← a los grandes inversores
Mirova
gestora de activos · cartera $2.71 mil M · 185 posiciones · informe a 30.06.2026
Posiciones en Acciones informe de 30.06.2026, presentado el 13.08.2026; cambio — frente a 31.03.2026 · 192
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| NVIDIA Corporation US:NVDA | 905 162 | $181 M | 6.69% | +35 824 |
| Cadence Design Systems Inc US:CDNS | 271 512 | $102 M | 3.76% | +39 480 |
| Microsoft Corporation US:MSFT | 263 154 | $98.2 M | 3.63% | +74 305 |
| Broadcom Inc. US:AVGO | 221 859 | $83.8 M | 3.10% | +52 142 |
| Alphabet Inc. US:GOOGL | 215 705 | $77.1 M | 2.85% | +34 871 |
| Advanced Micro Devices Inc US:AMD | 124 492 | $72.3 M | 2.67% | −58 175 |
| Snowflake Inc. US:SNOW | 247 227 | $62.9 M | 2.32% | −10 461 |
| Synopsys Inc US:SNPS | 124 551 | $55.6 M | 2.05% | −27 322 |
| KLA Corporation US:KLAC | 183 756 | $55.4 M | 2.05% | +164 124 |
| CrowdStrike Holdings, Inc. US:CRWD | 66 800 | $51.0 M | 1.88% | −50 824 |
| MongoDB US:MDB | 128 865 | $43.3 M | 1.60% | +31 565 |
| Vertiv Holdings Co US:VRT | 126 001 | $42.2 M | 1.56% | −25 387 |
| Waste Management Inc US:WM | 184 679 | $41.2 M | 1.52% | +18 230 |
| Bentley Systems Inc US:BSY | 1 373 004 | $41.0 M | 1.52% | +115 302 |
| Quanta Services Inc US:PWR | 55 398 | $39.9 M | 1.47% | +39 385 |
| Ecolab Inc US:ECL | 139 531 | $38.9 M | 1.44% | −63 107 |
| Intuitive Surgical Inc US:ISRG | 93 416 | $37.1 M | 1.37% | +2 137 |
| Veralto Corporation US:VLTO | 418 199 | $37.1 M | 1.37% | +64 010 |
| Idex ASA US:IEX | 151 873 | $34.5 M | 1.27% | −8 827 |
| Datadog, Inc. US:DDOG | 124 696 | $32.5 M | 1.20% | +52 047 |
| NVENT ELEC PLC CUSIP G6700G107 | 190 204 | $32.3 M | 1.19% | −130 318 |
| Thermo Fisher Scientific Inc US:TMO | 63 957 | $32.1 M | 1.18% | −9 318 |
| JBTMarel Corp US:JBTM | 208 212 | $30.2 M | 1.11% | +13 782 |
| Xylem Inc US:XYL | 253 836 | $30.0 M | 1.11% | +9 331 |
| Palo Alto Networks Inc US:PANW | 86 461 | $29.5 M | 1.09% | −100 105 |
| ServiceNow Inc US:NOW | 285 591 | $28.4 M | 1.05% | −326 181 |
| Clean Harbors Inc US:CLH | 92 631 | $27.7 M | 1.02% | −38 044 |
| Advanced Drainage Systems In… US:WMS | 173 559 | $27.2 M | 1.01% | +1 407 |
| Visa Inc. Class A US:V | 78 691 | $27.0 M | 1.00% | +40 762 |
| FLEX LTD CUSIP Y2573F102 | 155 716 | $25.2 M | 0.93% | +19 626 |
| Waste Connections Inc US:WCN | 141 587 | $23.6 M | 0.87% | −6 539 |
| Colgate-Palmolive Company US:CL | 253 811 | $23.3 M | 0.86% | +138 998 |
| Danaher Corporation US:DHR | 118 203 | $22.5 M | 0.83% | −12 761 |
| Manhattan Associates Inc US:MANH | 160 627 | $22.4 M | 0.83% | +12 005 |
| PENTAIR PLC CUSIP G7S00T104 | 280 319 | $21.5 M | 0.79% | +51 401 |
