account_balance
Investment manager · 13F filer · SEC CIK 1767843
Mirova
Reported value$2.71Bas of Sep 30, 2026
Positions179 5 new, 11 sold out
Top 10 weight32.7%NVDA alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.6%
MSFTMicrosoft Corp
4.8%Trimmed −4%
CDNSCadence Design Systems Inc
3.8%Added +14%
AVGOBroadcom Inc.
3.1%Added +8%
AMDAdvanced Micro Devices Inc
3.0%Added +5%
GOOGLAlphabet Inc.
2.8%
SNPSSynopsys Inc
2.2%Added +8%
SNOWSnowflake Inc.
2.1%Trimmed −34%
BSYBentley Systems Inc
1.8%+9%
CRWDCrowdStrike Holdings, Inc.
1.7%−34%
KLACKLA Corp
1.5%+15%
MDBMongoDB, Inc.
1.5%−8%
NVDANVIDIA Corp
7.6%
MSFTMicrosoft Corp
4.8%−4%
CDNSCadence Design Systems Inc
3.8%Added +14%
AVGOBroadcom Inc.
3.1%+8%
AMDAdvanced Micro Devices Inc
3.0%+5%
GOOGLAlphabet Inc.
2.8%
SNPSSynopsys Inc
2.2%
SNOWSnowflake Inc.
2.1%
BSYBentley Systems Inc
1.8%
CRWD1.7%KLAC1.5%MDB1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.6% HeldMSFT Microsoft Corp 4.8% Trimmed −4%CDNS Cadence Design Systems Inc 3.8% Added +14%AVGO Broadcom Inc. 3.1% Added +8%AMD Advanced Micro Devices Inc 3.0% Added +5%GOOGL Alphabet Inc. 2.8% HeldSNPS Synopsys Inc 2.2% Added +8%SNOW Snowflake Inc. 2.1% Trimmed −34%BSY Bentley Systems Inc 1.8% Added +9%CRWD CrowdStrike Holdings, Inc. 1.7% Trimmed −34%KLAC KLA Corp 1.5% Added +15%MDB MongoDB, Inc. 1.5% Trimmed −8%
What changed
Biggest moves since Jun 30, 2026
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