1y return+10.9%S&P 500 +20.9%
3y return+23.7%S&P 500 +68.5%
5y return+5.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $196 against $299 in the S&P 500.2
MirovaS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $181.1M | 6.7% | +4.1% |
| CDNSCadence Design System Inc | $101.9M | 3.8% | +17.0% |
| MSFTMicrosoft Corp | $98.2M | 3.6% | +39.3% |
| AVGOBroadcom Inc | $83.8M | 3.1% | +30.7% |
| GOOGLAlphabet Inc | $77.1M | 2.8% | +19.3% |
| AMDAdvanced Micro Devices Inc | $72.3M | 2.7% | −31.8% |
| SNOWSnowflake Inc | $62.9M | 2.3% | −4.1% |
| SNPSSynopsys Inc | $55.6M | 2.1% | −18.0% |
| KLACKla Corp | $55.4M | 2.0% | +836.0% |
| CRWDCrowdstrike Hldgs Inc | $51.0M | 1.9% | −43.2% |
| MDBMongodb Inc | $43.3M | 1.6% | +32.4% |
| VRTVertiv Holdings Co | $42.2M | 1.6% | −16.8% |
| WMWaste Mgmt Inc Del | $41.2M | 1.5% | +11.0% |
| BSYBentley Sys Inc | $41.0M | 1.5% | +9.2% |
| PWRQuanta Svcs Inc | $39.9M | 1.5% | +246.0% |
| ECLEcolab Inc | $38.9M | 1.4% | −31.1% |
| ISRGIntuitive Surgical Inc | $37.1M | 1.4% | +2.3% |
| VLTOVeralto Corp | $37.1M | 1.4% | +18.1% |
| IEXIdex Corp | $34.5M | 1.3% | −5.5% |
| DDOGDatadog Inc | $32.5M | 1.2% | +71.6% |
| Nvent Elec PLCCUSIP G6700G107 | $32.3M | 1.2% | −40.7% |
| TMOThermo Fisher Scientific Inc | $32.1M | 1.2% | −12.7% |
| JBTMJbt Marel Corporation | $30.2M | 1.1% | +7.1% |
| XYLXylem Inc | $30.0M | 1.1% | +3.8% |
| PANWPalo Alto Networks Inc | $29.5M | 1.1% | −53.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $181.1M |
| Flex LtdCUSIP Y2573F102 | March 31, 2024 | +466.5% | $25.2M |
| PWRQuanta Svcs Inc | December 31, 2023 | +233.7% | $39.9M |
| VRTVertiv Holdings Co | December 31, 2024 | +194.7% | $42.2M |
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $72.3M |
| DDOGDatadog Inc | March 31, 2026 | +120.6% | $32.5M |
| WMWaste Mgmt Inc Del | June 30, 2020 | +110.4% | $41.2M |
| ISRGIntuitive Surgical Inc | June 30, 2020 | +109.4% | $37.1M |
| PANWPalo Alto Networks Inc | June 30, 2024 | +101.2% | $29.5M |
| KEYSKeysight Technologies Inc | September 30, 2025 | +100.1% | $18.8M |
Sold off last quarter
- Medtronic PLCCUSIP G5960L103 was $16.9M
- TYLTyler Technologies Inc was $12.0M
- AMZNAmazon Com Inc was $2.9M
- ALRMAlarm Com Hldgs Inc was $2.7M
- HUBSHubspot Inc was $2.2M
- TREXTrex Inc was $1.2M
- YETIYeti Hldgs Inc was $54K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.3% | +14.8% |
| March 31, 2026 | −7.6% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +3.3% | +7.8% |
| June 30, 2025 | +5.9% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
| December 31, 2024 | −5.5% | +2.1% |
| September 30, 2024 | +7.9% | +5.4% |
| June 30, 2024 | −0.2% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +12.3% | +11.2% |
| September 30, 2023 | −9.7% | −3.6% |
| June 30, 2023 | +0.8% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +5.0% | +7.1% |
| September 30, 2022 | −4.0% | −5.3% |
| June 30, 2022 | −14.3% | −16.5% |
| March 31, 2022 | −11.5% | −4.9% |
| December 31, 2021 | +8.1% | +10.7% |
| September 30, 2021 | −2.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mirova Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1767843&type=13F-HR&dateb=&owner=include&count=40CIK 1767843
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1767843/000110465926095902/Filed August 13, 2026 · accession 0001104659-26-095902