Mirova
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.46B
Q ending 2026-03-31
Prior quarter
$693.5M
Q ending 2025-12-31
Change
+255.0% QoQ · +343.0% YoY
Positions
179
reported holdings
Largest positions
Top 100 of 179 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $151.6M | 869K |
| Microsoft Corp | MSFT | Shares | $69.9M | 189K |
| Cadence Design System Inc | CDNS | Shares | $64.5M | 232K |
| Servicenow Inc | NOW | Shares | $64.0M | 612K |
| Synopsys Inc | SNPS | Shares | $60.2M | 152K |
| Ecolab Inc | ECL | Shares | $53.9M | 203K |
| Broadcom Inc | AVGO | Shares | $52.5M | 170K |
| Alphabet Inc | GOOGL | Shares | $52.0M | 181K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $45.9M | 118K |
| Bentley Sys Inc | BSY | Shares | $44.2M | 1.3M |
| Intuitive Surgical Inc | ISRG | Shares | $42.1M | 91K |
| Snowflake Inc | SNOW | Shares | $38.9M | 258K |
| Waste Mgmt Inc Del | WM | Shares | $38.2M | 166K |
| Vertiv Holdings Co | VRT | Shares | $37.9M | 151K |
| Nvent Elec Plc | Shares | $37.9M | 321K | |
| Clean Harbors Inc | CLH | Shares | $37.5M | 131K |
| Advanced Micro Devices Inc | AMD | Shares | $37.2M | 183K |
| Thermo Fisher Scientific Inc | TMO | Shares | $36.0M | 73K |
| First Solar Inc | FSLR | Shares | $31.8M | 161K |
| Veralto Corp | VLTO | Shares | $31.3M | 354K |
| Idex Corp | IEX | Shares | $30.5M | 161K |
| Palo Alto Networks Inc | PANW | Shares | $29.9M | 187K |
| Xylem Inc | XYL | Shares | $29.2M | 245K |
| Kla Corp | KLAC | Shares | $28.9M | 20K |
| Jbt Marel Corporation | JBTM | Shares | $24.9M | 194K |
| Danaher Corp Del | DHR | Shares | $24.8M | 131K |
| Ptc Inc | PTC | Shares | $24.7M | 173K |
| Waste Connections Inc | WCN | Shares | $24.1M | 148K |
| Elastic N V | Shares | $23.9M | 479K | |
| Mongodb Inc | MDB | Shares | $23.8M | 97K |
| Advanced Drain Sys Inc Del | WMS | Shares | $23.6M | 172K |
| Equinix Inc | EQIX | Shares | $22.2M | 23K |
| American Wtr Wks Co Inc New | AWK | Shares | $21.3M | 157K |
| Core & Main Inc | CNM | Shares | $20.6M | 418K |
| Eli Lilly & Co | LLY | Shares | $20.4M | 22K |
| Pentair Plc | Shares | $19.9M | 229K | |
| Manhattan Associates Inc | MANH | Shares | $19.8M | 149K |
| Api Group Corp | APG | Shares | $19.6M | 483K |
| Digital Rlty Tr Inc | DLR | Shares | $19.0M | 105K |
| Tetra Tech Inc New | TTEK | Shares | $18.4M | 612K |
| Dexcom Inc | DXCM | Shares | $18.4M | 293K |
| Procept Biorobotics Corp | PRCT | Shares | $18.1M | 724K |
| Trimble Inc | TRMB | Shares | $17.3M | 266K |
| Osi Systems Inc | OSIS | Shares | $17.3M | 65K |
| Medtronic Plc | Shares | $16.9M | 196K | |
| Jfrog Ltd | Shares | $16.6M | 355K | |
| Steris Plc | Shares | $16.4M | 74K | |
| Motorola Solutions Inc | MSI | Shares | $16.4M | 38K |
| Littelfuse Inc | LFUS | Shares | $16.1M | 47K |
| Essential Utils Inc | WTRG | Shares | $15.8M | 393K |
| Netflix Inc. | NFLX | Shares | $15.4M | 161K |
| Wabtec | WAB | Shares | $15.4M | 61K |
| Roper Technologies Inc | ROP | Shares | $15.2M | 43K |
| Zscaler Inc | ZS | Shares | $14.9M | 106K |
| Argenx Se | ARGX | Shares | $14.5M | 20K |
| Stryker Corporation | SYK | Shares | $14.4M | 44K |
| Nasdaq Inc | NDAQ | Shares | $14.1M | 166K |
| Ferguson Enterprises Inc | FERG | Shares | $13.5M | 58K |
| Linde Plc | Shares | $13.5M | 27K | |
| Msa Safety Inc | MSA | Shares | $13.2M | 81K |
| Itron Inc | ITRI | Shares | $12.5M | 140K |
| Emerson Elec Co | EMR | Shares | $12.5M | 95K |
| Accenture Plc Ireland | Shares | $12.5M | 63K | |
| Cellebrite Di Ltd | Shares | $12.1M | 882K | |
| Axon Enterprise Inc | AXON | Shares | $12.1M | 29K |
| Applied Indl Technologies In | AIT | Shares | $12.1M | 46K |
| Tyler Technologies Inc | TYL | Shares | $12.0M | 35K |
| Rollins Inc | ROL | Shares | $12.0M | 225K |
| Ebay Inc. | EBAY | Shares | $12.0M | 131K |
| Autodesk Inc | ADSK | Shares | $11.9M | 50K |
| Aptiv Plc | Shares | $11.8M | 170K | |
| Enersys | ENS | Shares | $11.7M | 67K |
| Visa Inc | V | Shares | $11.5M | 38K |
| H2O America | HTO | Shares | $11.5M | 195K |
| Smith A O Corp | AOS | Shares | $11.3M | 172K |
| Keysight Technologies Inc | KEYS | Shares | $11.2M | 40K |
| Transunion | TRU | Shares | $10.7M | 155K |
| Aecom | ACM | Shares | $10.5M | 124K |
| Generac Hldgs Inc | GNRC | Shares | $10.4M | 53K |
| Middlesex Wtr Co | MSEX | Shares | $10.2M | 196K |
| Agilent Technologies Inc | A | Shares | $10.1M | 89K |
| Symbotic Inc | SYM | Shares | $10.1M | 190K |
| Colgate Palmolive Co | CL | Shares | $9.8M | 115K |
| Bruker Corp | BRKR | Shares | $9.7M | 270K |
| American Express Co | AXP | Shares | $9.6M | 32K |
| Cryoport Inc | CYRX | Shares | $9.6M | 1.2M |
| Cintas Corp | CTAS | Shares | $9.6M | 57K |
| Procter & Gamble Co | PG | Shares | $9.6M | 66K |
| Zoetis Inc | ZTS | Shares | $9.1M | 77K |
| Flextronics Intl Ltd | Shares | $8.9M | 136K | |
| Quanta Svcs Inc | PWR | Shares | $8.8M | 16K |
| Datadog Inc | DDOG | Shares | $8.6M | 73K |
| Iron Mtn Inc Del | IRM | Shares | $8.5M | 83K |
| Planet Labs Pbc | PL | Shares | $8.3M | 295K |
| Verizon Communications Inc | VZ | Shares | $8.1M | 161K |
| Modine Mfg Co | MOD | Shares | $7.9M | 37K |
| Weyerhaeuser Co | WY | Shares | $7.9M | 323K |
| Zurn Elkay Water Solns Corp | ZWS | Shares | $7.5M | 167K |
| Lowes Cos Inc | LOW | Shares | $7.2M | 30K |
| Best Buy Inc | BBY | Shares | $6.9M | 108K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.