Mirova
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Mirova reported 185 stock positions worth $2.7 billion. Its top holding was Nvidia (NVDA) at 6.7% of the portfolio, followed by Cadence Design SYS (CDNS, 3.8%) and Microsoft (MSFT, 3.6%). Compared with Q1 2026, it opened 12 new positions, sold out of 7, added to 69 and reduced 93. The biggest buy was Cadence Design SYS (CDNS, shares +17%) and the biggest sale ServiceNow (NOW, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- PARIS, I0
- CIK
- 0001767843
- Portfolio Value
- $2.7B (Q2 2026)
- SEC Filing
- 0001104659-26-095902 ↗ filed Aug 13, 2026
Holdings Value
Holdings 185 stocks · $2.7B
| NVDA Nvidia Corp. | 6.69% | 905,162 | $181.1M | Add +4.1% |
| CDNS Cadence Design SYS Inc. | 3.76% | 271,512 | $101.9M | Add +17.0% |
| MSFT Microsoft Corp. | 3.63% | 263,154 | $98.2M | Add +39.4% |
| AVGO Broadcom Inc. | 3.10% | 221,859 | $83.8M | Add +30.7% |
| GOOGL Alphabet Inc. Class A | 2.85% | 215,705 | $77.1M | Add +19.3% |
| AMD Advanced Micro Devices | 2.67% | 124,492 | $72.3M | Reduce -31.9% |
| SNOW Snowflake Inc. | 2.32% | 247,227 | $62.9M | Reduce -4.1% |
| SNPS Synopsys Inc. | 2.05% | 124,551 | $55.6M | Reduce -18.0% |
| KLAC KLA Corp. | 2.05% | 183,756 | $55.4M | Reduce -6.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.88% | 66,800 | $51.0M | Reduce -43.2% |
| MDB Mongodb Inc. | 1.60% | 128,865 | $43.3M | Add +32.4% |
| VRT Vertiv Holdings Co. Class A | 1.56% | 126,001 | $42.2M | Reduce -16.8% |
| WM Waste Management Inc. | 1.52% | 184,679 | $41.2M | Add +10.9% |
| BSY Bentley Systems Inc. Class B | 1.52% | 1,373,004 | $41.0M | Add +9.2% |
| PWR Quanta Services Inc. | 1.47% | 55,398 | $39.9M | Add +246.0% |
| ECL Ecolab Inc. | 1.44% | 139,531 | $38.9M | Reduce -31.1% |
| ISRG Intuitive Surgical Inc. | 1.37% | 93,416 | $37.1M | Add +2.3% |
| VLTO Veralto Corp. | 1.37% | 418,199 | $37.1M | Add +18.1% |
| IEX Idex Corp. | 1.27% | 151,873 | $34.5M | Reduce -5.5% |
| DDOG Datadog Inc. Class A | 1.20% | 124,696 | $32.5M | Add +71.6% |
| NVT Nvent Electric PLC | 1.19% | 190,204 | $32.3M | Reduce -40.7% |
| TMO Thermo Fisher Scientific Inc. | 1.18% | 63,957 | $32.1M | Reduce -12.7% |
| JBTM JBT Marel Corp. | 1.11% | 208,212 | $30.2M | Add +7.1% |
| XYL Xylem Inc. | 1.11% | 253,836 | $30.0M | Add +3.8% |
| PANW Palo Alto Networks Inc. | 1.09% | 86,461 | $29.5M | Reduce -53.7% |
| NOW ServiceNow Inc. | 1.05% | 285,591 | $28.4M | Reduce -53.3% |
| CLH Clean Harbors Inc. | 1.02% | 92,631 | $27.7M | Reduce -29.1% |
| WMS Advanced Drainage Systems Inc. | 1.01% | 173,559 | $27.2M | Add +0.8% |
| V Visa Inc. Class A | 1.00% | 78,691 | $27.0M | Add +107.5% |
| FLEX Flex Ltd. | 0.93% | 155,716 | $25.2M | Add +14.4% |
| WCN Waste Connections Inc. | 0.87% | 141,587 | $23.6M | Reduce -4.4% |
