MIROVA — 13F holdings

MIROVA reported 185 holdings worth $2.71B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $181M (6.7%)
2. CDNS CADENCE DESIGN SYSTEM INC — $102M (3.8%)
3. MSFT MICROSOFT CORP — $98.2M (3.6%)
4. AVGO BROADCOM INC — $83.8M (3.1%)
5. GOOGL ALPHABET INC — $77.1M (2.8%)
6. AMD ADVANCED MICRO DEVICES INC — $72.3M (2.7%)
7. SNOW SNOWFLAKE INC — $62.9M (2.3%)
8. SNPS SYNOPSYS INC — $55.6M (2.1%)
9. KLAC KLA CORP — $55.4M (2.0%)
10. CRWD CROWDSTRIKE HLDGS INC — $51.0M (1.9%)