Filed: 5/14/2026ACC: 0001104659-26-061161
📋 What this filing means
MIROVA filed this quarterly 13F‑HR report disclosing 179 equity positions with a total reported market value of $2.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$2.46B
Total AUM (reported)
23.11M
Total Shares
Allocation by class
COMMON STOCK$2.45B99.4%
AMERICAN DEPOSITORY RECEIPT$15.04M0.6%
Portfolio Concentration
Top 3$285.99M11.6%
4–10$372.70M15.1%
11–25$512.20M20.8%
Rest$1.29B52.4%
Top 3 weight
11.6%
Top 10 weight
26.8%
Voting Authority Distribution
Total shares with voting rights: 23.11M
Sole
Full voting authority
23.05M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
64.33K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole0
Shared0
Other179
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings179
Rows:
NVIDIA CORPORATION
DFNDShares869.34K
TypeSH
Market value$151.61M
6.16%
Sole
868.61K
Shared
0.00
None
727.00
MICROSOFT CORP
DFNDShares188.85K
TypeSH
Market value$69.91M
2.84%
Sole
188.85K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
DFNDShares232.03K
TypeSH
Market value$64.47M
2.62%
Sole
232.03K
Shared
0.00
None
0.00
SERVICENOW INC
DFNDShares611.77K
TypeSH
Market value$63.96M
2.60%
Sole
610.12K
Shared
0.00
None
1.65K
SYNOPSYS INC
DFNDShares151.87K
TypeSH
Market value$60.21M
2.45%
Sole
151.51K
Shared
0.00
None
362.00
ECOLAB INC
DFNDShares202.64K
TypeSH
Market value$53.91M
2.19%
Sole
202.17K
Shared
0.00
None
464.00
BROADCOM INC
DFNDShares169.72K
TypeSH
Market value$52.53M
2.13%
Sole
169.72K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares180.83K
TypeSH
Market value$52.00M
2.11%
Sole
180.83K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
DFNDShares117.62K
TypeSH
Market value$45.92M
1.86%
Sole
117.17K
Shared
0.00
None
458.00
BENTLEY SYS INC
DFNDShares1.26M
TypeSH
Market value$44.17M
1.79%
Sole
1.26M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
DFNDShares91.28K
TypeSH
Market value$42.08M
1.71%
Sole
91.28K
Shared
0.00
None
0.00
SNOWFLAKE INC
DFNDShares257.69K
TypeSH
Market value$38.86M
1.58%
Sole
257.69K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
DFNDShares166.45K
TypeSH
Market value$38.25M
1.55%
Sole
166.45K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
DFNDShares151.39K
TypeSH
Market value$37.93M
1.54%
Sole
150.70K
Shared
0.00
None
690.00
NVENT ELEC PLC
DFNDShares320.52K
TypeSH
Market value$37.91M
1.54%
Sole
319.27K
Shared
0.00
None
1.25K
CLEAN HARBORS INC
DFNDShares130.68K
TypeSH
Market value$37.47M
1.52%
Sole
130.06K
Shared
0.00
None
614.00
ADVANCED MICRO DEVICES INC
DFNDShares182.67K
TypeSH
Market value$37.16M
1.51%
Sole
182.67K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
DFNDShares73.28K
TypeSH
Market value$36.02M
1.46%
Sole
72.97K
Shared
0.00
None
307.00
FIRST SOLAR INC
DFNDShares161.44K
TypeSH
Market value$31.85M
1.29%
Sole
161.44K
Shared
0.00
None
0.00
VERALTO CORP
DFNDShares354.19K
TypeSH
Market value$31.32M
1.27%
Sole
354.19K
Shared
0.00