| JFROG LTD CUSIP M6191J100 | 232 115 | $21.1 M | 0.78% | −122 459 |
| Verizon Communications Inc US:VZ | 480 731 | $20.4 M | 0.75% | +319 402 |
| Tetra Tech Inc US:TTEK | 669 611 | $19.3 M | 0.71% | +57 889 |
| Core & Main Inc US:CNM | 399 233 | $19.3 M | 0.71% | −18 767 |
| Keysight Technologies, Inc. US:KEYS | 53 821 | $18.8 M | 0.70% | +14 000 |
| MERCK & CO INC US:MRK | 144 550 | $18.6 M | 0.69% | +100 852 |
| PTC Inc US:PTC | 158 736 | $18.0 M | 0.67% | −14 303 |
| Enersys US:ENS | 75 268 | $17.6 M | 0.65% | +7 830 |
| LINDE PLC CUSIP G54950103 | 33 473 | $17.4 M | 0.64% | +6 337 |
| Trimble Inc US:TRMB | 337 734 | $17.3 M | 0.64% | +72 023 |
| AbbVie Inc US:ABBV | 68 391 | $17.2 M | 0.64% | +40 342 |
| Emerson Electric Company US:EMR | 118 071 | $16.9 M | 0.62% | +22 663 |
| Littelfuse Inc US:LFUS | 36 765 | $16.7 M | 0.62% | −10 645 |
| Micron Technology Inc US:MU | 14 267 | $16.5 M | 0.61% | nueva |
| DexCom Inc US:DXCM | 243 519 | $16.4 M | 0.61% | −49 235 |
| CVS Health Corp US:CVS | 154 532 | $16.0 M | 0.59% | +124 487 |
| American Express Company US:AXP | 46 729 | $15.8 M | 0.58% | +14 851 |
| Essential Utilities Inc US:WTRG | 398 722 | $15.3 M | 0.56% | +5 996 |
| H2O America US:HTO | 244 550 | $14.9 M | 0.55% | +49 304 |
| argenx NV ADR US:ARGX | 15 891 | $14.7 M | 0.54% | −3 942 |
| Roper Technologies Inc US:ROP | 43 124 | $14.6 M | 0.54% | +89 |
| Ferguson Plc US:FERG | 59 932 | $14.2 M | 0.53% | +2 128 |
| Bruker Corporation US:BRKR | 230 148 | $13.9 M | 0.51% | −39 729 |
| Zscaler, Inc. US:ZS | 97 819 | $13.8 M | 0.51% | −8 063 |
| eBay Inc US:EBAY | 123 194 | $13.8 M | 0.51% | −8 103 |
| Api Group Corp US:APG | 324 405 | $13.7 M | 0.51% | −158 211 |
| Motorola Solutions Inc US:MSI | 33 035 | $13.7 M | 0.51% | −4 788 |
| STRYKER CORP US:SYK | 43 499 | $13.7 M | 0.51% | −474 |
| Agilent Technologies Inc US:A | 101 789 | $13.5 M | 0.50% | +13 230 |
| Axon Enterprise Inc. US:AXON | 24 000 | $13.5 M | 0.50% | −4 564 |
| Itron Inc US:ITRI | 151 285 | $13.1 M | 0.48% | +11 715 |
| The TJX Companies Inc US:TJX | 84 803 | $12.8 M | 0.47% | +43 245 |
| MSA Safety Incorporated US:MSA | 72 622 | $12.7 M | 0.47% | −8 018 |
| Netflix Inc US:NFLX | 175 462 | $12.5 M | 0.46% | +14 840 |
| Amphenol Corporation US:APH | 68 421 | $12.1 M | 0.45% | +49 221 |
| NASDAQ, INC. US:NDAQ | 151 934 | $12.0 M | 0.44% | −13 781 |
| Applied Industrial Technolog… US:AIT | 34 996 | $11.8 M | 0.44% | −10 589 |
| Cintas Corporation US:CTAS | 69 080 | $11.7 M | 0.43% | +12 487 |
| APTIV PLC CUSIP G3265R107 | 188 538 | $11.6 M | 0.43% | +18 093 |
| American Water Works US:AWK | 84 853 | $11.2 M | 0.41% | −71 737 |
