MIROVA

CIK 0001767843 · PARIS, I0 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

MIROVA reported 185 positions worth $2.71B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: NVDA (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.71B
2026 Q2
Positions
185
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.0%
Est. Net Flow (Q)
2026 Q2
10 / 185 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$181.1M6.69%905,162
2CDNSCADENCE DESIGN SYSTEM INCSH$101.9M3.76%271,512
3MSFTMICROSOFT CORPSH$98.2M3.63%263,154
4AVGOBROADCOM INCSH$83.8M3.10%221,859
5GOOGLALPHABET INCSH$77.1M2.85%215,705
6AMDADVANCED MICRO DEVICES INCSH$72.3M2.67%124,492
7SNOWSNOWFLAKE INCSH$62.9M2.32%247,227
8SNPSSYNOPSYS INCSH$55.6M2.05%124,551
9KLACKLA CORPSH$55.4M2.05%183,756
10CRWDCROWDSTRIKE HLDGS INCSH$51.0M1.88%66,800

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MIROVA hold as of Q2 2026?

MIROVA reported 185 positions worth $2.71B in its Q2 2026 13F filing. Largest positions: NVDA (6.7%), CDNS (3.8%), MSFT (3.6%), AVGO (3.1%) and GOOGL (2.8%).

What did MIROVA buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MIROVA sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.