| CL Colgate-Palmolive Co. | 0.86% | 253,811 | $23.3M | Add +121.1% |
| DHR Danaher Corp. | 0.83% | 118,203 | $22.5M | Reduce -9.7% |
| MANH Manhattan Associates Inc. | 0.83% | 160,627 | $22.4M | Add +8.1% |
| PNR Pentair PLC | 0.79% | 280,319 | $21.5M | Add +22.4% |
| FROG Jfrog Ltd. | 0.78% | 232,115 | $21.1M | Reduce -34.5% |
| VZ Verizon Communications Inc. | 0.75% | 480,731 | $20.4M | Add +198.0% |
| TTEK Tetra Tech Inc. | 0.71% | 669,611 | $19.3M | Add +9.5% |
| CNM Core & Main Inc. Class A | 0.71% | 399,233 | $19.3M | Reduce -4.5% |
| KEYS Keysight Technologies Inc. | 0.70% | 53,821 | $18.8M | Add +35.2% |
| MRK Merck & Co. Inc. | 0.69% | 144,550 | $18.6M | Add +230.8% |
| PTC PTC Inc. | 0.67% | 158,736 | $18.0M | Reduce -8.3% |
| ENS Enersys | 0.65% | 75,268 | $17.6M | Add +11.6% |
| LIN Linde PLC | 0.64% | 33,473 | $17.4M | Add +23.4% |
| TRMB Trimble Inc. | 0.64% | 337,734 | $17.3M | Add +27.1% |
| ABBV Abbvie Inc. | 0.64% | 68,391 | $17.2M | Add +143.8% |
| EMR Emerson Electric Co. | 0.62% | 118,071 | $16.9M | Add +23.8% |
| LFUS Littelfuse Inc. | 0.62% | 36,765 | $16.7M | Reduce -22.4% |
| MU Micron Technology Inc. | 0.61% | 14,267 | $16.5M | New |
| DXCM Dexcom Inc. | 0.61% | 243,519 | $16.4M | Reduce -16.8% |
| CVS CVS Health Corp. | 0.59% | 154,532 | $16.0M | Add +414.3% |
| AXP American Express Co. | 0.58% | 46,729 | $15.8M | Add +46.6% |
| WTRG Essential Utilities Inc. | 0.56% | 398,722 | $15.3M | Add +1.5% |
| HTO H2O America | 0.55% | 244,550 | $14.9M | Add +25.3% |
| ARGX Argenx SE - ADR | 0.54% | 15,891 | $14.7M | Reduce -19.9% |
| ROP Roper Technologies Inc. | 0.54% | 43,124 | $14.6M | Add +0.2% |
| FERG Ferguson Enterprises Inc. | 0.53% | 59,932 | $14.2M | Add +3.7% |
| BRKR Bruker Corp. | 0.51% | 230,148 | $13.9M | Reduce -14.7% |
| ZS Zscaler Inc. | 0.51% | 97,819 | $13.8M | Reduce -7.6% |
| EBAY eBay Inc. | 0.51% | 123,194 | $13.8M | Reduce -6.2% |
| APG Api Group Corp. | 0.51% | 324,405 | $13.7M | Reduce -32.8% |
| MSI Motorola Solutions Inc. | 0.51% | 33,035 | $13.7M | Reduce -12.7% |
| SYK Stryker Corp. | 0.51% | 43,499 | $13.7M | Reduce -1.1% |
| A Agilent Technologies Inc. | 0.50% | 101,789 | $13.5M | Add +14.9% |
| AXON Axon Enterprise Inc. | 0.50% | 24,000 | $13.5M | Reduce -16.0% |
| ITRI Itron Inc. | 0.48% | 151,285 | $13.1M | Add +8.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 84,803 | $12.8M | Add +104.1% |
| MSA Msa Safety Inc. | 0.47% | 72,622 | $12.7M | Reduce -9.9% |
| NFLX Netflix Inc. | 0.46% | 175,462 | $12.5M | Add +9.2% |
| APH Amphenol Corp. Class A | 0.45% | 68,421 | $12.1M | Add +256.4% |
| NDAQ Nasdaq Inc. | 0.44% | 151,934 | $12.0M | Reduce -8.3% |
| AIT Applied Industrial Tech Inc. | 0.44% | 34,996 | $11.8M | Reduce -23.2% |
