Mirova

CIK 1767843 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Mirova reported 185 US-listed holdings worth $2.71 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: NVIDIA Corp. (6.7%), Cadence Design Systems Inc. (3.8%) and Microsoft Corp. (3.6%). Against the quarter before, it opened 13 positions, added to 70, trimmed 91 and sold out of 7.

Reported holdings$2.71B+10.0% on Q1 2026

Positions185+6 on Q1 2026

The largest ten31.0%of its reported holdings

Latest 13FQ2 2026filed 13 August 2026

Where the money is

Added toTrimmed

The 14 largest of its 185 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 13Added 70Held 11Trimmed 91Sold out 7

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 13

Micron Technology Inc. MU$16.5 million
Samsara Inc. IOT$9.7 million
Rubrik Inc. RBRK$8.8 million
Fortune Brands Innovations, Inc. FBIN$7.6 million
Varonis Sys Inc. VRNS$6.3 million
Ball Corp. BALL$4.3 million
Canadian Pacific Kansas City LT CP$4.0 million
Intel Corp. INTC$1.3 million

and 5 more in the table below

Added to 70

KLA Corp. KLAC+164,124 shares · +836%
Quanta Services, Inc. PWR+39,385 shares · +246%
Microsoft Corp. MSFT+74,305 shares · +39%
Broadcom Inc. AVGO+52,142 shares · +31%
Cadence Design Systems Inc. CDNS+39,480 shares · +17%
Visa Inc. V+40,762 shares · +107%
Datadog, Inc. DDOG+52,047 shares · +72%
Verizon Communications Inc. VZ+319,402 shares · +198%

and 62 more in the table below

Trimmed 91

CrowdStrike Holdings, Inc. CRWD-50,824 shares · -43%
Palo Alto Networks Inc. PANW-100,105 shares · -54%
Advanced Micro Devices Inc. AMD-58,175 shares · -32%
ServiceNow, Inc. NOW-326,181 shares · -53%
First Solar, Inc. FSLR-123,389 shares · -76%
nVent Electric plc NVT-130,318 shares · -41%
Elastic N V ESTC-375,260 shares · -78%
Eli Lilly & Co. LLY-15,703 shares · -71%

and 83 more in the table below

Sold out of 7

Medtronic plc MDT$16.9 million last quarter
Tyler Technologies Inc. TYL$12.0 million last quarter
Amazon.com Inc. AMZN$2.9 million last quarter
Alarm.com Holdings, Inc. ALRM$2.7 million last quarter
Hubspot Inc. HUBS$2.2 million last quarter
Trex Co. Inc. TREX$1.2 million last quarter
Yeti Holdings, Inc. YETI$53,970 last quarter

