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MIROVA
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,707,785,966
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · Common Stock · 67066G104 · shares: $181,113,865
- CADENCE DESIGN SYSTEM INC · Common Stock · 127387108 · shares: $101,903,884
- MICROSOFT CORP · Common Stock · 594918104 · shares: $98,161,705
- BROADCOM INC · Common Stock · 11135F101 · shares: $83,807,237
- ALPHABET INC · Common Stock · 02079K305 · shares: $77,086,496
- ADVANCED MICRO DEVICES INC · Common Stock · 007903107 · shares: $72,318,648
- SNOWFLAKE INC · Common Stock · 833445109 · shares: $62,919,272
- SYNOPSYS INC · Common Stock · 871607107 · shares: $55,558,465
- KLA CORP · Common Stock · 482480100 · shares: $55,441,023
- CROWDSTRIKE HLDGS INC · Common Stock · 22788C105 · shares: $50,977,752
Reported holdings
185 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | Common Stock | 67066G104 | — | 905,162 shares | $181,113,865 |
| CADENCE DESIGN SYSTEM INC | Common Stock | 127387108 | — | 271,512 shares | $101,903,884 |
| MICROSOFT CORP | Common Stock | 594918104 | — | 263,154 shares | $98,161,705 |
| BROADCOM INC | Common Stock | 11135F101 | — | 221,859 shares | $83,807,237 |
| ALPHABET INC | Common Stock | 02079K305 | — | 215,705 shares | $77,086,496 |
| ADVANCED MICRO DEVICES INC | Common Stock | 007903107 | — | 124,492 shares | $72,318,648 |
| SNOWFLAKE INC | Common Stock | 833445109 | — | 247,227 shares | $62,919,272 |
| SYNOPSYS INC | Common Stock | 871607107 | — | 124,551 shares | $55,558,465 |
| KLA CORP | Common Stock | 482480100 | — | 183,756 shares | $55,441,023 |
| CROWDSTRIKE HLDGS INC | Common Stock | 22788C105 | — | 66,800 shares | $50,977,752 |
| MONGODB INC | Common Stock | 60937P106 | — | 128,865 shares | $43,285,754 |
| VERTIV HOLDINGS CO | Common Stock | 92537N108 | — | 126,001 shares | $42,187,655 |
| WASTE MGMT INC DEL | Common Stock | 94106L109 | — | 184,679 shares | $41,161,256 |
| BENTLEY SYS INC | Common Stock | 08265T208 | — | 1,373,004 shares | $41,039,090 |
| QUANTA SVCS INC | Common Stock | 74762E102 | — | 55,398 shares | $39,888,776 |
| ECOLAB INC | Common Stock | 278865100 | — | 139,531 shares | $38,874,732 |
| INTUITIVE SURGICAL INC | Common Stock | 46120E602 | — | 93,416 shares | $37,149,675 |
| VERALTO CORP | Common Stock | 92338C103 | — | 418,199 shares | $37,085,887 |
| IDEX CORP | Common Stock | 45167R104 | — | 151,873 shares | $34,467,577 |
| DATADOG INC | Common Stock | 23804L103 | — | 124,696 shares | $32,465,851 |
| NVENT ELEC PLC | Common Stock | G6700G107 | — | 190,204 shares | $32,260,500 |
| THERMO FISHER SCIENTIFIC INC | Common Stock | 883556102 | — | 63,957 shares | $32,065,482 |
| JBT MAREL CORPORATION | Common Stock | 477839104 | — | 208,212 shares | $30,190,740 |
| XYLEM INC | Common Stock | 98419M100 | — | 253,836 shares | $30,005,954 |
| PALO ALTO NETWORKS INC | Common Stock | 697435105 | — | 86,461 shares | $29,484,930 |
| SERVICENOW INC | Common Stock | 81762P102 | — | 285,591 shares | $28,353,474 |