| CTAS Cintas Corp. | 0.43% | 69,080 | $11.7M | Add +22.1% |
| APTV Aptiv PLC | 0.43% | 188,538 | $11.6M | Add +10.6% |
| AWK American Water Works Co. Inc. | 0.41% | 84,853 | $11.2M | Reduce -45.8% |
| AOS Smith (a.o.) Corp. | 0.41% | 177,589 | $11.1M | Add +3.3% |
| WAB Wabtec Corp. | 0.41% | 40,825 | $11.0M | Reduce -33.6% |
| EQIX Equinix Inc. | 0.40% | 10,262 | $10.7M | Reduce -54.6% |
| PL Planet Labs PBC | 0.38% | 313,869 | $10.4M | Add +6.3% |
| OSIS Osi Systems Inc. | 0.37% | 46,000 | $10.1M | Reduce -29.2% |
| DLR Digital Realty Trust Inc. | 0.37% | 56,000 | $10.1M | Reduce -46.9% |
| COST Costco Wholesale Corp. | 0.37% | 10,598 | $9.9M | Add +65.8% |
| PG The Procter & Gamble Co. | 0.36% | 67,228 | $9.9M | Add +1.5% |
| ACM Aecom | 0.36% | 140,048 | $9.8M | Add +13.3% |
| SYM Symbotic Inc. | 0.36% | 216,854 | $9.7M | Add +14.3% |
| IOT Samsara Inc. Class A | 0.36% | 298,000 | $9.7M | New |
| MOD Modine Manufacturing Co. | 0.35% | 35,804 | $9.6M | Reduce -1.9% |
| ADSK Autodesk Inc. | 0.33% | 46,305 | $9.0M | Reduce -7.2% |
| FSLR First Solar Inc. | 0.33% | 38,054 | $9.0M | Reduce -76.4% |
| MSEX Middlesex Water Co. | 0.33% | 159,067 | $8.9M | Reduce -18.8% |
| RBRK Rubrik Inc. Class A | 0.33% | 110,000 | $8.8M | New |
| MA Mastercard Inc. Class A | 0.33% | 17,168 | $8.8M | Add +151.9% |
| TPR Tapestry Inc. | 0.31% | 58,026 | $8.5M | Add +46.0% |
| ZWS Zurn Elkay Water Solutions C | 0.31% | 165,567 | $8.4M | Reduce -1.0% |
| EW Edwards Lifesciences Corp. | 0.31% | 91,821 | $8.3M | Add +2063.6% |
| TOST Toast Inc. Class A | 0.30% | 295,993 | $8.2M | Add +240.7% |
| WY Weyerhaeuser Co. | 0.30% | 343,409 | $8.2M | Add +6.5% |
| GNRC Generac Holdings Inc. | 0.30% | 28,000 | $8.2M | Reduce -47.4% |
| ROL Rollins Inc. | 0.30% | 196,000 | $8.2M | Reduce -12.7% |
| CYRX Cryoport Inc. | 0.30% | 518,000 | $8.1M | Reduce -55.3% |
Portfolio Sells Q1 2026 → Q2 2026
| NOW ServiceNow Inc. | Reduce -53.3% | 1.05% | −1.55 |
| FSLR First Solar Inc. | Reduce -76.4% | 0.33% | −0.96 |
| ESTC Elastic NV | Reduce -78.3% | 0.22% | −0.75 |
| ECL Ecolab Inc. | Reduce -31.1% | 1.44% | −0.75 |
| PRCT Procept Biorobotics Corp. | Reduce -98.2% | 0.01% | −0.72 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.69 |
| LLY Eli Lilly & Co. | Reduce -70.8% | 0.29% | −0.54 |
| EQIX Equinix Inc. | Reduce -54.6% | 0.40% | −0.50 |
| CLH Clean Harbors Inc. | Reduce -29.1% | 1.02% | −0.50 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.49 |
| AWK American Water Works Co. Inc. | Reduce -45.8% | 0.41% | −0.45 |
| STE Steris PLC | Reduce -56.2% | 0.25% | −0.41 |
| DLR Digital Realty Trust Inc. | Reduce -46.9% | 0.37% | −0.40 |
| SNPS Synopsys Inc. | Reduce -18.0% | 2.05% | −0.39 |
| NVT Nvent Electric PLC | Reduce -40.7% | 1.19% | −0.35 |
