MIROVA

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1767843
Institutional-grade research for retail investors

13F Reported Value

$2.5B

Holdings

179

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

MIROVA disclosed 179 positions worth $2.5B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 6.2% of the equity portfolio, followed by $MSFT and $CDNS. During the quarter the fund opened 92 new positions and exited 6 — including a new stake in $SNPS and a full exit from $IFF. The portfolio is most concentrated in Technology (55.0% of disclosed assets). All figures are sourced directly from MIROVA’s Form 13F-HR filing with the SEC under CIK 1767843.

Sector Allocation

TechnologyIndustrialsHealthcareUtilitiesMaterialsConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of MIROVA's 179 positions.

Showing top 10 of 179 holdings.

Sector Allocation

Technology

$1.4B

Industrials

$296.9M

Healthcare

$253.9M

Utilities

$163.0M

Materials

$103.6M

Consumer Discretionary

$100.0M

Financials

$59.6M

Real Estate

$57.5M

Full Holdings — MIROVA (Q1 2026)

All 179 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1NVDA$NVDANVIDIA CORP$151.6M6.2%+238%90.2
2MSFT$MSFTMICROSOFT CORP$69.9M2.8%+116%83.7
3CDNS$CDNSCADENCE DESIGN SYSTEMS INC$64.5M2.6%+436%74.4
4NOW$NOWServiceNow, Inc.$64.0M2.6%+1473%76
5SNPS$SNPSSYNOPSYS INC$60.2M2.5%NEW63.1
6ECL$ECLECOLAB INC.$53.9M2.2%+35%64.3
7AVGO$AVGOBroadcom Inc.$52.5M2.1%+1236%86.4
8GOOG$GOOGAlphabet Inc.$52.0M2.1%NEW80.2
9CRWD$CRWDCrowdStrike Holdings, Inc.$45.9M1.9%NEW55
10BSY$BSYBENTLEY SYSTEMS INC$44.2M1.8%+336%70.1
11ISRG$ISRGINTUITIVE SURGICAL INC$42.1M1.7%+425%81.4
12SNOW$SNOWSnowflake Inc.$38.9M1.6%NEW49.6
13WM$WMWASTE MANAGEMENT INC$38.2M1.6%+103%70.7
14VRT$VRTVertiv Holdings Co$37.9M1.5%+391%82.7
15NVT$NVTnVent Electric plc$37.9M1.5%NEW
16CLH$CLHCLEAN HARBORS INC$37.5M1.5%NEW56.3
17AMD$AMDADVANCED MICRO DEVICES INC$37.2M1.5%NEW78.8
18TMO$TMOTHERMO FISHER SCIENTIFIC INC.$36.0M1.5%+619%63.7
19FSLR$FSLRFIRST SOLAR, INC.$31.8M1.3%+53%73.8
20VLTO$VLTOVeralto Corp$31.3M1.3%+774%74.4
21IEX$IEXIDEX CORP /DE/$30.5M1.2%+212%60.6
22PANW$PANWPalo Alto Networks Inc$29.9M1.2%+385%66.5
23XYL$XYLXylem Inc.$29.2M1.2%+61%65.6
24KLAC$KLACKLA CORP$28.9M1.2%NEW84.4
25JBTM$JBTMJBT MAREL Corp$24.9M1.0%NEW55.7
26DHR$DHRDANAHER CORP /DE/$24.8M1.0%+569%63.9
27PTC$PTCPTC INC.$24.7M1.0%+686%69.8
28WCN$WCNWaste Connections, Inc.$24.1M1.0%NEW
29ESTC$ESTCElastic N.V.$23.9M1.0%NEW
30MDB$MDBMongoDB, Inc.$23.8M1.0%NEW54.6
31WMS$WMSADVANCED DRAINAGE SYSTEMS, INC.$23.6M1.0%+1670%58
32EQIX$EQIXEQUINIX INC$22.2M0.9%NEW61.4
33AWK$AWKAmerican Water Works Company, Inc.$21.3M0.9%+26%61.7
34CNM$CNMCore & Main, Inc.$20.6M0.8%NEW63.4
35LLY$LLYELI LILLY & Co$20.4M0.8%+17%89.3
36PNR$PNRPENTAIR plc$19.9M0.8%+217%
37MANH$MANHMANHATTAN ASSOCIATES INC$19.8M0.8%NEW70.1
38APG$APGAPi Group Corp$19.6M0.8%NEW61.3
39DLR$DLRDIGITAL REALTY TRUST, INC.$19.0M0.8%NEW70.2
40TTEK$TTEKTETRA TECH INC$18.4M0.8%+127%63
41DXCM$DXCMDEXCOM INC$18.4M0.8%NEW77.9
42PRCT$PRCTPROCEPT BioRobotics Corp$18.1M0.7%NEW34.8
43TRMB$TRMBTRIMBLE INC.$17.3M0.7%+9%52.1
44OSIS$OSISOSI SYSTEMS INC$17.3M0.7%NEW64.1