| Smith AO Corporation US:AOS | 177 589 | $11.1 M | 0.41% | +5 589 |
| Westinghouse Air Brake Techn… US:WAB | 40 825 | $11.0 M | 0.41% | −20 656 |
| Equinix Inc US:EQIX | 10 262 | $10.7 M | 0.40% | −12 342 |
| Planet Labs PBC US:PL | 313 869 | $10.4 M | 0.38% | +18 661 |
| OSI Systems Inc US:OSIS | 46 000 | $10.1 M | 0.37% | −19 007 |
| Digital Realty Trust Inc US:DLR | 56 000 | $10.1 M | 0.37% | −49 387 |
| COSTCO WHOLESALE CORP /NEW US:COST | 10 598 | $9.91 M | 0.37% | +4 204 |
| Procter & Gamble Company US:PG | 67 228 | $9.86 M | 0.36% | +972 |
| Aecom Technology Corporation US:ACM | 140 048 | $9.78 M | 0.36% | +16 413 |
| Symbotic Inc US:SYM | 216 854 | $9.75 M | 0.36% | +27 212 |
| Samsara Inc US:IOT | 298 000 | $9.66 M | 0.36% | nueva |
| Modine Manufacturing Company US:MOD | 35 804 | $9.56 M | 0.35% | −696 |
| Autodesk Inc US:ADSK | 46 305 | $9.00 M | 0.33% | −3 581 |
| First Solar Inc US:FSLR | 38 054 | $8.98 M | 0.33% | −123 389 |
| Middlesex Water Company US:MSEX | 159 067 | $8.93 M | 0.33% | −36 933 |
| Rubrik, Inc. US:RBRK | 110 000 | $8.83 M | 0.33% | nueva |
| Mastercard Inc US:MA | 17 168 | $8.82 M | 0.33% | +10 353 |
| Tapestry Inc US:TPR | 58 026 | $8.49 M | 0.31% | +18 295 |
| Zurn Elkay Water Solutions C… US:ZWS | 165 567 | $8.37 M | 0.31% | −1 710 |
| Edwards Lifesciences Corp US:EW | 91 821 | $8.31 M | 0.31% | +87 577 |
| Toast Inc US:TOST | 295 993 | $8.23 M | 0.30% | +209 116 |
| WEYERHAEUSER CO US:WY | 343 409 | $8.22 M | 0.30% | +20 816 |
| Generac Holdings Inc US:GNRC | 28 000 | $8.20 M | 0.30% | −25 187 |
| Rollins Inc US:ROL | 196 000 | $8.18 M | 0.30% | −28 568 |
| Cryoport Inc US:CYRX | 518 000 | $8.13 M | 0.30% | −640 277 |
| BEST BUY CO INC US:BBY | 106 920 | $8.11 M | 0.30% | −1 057 |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 16 508 | $8.11 M | 0.30% | +4 828 |
| Hubbell Inc US:HUBB | 15 172 | $7.94 M | 0.29% | +5 285 |
| Eli Lilly and Company US:LLY | 6 467 | $7.76 M | 0.29% | −15 703 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 61 855 | $7.70 M | 0.28% | −1 161 |
| Fortune Brands Innovations I… US:FBIN | 137 614 | $7.56 M | 0.28% | nueva |
| CELLEBRITE DI LTD CUSIP M2197Q107 | 516 000 | $7.53 M | 0.28% | −365 512 |
| Shopify Inc US:SHOP | 65 742 | $7.51 M | 0.28% | +65 111 |
| TransUnion US:TRU | 103 000 | $7.43 M | 0.27% | −51 637 |
| Iron Mountain Incorporated US:IRM | 56 000 | $7.07 M | 0.26% | −27 040 |
| STERIS PLC CUSIP G8473T100 | 32 499 | $6.84 M | 0.25% | −41 731 |
| Lowe's Companies Inc US:LOW | 30 004 | $6.62 M | 0.24% | −297 |
| Verisk Analytics Inc US:VRSK | 35 338 | $6.34 M | 0.23% | +23 886 |
| Varonis Systems US:VRNS | 150 000 | $6.29 M | 0.23% | nueva |
