Mirova US just filed its Q2 2026 13F. ๐
Managed by Guillaume Abel ยท $9.3B across 45 holdings
๐ข Bought: $AMD, $SW, $CP, $ORCL +5 more
๐ด Sold: $PANW, $MSFT, $TSM, $TJX +34 more
The full updated portfolio ๐
https://fundfollower.xyz/institution/mirova-us
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.