Mirabaud Asset Management (France) SAS

Reported value$155Mas of Sep 30, 2026

Positions18 12 new, 21 sold out

Top 10 weight96.4%Synaptics Inc alone is 15%

FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Synaptics Inc

15.3%New

Ionis Pharmaceuticals Inc

Akamai Technologies Inc

Alibaba Group HLDG Ltd

13.8%Trimmed −11%

Lci Inds

8.1%Trimmed −44%

Irhythm Holdings Inc

Super Micro Computer Inc

MKS Inc.

4.9%New

Strategy Inc

Synaptics Inc

15.3%New

Lci Inds

MKS Inc.

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

Synaptics Inc 15.3% New

Ionis Pharmaceuticals Inc 14.6% New

Akamai Technologies Inc 14.1% New

Alibaba Group HLDG Ltd 13.8% Trimmed −11%

Lci Inds 8.1% Trimmed −44%

Irhythm Holdings Inc 8.1% Held

Vishay Intertechnology Inc 8.0% New

Super Micro Computer Inc 4.9% New

MKS Inc. 4.9% New

Strategy Inc 4.7% New

A10 Networks Inc 0.8% New

Collegium Pharmaceutical Inc 0.8% Added +20%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 12, 2026 filing

add_circleNew

Synaptics Inc $23.6M
Ionis Pharmaceuticals Inc $22.7M
Akamai Technologies Inc $21.9M
Vishay Intertechnology Inc $12.4M

arrow_upwardAdded

Fluence Energy Inc +143%
The Realreal Inc +79%
Collegium Pharmaceutical Inc +20%

arrow_downwardTrimmed

Lci Inds −44%
Alibaba Group HLDG Ltd −11%

remove_circleSold out

Upstart Hldgs Inc $24.5M
Uber Technologies Inc $23.1M
Nutanix Inc $22.9M
NextEra Energy Cap Hldgs Inc $11.9M

Mirabaud Asset Management (France) SAS

Where the money is

Biggest moves since Jun 30, 2026

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