Mirova
Mirova reported 185 stocks worth $2.7B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (6.7%), CDNS (3.8%) and MSFT (3.6%). Compared with Q1 2026, the fund opened new positions in MU, IOT and RBRK, added to NVDA, CDNS and MSFT, trimmed AMD, SNOW and SNPS and sold out of MDT, TYL and AMZN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $181M | 6.7% | 905K | +36K (+4%) | 8 of 8 | |
| 2 |  CDNS Cadence Design System Inc | $102M | 3.8% | 272K | +39K (+17%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $98.2M | 3.6% | 263K | +74K (+39%) | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $83.8M | 3.1% | 222K | +52K (+31%) | 3 of 8 | |
| 5 |  GOOGL Alphabet Inc | $77.1M | 2.9% | 216K | +35K (+19%) | 2 of 8 | |
| 6 |  AMD Advanced Micro Devices Inc | $72.3M | 2.7% | 124K | −58K (−32%) | 2 of 8 | |
| 7 |  SNOW Snowflake Inc | $62.9M | 2.3% | 247K | −10K (−4%) | 2 of 8 | |
| 8 |  SNPS Synopsys Inc | $55.6M | 2.0% | 125K | −27K (−18%) | 3 of 8 | |
| 9 |  KLAC Kla Corp | $55.4M | 2.0% | 184K | +164K (+836%) | 2 of 8 | |
| 10 |  CRWD Crowdstrike Hldgs Inc | $51M | 1.9% | 67K | −51K (−43%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MDT Medtronic PLC F | $16.9M | 196K |
 TYL Tyler Technologies Inc | $12M | 35K |
 AMZN Amazon Com Inc | $2.9M | 14K |
 ALRM Alarm Com Hldgs Inc | $2.7M | 62K |
 HUBS Hubspot Inc | $2.2M | 9,154 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mirova 13F FAQ
What does Mirova own?
Mirova reported 185 stocks worth $2.7B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (6.7%), CDNS (3.8%) and MSFT (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Mirova buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 70 added to, 91 trimmed and 7 sold out. New positions include MU, IOT and RBRK. It sold all of MDT, TYL and AMZN.
When will Mirova file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mirova's portfolio worth?
The Q2 2026 filing reports $2.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.