| CLEAN HARBORS INC | Common Stock | 184496107 | — | 92,631 shares | $27,673,511 |
| ADVANCED DRAIN SYS INC DEL | Common Stock | 00790R104 | — | 173,559 shares | $27,241,821 |
| VISA INC | Common Stock | 92826C839 | — | 78,691 shares | $26,998,095 |
| FLEX LTD | Common Stock | Y2573F102 | — | 155,716 shares | $25,236,892 |
| WASTE CONNECTIONS INC | Common Stock | 94106B101 | — | 141,587 shares | $23,601,137 |
| COLGATE PALMOLIVE CO | Common Stock | 194162103 | — | 253,811 shares | $23,269,392 |
| DANAHER CORP DEL | Common Stock | 235851102 | — | 118,203 shares | $22,515,307 |
| MANHATTAN ASSOCIATES INC | Common Stock | 562750109 | — | 160,627 shares | $22,367,310 |
| PENTAIR PLC | Common Stock | G7S00T104 | — | 280,319 shares | $21,489,255 |
| JFROG LTD | Common Stock | M6191J100 | — | 232,115 shares | $21,094,611 |
| VERIZON COMMUNICATIONS INC | Common Stock | 92343V104 | — | 480,731 shares | $20,354,151 |
| TETRA TECH INC NEW | Common Stock | 88162G103 | — | 669,611 shares | $19,345,062 |
| CORE & MAIN INC | Common Stock | 21874C102 | — | 399,233 shares | $19,262,992 |
| KEYSIGHT TECHNOLOGIES INC | Common Stock | 49338L103 | — | 53,821 shares | $18,841,117 |
| MERCK & CO INC | Common Stock | 58933Y105 | — | 144,550 shares | $18,574,675 |
| PTC INC | Common Stock | 69370C100 | — | 158,736 shares | $18,033,997 |
| ENERSYS | Common Stock | 29275Y102 | — | 75,268 shares | $17,599,164 |
| LINDE PLC | Common Stock | G54950103 | — | 33,473 shares | $17,370,479 |
| TRIMBLE INC | Common Stock | 896239100 | — | 337,734 shares | $17,285,226 |
| ABBVIE INC | Common Stock | 00287Y109 | — | 68,391 shares | $17,209,911 |
| EMERSON ELEC CO | Common Stock | 291011104 | — | 118,071 shares | $16,901,864 |
| LITTELFUSE INC | Common Stock | 537008104 | — | 36,765 shares | $16,740,207 |
| MICRON TECHNOLOGY INC | Common Stock | 595112103 | — | 14,267 shares | $16,468,255 |
| DEXCOM INC | Common Stock | 252131107 | — | 243,519 shares | $16,401,005 |
| CVS HEALTH CORP | Common Stock | 126650100 | — | 154,532 shares | $15,986,335 |
| AMERICAN EXPRESS CO | Common Stock | 025816109 | — | 46,729 shares | $15,806,084 |
| ESSENTIAL UTILS INC | Common Stock | 29670G102 | — | 398,722 shares | $15,275,040 |
| H2O AMERICA | Common Stock | 784305104 | — | 244,550 shares | $14,861,304 |
| ARGENX SE | American Depository Receipt | 04016X101 | — | 15,891 shares | $14,743,193 |
| ROPER TECHNOLOGIES INC | Common Stock | 776696106 | — | 43,124 shares | $14,592,730 |
| FERGUSON ENTERPRISES INC | Common Stock | 31488V107 | — | 59,932 shares | $14,223,662 |
| BRUKER CORP | Common Stock | 116794108 | — | 230,148 shares | $13,850,307 |
| ZSCALER INC | Common Stock | 98980G102 | — | 97,819 shares | $13,807,152 |
| EBAY INC. | Common Stock | 278642103 | — | 123,194 shares | $13,766,930 |
| API GROUP CORP | Common Stock | 00187Y100 | — | 324,405 shares | $13,738,552 |
| MOTOROLA SOLUTIONS INC | Common Stock | 620076307 | — | 33,035 shares | $13,719,105 |
| STRYKER CORPORATION | Common Stock | 863667101 | — | 43,499 shares | $13,695,225 |
