Mirova holds a diversified book of 179 stocks worth $2.5B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Synopsys Inc and trimmed Accenture PLC-CL A. Their largest long position is Nvidia Corp at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1767843/holdings"
Use Arkolith to show MIROVA's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation Common Stock | $151.6M | 869.3K | 6.2% | ▲+238% Added · +612K sh | |
| 2 | Microsoft Corp Common Stock | $69.9M | 188.8K | 2.8% | ▲+116% Added · +101K sh | |
| 3 | Cadence Design System Inc Common Stock | $64.5M | 232.0K | 2.6% | ▲+436% Added · +189K sh | |
| 4 | Servicenow Inc Common Stock | $64.0M | 611.8K | 2.6% | ▲16× Added · +573K sh | |
| 5 | Synopsys Inc Common Stock | $60.2M | 151.9K | 2.4% | ▲New New position | |
| 6 | Ecolab Inc Common Stock | $53.9M | 202.6K | 2.2% | ▲+35% Added · +53K sh | |
| 7 | Broadcom Inc Common Stock | $52.5M | 169.7K | 2.1% | ▲13× Added · +157K sh | |
| 8 | Alphabet Inc Common Stock | $52.0M | 180.8K | 2.1% | ▲New New position | |
| 9 | Crowdstrike Hldgs Inc Common Stock | $45.9M | 117.6K | 1.9% | ▲New New position | |
| 10 | Bentley Sys Inc Common Stock | $44.2M | 1.26M | 1.8% | ▲+336% Added · +969K sh | |
| 11 | Intuitive Surgical Inc Common Stock | $42.1M | 91.3K | 1.7% | ▲+425% Added · +74K sh | |
| 12 | Snowflake Inc Common Stock | $38.9M | 257.7K | 1.6% | ▲New New position | |
| 13 | Waste Mgmt Inc Del Common Stock | $38.2M | 166.4K | 1.6% | ▲+103% Added · +84K sh | |
| 14 | Vertiv Holdings Co Common Stock | $37.9M | 151.4K | 1.5% | ▲+391% Added · +121K sh | |
| 15 | Nvent Elec PLC Common Stock | $37.9M | 320.5K | 1.5% | ▲New New position | |
| 16 | Clean Harbors Inc Common Stock | $37.5M | 130.7K | 1.5% | ▲New New position | |
| 17 | Advanced Micro Devices Inc Common Stock | $37.2M | 182.7K | 1.5% | ▲New New position | |
| 18 | Thermo Fisher Scientific Inc Common Stock | $36.0M | 73.3K | 1.5% | ▲+619% Added · +63K sh | |
| 19 | First Solar Inc Common Stock | $31.8M | 161.4K | 1.3% | ▲+53% Added · +56K sh | |
| 20 | Veralto Corp Common Stock | $31.3M | 354.2K | 1.3% | ▲+774% Added · +314K sh | |
| 21 | Idex Corp Common Stock | $30.5M | 160.7K | 1.2% | ▲+212% Added · +109K sh | |
| 22 | Palo Alto Networks Inc Common Stock | $29.9M | 186.6K | 1.2% | ▲+385% Added · +148K sh | |
| 23 | Xylem Inc Common Stock | $29.2M | 244.5K | 1.2% | ▲+61% Added · +92K sh | |
| 24 | Kla Corp Common Stock | $28.9M | 19.6K | 1.2% | ▲New New position | |
| 25 | JBT Marel Corporation Common Stock | $24.9M | 194.4K | 1.0% | ▲New New position | |
| 26 | Danaher Corp Del Common Stock | $24.8M | 131.0K | 1.0% | ▲+569% Added · +111K sh | |
| 27 | PTC Inc Common Stock | $24.7M | 173.0K | 1.0% | ▲+686% Added · +151K sh | |
| 28 | Waste Connections Inc Common Stock | $24.1M | 148.1K | 1.0% | ▲New New position | |
| 29 | Elastic N V Common Stock | $23.9M | 479.1K | 1.0% | ▲New New position | |
| 30 | Mongodb Inc Common Stock | $23.8M | 97.3K | 1.0% | ▲New New position | |
| 31 | Advanced Drain Sys Inc Del Common Stock | $23.6M | 172.2K | 1.0% | ▲18× Added · +162K sh | |
| 32 | Equinix Inc Common Stock | $22.2M | 22.6K | 0.9% | ▲New New position | |
| 33 | American WTR WKS Co Inc New Common Stock | $21.3M | 156.6K | 0.9% | ▲+26% Added · +32K sh | |
| 34 | Core & Main Inc Common Stock | $20.6M | 418.0K | 0.8% | ▲New New position | |
| 35 | Eli Lilly & Co Common Stock | $20.4M | 22.2K | 0.8% | ▲+17% Added · +3K sh | |
| 36 | Pentair PLC Common Stock | $19.9M | 228.9K | 0.8% | ▲+217% Added · +157K sh | |
| 37 | Manhattan Associates Inc Common Stock | $19.8M | 148.6K | 0.8% | ▲New New position | |
| 38 | Api Group Corp Common Stock | $19.6M | 482.6K | 0.8% | ▲New New position | |
| 39 | Digital Rlty TR Inc Common Stock | $19.0M | 105.4K | 0.8% | ▲New New position | |
| 40 | Tetra Tech Inc New Common Stock | $18.4M | 611.7K | 0.7% | ▲+127% Added · +342K sh | |
| 41 | Dexcom Inc Common Stock | $18.4M | 292.8K | 0.7% | ▲New New position | |
| 42 | Procept Biorobotics Corp Common Stock | $18.1M | 723.8K | 0.7% | ▲New New position | |
| 43 | Trimble Inc Common Stock | $17.3M | 265.7K | 0.7% | ▲+8.6% Added · +21K sh | |
| 44 | Osi Systems Inc Common Stock | $17.3M | 65.0K | 0.7% | ▲New New position | |
| 45 | Medtronic PLC Common Stock | $16.9M | 195.6K | 0.7% | ▲New New position | |
| 46 | Jfrog Ltd Common Stock | $16.6M | 354.6K | 0.7% | ▲New New position | |
| 47 | Steris PLC Common Stock | $16.4M | 74.2K | 0.7% | ▲New New position | |
| 48 | Motorola Solutions Inc Common Stock | $16.4M | 37.8K | 0.7% | ▲New New position | |
| 49 | Littelfuse Inc Common Stock | $16.1M | 47.4K | 0.7% | ▲+118% Added · +26K sh | |
| 50 | Essential Utils Inc Common Stock | $15.8M | 392.7K | 0.6% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 179 | $2.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 92 | $693.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Dec 29, 2025 | 111 | $707.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 119 | $708.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 134 | $555.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 129 | $579.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 120 | $578.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 123 | $547.3M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 135 | $564.5M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 126 | $488.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 126 | $496.6M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 163 | $568.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 164 | $693.3M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 181 | $638.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 171 | $594.3M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 171 | $703.7M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 174 | $747.1M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 172 | $835.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 165 | $777.1M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 165 | $834.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 164 | $838.3M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 164 | $777.7M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 195 | $621.2M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 176 | $435.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.