45MDT$MDTMedtronic plc$16.9M0.7%NEW
46FROG$FROGJFrog Ltd$16.6M0.7%NEW
47STE$STESTERIS plc$16.4M0.7%NEW
48MSI$MSIMotorola Solutions, Inc.$16.4M0.7%NEW73.8
49LFUS$LFUSLITTELFUSE INC /DE$16.1M0.7%+118%58.7
50WTRG$WTRGEssential Utilities, Inc.$15.8M0.6%NEW70.9
51NFLX$NFLXNETFLIX INC$15.4M0.6%+3279%86.7
52WAB$WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$15.4M0.6%NEW70.8
53ROP$ROPROPER TECHNOLOGIES INC$15.2M0.6%+315%72.2
54ZS$ZSZscaler, Inc.$14.9M0.6%NEW57.9
55ARGX$ARGXARGENX SE$14.5M0.6%NEW
56SYK$SYKSTRYKER CORP$14.4M0.6%+54%69.8
57NDAQ$NDAQNASDAQ, INC.$14.1M0.6%NEW78.5
58FERG$FERGFerguson Enterprises Inc. /DE/$13.5M0.6%NEW58.9
59LIN$LINLINDE PLC$13.5M0.6%+18%
60MSA$MSAMSA Safety Inc$13.2M0.5%NEW59.1
61ITRI$ITRIITRON, INC.$12.5M0.5%+14%64.4
62EMR$EMREMERSON ELECTRIC CO$12.5M0.5%+34%65.9
63ACN$ACNAccenture plc$12.5M0.5%-45%
64CLBT$CLBTCellebrite DI Ltd.$12.1M0.5%NEW
65AXON$AXONAXON ENTERPRISE, INC.$12.1M0.5%NEW55.6
66AIT$AITAPPLIED INDUSTRIAL TECHNOLOGIES INC$12.1M0.5%NEW64.2
67TYL$TYLTYLER TECHNOLOGIES INC$12.0M0.5%NEW69.3
68ROL$ROLROLLINS INC$12.0M0.5%NEW73.2
69EBAY$EBAYEBAY INC$12.0M0.5%-4%69.3
70ADSK$ADSKAutodesk, Inc.$11.9M0.5%NEW76.4
71APTV$APTVAptiv PLC$11.8M0.5%+1273%
72ENS$ENSEnerSys$11.7M0.5%-1%56
73V$VVISA INC.$11.5M0.5%-25%83.5
74HTO$HTOH2O AMERICA$11.5M0.5%NEW65.9
75AOS$AOSSMITH A O CORP$11.3M0.5%NEW66.7
76KEYS$KEYSKeysight Technologies, Inc.$11.2M0.5%+26%72.3
77TRU$TRUTransUnion$10.7M0.4%NEW69.1
78ACM$ACMAECOM$10.5M0.4%NEW58.2
79GNRC$GNRCGENERAC HOLDINGS INC.$10.4M0.4%NEW58.2
80MSEX$MSEXMIDDLESEX WATER CO$10.2M0.4%NEW52.5
81A$AAGILENT TECHNOLOGIES, INC.$10.1M0.4%NEW64.6
82SYM$SYMSymbotic Inc.$10.1M0.4%NEW55.1
83CL$CLCOLGATE PALMOLIVE CO$9.8M0.4%-17%72.4
84BRKR$BRKRBRUKER CORP$9.7M0.4%NEW44.9
85AXP$AXPAMERICAN EXPRESS CO$9.6M0.4%-33%73.2
86CYRX$CYRXCryoport, Inc.$9.6M0.4%NEW59.7
87CTAS$CTASCINTAS CORP$9.6M0.4%NEW76.3
88PG$PGPROCTER & GAMBLE Co$9.6M0.4%-4%72.9
89ZTS$ZTSZoetis Inc.$9.1M0.4%-4%72.6
90FLEX$FLEXFLEX LTD.$8.9M0.4%+8%
91PWR$PWRQUANTA SERVICES, INC.$8.8M0.4%+17%62.6
92DDOG$DDOGDatadog, Inc.$8.6M0.3%NEW62.9
93IRM$IRMIRON MOUNTAIN INC$8.5M0.3%NEW50.7
94PL$PLPlanet Labs PBC$8.3M0.3%-2%42.2
95VZ$VZVERIZON COMMUNICATIONS INC$8.1M0.3%+1328%71.6
96MOD$MODMODINE MANUFACTURING CO$7.9M0.3%NEW48.8
97WY$WYWEYERHAEUSER CO$7.9M0.3%+117%52.9
98ZWS$ZWSZurn Elkay Water Solutions Corp$7.5M0.3%NEW67.4
99LOW$LOWLOWES COMPANIES INC$7.2M0.3%NEW63.5
100BBY$BBYBEST BUY CO INC$6.9M0.3%NEW51.5
101MIR$MIRMirion Technologies, Inc.$6.8M0.3%NEW51.1
102HQY$HQYHEALTHEQUITY, INC.$6.7M0.3%NEW72.3
103TJX$TJXTJX COMPANIES INC /DE/$6.6M0.3%-7%70.7
104COST$COSTCOSTCO WHOLESALE CORP /NEW$6.4M0.3%NEW67
105AVY$AVYAvery Dennison Corp$6.3M0.3%+0%62.9
106ZBRA$ZBRAZEBRA TECHNOLOGIES CORP$6.2M0.3%NEW65.9
107ABBV$ABBVAbbVie Inc.$6.1M0.3%NEW59.3
108BSX$BSXBOSTON SCIENTIFIC CORP$6.0M0.2%+425%79.9
109BMI$BMIBADGER METER INC$6.0M0.2%-20%71.6
110NTRA$NTRANatera, Inc.$5.9M0.2%NEW46.4
111RUN$RUNSunrun Inc.$5.8M0.2%+9%54.6
112TPR$TPRTAPESTRY, INC.$5.6M0.2%NEW76.4
113TMUS$TMUST-Mobile US, Inc.$5.5M0.2%NEW72.7
114MRK$MRKMerck & Co., Inc.$5.3M0.2%NEW70.9
115SPGI$SPGIS&P Global Inc.$5.1M0.2%NEW79.4
