← Back to Discover
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) |
|---|---|---|---|---|---|
| BEST BUY INC | Common Stock | 086516101 | — | 106,920 shares | $8,113,090 |
| TRANE TECHNOLOGIES PLC | Common Stock | G8994E103 | — | 16,508 shares | $8,108,069 |
| HUBBELL INC | Common Stock | 443510607 | — | 15,172 shares | $7,937,990 |
| ELI LILLY & CO | Common Stock | 532457108 | — | 6,467 shares | $7,756,714 |
| ACCENTURE PLC IRELAND | Common Stock | G1151C101 | — | 61,855 shares | $7,697,236 |
| FORTUNE BRANDS INNOVATIONS I | Common Stock | 34964C106 | — | 137,614 shares | $7,555,009 |
| CELLEBRITE DI LTD | Common Stock | M2197Q107 | — | 516,000 shares | $7,533,600 |
| SHOPIFY INC | Common Stock | 82509L107 | — | 65,742 shares | $7,506,422 |
| TRANSUNION | Common Stock | 89400J107 | — | 103,000 shares | $7,430,420 |
| IRON MTN INC DEL | Common Stock | 46284V101 | — | 56,000 shares | $7,073,360 |
| STERIS PLC | Common Stock | G8473T100 | — | 32,499 shares | $6,843,314 |
| LOWES COS INC | Common Stock | 548661107 | — | 30,004 shares | $6,615,582 |
| VERISK ANALYTICS INC | Common Stock | 92345Y106 | — | 35,338 shares | $6,344,231 |
| VARONIS SYS INC | Common Stock | 922280102 | — | 150,000 shares | $6,294,000 |
| OWENS CORNING NEW | Common Stock | 690742101 | — | 38,350 shares | $6,096,116 |
| SUNRUN INC | Common Stock | 86771W105 | — | 446,791 shares | $5,978,064 |
| AVERY DENNISON CORP | Common Stock | 053611109 | — | 36,533 shares | $5,931,133 |
| ELASTIC N V | Common Stock | N14506104 | — | 103,833 shares | $5,920,558 |
| BADGER METER INC | Common Stock | 056525108 | — | 39,132 shares | $5,806,406 |
| ZEBRA TECHNOLOGIES CORPORATI | Common Stock | 989207105 | — | 20,000 shares | $5,265,200 |
| BROOKFIELD RENEWABLE CORP | Common Stock | 11285B108 | — | 130,361 shares | $4,839,000 |
| MIRION TECHNOLOGIES INC | Common Stock | 60471A101 | — | 246,000 shares | $4,410,780 |
| BALL CORP | Common Stock | 058498106 | — | 69,561 shares | $4,340,606 |
| INTUIT | Common Stock | 461202103 | — | 15,952 shares | $4,163,472 |
| CANADIAN PACIFIC KANSAS CITY | Common Stock | 13646K108 | — | 46,372 shares | $4,018,134 |
| MSCI INC | Common Stock | 55354G100 | — | 6,948 shares | $3,891,158 |
| CROWN HLDGS INC | Common Stock | 228368106 | — | 33,204 shares | $3,712,871 |
| ALCON AG | Common Stock | H01301128 | — | 53,882 shares | $3,615,482 |
| METTLER TOLEDO INTERNATIONAL | Common Stock | 592688105 | — | 2,824 shares | $3,607,688 |
| VERTEX PHARMACEUTICALS INC | Common Stock | 92532F100 | — | 7,071 shares | $3,512,378 |
| MP MATERIALS CORP | Common Stock | 553368101 | — | 61,848 shares | $3,464,106 |
| NEW YORK TIMES CO MTN BE | Common Stock | 650111107 | — | 49,460 shares | $3,461,211 |
| S&P GLOBAL INC | Common Stock | 78409V104 | — | 8,298 shares | $3,379,443 |
| BJS WHSL CLUB HLDGS INC | Common Stock | 05550J101 | — | 34,335 shares | $2,994,699 |
| NEUROCRINE BIOSCIENCES INC | Common Stock | 64125C109 | — | 17,634 shares | $2,971,946 |
| SERVICETITAN INC | Common Stock | 81764X103 | — | 39,649 shares | $2,803,581 |
| LULULEMON ATHLETICA INC | Common Stock | 550021109 | — | 19,689 shares | $2,248,090 |
| UNION PAC CORP | Common Stock | 907818108 | — | 7,707 shares | $2,096,304 |
| MONOLITHIC PWR SYS INC | Common Stock | 609839105 | — | 1,262 shares | $1,744,538 |
| EXPONENT INC | Common Stock | 30214U102 | — | 28,064 shares | $1,649,041 |
| GODADDY INC | Common Stock | 380237107 | — | 18,927 shares | $1,606,524 |
| SPROUTS FMRS MKT INC | Common Stock | 85208M102 | — | 17,879 shares | $1,512,206 |
