MIROVA
CIK 1767843 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- NVDA6.69%
- CDNS3.76%
- MSFT3.63%
- AVGO3.10%
- GOOGL2.85%
- AMD2.67%
- SNOW2.32%
- SNPS2.05%
- KLAC2.05%
- CRWD1.88%
Share classes counted separately31.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NOWWeight decreased · -1.55 pp2.60% → 1.05%Shares -326.18K (-53.32%)
- AMDWeight increased · +1.16 pp1.51% → 2.67%Shares -58.17K (-31.85%)
- CDNSWeight increased · +1.14 pp2.62% → 3.76%Shares +39.48K (+17.01%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORPCommon Stock View history and evidence | $181.11M | 6.69% | 905.16K shares | 6.16% → 6.69%+0.53 pp +35.82K (+4.12%) | Added | ▾ |
| 02 | CDNSCADENCE DESIGN SYS INCCommon Stock View history and evidence | $101.90M | 3.76% | 271.51K shares | 2.62% → 3.76%+1.14 pp +39.48K (+17.01%) | Added | ▾ |
| 03 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $98.16M | 3.63% | 263.15K shares | 2.84% → 3.63%+0.79 pp +74.31K (+39.35%) | Added | ▾ |
| 04 | AVGOBROADCOM INCCommon Stock View history and evidence | $83.81M | 3.10% | 221.86K shares | 2.13% → 3.10%+0.97 pp +52.14K (+30.72%) | Added | ▾ |
| 05 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $77.09M | 2.85% | 215.71K shares | 2.11% → 2.85%+0.74 pp +34.87K (+19.28%) | Added | ▾ |
| 06 | AMDADVANCED MICRO DEVICESCommon Stock View history and evidence | $72.32M | 2.67% | 124.49K shares | 1.51% → 2.67%+1.16 pp -58.17K (-31.85%) | Reduced | ▾ |
| 07 | SNOWSNOWFLAKE INCCommon Stock View history and evidence | $62.92M | 2.32% | 247.23K shares | 1.58% → 2.32%+0.74 pp -10.46K (-4.06%) | Reduced | ▾ |
| 08 | SNPSSYNOPSYS INCCommon Stock View history and evidence | $55.56M | 2.05% | 124.55K shares | 2.45% → 2.05%-0.40 pp -27.32K (-17.99%) | Reduced | ▾ |
| 09 | KLACKLA CORPCommon Stock View history and evidence | $55.44M | 2.05% | 183.76K shares | 1.17% → 2.05%+0.88 pp +164.12K (+836.00%) | Added | ▾ |
| 10 | CRWDCROWDSTRIKE HOLDINGS INC - ACommon Stock View history and evidence | $50.98M | 1.88% | 66.80K shares | 1.86% → 1.88%+0.02 pp -50.82K (-43.21%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MDT MEDTRONIC PLC | Non-derivative | -195,560 | -$16.95M | SEC filing ↗ | SEC filing ↗ |
| TYL TYLER TECHNOLOGIES INC | Non-derivative | -35,170 | -$12.04M | SEC filing ↗ | SEC filing ↗ |
| AMZN AMAZON.COM INC | Non-derivative | -14,074 | -$2.93M | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1767843 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2707785966
}Research all 185 reported holdings.
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