MIROVA
SEC Form 13F institutional filer · CIK 0001767843
13F-HR · 104 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.73B
Top-10 concentration
38.0%
MIROVA — $1.73B AUM allocation strategy
MIROVA files SEC Form 13F and reports $1.73B of long US equity value across 104 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 36.8%, followed by Industrials 9.7% and Health Care 4.5%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MIROVA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.73B
total across 104 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +612K sh · +$104M+$NOW +573K sh · +$58M+$VLTO +314K sh · +$27.3M
Biggest trims (shares)
−$GM −75.4K sh · −$6.24M−$ACN −52.3K sh · −$18.4M−$UNP −32.1K sh · −$7.33M
Exited to nil (held last quarter, gone now)
$IFF ($6.29M last qtr)$WDAY ($5.18M last qtr)$ADBE ($274K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors15.8%—
- Systems Software12.1%—
- Application Software7.2%—
- Environmental & Facilities Services4.0%—
- Industrial Machinery & Supplies & Components3.4%—
- Specialty Chemicals3.1%—
- Interactive Media & Services3.0%—
- Health Care Equipment2.5%—
- Other holdings48.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 869K | $152M | +612K | 8.8% |
| $MSFT | Microsoft Corporation | 189K | $69.9M | +101K | 4.0% |
| $CDNS | Cadence Design Systems Inc | 232K | $64.5M | +189K | 3.7% |
| $NOW | ServiceNow Inc | 612K | $64M | +573K | 3.7% |
| $SNPS | Synopsys Inc | 152K | $60.2M | — | 3.5% |
| $ECL | Ecolab Inc | 203K | $53.9M | +52.6K | 3.1% |
| $AVGO | Broadcom Inc | 170K | $52.5M | +157K | 3.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 181K | $52M | — | 3.0% |
| $CRWD | CrowdStrike Holdings Inc | 118K | $45.9M | — | 2.7% |
| $ISRG | Intuitive Surgical Inc | 91.3K | $42.1M | +73.9K | 2.4% |
…and 94 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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