StockDriftsStockDriftsTop 50 Mirova Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.69% | 905.2K | $181.1M | +4.12%(+35.82K) | $141.90(+59.31%) | 2026-06-30 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 3.76% | 271.5K | $101.9M | +17.01%(+39.48K) | $299.30(+7.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.63% | 263.2K | $98.2M | +39.35%(+74.31K) | $382.13(+27.20%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.1% | 221.9K | $83.8M | +30.72%(+52.14K) | $330.20(+19.24%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.85% | 215.7K | $77.1M | +19.28%(+34.87K) | $302.73(+13.87%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.67% | 124.5K | $72.3M | -31.85%(-58.17K) | $208.79(+145.34%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 2.32% | 247.2K | $62.9M | -4.06%(-10.46K) | $185.09(+78.75%) | 2026-06-30 | |
| SNPS | SYNOPSYS INC | 2.05% | 124.6K | $55.6M | -17.99%(-27.32K) | $433.35(-3.57%) | 2026-06-30 | |
| KLAC | KLA CORP | 2.05% | 183.8K | $55.4M | -6.40%(-12.56K) | $134.37(+47.79%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 1.88% | 66.8K | $51.0M | -43.21%(-50.82K) | $429.59(-49.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.63% | +21.25% | -0.08% | -0.39% |
| Top 20 Holdings Unweighted | +10.89% | +36.34% | +4.73% | +26.01% |
Mirova reports $2.71B in US-listed equity holdings across 185 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.7%), CDNS (3.8%) and MSFT (3.6%). The top 20 holdings account for 45.32% of reported assets. Its disclosed equity book has returned +21.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mirova’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767843). View Mirova’s 13F filings on SEC