Institutional Fund
Mirova
Paris, FranceCIK 17678435 filings on record
Portfolio Value
$2.46B
Q1 2026
Holdings
179
Reported positions
New Buys
93
Opened this quarter
QoQ Change
+255.0%
from $693.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation6.2%
- Microsoft Corp2.8%
- Cadence Design System Inc2.6%
- Servicenow Inc2.6%
- Synopsys Inc2.4%
- Ecolab Inc2.2%
- Other81.2%
Portfolio Holdings
179 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 869.3K | $151.61M | 6.2% | +612.4K | Added |
| 2 | Microsoft Corp | 188.8K | $69.91M | 2.8% | +101.4K | Added |
| 3 | Cadence Design System Inc | 232.0K | $64.47M | 2.6% | +188.7K | Added |
| 4 | Servicenow Inc | 611.8K | $63.96M | 2.6% | +572.9K | Added |
| 5 | Synopsys Inc | 151.9K | $60.21M | 2.4% | +151.9K | New |
| 6 | Ecolab Inc | 202.6K | $53.91M | 2.2% | +52.6K | Added |
| 7 | Broadcom Inc | 169.7K | $52.53M | 2.1% | +157.0K | Added |
| 8 | Alphabet Inc | 180.8K | $52.00M | 2.1% | +180.8K | New |
| 9 | Crowdstrike Hldgs Inc | 117.6K | $45.92M | 1.9% | +117.6K | New |
| 10 | Bentley Sys Inc | 1.26M | $44.17M | 1.8% | +969.2K | Added |
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