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MIROVA 13F holdings

Filed 2026-08-13 · MIROVA · 185 positions · $2.7B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION905.2K$181.1M6.7%
CDNSCADENCE DESIGN SYSTEM INC271.5K$101.9M3.8%
MSFTMICROSOFT CORP263.2K$98.2M3.6%
AVGOBROADCOM INC221.9K$83.8M3.1%
GOOGLALPHABET INC215.7K$77.1M2.8%
AMDADVANCED MICRO DEVICES INC124.5K$72.3M2.7%
SNOWSNOWFLAKE INC247.2K$62.9M2.3%
SNPSSYNOPSYS INC124.6K$55.6M2.1%
KLACKLA CORP183.8K$55.4M2.0%
CRWDCROWDSTRIKE HLDGS INC66.8K$51.0M1.9%
MDBMONGODB INC128.9K$43.3M1.6%
VRTVERTIV HOLDINGS CO126.0K$42.2M1.6%
WMWASTE MGMT INC DEL184.7K$41.2M1.5%
BSYBENTLEY SYS INC1.4M$41.0M1.5%
PWRQUANTA SVCS INC55.4K$39.9M1.5%
ECLECOLAB INC139.5K$38.9M1.4%
ISRGINTUITIVE SURGICAL INC93.4K$37.1M1.4%
VLTOVERALTO CORP418.2K$37.1M1.4%
IEXIDEX CORP151.9K$34.5M1.3%
DDOGDATADOG INC124.7K$32.5M1.2%
—NVENT ELEC PLC190.2K$32.3M1.2%
TMOTHERMO FISHER SCIENTIFIC INC64.0K$32.1M1.2%
JBTMJBT MAREL CORPORATION208.2K$30.2M1.1%
XYLXYLEM INC253.8K$30.0M1.1%
PANWPALO ALTO NETWORKS INC86.5K$29.5M1.1%
NOWSERVICENOW INC285.6K$28.4M1.0%
CLHCLEAN HARBORS INC92.6K$27.7M1.0%
WMSADVANCED DRAIN SYS INC DEL173.6K$27.2M1.0%
VVISA INC78.7K$27.0M1.0%
FLEXFLEX LTD155.7K$25.2M0.9%
WCNWASTE CONNECTIONS INC141.6K$23.6M0.9%
CLCOLGATE PALMOLIVE CO253.8K$23.3M0.9%
DHRDANAHER CORP DEL118.2K$22.5M0.8%
MANHMANHATTAN ASSOCIATES INC160.6K$22.4M0.8%
—PENTAIR PLC280.3K$21.5M0.8%
FROGJFROG LTD232.1K$21.1M0.8%
VZVERIZON COMMUNICATIONS INC480.7K$20.4M0.8%
TTEKTETRA TECH INC NEW669.6K$19.3M0.7%
CNMCORE & MAIN INC399.2K$19.3M0.7%
KEYSKEYSIGHT TECHNOLOGIES INC53.8K$18.8M0.7%
MRKMERCK & CO INC144.6K$18.6M0.7%
PTCPTC INC158.7K$18.0M0.7%
ENSENERSYS75.3K$17.6M0.6%
LINLINDE PLC33.5K$17.4M0.6%
TRMBTRIMBLE INC337.7K$17.3M0.6%
ABBVABBVIE INC68.4K$17.2M0.6%
EMREMERSON ELEC CO118.1K$16.9M0.6%
LFUSLITTELFUSE INC36.8K$16.7M0.6%
MUMICRON TECHNOLOGY INC14.3K$16.5M0.6%
DXCMDEXCOM INC243.5K$16.4M0.6%
CVSCVS HEALTH CORP154.5K$16.0M0.6%
AXPAMERICAN EXPRESS CO46.7K$15.8M0.6%
WTRGESSENTIAL UTILS INC398.7K$15.3M0.6%
HTOH2O AMERICA244.6K$14.9M0.5%
ARGXARGENX SE15.9K$14.7M0.5%
ROPROPER TECHNOLOGIES INC43.1K$14.6M0.5%
FERGFERGUSON ENTERPRISES INC59.9K$14.2M0.5%
BRKRBRUKER CORP230.1K$13.9M0.5%
ZSZSCALER INC97.8K$13.8M0.5%
EBAYEBAY INC.123.2K$13.8M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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