What it holds

Company	Shares	Value	Of its book	Change in shares
NVIDIA Corp. NVDA	905,162	$181.1 million	6.69%	+35,824
Cadence Design Systems Inc. CDNS	271,512	$101.9 million	3.76%	+39,480
Microsoft Corp. MSFT	263,154	$98.2 million	3.63%	+74,305
Broadcom Inc. AVGO	221,859	$83.8 million	3.10%	+52,142
Alphabet Inc. GOOGL	215,705	$77.1 million	2.85%	+34,871
Advanced Micro Devices Inc. AMD	124,492	$72.3 million	2.67%	-58,175
Snowflake Inc. SNOW	247,227	$62.9 million	2.32%	-10,461
Synopsys Inc. SNPS	124,551	$55.6 million	2.05%	-27,322
KLA Corp. KLAC	183,756	$55.4 million	2.05%	+164,124
CrowdStrike Holdings, Inc. CRWD	66,800	$51.0 million	1.88%	-50,824
Mongodb Inc. MDB	128,865	$43.3 million	1.60%	+31,565
Vertiv Holdings Co. VRT	126,001	$42.2 million	1.56%	-25,387
Waste Management Inc. WM	184,679	$41.2 million	1.52%	+18,230
Bentley Systems Inc. BSY	1,373,004	$41.0 million	1.52%	+115,302
Quanta Services, Inc. PWR	55,398	$39.9 million	1.47%	+39,385
Ecolab Inc. ECL	139,531	$38.9 million	1.44%	-63,107
Intuitive Surgical Inc. ISRG	93,416	$37.1 million	1.37%	+2,137
Veralto Corp. VLTO	418,199	$37.1 million	1.37%	+64,010
Idex Corp. IEX	151,873	$34.5 million	1.27%	-8,827
Datadog, Inc. DDOG	124,696	$32.5 million	1.20%	+52,047
nVent Electric plc NVT	190,204	$32.3 million	1.19%	-130,318
Thermo Fisher Scientific Inc. TMO	63,957	$32.1 million	1.18%	-9,318
JBT Marel Corp. JBTM	208,212	$30.2 million	1.11%	+13,782
Xylem Inc. XYL	253,836	$30.0 million	1.11%	+9,331
Palo Alto Networks Inc. PANW	86,461	$29.5 million	1.09%	-100,105
ServiceNow, Inc. NOW	285,591	$28.4 million	1.05%	-326,181
Clean Harbors Inc. CLH	92,631	$27.7 million	1.02%	-38,044
Advanced Drainage Systems, Inc. WMS	173,559	$27.2 million	1.01%	+1,407
Visa Inc. V	78,691	$27.0 million	1.00%	+40,762
Flex Ltd. FLEX	155,716	$25.2 million	0.93%	+19,626
Waste Connections Inc. WCN	141,587	$23.6 million	0.87%	-6,539
Colgate-Palmolive Co. CL	253,811	$23.3 million	0.86%	+138,998
Danaher Corp. DHR	118,203	$22.5 million	0.83%	-12,761
Manhattan Associates Inc. MANH	160,627	$22.4 million	0.83%	+12,005
Pentair plc PNR	280,319	$21.5 million	0.79%	+51,401
Jfrog Ltd FROG	232,115	$21.1 million	0.78%	-122,459
Verizon Communications Inc. VZ	480,731	$20.4 million	0.75%	+319,402
Tetra Tech Inc. TTEK	669,611	$19.3 million	0.71%	+57,889
Core & Main, Inc. CNM	399,233	$19.3 million	0.71%	-18,767
Keysight Technologies, Inc. KEYS	53,821	$18.8 million	0.70%	+14,000
Merck & Co., Inc. MRK	144,550	$18.6 million	0.69%	+100,852
PTC Inc. PTC	158,736	$18.0 million	0.67%	-14,303
EnerSys ENS	75,268	$17.6 million	0.65%	+7,830
Linde plc LIN	33,473	$17.4 million	0.64%	+6,337
Trimble Inc. TRMB	337,734	$17.3 million	0.64%	+72,023
AbbVie Inc. ABBV	68,391	$17.2 million	0.64%	+40,342
Emerson Electric Co. EMR	118,071	$16.9 million	0.62%	+22,663
Littelfuse Inc. LFUS	36,765	$16.7 million	0.62%	-10,645
Micron Technology Inc. MU	14,267	$16.5 million	0.61%	new
Dexcom Inc. DXCM	243,519	$16.4 million	0.61%	-49,235
CVS Health Corp. CVS	154,532	$16.0 million	0.59%	+124,487
American Express Co. AXP	46,729	$15.8 million	0.58%	+14,851
Essential Utilities, Inc. WTRG	398,722	$15.3 million	0.56%	+5,996
H2O America HTO	244,550	$14.9 million	0.55%	+49,304
argenx SE ARGX	15,891	$14.7 million	0.54%	-3,942
Roper Technologies Inc. ROP	43,124	$14.6 million	0.54%	+89
Ferguson Enterprises Inc. FERG	59,932	$14.2 million	0.53%	+2,128
Bruker Corp. BRKR	230,148	$13.9 million	0.51%	-39,729
Zscaler Inc. ZS	97,819	$13.8 million	0.51%	-8,063
Ebay Inc. EBAY	123,194	$13.8 million	0.51%	-8,103
APi Group Corp. APG	324,405	$13.7 million	0.51%	-158,211