| Owens Corning Inc US:OC | 38 350 | $6.10 M | 0.23% | +10 462 |
| Sunrun Inc US:RUN | 446 791 | $5.98 M | 0.22% | +21 375 |
| Avery Dennison Corp US:AVY | 36 533 | $5.93 M | 0.22% | — |
| ELASTIC N V CUSIP N14506104 | 103 833 | $5.92 M | 0.22% | −375 260 |
| Badger Meter Inc US:BMI | 39 132 | $5.81 M | 0.21% | — |
| Zebra Technologies Corporati… US:ZBRA | 20 000 | $5.27 M | 0.19% | −9 547 |
| Brookfield Renewable Corp US:BEPC | 130 361 | $4.84 M | 0.18% | +41 026 |
| Mirion Technologies Inc US:MIR | 246 000 | $4.41 M | 0.16% | −122 380 |
| Ball Corporation US:BALL | 69 561 | $4.34 M | 0.16% | nueva |
| Intuit Inc US:INTU | 15 952 | $4.16 M | 0.15% | +9 266 |
| Canadian Pacific Kansas City… US:CP | 46 372 | $4.02 M | 0.15% | nueva |
| MSCI Inc US:MSCI | 6 948 | $3.89 M | 0.14% | −2 126 |
| Crown Holdings Inc US:CCK | 33 204 | $3.71 M | 0.14% | +15 227 |
| ALCON AG CUSIP H01301128 | 53 882 | $3.62 M | 0.13% | −4 654 |
| Mettler-Toledo International… US:MTD | 2 824 | $3.61 M | 0.13% | −116 |
| Vertex Pharmaceuticals Inc US:VRTX | 7 071 | $3.51 M | 0.13% | −3 312 |
| MP Materials Corp US:MP | 61 848 | $3.46 M | 0.13% | +3 157 |
| New York Times Company US:NYT | 49 460 | $3.46 M | 0.13% | +5 305 |
| S&P Global Inc US:SPGI | 8 298 | $3.38 M | 0.12% | −3 694 |
| BJs Wholesale Club Holdings… US:BJ | 34 335 | $2.99 M | 0.11% | −17 034 |
| Neurocrine Biosciences Inc US:NBIX | 17 634 | $2.97 M | 0.11% | −12 210 |
| ServiceTitan, Inc. Class A US:TTAN | 39 649 | $2.80 M | 0.10% | −55 |
| Lululemon Athletica Inc. US:LULU | 19 689 | $2.25 M | 0.08% | −195 |
| Union Pacific Corporation US:UNP | 7 707 | $2.10 M | 0.08% | −658 |
| Monolithic Power Systems Inc US:MPWR | 1 262 | $1.74 M | 0.06% | −546 |
| Exponent Inc US:EXPO | 28 064 | $1.65 M | 0.06% | +904 |
| Godaddy Inc US:GDDY | 18 927 | $1.61 M | 0.06% | −1 941 |
| Sprouts Farmers Market LLC US:SFM | 17 879 | $1.51 M | 0.06% | −21 651 |
| Hewlett Packard Enterprise C… US:HPE | 32 179 | $1.45 M | 0.05% | — |
| Zoetis Inc US:ZTS | 19 449 | $1.40 M | 0.05% | −57 519 |
| Intel Corporation US:INTC | 9 574 | $1.34 M | 0.05% | nueva |
| Natera, Inc. US:NTRA | 4 673 | $1.27 M | 0.05% | −24 744 |
| Gilead Sciences Inc US:GILD | 10 020 | $1.27 M | 0.05% | −25 801 |
| General Motors Company US:GM | 16 066 | $1.24 M | 0.05% | +325 |
| Ziff Davis Inc US:ZD | 23 191 | $1.21 M | 0.04% | −16 946 |
| Boston Scientific Corp US:BSX | 28 021 | $1.20 M | 0.04% | −67 912 |
| HealthEquity Inc US:HQY | 12 875 | $1.16 M | 0.04% | −67 733 |
| Guidewire Software Inc US:GWRE | 9 237 | $1.14 M | 0.04% | −16 278 |
| T-Mobile US Inc US:TMUS | 5 970 | $1.00 M | 0.04% | −20 130 |
