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Mirabaud Asset Management (France) SAS 13F Portfolio

Portfolio Manager
Mirabaud Asset Management (France) SAS
Performance
+24.53% (2025 Q2)
AUM (13F)
$195.82M
# of Holdings
12
Performance Rank
N/A
Allocation (Top 20)
41.77%
Latest filing
Q1 2026

Mirabaud Asset Management (France) SAS Holdings Map

Top 5 Mirabaud Asset Management (France) SAS Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FWONK
LIBERTY MEDIA CORP DEL
11.08%19.00M$21.7Mnew2025-Q1: 4.50M shares2025-Q2: 4.50M shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares
$84.88(+7.40%)
2026-03-31
UBER
UBER TECHNOLOGIES INC
10.93%18.00M$21.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares
$76.82(-2.77%)
2026-03-31
AKAM
AKAMAI TECHNOLOGIES INC
10.79%18.50M$21.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares
$100.30(+55.21%)
2026-03-31
SNOW
SNOWFLAKE INC
5.42%8.60M$10.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares
$185.09(-18.55%)
2026-03-31
RIVN
RIVIAN AUTOMOTIVE INC
3.55%7.30M$6.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares
$13.99(+3.82%)
2026-03-31

About Mirabaud Asset Management (France) SAS’s portfolio

Mirabaud Asset Management (France) SAS reports $195.82M in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are FWONK (11.1%), UBER (10.9%) and AKAM (10.8%). The top 20 holdings account for 41.77% of reported assets. Its disclosed equity book has returned +37.27% cumulatively over 6 quarters. Figures reflect the Q1 2026 filing.

Portfolio concentration

Portfolio concentration
FWONK — 26.5% ($21.69M)UBER — 26.2% ($21.38M)AKAM — 25.8% ($21.11M)SNOW — 13.0% ($10.62M)RIVN — 8.5% ($6.94M)
100%in top 5
  • FWONK26.5%
  • UBER26.2%
  • AKAM25.8%
  • SNOW13.0%
  • RIVN8.5%

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Source filings

Holdings on this page are parsed from Mirabaud Asset Management (France) SAS’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033031). View Mirabaud Asset Management (France) SAS’s 13F filings on SEC

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