Motorola Solutions, Inc. MSI	33,035	$13.7 million	0.51%	-4,788
Stryker Corp. SYK	43,499	$13.7 million	0.51%	-474
Agilent Technologies, Inc. A	101,789	$13.5 million	0.50%	+13,230
Axon Enterprise, Inc. AXON	24,000	$13.5 million	0.50%	-4,564
Itron, Inc. ITRI	151,285	$13.1 million	0.48%	+11,715
TJX Companies Inc. TJX	84,803	$12.8 million	0.47%	+43,245
MSA Safety Inc. MSA	72,622	$12.7 million	0.47%	-8,018
Netflix Inc. NFLX	175,462	$12.5 million	0.46%	+14,840
Amphenol Corp. APH	68,421	$12.1 million	0.45%	+49,221
Nasdaq, Inc. NDAQ	151,934	$12.0 million	0.44%	-13,781
Applied Industrial Technologies Inc. AIT	34,996	$11.8 million	0.44%	-10,589
Cintas Corp. CTAS	69,080	$11.7 million	0.43%	+12,487
Aptiv plc APTV	188,538	$11.6 million	0.43%	+18,093
American Water Works Company, Inc. AWK	84,853	$11.2 million	0.41%	-71,737
A. O. Smith Corp. AOS	177,589	$11.1 million	0.41%	+5,589
Westinghouse Air Brake Technologies Corp. WAB	40,825	$11.0 million	0.41%	-20,656
Equinix Inc. EQIX	10,262	$10.7 million	0.40%	-12,342
Planet Labs PBC PL	313,869	$10.4 million	0.38%	+18,661
OSI Systems Inc. OSIS	46,000	$10.1 million	0.37%	-19,007
Digital Realty Trust, Inc. DLR	56,000	$10.1 million	0.37%	-49,387
Costco Wholesale Corp. COST	10,598	$9.9 million	0.37%	+4,204
Procter & Gamble Co. PG	67,228	$9.9 million	0.36%	+972
Aecom ACM	140,048	$9.8 million	0.36%	+16,413
Symbotic Inc. SYM	216,854	$9.7 million	0.36%	+27,212
Samsara Inc. IOT	298,000	$9.7 million	0.36%	new
Modine Manufacturing Co MOD	35,804	$9.6 million	0.35%	-696
Autodesk, Inc. ADSK	46,305	$9.0 million	0.33%	-3,581
First Solar, Inc. FSLR	38,054	$9.0 million	0.33%	-123,389
Middlesex Water Co. MSEX	159,067	$8.9 million	0.33%	-36,933
Rubrik Inc. RBRK	110,000	$8.8 million	0.33%	new
Mastercard Inc. MA	17,168	$8.8 million	0.33%	+10,353
Tapestry, Inc. TPR	58,026	$8.5 million	0.31%	+18,295
Zurn Elkay Water Solutions Corp. ZWS	165,567	$8.4 million	0.31%	-1,710
Edwards Lifesciences Corp. EW	91,821	$8.3 million	0.31%	+87,577
Toast, Inc. TOST	295,993	$8.2 million	0.30%	+209,116
Weyerhaeuser Co. WY	343,409	$8.2 million	0.30%	+20,816
Generac Holdings Inc. GNRC	28,000	$8.2 million	0.30%	-25,187
Rollins Inc. ROL	196,000	$8.2 million	0.30%	-28,568
Cryoport Inc. CYRX	518,000	$8.1 million	0.30%	-640,277
Best Buy Co., Inc. BBY	106,920	$8.1 million	0.30%	-1,057
Trane Technologies plc TT	16,508	$8.1 million	0.30%	+4,828
Hubbell Inc. HUBB	15,172	$7.9 million	0.29%	+5,285
Eli Lilly & Co. LLY	6,467	$7.8 million	0.29%	-15,703
Accenture plc ACN	61,855	$7.7 million	0.28%	-1,161
Fortune Brands Innovations, Inc. FBIN	137,614	$7.6 million	0.28%	new
Cellebrite Di Ltd CLBT	516,000	$7.5 million	0.28%	-365,512
Shopify Inc. SHOP	65,742	$7.5 million	0.28%	+65,111
TransUnion TRU	103,000	$7.4 million	0.27%	-51,637
Iron Mountain Inc. IRM	56,000	$7.1 million	0.26%	-27,040
Steris plc STE	32,499	$6.8 million	0.25%	-41,731
Lowe's Companies Inc. LOW	30,004	$6.6 million	0.24%	-297
Verisk Analytics, Inc. VRSK	35,338	$6.3 million	0.23%	+23,886
Varonis Sys Inc. VRNS	150,000	$6.3 million	0.23%	new
Owens Corning OC	38,350	$6.1 million	0.23%	+10,462
Sunrun Inc. RUN	446,791	$6.0 million	0.22%	+21,375
Avery Dennison Corp. AVY	36,533	$5.9 million	0.22%	no change
Elastic N V ESTC	103,833	$5.9 million	0.22%	-375,260
Badger Meter Inc. BMI	39,132	$5.8 million	0.21%	no change
Zebra Technologies Corp. ZBRA	20,000	$5.3 million	0.19%	-9,547
Brookfield Renewable Corp. Class A Ex Sub VTG BEPC	130,361	$4.8 million	0.18%	+41,026
Mirion Technologies, Inc. MIR	246,000	$4.4 million	0.16%	-122,380
Ball Corp. BALL	69,561	$4.3 million	0.16%	new