None
0.00
IDEX CORP
DFNDShares160.70K
TypeSH
Market value$30.46M
1.24%
Sole
160.70K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
DFNDShares186.57K
TypeSH
Market value$29.91M
1.21%
Sole
185.42K
Shared
0.00
None
1.15K
XYLEM INC
DFNDShares244.50K
TypeSH
Market value$29.22M
1.19%
Sole
244.50K
Shared
0.00
None
0.00
KLA CORP
DFNDShares19.63K
TypeSH
Market value$28.91M
1.17%
Sole
19.63K
Shared
0.00
None
0.00
JBT MAREL CORPORATION
DFNDShares194.43K
TypeSH
Market value$24.86M
1.01%
Sole
194.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | Common Stock | 869.34K | SH | $151.61M 6.16% | 868.61K | 0.00 | 727.00 |
MICROSOFT CORPDFND | Common Stock | 188.85K | SH | $69.91M 2.84% | 188.85K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCDFND | Common Stock | 232.03K | SH | $64.47M 2.62% | 232.03K | 0.00 | 0.00 |
SERVICENOW INCDFND | Common Stock | 611.77K | SH | $63.96M 2.60% | 610.12K | 0.00 | 1.65K |
SYNOPSYS INCDFND | Common Stock | 151.87K | SH | $60.21M 2.45% | 151.51K | 0.00 | 362.00 |
ECOLAB INCDFND | Common Stock | 202.64K | SH | $53.91M 2.19% | 202.17K | 0.00 | 464.00 |
BROADCOM INCDFND | Common Stock | 169.72K | SH | $52.53M 2.13% | 169.72K | 0.00 | 0.00 |
ALPHABET INCDFND | Common Stock | 180.83K | SH | $52.00M 2.11% | 180.83K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCDFND | Common Stock | 117.62K | SH | $45.92M 1.86% | 117.17K | 0.00 | 458.00 |
BENTLEY SYS INCDFND | Common Stock | 1.26M | SH | $44.17M 1.79% | 1.26M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | Common Stock | 91.28K | SH | $42.08M 1.71% | 91.28K | 0.00 | 0.00 |
SNOWFLAKE INCDFND | Common Stock | 257.69K | SH | $38.86M 1.58% | 257.69K | 0.00 | 0.00 |
WASTE MGMT INC DELDFND | Common Stock | 166.45K | SH | $38.25M 1.55% | 166.45K | 0.00 | 0.00 |
VERTIV HOLDINGS CODFND | Common Stock | 151.39K | SH | $37.93M 1.54% | 150.70K | 0.00 | 690.00 |
NVENT ELEC PLCDFND | Common Stock | 320.52K | SH | $37.91M 1.54% | 319.27K | 0.00 | 1.25K |
CLEAN HARBORS INCDFND | Common Stock | 130.68K | SH | $37.47M 1.52% | 130.06K | 0.00 | 614.00 |
ADVANCED MICRO DEVICES INCDFND | Common Stock | 182.67K | SH | $37.16M 1.51% | 182.67K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCDFND | Common Stock | 73.28K | SH | $36.02M 1.46% | 72.97K | 0.00 | 307.00 |
FIRST SOLAR INCDFND | Common Stock | 161.44K | SH | $31.85M 1.29% | 161.44K | 0.00 | 0.00 |
VERALTO CORPDFND | Common Stock | 354.19K | SH | $31.32M 1.27% | 354.19K | 0.00 | 0.00 |
IDEX CORPDFND | Common Stock | 160.70K | SH | $30.46M 1.24% | 160.70K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCDFND | Common Stock | 186.57K | SH | $29.91M 1.21% | 185.42K | 0.00 | 1.15K |
XYLEM INCDFND | Common Stock | 244.50K | SH | $29.22M 1.19% | 244.50K | 0.00 | 0.00 |
KLA CORPDFND | Common Stock | 19.63K | SH | $28.91M 1.17% | 19.63K | 0.00 | 0.00 |
JBT MAREL CORPORATIONDFND | Common Stock | 194.43K | SH | $24.86M 1.01% | 194.43K | 0.00 | 0.00 |
Page 1 of 8
…