MIROVA
CIK 1767843
13F filing for Q2 2026・No. 1,374
- Holdings
- US$2.71B
- Quarter change
- +US$245.48M
- Entries
- 185
- Net bought (estimate)
- −US$69.2M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 7
- Cut 90
- Added 71
- Corporate actions 0
- Unchanged 11
Largest holdings
185 stocks worth US$2.71B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCommon Stock | Added | 905,162 | US$181.11M | 6.69% |
| CDNSCADENCE DESIGN SYSTEM INCCommon Stock | Added | 271,512 | US$101.9M | 3.76% |
| MSFTMicrosoftCommon Stock | Added | 263,154 | US$98.16M | 3.63% |
| AVGOBroadcomCommon Stock | Added | 221,859 | US$83.81M | 3.10% |
| GOOGLAlphabetCommon Stock | Added | 215,705 | US$77.09M | 2.85% |
| AMDAMDCommon Stock | Cut | 124,492 | US$72.32M | 2.67% |
| SNOWSNOWFLAKE INCCommon Stock | Cut | 247,227 | US$62.92M | 2.32% |
| SNPSSYNOPSYS INCCommon Stock | Cut | 124,551 | US$55.56M | 2.05% |
| KLACKLA CORPCommon Stock | AddedSplit 9:1 | 183,756 | US$55.44M | 2.05% |
| CRWDCROWDSTRIKE HLDGS INCCommon Stock | AddedSplit 1:2 | 66,800 | US$50.98M | 1.88% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.