| AGILENT TECHNOLOGIES INC | Common Stock | 00846U101 | — | 101,789 shares | $13,520,633 |
| AXON ENTERPRISE INC | Common Stock | 05464C101 | — | 24,000 shares | $13,454,640 |
| ITRON INC | Common Stock | 465741106 | — | 151,285 shares | $13,090,691 |
| TJX COS INC NEW | Common Stock | 872540109 | — | 84,803 shares | $12,847,655 |
| MSA SAFETY INC | Common Stock | 553498106 | — | 72,622 shares | $12,678,349 |
| NETFLIX INC. | Common Stock | 64110L106 | — | 175,462 shares | $12,527,987 |
| AMPHENOL CORP | Common Stock | 032095101 | — | 68,421 shares | $12,063,991 |
| NASDAQ INC | Common Stock | 631103108 | — | 151,934 shares | $11,975,438 |
| APPLIED INDL TECHNOLOGIES IN | Common Stock | 03820C105 | — | 34,996 shares | $11,833,897 |
| CINTAS CORP | Common Stock | 172908105 | — | 69,080 shares | $11,749,126 |
| APTIV PLC | Common Stock | G3265R107 | — | 188,538 shares | $11,572,462 |
| AMERICAN WTR WKS CO INC NEW | Common Stock | 030420103 | — | 84,853 shares | $11,164,958 |
| SMITH A O CORP | Common Stock | 831865209 | — | 177,589 shares | $11,138,382 |
| WABTEC | Common Stock | 929740108 | — | 40,825 shares | $11,006,420 |
| EQUINIX INC | Common Stock | 29444U700 | — | 10,262 shares | $10,697,006 |
| PLANET LABS PBC | Common Stock | 72703X106 | — | 313,869 shares | $10,398,480 |
| OSI SYSTEMS INC | Common Stock | 671044105 | — | 46,000 shares | $10,060,200 |
| DIGITAL RLTY TR INC | Common Stock | 253868103 | — | 56,000 shares | $10,056,480 |
| COSTCO WHOLESALE CORPORATION | Common Stock | 22160K105 | — | 10,598 shares | $9,914,111 |
| PROCTER & GAMBLE CO | Common Stock | 742718109 | — | 67,228 shares | $9,858,314 |
| AECOM | Common Stock | 00766T100 | — | 140,048 shares | $9,775,350 |
| SYMBOTIC INC | Common Stock | 87151X101 | — | 216,854 shares | $9,747,587 |
| SAMSARA INC | Common Stock | 79589L106 | — | 298,000 shares | $9,664,140 |
| MODINE MFG CO | Common Stock | 607828100 | — | 35,804 shares | $9,560,384 |
| AUTODESK INC | Common Stock | 052769106 | — | 46,305 shares | $9,002,618 |
| FIRST SOLAR INC | Common Stock | 336433107 | — | 38,054 shares | $8,979,222 |
| MIDDLESEX WTR CO | Common Stock | 596680108 | — | 159,067 shares | $8,933,203 |
| RUBRIK INC. | Common Stock | 781154109 | — | 110,000 shares | $8,830,800 |
| MASTERCARD INCORPORATED | Common Stock | 57636Q104 | — | 17,168 shares | $8,817,485 |
| TAPESTRY INC | Common Stock | 876030107 | — | 58,026 shares | $8,493,846 |
| ZURN ELKAY WATER SOLNS CORP | Common Stock | 98983L108 | — | 165,567 shares | $8,366,101 |
| EDWARDS LIFESCIENCES CORP | Common Stock | 28176E108 | — | 91,821 shares | $8,306,128 |
| TOAST INC | Common Stock | 888787108 | — | 295,993 shares | $8,234,525 |
| WEYERHAEUSER CO | Common Stock | 962166104 | — | 343,409 shares | $8,221,211 |
| GENERAC HLDGS INC | Common Stock | 368736104 | — | 28,000 shares | $8,198,680 |
| ROLLINS INC | Common Stock | 775711104 | — | 196,000 shares | $8,181,040 |
| CRYOPORT INC | Common Stock | 229050307 | — | 518,000 shares | $8,132,600 |