116BJ$BJBJ's Wholesale Club Holdings, Inc.$5.1M0.2%NEW58.8
117GILD$GILDGILEAD SCIENCES, INC.$5.0M0.2%+862%77.8
118MSCI$MSCIMSCI Inc.$4.9M0.2%NEW77.6
119TT$TTTrane Technologies plc$4.9M0.2%+15%
120HUBB$HUBBHUBBELL INC$4.9M0.2%+43%68.7
121UNIT$UNITUniti Group Inc.$4.8M0.2%NEW
122VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$4.6M0.2%NEW76.6
123PLNT$PLNTPlanet Fitness, Inc.$4.6M0.2%NEW69.2
124ALNY$ALNYALNYLAM PHARMACEUTICALS, INC.$4.5M0.2%NEW60.9
125ALC$ALCALCON INC$4.4M0.2%NEW
126LH$LHLABCORP HOLDINGS INC.$4.3M0.2%NEW54.8
127NBIX$NBIXNEUROCRINE BIOSCIENCES INC$3.9M0.2%NEW75.4
128GWRE$GWREGuidewire Software, Inc.$3.8M0.1%NEW66.2
129IQV$IQVIQVIA HOLDINGS INC.$3.7M0.1%NEW59.7
130DSGX$DSGXDESCARTES SYSTEMS GROUP INC$3.7M0.1%NEW
131MTD$MTDMETTLER TOLEDO INTERNATIONAL INC/$3.7M0.1%-1%68.8
132NYT$NYTNEW YORK TIMES CO$3.7M0.1%NEW71.3
133BEPC$BEPCBrookfield Renewable Corp$3.6M0.1%+27%
134MA$MAMastercard Inc$3.4M0.1%-15%81.7
135DIS$DISWalt Disney Co$3.3M0.1%NEW68.9
136CSGP$CSGPCOSTAR GROUP, INC.$3.2M0.1%NEW49.5
137ORCL$ORCLORACLE CORP$3.1M0.1%+254%67.2
138SPOT$SPOTSpotify Technology S.A.$3.1M0.1%NEW
139SFM$SFMSprouts Farmers Market, Inc.$3.0M0.1%-42%73.4
140LULU$LULUlululemon athletica inc.$3.0M0.1%+0%62.9
141OC$OCOwens Corning$3.0M0.1%NEW47.3
142AMZN$AMZNAMAZON COM INC$2.9M0.1%NEW74.6
143INTU$INTUINTUIT INC.$2.9M0.1%NEW82
144MP$MPMP Materials Corp. / DE$2.8M0.1%+7%23.5
145ALRM$ALRMAlarm.com Holdings, Inc.$2.7M0.1%NEW62.9
146TTAN$TTANServiceTitan, Inc.$2.5M0.1%NEW42.7
147APH$APHAMPHENOL CORP /DE/$2.4M0.1%NEW80.5
148TOST$TOSTToast, Inc.$2.3M0.1%NEW69.5
149HUBS$HUBSHUBSPOT INC$2.2M0.1%NEW58.1
150UNH$UNHUNITEDHEALTH GROUP INC$2.2M0.1%NEW66.8
151VRSK$VRSKVerisk Analytics, Inc.$2.2M0.1%NEW77.3
152CVS$CVSCVS HEALTH Corp$2.2M0.1%NEW51.3
153UNP$UNPUNION PACIFIC CORP$2.0M0.1%-79%74
154MPWR$MPWRMONOLITHIC POWER SYSTEMS INC$2.0M0.1%-12%76.3
155CCK$CCKCROWN HOLDINGS, INC.$1.8M0.1%-14%61.9
156EXPO$EXPOEXPONENT INC$1.8M0.1%+12%61.3
157GDDY$GDDYGoDaddy Inc.$1.7M0.1%-59%72.4
158ZD$ZDZIFF DAVIS, INC.$1.7M0.1%-21%51.3
159BBIO$BBIOBridgeBio Pharma, Inc.$1.6M0.1%NEW31.7
160TREX$TREXTREX CO INC$1.2M0.1%+0%60.1
161GM$GMGeneral Motors Co$1.2M0.1%-83%58.7
162HPE$HPEHewlett Packard Enterprise Co$766,1820.0%+137%52.5
163WTS$WTSWATTS WATER TECHNOLOGIES INC$733,8530.0%-83%70.7
164EMBC$EMBCEmbecta Corp.$708,4290.0%-14%60.2
165NEE$NEENEXTERA ENERGY INC$641,5220.0%+37%71.7
166AGCO$AGCOAGCO CORP /DE$627,6680.0%-11%50.7
167VITL$VITLVital Farms, Inc.$594,3960.0%-14%50.2
168TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$554,9140.0%+0%
169GPK$GPKGRAPHIC PACKAGING HOLDING CO$516,2440.0%-14%46.3
170CRM$CRMSalesforce, Inc.$506,8090.0%-89%75.2
171ARRY$ARRYArray Technologies, Inc.$343,6420.0%-57%50.3
172EW$EWEdwards Lifesciences Corp$339,8600.0%+50%67.6
173__PARK_1390777$__PARK_1390777Bank of New York Mellon Corp$313,5390.0%+7%36.7
174BEPC$BEPCBrookfield Renewable Corp$277,4400.0%NEW
175MWA$MWAMueller Water Products, Inc.$274,7350.0%-14%64.7
176ALV$ALVAUTOLIV INC$243,8660.0%-14%56.9
177SHOP$SHOPSHOPIFY INC.$74,8490.0%+55%
178YETI$YETIYETI Holdings, Inc.$53,9700.0%+0%54.8
179LKQ$LKQLKQ CORP$52,6900.0%+0%54.3