| Watts Water Technologies Inc US:WTS | 2 383 | $933 mil | 0.03% | −145 |
| Taiwan Semiconductor Manufac… US:TSM | 1 831 | $874 mil | 0.03% | +189 |
| Uniti Group Inc US:UNIT | 72 004 | $826 mil | 0.03% | −442 671 |
| Johnson & Johnson US:JNJ | 3 117 | $792 mil | 0.03% | nueva |
| BridgeBio Pharma Inc US:BBIO | 9 304 | $693 mil | 0.03% | −12 347 |
| Laboratory Corporation of Am… US:LH | 2 474 | $693 mil | 0.03% | −13 512 |
| Descartes Systems Group Inc US:DSGX | 9 557 | $662 mil | 0.02% | −42 506 |
| AGCO Corporation US:AGCO | 5 417 | $648 mil | 0.02% | — |
| Planet Fitness Inc US:PLNT | 12 093 | $631 mil | 0.02% | −49 893 |
| Alnylam Pharmaceuticals Inc US:ALNY | 2 039 | $614 mil | 0.02% | −11 639 |
| Walt Disney Co US:DIS | 6 236 | $600 mil | 0.02% | −27 736 |
| Nextera Energy Inc US:NEE | 6 806 | $597 mil | 0.02% | −101 |
| Oracle Corporation US:ORCL | 4 052 | $594 mil | 0.02% | −17 337 |
| Graphic Packaging Holding Co… US:GPK | 51 936 | $549 mil | 0.02% | — |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 1 175 | $539 mil | 0.02% | −5 217 |
| Cloudflare Inc US:NET | 2 140 | $525 mil | 0.02% | nueva |
| UNITEDHEALTH GROUP INC US:UNH | 1 246 | $518 mil | 0.02% | −6 822 |
| Vital Farms Inc US:VITL | 42 096 | $490 mil | 0.02% | — |
| IQVIA Holdings Inc US:IQV | 2 449 | $473 mil | 0.02% | −19 532 |
| CoStar Group Inc US:CSGP | 14 420 | $408 mil | 0.02% | −64 130 |
| The Bank of New York Mellon… US:BNY | 2 798 | $405 mil | 0.01% | +155 |
| JAZZ PHARMACEUTICALS PLC CUSIP G50871105 | 1 618 | $390 mil | 0.01% | nueva |
| Salesforce.com Inc US:CRM | 2 363 | $370 mil | 0.01% | −352 |
| Array Technologies Inc US:ARRY | 47 530 | $352 mil | 0.01% | — |
| CoreWeave, Inc. US:CRWV | 3 350 | $333 mil | 0.01% | nueva |
| BROOKFIELD RENEWABLE ENERGY CUSIP G16258108 | 9 322 | $324 mil | 0.01% | +822 |
| PROCEPT BioRobotics Corp US:PRCT | 13 112 | $296 mil | 0.01% | −710 730 |
| Autoliv Inc US:ALV | 2 319 | $269 mil | 0.01% | — |
| Embecta Corp US:EMBC | 80 139 | $261 mil | 0.01% | — |
| Mueller Water Products US:MWA | 9 994 | $258 mil | 0.01% | — |
| VERSIGENT PLC CUSIP G9600F104 | 1 190 | $50.0 mil | 0.00% | nueva |
| LKQ Corporation US:LKQ | 1 794 | $47.2 mil | 0.00% | — |
| Alarm.com Holdings Inc US:ALRM | 0 (era 62 101) | — | — | vendida |
| Amazon.com, Inc. US:AMZN | 0 (era 14 074) | — | — | vendida |
| HubSpot Inc US:HUBS | 0 (era 9 154) | — | — | vendida |
| Trex Company Inc US:TREX | 0 (era 32 797) | — | — | vendida |
| Tyler Technologies Inc US:TYL | 0 (era 35 170) | — | — | vendida |
| YETI Holdings Inc US:YETI | 0 (era 1 475) | — | — | vendida |
| MEDTRONIC PLC CUSIP G5960L103 | 0 (era 195 560) | — | — | vendida |
anuncio