Intuit Inc. INTU	15,952	$4.2 million	0.15%	+9,266
Canadian Pacific Kansas City LT CP	46,372	$4.0 million	0.15%	new
MSCI Inc. MSCI	6,948	$3.9 million	0.14%	-2,126
Crown Holdings, Inc. CCK	33,204	$3.7 million	0.14%	+15,227
Alcon AG ALC	53,882	$3.6 million	0.13%	-4,654
Mettler Toledo International Inc. MTD	2,824	$3.6 million	0.13%	-116
Vertex Pharmaceuticals Inc. VRTX	7,071	$3.5 million	0.13%	-3,312
MP Materials Corp. MP	61,848	$3.5 million	0.13%	+3,157
New York Times Co. NYT	49,460	$3.5 million	0.13%	+5,305
S&P Global Inc. SPGI	8,298	$3.4 million	0.12%	-3,694
BJ's Wholesale Club Holdings, Inc. BJ	34,335	$3.0 million	0.11%	-17,034
Neurocrine Biosciences Inc. NBIX	17,634	$3.0 million	0.11%	-12,210
Servicetitan TTAN	39,649	$2.8 million	0.10%	-55
lululemon athletica Inc. LULU	19,689	$2.2 million	0.08%	-195
Union Pacific Corp. UNP	7,707	$2.1 million	0.08%	-658
Monolithic Power Systems, Inc. MPWR	1,262	$1.7 million	0.06%	-546
Exponent Inc. EXPO	28,064	$1.6 million	0.06%	+904
GoDaddy Inc. GDDY	18,927	$1.6 million	0.06%	-1,941
Sprouts Farmers Market, Inc. SFM	17,879	$1.5 million	0.06%	-21,651
Hewlett Packard Enterprise Co. HPE	32,179	$1.5 million	0.05%	no change
Zoetis Inc. ZTS	19,449	$1.4 million	0.05%	-57,519
Intel Corp. INTC	9,574	$1.3 million	0.05%	new
Natera Inc Com NTRA	4,673	$1.3 million	0.05%	-24,744
Gilead Sciences, Inc. GILD	10,020	$1.3 million	0.05%	-25,801
General Motors Co. GM	16,066	$1.2 million	0.05%	+325
Ziff Davis, Inc. ZD	23,191	$1.2 million	0.04%	-16,946
Boston Scientific Corp. BSX	28,021	$1.2 million	0.04%	-67,912
Healthequity, Inc. HQY	12,875	$1.2 million	0.04%	-67,733
Guidewire Software, Inc. GWRE	9,237	$1.1 million	0.04%	-16,278
T-Mobile US, Inc. TMUS	5,970	$1.0 million	0.04%	-20,130
Watts Water Technologies Inc. WTS	2,383	$932,825	0.03%	-145
Taiwan Semiconductor Manufacturing Company Limited TSM	1,831	$874,431	0.03%	+189
Uniti Group Inc. UNIT	72,004	$825,886	0.03%	-442,671
Johnson & Johnson JNJ	3,117	$791,624	0.03%	new
Bridgebio Pharma Inc. BBIO	9,304	$692,962	0.03%	-12,347
Labcorp Holdings Inc. LH	2,474	$692,720	0.03%	-13,512
Descartes Sys Group Inc. DSGX	9,557	$661,727	0.02%	-42,506
Agco Corp. AGCO	5,417	$648,415	0.02%	no change
Planet Fitness, Inc. PLNT	12,093	$630,892	0.02%	-49,893
Alnylam Pharmaceuticals Inc ALNY	2,039	$613,800	0.02%	-11,639
Walt Disney Co. DIS	6,236	$600,215	0.02%	-27,736
NextEra Energy Inc. NEE	6,806	$597,363	0.02%	-101
Oracle Corp. ORCL	4,052	$593,821	0.02%	-17,337
Graphic Packaging Holding Co. GPK	51,936	$548,964	0.02%	no change
Spotify Technology S.A. SPOT	1,175	$539,478	0.02%	-5,217
Cloudflare Inc. NET	2,140	$524,899	0.02%	new
UnitedHealth Group Inc. UNH	1,246	$517,875	0.02%	-6,822
Vital Farms Inc. VITL	42,096	$489,576	0.02%	no change
IQVIA Holdings Inc. IQV	2,449	$473,196	0.02%	-19,532
Costar Group, Inc. CSGP	14,420	$408,374	0.02%	-64,130
Bank of New York Mellon Corp. BNY	2,798	$404,619	0.01%	+155
Jazz Pharmaceuticals plc JAZZ	1,618	$389,889	0.01%	new
Salesforce, Inc. CRM	2,363	$370,188	0.01%	-352
Array Technologies Inc. ARRY	47,530	$352,197	0.01%	no change
Coreweave Inc. CRWV	3,350	$333,459	0.01%	new
Brookfield Renewable Partner BEP	9,322	$323,753	0.01%	+822
Procept Biorobotics Corp. PRCT	13,112	$296,069	0.01%	-710,730
Autoliv Inc. ALV	2,319	$269,398	0.01%	no change
Embecta Corp EMBC	80,139	$261,253	0.01%	no change
Mueller Water Products, Inc. MWA	9,994	$258,145	0.01%	no change
Versigent plc VGNT	1,190	$49,992	0.00%	new
LKQ Corp. LKQ	1,794	$47,236	0.00%	no change

Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.

Change is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.