Mirabaud Asset Management (France) SAS — 13F holdings

Mirabaud Asset Management (France) SAS reported 28 holdings worth $222M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. LCI INDS — $24.7M (11.1%)
2. UPSTART HLDGS INC — $24.5M (11.0%)
3. UBER TECHNOLOGIES INC — $23.1M (10.4%)
4. NUTANIX INC — $22.9M (10.3%)
5. ALIBABA GROUP HLDG LTD — $22.4M (10.1%)
6. IRHYTHM TECHNOLOGIES INC — $12.9M (5.8%)
7. NEXTERA ENERGY CAP HLDGS INC — $11.9M (5.3%)
8. LIBERTY MEDIA CORP DEL — $11.7M (5.3%)
9. AKAMAI TECHNOLOGIES INC — $11.5M (5.2%)
10. RIVIAN AUTOMOTIVE INC — $11.1M (5.0%)