| PTC PTC Inc. | Reduce -8.3% | 0.67% | −0.34 |
| OSIS Osi Systems Inc. | Reduce -29.2% | 0.37% | −0.33 |
| ZTS Zoetis Inc. | Reduce -74.7% | 0.05% | −0.32 |
| APG Api Group Corp. | Reduce -32.8% | 0.51% | −0.29 |
| TMO Thermo Fisher Scientific Inc. | Reduce -12.7% | 1.18% | −0.28 |
| HQY Healthequity Inc. | Reduce -84.0% | 0.04% | −0.23 |
| ACN Accenture PLC Class A | Reduce -1.8% | 0.28% | −0.22 |
| WAB Wabtec Corp. | Reduce -33.6% | 0.41% | −0.22 |
| CLBT Cellebrite Di Ltd. | Reduce -41.5% | 0.28% | −0.22 |
| BSX Boston Scientific Corp. | Reduce -70.8% | 0.04% | −0.20 |
| NTRA Natera Inc. | Reduce -84.1% | 0.05% | −0.19 |
| TMUS T-Mobile US Inc. | Reduce -77.1% | 0.04% | −0.19 |
| ROL Rollins Inc. | Reduce -12.7% | 0.30% | −0.18 |
| DHR Danaher Corp. | Reduce -9.7% | 0.83% | −0.18 |
| UNIT Uniti Group Inc. | Reduce -86.0% | 0.03% | −0.17 |
| PLNT Planet Fitness Inc. Class A | Reduce -80.5% | 0.02% | −0.16 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -85.1% | 0.02% | −0.16 |
| TRU Transunion | Reduce -33.4% | 0.27% | −0.16 |
| MSI Motorola Solutions Inc. | Reduce -12.7% | 0.51% | −0.16 |
| GILD Gilead Sciences Inc. | Reduce -72.0% | 0.05% | −0.16 |
| ADSK Autodesk Inc. | Reduce -7.2% | 0.33% | −0.15 |
| LH Labcorp Holdings Inc. | Reduce -84.5% | 0.03% | −0.15 |
| DXCM Dexcom Inc. | Reduce -16.8% | 0.61% | −0.14 |
| IQV Iqvia Holdings Inc. | Reduce -88.9% | 0.02% | −0.13 |
| NDAQ Nasdaq Inc. | Reduce -8.3% | 0.44% | −0.13 |
| CNM Core & Main Inc. Class A | Reduce -4.5% | 0.71% | −0.13 |
| DSGX The Descartes Systems Grp | Reduce -81.6% | 0.02% | −0.13 |
| PANW Palo Alto Networks Inc. | Reduce -53.7% | 1.09% | −0.13 |
| GNRC Generac Holdings Inc. | Reduce -47.4% | 0.30% | −0.12 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.12 |
| MIR Mirion Technologies Inc. | Reduce -33.2% | 0.16% | −0.12 |
| CSGP Costar Group Inc. | Reduce -81.6% | 0.02% | −0.11 |
| GWRE Guidewire Software Inc. | Reduce -63.8% | 0.04% | −0.11 |
| DIS The Walt Disney Co. | Reduce -81.6% | 0.02% | −0.11 |
| ALRM Alarm.com Holdings Inc. | Sold out | 0.00% | −0.11 |
Portfolio Buys Q1 2026 → Q2 2026
| CDNS Cadence Design SYS Inc. | Add +17.0% | 3.76% | +1.14 |
| PWR Quanta Services Inc. | Add +246.0% | 1.47% | +1.12 |
| AVGO Broadcom Inc. | Add +30.7% | 3.10% | +0.96 |
| DDOG Datadog Inc. Class A | Add +71.6% | 1.20% | +0.85 |
| MSFT Microsoft Corp. | Add +39.4% | 3.63% | +0.79 |
| GOOGL Alphabet Inc. Class A | Add +19.3% | 2.85% | +0.73 |
| MDB Mongodb Inc. | Add +32.4% | 1.60% | +0.63 |
| MU Micron Technology Inc. | New | 0.61% | +0.61 |
| FLEX Flex Ltd. | Add +14.4% | 0.93% | +0.57 |
| V Visa Inc. Class A | Add +107.5% | 1.00% | +0.53 |
| NVDA Nvidia Corp. | Add +4.1% | 6.69% | +0.53 |
