MIROVA

Q2 2026 13F-HR Holdings

Location
Paris, I0
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
185
Total value ($000)
$2,707,786
Net value change ($000)
+245,484 (10.0%)
New positions
13
Sold out positions
7
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CDNS 37,429 58.1%
AMD 35,159 94.6%
AVGO 31,278 59.5%
PWR 31,098 353.7%
NVDA 29,501 19.5%
MSFT 28,256 40.4%
KLAC 26,535 91.8%
GOOGL 25,085 48.2%
SNOW 24,054 61.9%
DDOG 23,890 278.6%
Top Reduces (Value $000, Stocks/ETFs)
NOW -35,608 -55.7%
FSLR -22,867 -71.8%
ESTC -18,029 -75.3%
PRCT -17,807 -98.4%
MDT -16,945 -100.0%
ECL -15,031 -27.9%
LLY -12,634 -62.0%
TYL -12,042 -100.0%
EQIX -11,460 -51.7%
AWK -10,145 -47.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type