Mirova
13F holdings for Q2 2026 · PARIS, I0 · filed August 13, 2026
Mirova reported $2.7B in 13F securities across 185 holdings for Q2 2026, in a Form 13F filed August 13, 2026. The largest positions were NVDA (6.7%), CDNS (3.8%), MSFT (3.6%). Reported value rose 10.0% from the quarter before. It opened 13 new positions, added to 69, trimmed 92 and sold out of 7.
- 13F value Q2 2026
- $2.7B
- Holdings
- 185
- Change vs prior quarter
- +10.0%
- Rank by 13F value
- #1,346
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $181M | 6.7% | 905,162 | +4.1% | Added |
| CDNS Cadence Design Systems Inc. | $102M | 3.8% | 271,512 | +17.0% | Added |
| MSFT Microsoft Corporation | $98.2M | 3.6% | 263,154 | +39.3% | Added |
| AVGO Broadcom Inc. | $83.8M | 3.1% | 221,859 | +30.7% | Added |
| GOOGL Alphabet Inc. | $77.1M | 2.8% | 215,705 | +19.3% | Added |
| AMD Advanced Micro Devices Inc. | $72.3M | 2.7% | 124,492 | -31.8% | Trimmed |
| SNOW Snowflake Inc. | $62.9M | 2.3% | 247,227 | -4.1% | Trimmed |
| SNPS Synopsys Inc. | $55.6M | 2.1% | 124,551 | -18.0% | Trimmed |
| KLAC KLA Corporation | $55.4M | 2.0% | 183,756 | -6.4% | Trimmed |
| CRWD CrowdStrike Holdings Inc. | $51.0M | 1.9% | 66,800 | -43.2% | Trimmed |
| MDB MongoDB Inc. | $43.3M | 1.6% | 128,865 | +32.4% | Added |
| VRT Vertiv Holdings LLC | $42.2M | 1.6% | 126,001 | -16.8% | Trimmed |
| WM Waste Management Inc. | $41.2M | 1.5% | 184,679 | +11.0% | Added |
| BSY Bentley Systems Incorporated | $41.0M | 1.5% | 1,373,004 | +9.2% | Added |
| PWR Quanta Services Inc. | $39.9M | 1.5% | 55,398 | +246.0% | Added |
| ECL Ecolab Inc. | $38.9M | 1.4% | 139,531 | -31.1% | Trimmed |
| ISRG Intuitive Surgical Inc. | $37.1M | 1.4% | 93,416 | +2.3% | Added |
| VLTO Veralto Corp | $37.1M | 1.4% | 418,199 | +18.1% | Added |
| IEX IDEX Corporation | $34.5M | 1.3% | 151,873 | -5.5% | Trimmed |
| DDOG Datadog Inc. | $32.5M | 1.2% | 124,696 | +71.6% | Added |
| Nvent Elec PLC SHS | $32.3M | 1.2% | 190,204 | -40.7% | Trimmed |
| TMO Thermo Fisher Scientific Inc | $32.1M | 1.2% | 63,957 | -12.7% | Trimmed |
| JBTM JBT Marel Corporation | $30.2M | 1.1% | 208,212 | +7.1% | Added |
| XYL Xylem Inc. | $30.0M | 1.1% | 253,836 | +3.8% | Added |
| PANW Palo Alto Networks Inc. | $29.5M | 1.1% | 86,461 | -53.7% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $2.7B in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- PWR Quanta Services Inc. Added+$28.4M
- MSFT Microsoft Corporation Added+$27.7M
- AVGO Broadcom Inc. Added+$19.7M
- MU Micron Technology Inc. New+$16.5M
- CDNS Cadence Design Systems Inc. Added+$14.8M
- V Visa Inc. Added+$14.0M
- DDOG Datadog Inc. Added+$13.6M
- VZ Verizon Communications Inc. Added+$13.5M
- MRK Merck & Company Inc. Added+$13.0M
- CVS CVS Health Corporation Added+$12.9M
Biggest sells in Q2 2026
- CRWD CrowdStrike Holdings Inc. Trimmed-$38.8M
- PANW Palo Alto Networks Inc. Trimmed-$34.1M
- AMD Advanced Micro Devices Inc. Trimmed-$33.8M
- NOW ServiceNow Inc. Trimmed-$32.4M
- FSLR First Solar Inc. Trimmed-$29.1M
- Nvent Elec PLC SHS Trimmed-$22.1M
- Elastic N V Ord SHS Trimmed-$21.4M
- LLY Eli Lilly and Company Trimmed-$18.8M
- ECL Ecolab Inc. Trimmed-$17.6M
- Medtronic PLC SHS Sold out-$16.9M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 13 new, 69 added, 92 trimmed, 7 sold out.