New Positions (92)

SNPS$SNPS SYNOPSYS INC$60.2M
GOOG$GOOG Alphabet Inc.$52.0M
CRWD$CRWD CrowdStrike Holdings, Inc.$45.9M
SNOW$SNOW Snowflake Inc.$38.9M
NVT$NVT nVent Electric plc$37.9M
CLH$CLH CLEAN HARBORS INC$37.5M
AMD$AMD ADVANCED MICRO DEVICES INC$37.2M
KLAC$KLAC KLA CORP$28.9M
JBTM$JBTM JBT MAREL Corp$24.9M
WCN$WCN Waste Connections, Inc.$24.1M
ESTC$ESTC Elastic N.V.$23.9M
MDB$MDB MongoDB, Inc.$23.8M
EQIX$EQIX EQUINIX INC$22.2M
CNM$CNM Core & Main, Inc.$20.6M
MANH$MANH MANHATTAN ASSOCIATES INC$19.8M

Exited Positions (6)

IFF$IFF INTERNATIONAL FLAVORS & FRAGRANCES INC
EL$EL ESTEE LAUDER COMPANIES INC
WDAY$WDAY Workday, Inc.
CYBR$CYBR CyberArk Software Ltd.
BFAM$BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC.
ADBE$ADBE ADOBE INC.

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for MIROVA including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track MIROVA's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for MIROVA and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: MIROVA

13F Pro is an AI hedge fund tracker and stock research platform. For MIROVA (SEC CIK: 1767843), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in MIROVA's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.