Mirabaud Asset Management (France) SAS
28 holdingsFiling period: 2026-06-30Current AUM: $231.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | LCI INDS | 22.57M | $24.7M | $24.7M | 10.65% | -- | 2026-06-30 |
| 2 | UPST | UPSTART HLDGS INC | 21.50M | $24.5M | $17.5M | 7.55% | +10.45M | 2026-06-30 |
| 3 | UBER | UBER TECHNOLOGIES INC | 18.80M | $23.1M | $22.9M | 9.88% | +800.0K | 2026-06-30 |
| 4 | NTNX | NUTANIX INC | 20.30M | $22.9M | $30.6M | 13.20% | -- | 2026-06-30 |
| 5 | BABA | ALIBABA GROUP HLDG LTD | 19.00M | $22.4M | $25.5M | 11.01% | -- | 2026-06-30 |
| 6 | IRTC | IRHYTHM HOLDINGS INC | 11.66M | $12.9M | $12.1M | 5.23% | -- | 2026-06-30 |
| 7 | — | NEXTERA ENERGY CAP HLDGS INC | 8.90M | $11.9M | $11.9M | 5.13% | +3.60M | 2026-06-30 |
| 8 | LM03 | LIBERTY MEDIA CORP DEL | 9.50M | $11.7M | $11.7M | 5.06% | -9,500,000 | 2026-06-30 |
| 9 | AKAM | AKAMAI TECHNOLOGIES INC | 9.80M | $11.5M | $10.3M | 4.44% | -- | 2026-06-30 |
| 10 | RIVN | RIVIAN AUTOMOTIVE INC | 10.50M | $11.1M | $10.0M | 4.30% | +3.20M | 2026-06-30 |
| 11 | SNOW | SNOWFLAKE INC | 5.00M | $8.8M | $11.1M | 4.80% | -3,600,000 | 2026-06-30 |
| 12 | CYTK | CYTOKINETICS INC | 4.60M | $8.1M | $6.6M | 2.85% | -- | 2026-06-30 |
| 13 | U | UNITY SOFTWARE INC | 7.00M | $7.9M | $11.9M | 5.12% | -- | 2026-06-30 |
| 14 | MSTR | STRATEGY INC | 7.30M | $7.1M | $10.6M | 4.59% | -- | 2026-06-30 |
| 15 | SMCI | SUPER MICRO COMPUTER INC | 7.00M | $6.9M | $8.4M | 3.62% | -- | 2026-06-30 |
| 16 | COLL | COLLEGIUM PHARMACEUTICAL INC | 1.00M | $1.2M | $747K | 0.32% | -- | 2026-06-30 |
| 17 | — | MAKEMYTRIP LIMITED MAURITIUS | 450.0K | $695K | $695K | 0.30% | -- | 2026-06-30 |
| 18 | — | HERBALIFE LTD | 550.0K | $627K | $627K | 0.27% | -- | 2026-06-30 |
| 19 | ITGR | INTEGER HLDGS CORP | 500.0K | $607K | $820K | 0.35% | -- | 2026-06-30 |
| 20 | OMCL | OMNICELL COM | 560.0K | $592K | $465K | 0.20% | -- | 2026-06-30 |
| 21 | CAKE | CHEESECAKE FACTORY INC | 370.0K | $472K | $574K | 0.25% | -- | 2026-06-30 |
| 22 | JBLU | JETBLUE AIRWAYS CORP | 420.0K | $467K | $348K | 0.15% | -- | 2026-06-30 |
| 23 | — | LIVANOVA PLC | 310.0K | $425K | $425K | 0.18% | -- | 2026-06-30 |
| 24 | — | UNITI GROUP LLC | 350.0K | $419K | $419K | 0.18% | -- | 2026-06-30 |
| 25 | REAL | THE REALREAL INC | 280.0K | $406K | $325K | 0.14% | -- | 2026-06-30 |
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