Sector mix
- Technology47.9%
- Industrials16.3%
- Consumer Discretionary12.6%
- Health Care6.3%
- Not listed with us6.3%
- Utilities4.4%
- Finance1.5%
- Real Estate1.4%
- Telecommunications0.8%
- Miscellaneous0.7%
- Consumer Staples0.7%
- Energy0.6%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| NOW ServiceNow Inc. | $28.4M | 1.0% | 285,591 | -53.3% | Trimmed |
| CLH Clean Harbors Inc. | $27.7M | 1.0% | 92,631 | -29.1% | Trimmed |
| WMS Advanced Drainage Systems Inc. | $27.2M | 1.0% | 173,559 | +0.8% | Added |
| V Visa Inc. | $27.0M | 1.0% | 78,691 | +107.5% | Added |
| Flex LTD Ord | $25.2M | 0.9% | 155,716 | +14.4% | Added |
| WCN Waste Connections Inc. | $23.6M | 0.9% | 141,587 | -4.4% | Trimmed |
| CL Colgate-Palmolive Company | $23.3M | 0.9% | 253,811 | +121.1% | Added |
| DHR Danaher Corporation | $22.5M | 0.8% | 118,203 | -9.7% | Trimmed |
| MANH Manhattan Associates Inc. | $22.4M | 0.8% | 160,627 | +8.1% | Added |
| Pentair PLC SHS | $21.5M | 0.8% | 280,319 | +22.5% | Added |
| Jfrog LTD Ord SHS | $21.1M | 0.8% | 232,115 | -34.5% | Trimmed |
| VZ Verizon Communications Inc. | $20.4M | 0.8% | 480,731 | +198.0% | Added |
| TTEK Tetra Tech Inc. | $19.3M | 0.7% | 669,611 | +9.5% | Added |
| CNM Core & Main Inc. | $19.3M | 0.7% | 399,233 | -4.5% | Trimmed |
| KEYS Keysight Technologies Inc. | $18.8M | 0.7% | 53,821 | +35.2% | Added |
| MRK Merck & Company Inc. | $18.6M | 0.7% | 144,550 | +230.8% | Added |
| PTC PTC Inc. | $18.0M | 0.7% | 158,736 | -8.3% | Trimmed |
| ENS EnerSys | $17.6M | 0.6% | 75,268 | +11.6% | Added |
| Linde PLC SHS | $17.4M | 0.6% | 33,473 | +23.4% | Added |
| TRMB Trimble Inc. | $17.3M | 0.6% | 337,734 | +27.1% | Added |
| ABBV AbbVie Inc. | $17.2M | 0.6% | 68,391 | +143.8% | Added |
| EMR Emerson Electric Company | $16.9M | 0.6% | 118,071 | +23.8% | Added |
| LFUS Littelfuse Inc. | $16.7M | 0.6% | 36,765 | -22.5% | Trimmed |
| MU Micron Technology Inc. | $16.5M | 0.6% | 14,267 | New | New |
| DXCM DexCom Inc. | $16.4M | 0.6% | 243,519 | -16.8% | Trimmed |
Showing the 50 largest of 185 share positions. The full filing on SEC EDGAR
Questions about Mirova
- What does Mirova own?
- In its Form 13F for Q2 2026, Mirova reported 185 holdings worth $2.7B. The five largest were NVDA, CDNS, MSFT, AVGO, GOOGL.
- What did Mirova buy and sell in Q2 2026?
- Mirova opened 13 new positions, added to 69, trimmed 92 and sold out of 7 compared with the quarter before.
- When did Mirova file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 13, 2026.
From Form 13F filed by Mirova (SEC CIK 0001767843) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds