Q2 2026 13F · SEC CIK 1767843

Mirova

Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.7B
Reported positions: 185
Top holdings a year, 3 yrs: +12.8%
Average holding period: 3.1 yrs

Mirova is a hedge fund that reported 185 positions worth $2.7B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation (NVDA, 6.7%), Cadence Design System Inc (CDNS, 3.8%), Microsoft Corp (MSFT, 3.6%). A portfolio copying its top holdings returned 12.8% a year over the last 3 years, against 22.3% for the S&P 500.

Mirova holdings largest 50 of 185 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mirova 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	6.7%	6.2%	905,162	+4.1%	$181.1M
CDNSCadence Design System Inc	3.8%	2.6%	271,512	+17.0%	$101.9M
MSFTMicrosoft Corp	3.6%	2.8%	263,154	+39.3%	$98.2M
AVGOBroadcom Inc	3.1%	2.1%	221,859	+30.7%	$83.8M
GOOGLAlphabet Inc	2.8%	2.1%	215,705	+19.3%	$77.1M
AMDAdvanced Micro Devices Inc	2.7%	1.5%	124,492	-31.8%	$72.3M
SNOWSnowflake Inc	2.3%	1.6%	247,227	-4.1%	$62.9M
SNPSSynopsys Inc	2.1%	2.4%	124,551	-18.0%	$55.6M
KLACKla Corp	2.0%	1.2%	183,756	+836.0%	$55.4M
CRWDCrowdstrike Hldgs Inc	1.9%	1.9%	66,800	-43.2%	$51.0M
MDBMongodb Inc	1.6%	1.0%	128,865	+32.4%	$43.3M
VRTVertiv Holdings Co	1.6%	1.5%	126,001	-16.8%	$42.2M
WMWaste Mgmt Inc Del	1.5%	1.6%	184,679	+11.0%	$41.2M
BSYBentley Sys Inc	1.5%	1.8%	1,373,004	+9.2%	$41.0M
PWRQuanta Svcs Inc	1.5%	—	55,398	—	$39.9M
ECLEcolab Inc	1.4%	2.2%	139,531	-31.1%	$38.9M
ISRGIntuitive Surgical Inc	1.4%	1.7%	93,416	+2.3%	$37.1M
VLTOVeralto Corp	1.4%	1.3%	418,199	+18.1%	$37.1M
IEXIdex Corp	1.3%	1.2%	151,873	-5.5%	$34.5M
DDOGDatadog Inc	1.2%	—	124,696	—	$32.5M
NVTNvent Elec PLC	1.2%	1.5%	190,204	-40.7%	$32.3M
TMOThermo Fisher Scientific Inc	1.2%	1.5%	63,957	-12.7%	$32.1M
JBTJBT Marel Corp	1.1%	1.0%	208,212	+7.1%	$30.2M
XYLXylem Inc	1.1%	1.2%	253,836	+3.8%	$30.0M
PANWPalo Alto Networks Inc	1.1%	1.2%	86,461	-53.7%	$29.5M
NOWServicenow Inc	1.0%	2.6%	285,591	-53.3%	$28.4M
CLHClean Harbors Inc	1.0%	1.5%	92,631	-29.1%	$27.7M
WMSAdvanced Drain Sys Inc Del	1.0%	1.0%	173,559	+0.8%	$27.2M
VVisa Inc	1.0%	—	78,691	—	$27.0M
FLEXFlex Ltd Ord	0.9%	—	155,716	—	$25.2M
WCNWaste Connections Inc	0.9%	1.0%	141,587	-4.4%	$23.6M
CLColgate Palmolive Co	0.9%	—	253,811	—	$23.3M
DHRDanaher Corp Del	0.8%	1.0%	118,203	-9.7%	$22.5M
MANHManhattan Associates Inc	0.8%	0.8%	160,627	+8.1%	$22.4M
PNRPentair PLC	0.8%	0.8%	280,319	+22.5%	$21.5M
FROGJfrog Ltd	0.8%	0.7%	232,115	-34.5%	$21.1M
VZVerizon Communications Inc	0.8%	—	480,731	—	$20.4M
TTEKTetra Tech Inc New	0.7%	0.7%	669,611	+9.5%	$19.3M
CNMCore & Main Inc	0.7%	0.8%	399,233	-4.5%	$19.3M
KEYSKeysight Technologies Inc	0.7%	—	53,821	—	$18.8M
MRKMerck & Co Inc	0.7%	—	144,550	—	$18.6M
PTCPtc Inc	0.7%	1.0%	158,736	-8.3%	$18.0M
ENSEnersys	0.7%	—	75,268	—	$17.6M
LINLinde PLC	0.6%	—	33,473	—	$17.4M
TRMBTrimble Inc	0.6%	0.7%	337,734	+27.1%	$17.3M
ABBVAbbvie Inc	0.6%	—	68,391	—	$17.2M
EMREmerson Elec Co	0.6%	—	118,071	—	$16.9M
LFUSLittelfuse Inc	0.6%	0.7%	36,765	-22.5%	$16.7M
MUMicron Technology Inc	0.6%	—	14,267	—	$16.5M
DXCMDexcom Inc	0.6%	0.7%	243,519	-16.8%	$16.4M

What Mirova bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -0.4% /yr; S&P 500 +11.7%
3 years: +12.8% /yr; S&P 500 +22.3%
5 years: -2.6% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.7B	185
Q1 2026	$2.5B	179
Q4 2025	$693.5M	92
Q3 2025	$707.4M	111
Q2 2025	$708.8M	119
Q1 2025	$555.9M	134
Q4 2024	$579.5M	129
Q3 2024	$578.7M	120
Q2 2024	$547.3M	123
Q1 2024	$564.5M	135
Q4 2023	$488.2M	126
Q3 2023	$496.6M	126

Questions about Mirova's portfolio

What stocks does Mirova own?

Mirova's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 185 positions worth $2.7B. The largest are Nvidia Corporation (NVDA) at 6.7%, Cadence Design System Inc (CDNS) at 3.8%, Microsoft Corp (MSFT) at 3.6%, Broadcom Inc (AVGO) at 3.1% and Alphabet Inc (GOOGL) at 2.8%.

What did Mirova buy last quarter?

In Q2 2026, Mirova added Kla Corp (KLAC) (+836.0% shares), Microsoft Corp (MSFT) (+39.3% shares) and Mongodb Inc (MDB) (+32.4% shares), compared with its Q1 2026 filing.

What did Mirova sell last quarter?

In Q2 2026, Mirova cut from its top 50 First Solar Inc (FSLR), cut from its top 50 Elastic N V (ESTC), cut from its top 50 Equinix Inc (EQIX), cut from its top 50 American Wtr Wks Co Inc New Com (AWK), cut from its top 50 Eli Lilly & Co (LLY), Palo Alto Networks Inc (PANW) (-53.7% shares), Servicenow Inc (NOW) (-53.3% shares) and Crowdstrike Hldgs Inc (CRWD) (-43.2% shares), compared with its Q1 2026 filing.

How has Mirova's portfolio performed?

A portfolio copying Mirova's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.8% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -0.4% against +11.7%. Over 5 years: -2.6% a year against +10.6%.

When is Mirova's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mirova's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.