2.1%
Kla Corporation184KUS$55.4M2.0%
Crowdstrike Holdings, Inc.66,800US$51M1.9%
Mongodb, Inc.129KUS$43.3M1.6%
Vertiv Holdings, Llc126KUS$42.2M1.6%
Waste Management, Inc.185KUS$41.2M1.5%
Bentley Systems, Incorporated1.37MUS$41M1.5%
Quanta Services, Inc.55,398US$39.9M1.5%
Ecolab Inc.140KUS$38.9M1.4%
Intuitive Surgical, Inc.93,416US$37.1M1.4%
Veralto Corp418KUS$37.1M1.4%
Idex Corporation152KUS$34.5M1.3%
Datadog, Inc.125KUS$32.5M1.2%
Thermo Fisher Scientific Inc63,957US$32.1M1.2%
Jbt Marel Corporation208KUS$30.2M1.1%
Xylem Inc.254KUS$30M1.1%
Palo Alto Networks, Inc.86,461US$29.5M1.1%
Servicenow, Inc.286KUS$28.4M1.0%
Clean Harbors, Inc.92,631US$27.7M1.0%
Advanced Drainage Systems, Inc.174KUS$27.2M1.0%
Visa Inc.78,691US$27M1.00%
Waste Connections, Inc.142KUS$23.6M0.87%
Colgate-palmolive Company254KUS$23.3M0.86%
Danaher Corporation118KUS$22.5M0.83%
Manhattan Associates, Inc.161KUS$22.4M0.83%
Verizon Communications Inc.481KUS$20.4M0.75%
Tetra Tech, Inc.670KUS$19.3M0.71%
Core & Main, Inc.399KUS$19.3M0.71%
Keysight Technologies Inc.53,821US$18.8M0.70%
Merck & Company, Inc.145KUS$18.6M0.69%
Ptc Inc.159KUS$18M0.67%
Enersys75,268US$17.6M0.65%
Trimble Inc.338KUS$17.3M0.64%
Abbvie Inc.68,391US$17.2M0.64%
Emerson Electric Company118KUS$16.9M0.62%
Littelfuse, Inc.36,765US$16.7M0.62%
Micron Technology, Inc.14,267US$16.5M0.61%
Dexcom, Inc.244KUS$16.4M0.61%
Cvs Health Corporation155KUS$16M0.59%
American Express Company46,729US$15.8M0.58%
Essential Utilities, Inc.399KUS$15.3M0.56%
H2o America245KUS$14.9M0.55%
Argenx Se15,891US$14.7M0.54%
Roper Technologies, Inc.43,124US$14.6M0.54%
Ferguson Enterprises Inc.59,932US$14.2M0.53%
Bruker Corporation230KUS$13.9M0.51%
Zscaler Inc97,819US$13.8M0.51%
Ebay Inc.123KUS$13.8M0.51%
Api Group Corporation324KUS$13.7M0.51%
Motorola Solutions, Inc.33,035US$13.7M0.51%
Stryker Corporation43,499US$13.7M0.51%
Agilent Technologies, Inc.102KUS$13.5M0.50%
Axon Enterprise, Inc.24,000US$13.5M0.50%
Itron, Inc.151KUS$13.1M0.48%
Tjx Companies, Inc. (the)84,803US$12.8M0.47%
Msa Safety Incorporated72,622US$12.7M0.47%
Netflix, Inc.175KUS$12.5M0.46%
Amphenol Corporation68,421US$12.1M0.45%
Nasdaq, Inc.152KUS$12M0.44%
Applied Industrial Technologies, Inc.34,996US$11.8M0.44%
Cintas Corporation69,080US$11.7M0.43%
American Water Works Company, Inc.84,853US$11.2M0.41%
A.o. Smith Corporation178KUS$11.1M0.41%
Westinghouse Air Brake Technologies Corporation40,825US$11M0.41%
Equinix, Inc.10,262US$10.7M0.40%
Planet Labs Pbc314KUS$10.4M0.38%
Osi Systems, Inc.46,000US$10.1M0.37%
Digital Realty Trust, Inc.56,000US$10.1M0.37%
Costco Wholesale Corporation10,598US$9.91M0.37%
Procter & Gamble Company (the)67,228US$9.86M0.36%
Aecom140KUS$9.78M0.36%
Symbotic Inc.217KUS$9.75M0.36%
Samsara Inc.298KUS$9.66M0.36%
Modine Manufacturing Company35,804US$9.56M0.35%
Autodesk, Inc.46,305US$9M0.33%
First Solar, Inc.38,054US$8.98M0.33%
Middlesex Water Company159KUS$8.93M0.33%
Rubrik, Inc.110KUS$8.83M0.33%
Mastercard Incorporated17,168US$8.82M0.33%
Tapestry, Inc.58,026US$8.49M0.31%
Zurn Elkay Water Solutions Corporation166KUS$8.37M0.31%
Edwards Lifesciences Corporation91,821US$8.31M0.31%
Toast, Inc.296KUS$8.23M0.30%
Weyerhaeuser Company343KUS$8.22M0.30%
Generac Holdings Inc.28,000US$8.2M0.30%
Rollins, Inc.196KUS$8.18M0.30%
Cryoport, Inc.518KUS$8.13M0.30%
Best Buy Co., Inc.107KUS$8.11M0.30%
Hubbell Inc15,172US$7.94M0.29%
Eli Lilly And Company6,467US$7.76M0.29%
Fortune Brands Innovations, Inc.138KUS$7.56M0.28%
Shopify Inc.65,742US$7.51M0.28%
Transunion103KUS$7.43M0.27%

Every holding of Mirova

Source

View original at SEC

Related