Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$524,899
New position
Shares Held
2,140
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#748
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MIROVA holds $334,891,521 across 15 Software - Infrastructure names. NET ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
263,154 | $98,161,705 | |
| 2 | SNPS |
Synopsys Inc
|
124,551 | $55,558,464 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
267,200 | $50,977,752 | |
| 4 | MDB |
MongoDB, Inc.
|
128,865 | $43,285,753 | |
| 5 | PANW |
Palo Alto Networks Inc
|
86,461 | $29,484,930 | |
| 6 | ZS |
Zscaler, Inc.
|
97,819 | $13,807,151 | |
| 7 | IOT |
Samsara Inc.
|
298,000 | $9,664,140 | |
| 8 | RBRK |
Rubrik, Inc.
|
110,000 | $8,830,800 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,899 | 2,140 | Shares | Defined | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||