Mirova holds a diversified book of 179 stocks worth $2.5B as of Q1 2026 (disclosed May 14, 2026, a ~44-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.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mirova
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.3T |
| State Street Corp | 80 / 80 | $776.1B |
| FMR LLC | 80 / 80 | $478.0B |
| Geode Capital Management, LLC | 80 / 80 | $451.4B |
| Morgan Stanley | 80 / 80 | $267.9B |
| JPMorgan Chase & Co | 80 / 80 | $245.1B |
| Northern Trust Corp | 80 / 80 | $161.7B |
| Bank Of America Corp | 80 / 80 | $159.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Mirova: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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.