StockDriftsStockDriftsTop 50 Mirova Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.16% | 869.3K | $151.6M | +238.33%(+612.39K) | $140.22(+68.12%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.84% | 188.8K | $69.9M | +115.93%(+101.39K) | $388.48(+5.39%) | 2026-03-31 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 2.62% | 232.0K | $64.5M | +435.98%(+188.74K) | $295.26(+19.50%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 2.6% | 611.8K | $64.0M | +1472.52%(+572.87K) | $128.60(-29.63%) | 2026-03-31 | |
| SNPS | SYNOPSYS INC | 2.45% | 151.9K | $60.2M | new | $433.35(+17.69%) | 2026-03-31 | |
| ECL | ECOLAB INC | 2.19% | 202.6K | $53.9M | +35.07%(+52.62K) | $214.20(+16.19%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.13% | 169.7K | $52.5M | +1235.72%(+157.01K) | $328.55(+33.86%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.11% | 180.8K | $52.0M | new | $300.28(+33.57%) | 2026-03-31 | |
| CRWD | CROWDSTRIKE HLDGS INC | 1.86% | 117.6K | $45.9M | new | $429.59(+35.00%) | 2026-03-31 | |
| BSY | BENTLEY SYS INC | 1.79% | 1.26M | $44.2M | +335.90%(+969.17K) | $38.83(-18.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.27% | +3.87% |
| Top 20 Holdings Unweighted | +6.64% | +21.26% |
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