| CVS CVS Health Corp. | Add +414.3% | 0.59% | +0.50 |
| MRK Merck & Co. Inc. | Add +230.8% | 0.69% | +0.47 |
| CL Colgate-Palmolive Co. | Add +121.1% | 0.86% | +0.46 |
| VZ Verizon Communications Inc. | Add +198.0% | 0.75% | +0.42 |
| ABBV Abbvie Inc. | Add +143.8% | 0.64% | +0.39 |
| IOT Samsara Inc. Class A | New | 0.36% | +0.36 |
| APH Amphenol Corp. Class A | Add +256.4% | 0.45% | +0.35 |
| RBRK Rubrik Inc. Class A | New | 0.33% | +0.33 |
| EW Edwards Lifesciences Corp. | Add +2063.6% | 0.31% | +0.29 |
| FBIN Fortune Brands Innovations I | New | 0.28% | +0.28 |
| SHOP Shopify Inc. Class A | Add +10318.7% | 0.28% | +0.27 |
| KEYS Keysight Technologies Inc. | Add +35.2% | 0.70% | +0.24 |
| VRNS Varonis Systems Inc. | New | 0.23% | +0.23 |
| TOST Toast Inc. Class A | Add +240.7% | 0.30% | +0.21 |
| TJX TJX Companies Inc. | Add +104.1% | 0.47% | +0.20 |
| AXP American Express Co. | Add +46.6% | 0.58% | +0.19 |
| MA Mastercard Inc. Class A | Add +151.9% | 0.33% | +0.19 |
| ENS Enersys | Add +11.6% | 0.65% | +0.17 |
| BALL Ball Corp. | New | 0.16% | +0.16 |
| CP Canadian Pacific Kansas City | New | 0.15% | +0.15 |
| VRSK Verisk Analytics Inc. | Add +208.6% | 0.23% | +0.15 |
| EMR Emerson Electric Co. | Add +23.8% | 0.62% | +0.12 |
| COST Costco Wholesale Corp. | Add +65.8% | 0.37% | +0.11 |
| JBTM JBT Marel Corp. | Add +7.1% | 1.11% | +0.11 |
| OC Owens Corning | Add +37.5% | 0.23% | +0.10 |
| TT Trane Technologies PLC | Add +41.3% | 0.30% | +0.10 |
| VLTO Veralto Corp. | Add +18.1% | 1.37% | +0.10 |
| HUBB Hubbell Inc. | Add +53.5% | 0.29% | +0.10 |
| LIN Linde PLC | Add +23.4% | 0.64% | +0.10 |
| A Agilent Technologies Inc. | Add +14.9% | 0.50% | +0.09 |
| TPR Tapestry Inc. | Add +46.0% | 0.31% | +0.09 |
| HTO H2O America | Add +25.3% | 0.55% | +0.08 |
| CCK Crown Holdings Inc. | Add +84.7% | 0.14% | +0.06 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| PL Planet Labs PBC | Add +6.3% | 0.38% | +0.05 |
| WMS Advanced Drainage Systems Inc. | Add +0.8% | 1.01% | +0.05 |
| CTAS Cintas Corp. | Add +22.1% | 0.43% | +0.05 |
| INTU Intuit Inc. | Add +138.6% | 0.15% | +0.04 |
| BEPC Brookfield Renewable Corp. | Add +45.9% | 0.18% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 185 | $2.7B | NVDA, CDNS, MSFT, AVGO, GOOGL |
| Q1 2026 | 179 | $2.5B | NVDA, MSFT, CDNS, NOW, SNPS |
| Q4 2025 | 92 | $693.5M | NVDA, MSFT, ECL, ACN, FSLR |
| Q3 2025 | 111 | $707.4M | NVDA, MSFT, ECL, ACN, FSLR |
| Q2 2025 | 119 | $708.8M | TMO, ECL, NVDA, MSFT, ACN |
| Q1 2025 | 134 | $555.9M | TMO, ECL, ACN, NVDA, MSFT |
| Q4 2024 | 129 | $579.5M | TMO, ACN, ECL, NVDA, MSFT |
| Q3 2024 | 120 | $578.7M | TMO, ACN, ECL, NVDA, MSFT |
| Q2 2024 | 123 | $547.3M | TMO, ACN, ECL, NVDA, MSFT |
| Q1 2024 | 135 | $564.5M | TMO, ACN, ECL, NVDA, MSFT |