MIROVA

Q3 2026 13F-HR Holdings

Location
Paris, I0
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$2,707,927
Net value change ($000)
+141 (0.0%)
New positions
5
Sold out positions
11
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 30,916 31.5%
NXT 27,896 NEW
NVDA 25,282 14.0%
FSLR 15,561 173.3%
MU 15,044 91.4%
NET 12,219 2327.4%
MA 9,291 105.4%
NOW 8,685 30.6%
BBY 8,364 103.1%
AMD 7,634 10.6%
Top Reduces (Value $000, Stocks/ETFs)
JBTM -30,191 -100.0%
ARGX -14,743 -100.0%
KLAC -14,101 -25.4%
NVT -12,975 -40.2%
VRT -9,573 -22.7%
FLEX -7,886 -31.2%
APTV -7,384 -63.8%
SNOW -7,125 -11.3%
WMS -6,545 -24.0%
VRNS -6,294 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type