Mirova
185 holdingsFiling period: 2026-06-30Current AUM: $2.85Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 905.2K | $181.1M | $197.3M | 6.92% | +35.8K | 2026-06-30 |
| 2 | CDNS | Cadence Design System Inc | 271.5K | $101.9M | $93.1M | 3.27% | +39.5K | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 263.2K | $98.2M | $139.8M | 4.90% | +74.3K | 2026-06-30 |
| 4 | AVGO | Broadcom Inc | 221.9K | $83.8M | $75.9M | 2.66% | +52.1K | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 215.7K | $77.1M | $69.2M | 2.42% | +34.9K | 2026-06-30 |
| 6 | AMD | Advanced Micro Devices Inc | 124.5K | $72.3M | $69.7M | 2.45% | -58,175 | 2026-06-30 |
| 7 | SNOW | Snowflake Inc | 247.2K | $62.9M | $83.4M | 2.92% | -10,461 | 2026-06-30 |
| 8 | SNPS | Synopsys Inc | 124.6K | $55.6M | $59.1M | 2.07% | -27,322 | 2026-06-30 |
| 9 | KLAC | Kla Corp | 183.8K | $55.4M | $28.2M | 0.99% | +164.1K | 2026-06-30 |
| 10 | CRWD | Crowdstrike Hldgs Inc | 66.8K | $51.0M | $71.6M | 2.51% | -50,824 | 2026-06-30 |
| 11 | MDB | Mongodb Inc | 128.9K | $43.3M | $50.2M | 1.76% | +31.6K | 2026-06-30 |
| 12 | VRT | Vertiv Holdings Co | 126.0K | $42.2M | $26.3M | 0.92% | -25,387 | 2026-06-30 |
| 13 | WM | Waste Mgmt Inc Del | 184.7K | $41.2M | $43.5M | 1.53% | +18.2K | 2026-06-30 |
| 14 | BSY | Bentley Sys Inc | 1.37M | $41.0M | $54.0M | 1.89% | +115.3K | 2026-06-30 |
| 15 | PWR | Quanta Svcs Inc | 55.4K | $39.9M | $32.1M | 1.12% | +39.4K | 2026-06-30 |
| 16 | ECL | Ecolab Inc | 139.5K | $38.9M | $40.6M | 1.42% | -63,107 | 2026-06-30 |
| 17 | ISRG | Intuitive Surgical Inc | 93.4K | $37.1M | $41.7M | 1.46% | +2.1K | 2026-06-30 |
| 18 | VLTO | Veralto Corp | 418.2K | $37.1M | $43.2M | 1.51% | +64.0K | 2026-06-30 |
| 19 | IEX | Idex Corp | 151.9K | $34.5M | $35.4M | 1.24% | -8,827 | 2026-06-30 |
| 20 | DDOG | Datadog Inc | 124.7K | $32.5M | $35.0M | 1.23% | +52.0K | 2026-06-30 |
| 21 | — | Nvent Elec PLC | 190.2K | $32.3M | $32.3M | 1.13% | -130,318 | 2026-06-30 |
| 22 | TMO | Thermo Fisher Scientific Inc | 64.0K | $32.1M | $44.3M | 1.55% | -9,318 | 2026-06-30 |
| 23 | JBTM | Jbt Marel Corporation | 208.2K | $30.2M | $22.6M | 0.79% | +13.8K | 2026-06-30 |
| 24 | XYL | Xylem Inc | 253.8K | $30.0M | $23.6M | 0.83% | +9.3K | 2026-06-30 |
| 25 | PANW | Palo Alto Networks Inc | 86.5K | $29.5M | $34.7M | 1.22% | -100,105 | 2026-06-30 |
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