Long-term investor
Mirova @mirova
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767843).
Record
- Tracked since 2025-06-30 (446 days), 257 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +1.9% · all +1.9%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.7% · long · since 2025-06-30
- CDNS · 3.8% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- AVGO · 3.1% · long · since 2025-12-31
- GOOGL · 2.8% · long · since 2026-03-31
- AMD · 2.7% · long · since 2026-03-31
- 833445109 · 2.3% · long · since 2026-03-31
- SNPS · 2.1% · long · since 2025-09-30
- KLAC · 2.0% · long · since 2026-03-31
- CRWD · 1.9% · long · since 2026-03-31
- MDB · 1.6% · long · since 2026-03-31
- VRT · 1.6% · long · since 2025-06-30