| HEWLETT PACKARD ENTERPRISE C | Common Stock | 42824C109 | — | 32,179 shares | $1,451,595 |
| ZOETIS INC | Common Stock | 98978V103 | — | 19,449 shares | $1,397,605 |
| INTEL CORP | Common Stock | 458140100 | — | 9,574 shares | $1,336,818 |
| NATERA INC | Common Stock | 632307104 | — | 4,673 shares | $1,268,486 |
| GILEAD SCIENCES INC | Common Stock | 375558103 | — | 10,020 shares | $1,265,927 |
| GENERAL MTRS CO | Common Stock | 37045V100 | — | 16,066 shares | $1,238,367 |
| ZIFF DAVIS INC | Common Stock | 48123V102 | — | 23,191 shares | $1,214,513 |
| BOSTON SCIENTIFIC CORP | Common Stock | 101137107 | — | 28,021 shares | $1,195,936 |
| HEALTHEQUITY INC | Common Stock | 42226A107 | — | 12,875 shares | $1,162,870 |
| GUIDEWIRE SOFTWARE INC | Common Stock | 40171V100 | — | 9,237 shares | $1,136,613 |
| T-MOBILE US INC | Common Stock | 872590104 | — | 5,970 shares | $1,001,348 |
| WATTS WATER TECHNOLOGIES INC | Common Stock | 942749102 | — | 2,383 shares | $932,825 |
| TAIWAN SEMICONDUCTOR MANUFAC | American Depository Receipt | 874039100 | — | 1,831 shares | $874,431 |
| UNITI GROUP LLC | Common Stock | 912932100 | — | 72,004 shares | $825,886 |
| JOHNSON & JOHNSON | Common Stock | 478160104 | — | 3,117 shares | $791,624 |
| BRIDGEBIO PHARMA INC | Common Stock | 10806X102 | — | 9,304 shares | $692,962 |
| LABCORP HOLDINGS INC | Common Stock | 504922105 | — | 2,474 shares | $692,720 |
| DESCARTES SYS GROUP INC | Common Stock | 249906108 | — | 9,557 shares | $661,727 |
| AGCO CORP | Common Stock | 001084102 | — | 5,417 shares | $648,415 |
| PLANET FITNESS MASTER ISSUER | Common Stock | 72703H101 | — | 12,093 shares | $630,892 |
| ALNYLAM PHARMACEUTICALS INC | Common Stock | 02043Q107 | — | 2,039 shares | $613,800 |
| DISNEY WALT CO | Common Stock | 254687106 | — | 6,236 shares | $600,215 |
| NEXTERA ENERGY INC | Common Stock | 65339F101 | — | 6,806 shares | $597,363 |
| ORACLE CORP | Common Stock | 68389X105 | — | 4,052 shares | $593,821 |
| GRAPHIC PACKAGING HLDG CO | Common Stock | 388689101 | — | 51,936 shares | $548,964 |
| SPOTIFY TECHNOLOGY S A | Common Stock | L8681T102 | — | 1,175 shares | $539,478 |
| CLOUDFLARE INC | Common Stock | 18915M107 | — | 2,140 shares | $524,899 |
| UNITEDHEALTH GROUP INC | Common Stock | 91324P102 | — | 1,246 shares | $517,875 |
| VITAL FARMS INC | Common Stock | 92847W103 | — | 42,096 shares | $489,576 |
| IQVIA HLDGS INC | Common Stock | 46266C105 | — | 2,449 shares | $473,196 |
| COSTAR GROUP INC | Common Stock | 22160N109 | — | 14,420 shares | $408,374 |
| BANK OF NY MELLON CORP | Common Stock | 064058100 | — | 2,798 shares | $404,619 |
| JAZZ PHARMACEUTICALS PLC | Common Stock | G50871105 | — | 1,618 shares | $389,889 |
| SALESFORCE INC | Common Stock | 79466L302 | — | 2,363 shares | $370,188 |
| ARRAY TECHNOLOGIES INC | Common Stock | 04271T100 | — | 47,530 shares | $352,197 |
| COREWEAVE INC | Common Stock | 21873S108 | — | 3,350 shares | $333,459 |
| BROOKFIELD RENEWABLE ENERGY | Common Stock | G16258108 | — | 9,322 shares | $323,753 |
| PROCEPT BIOROBOTICS CORP | Common Stock | 74276L105 | — | 13,112 shares | $296,069 |
| AUTOLIV INC | Common Stock | 052800109 | — | 2,319 shares | $269,398 |
| EMBECTA CORP | Common Stock | 29082K105 | — | 80,139 shares | $261,253 |
| MUELLER WTR PRODS INC | Common Stock | 624758108 | — | 9,994 shares | $258,145 |
| VERSIGENT PLC | Common Stock | G9600F104 | — | 1,190 shares | $49,992 |
| LKQ CORP | Common Stock | 501889208 | — | 1,794 shares | $47,236 |