EdgeMarket › What Mirova reported owning
What Mirova reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.5BPositions
179Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 151.6M | 6.2% | 869.3K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 69.9M | 2.8% | 188.8K | 483.24 | -4.4% |
| CDNS CADENCE DESIGN SYSTEMS INC | 64.5M | 2.6% | 232.0K | 319.02 | -7.7% |
| NOW ServiceNow, Inc. | 64.0M | 2.6% | 611.8K | 128.48 | -27.8% |
| SNPS SYNOPSYS INC | 60.2M | 2.4% | 151.9K | 397.87 | -33.8% |
| ECL ECOLAB INC. | 53.9M | 2.2% | 202.6K | 281.63 | -1.3% |
| AVGO Broadcom Inc. | 52.5M | 2.1% | 169.7K | 368.45 | +26.5% |
| GOOGL Alphabet Inc. | 52.0M | 2.1% | 180.8K | 344.82 | +73.0% |
| CRWD CrowdStrike Holdings, Inc. | 45.9M | 1.9% | 117.6K | 191.95 | +83.2% |
| BSY BENTLEY SYSTEMS INC | 44.2M | 1.8% | 1.3M | 37.08 | -30.8% |
| ISRG INTUITIVE SURGICAL INC | 42.1M | 1.7% | 91.3K | 378.81 | -21.2% |
| SNOW Snowflake Inc. | 38.9M | 1.6% | 257.7K | 332.78 | +70.8% |
| WM WASTE MANAGEMENT INC | 38.2M | 1.6% | 166.4K | 224.06 | -2.6% |
| VRT Vertiv Holdings Co | 37.9M | 1.5% | 151.4K | 261.95 | +105.4% |
| NVT nVent Electric plc | 37.9M | 1.5% | 320.5K | 151.98 | +72.6% |
| CLH CLEAN HARBORS INC | 37.5M | 1.5% | 130.7K | 315.98 | +29.5% |
| AMD ADVANCED MICRO DEVICES INC | 37.2M | 1.5% | 182.7K | 473.25 | +186.5% |
| TMO THERMO FISHER SCIENTIFIC INC. | 36.0M | 1.5% | 73.3K | 629.27 | +27.2% |
| FSLR FIRST SOLAR, INC. | 31.8M | 1.3% | 161.4K | 214.28 | +3.8% |
| VLTO Veralto Corp | 31.3M | 1.3% | 354.2K | 98.77 | -9.3% |
| IEX IDEX CORP /DE/ | 30.5M | 1.2% | 160.7K | 234.39 | +42.5% |
| PANW Palo Alto Networks Inc | 29.9M | 1.2% | 186.6K | 357.87 | +94.0% |
| XYL Xylem Inc. | 29.2M | 1.2% | 244.5K | 113.42 | -20.1% |
| KLAC KLA CORP | 28.9M | 1.2% | 19.6K | 183.99 | +109.5% |
| JBTM JBT MAREL Corp | 24.9M | 1.0% | 194.4K | 116.86 | -16.2% |
| DHR DANAHER CORP /DE/ | 24.8M | 1.0% | 131.0K | 218.85 | +3.5% |
| PTC PTC INC. | 24.7M | 1.0% | 173.0K | 154.68 | -26.7% |
| WCN Waste Connections, Inc. | 24.1M | 1.0% | 148.1K | 169.40 | -8.8% |
| ESTC Elastic N.V. | 23.9M | 1.0% | 479.1K | 85.94 | +11.5% |
| MDB MongoDB, Inc. | 23.8M | 1.0% | 97.3K | 430.83 | +102.6% |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 23.6M | 1.0% | 172.2K | 143.73 | +1.4% |
| EQIX EQUINIX INC | 22.2M | 0.9% | 22.6K | 1,065.39 | +37.2% |
| AWK American Water Works Company, Inc. | 21.3M | 0.9% | 156.6K | 135.39 | -7.0% |
| CNM Core & Main, Inc. | 20.6M | 0.8% | 418.0K | 44.88 | -29.8% |
| LLY ELI LILLY & Co | 20.4M | 0.8% | 22.2K | 1,255.40 | +78.0% |
| PNR PENTAIR plc | 19.9M | 0.8% | 228.9K | 64.40 | -38.7% |
| MANH MANHATTAN ASSOCIATES INC | 19.8M | 0.8% | 148.6K | 214.56 | +1.2% |
| APG APi Group Corp | 19.6M | 0.8% | 482.6K | 41.16 | +16.2% |
| DLR DIGITAL REALTY TRUST, INC. | 19.0M | 0.8% | 105.4K | 190.62 | +15.3% |
| TTEK TETRA TECH INC | 18.4M | 0.7% | 611.7K | 37.00 | +3.8% |
| DXCM DEXCOM INC | 18.4M | 0.7% | 292.8K | 92.34 | +13.1% |
| PRCT PROCEPT BioRobotics Corp | 18.1M | 0.7% | 723.8K | 21.68 | -44.9% |
| TRMB TRIMBLE INC. | 17.3M | 0.7% | 265.7K | 60.25 | -24.9% |
| OSIS OSI SYSTEMS INC | 17.3M | 0.7% | 65.0K | 206.73 | -7.5% |
| MDT Medtronic plc | 16.9M | 0.7% | 195.6K | 93.35 | +0.1% |
| FROG JFrog Ltd | 16.6M | 0.7% | 354.6K | 92.13 | +106.3% |
| STE STERIS plc | 16.4M | 0.7% | 74.2K | 237.93 | -4.7% |
| MSI Motorola Solutions, Inc. | 16.4M | 0.7% | 37.8K | 480.47 | +4.0% |
| LFUS LITTELFUSE INC /DE | 16.1M | 0.7% | 47.4K | 412.26 | +65.4% |
| WTRG Essential Utilities, Inc. | 15.8M | 0.6% | 392.7K | 40.18 | +2.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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