Back to Mirabaud Asset Management (France) SAS
Mirabaud Asset Management (France) SAS
Q2 2026 13F filing
Updated 29 days ago28 disclosed positions worth $222.3M
Portfolio value
$222.3M
Total holdings
28
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-12
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LCII LCI INDS | $24.7M | 22.57M | 11.10% | — |
| 2 | U UPST UPSTART HLDGS INC | $24.5M | 21.50M | 11.03% | — |
| 3 | ? N/A UBER TECHNOLOGIES INC | $23.1M | 18.80M | 10.40% | — |
| 4 | ? N/A NUTANIX INC | $22.9M | 20.30M | 10.31% | — |
| 5 | B BBAAY ALIBABA GROUP HLDG LTD | $22.4M | 19.00M | 10.07% | — |
| 6 | ? N/A IRHYTHM HOLDINGS INC | $12.9M | 11.66M | 5.79% | — |
| 7 | N NEE-PS NEXTERA ENERGY CAP HLDGS INC | $11.9M | 8.90M | 5.35% | — |
| 8 | F FWONB LIBERTY MEDIA CORP DEL | $11.7M | 9.50M | 5.27% | — |
| 9 | A AKAM AKAMAI TECHNOLOGIES INC | $11.5M | 9.80M | 5.18% | — |
| 10 | ? N/A RIVIAN AUTOMOTIVE INC | $11.1M | 10.50M | 5.00% | — |
| 11 | S SNOW SNOWFLAKE INC | $8.8M | 5.00M | 3.94% | — |
| 12 | C CYTK CYTOKINETICS INC | $8.1M | 4.60M | 3.65% | — |
| 13 | U U UNITY SOFTWARE INC | $7.9M | 7.00M | 3.55% | — |
| 14 | S STRD STRATEGY INC | $7.1M | 7.30M | 3.21% | — |
| 15 | S SMCIP SUPER MICRO COMPUTER INC | $6.9M | 7.00M | 3.10% | — |
| 16 | C COLL COLLEGIUM PHARMACEUTICAL INC | $1.2M | 1.00M | 0.56% | — |
| 17 | M MMYT MAKEMYTRIP LIMITED MAURITIUS | $695K | 450.0K | 0.31% | — |
| 18 | H HLF HERBALIFE LTD | $628K | 550.0K | 0.28% | — |
| 19 | I ITGR INTEGER HLDGS CORP | $608K | 500.0K | 0.27% | — |
| 20 | ? N/A OMNICELL COM | $593K | 560.0K | 0.27% | — |
| 21 | C CAKE CHEESECAKE FACTORY INC | $472K | 370.0K | 0.21% | — |
| 22 | J JBLU JETBLUE AIRWAYS CORP | $467K | 420.0K | 0.21% | — |
| 23 | L LIVN LIVANOVA PLC | $425K | 310.0K | 0.19% | — |
| 24 | U UNIT UNITI GROUP LLC | $420K | 350.0K | 0.19% | — |
| 25 | ? N/A THE REALREAL INC | $407K | 280.0K | 0.18% | — |
| 26 | R RUN SUNRUN INC | $373K | 310.0K | 0.17% | — |
| 27 | F FLNC FLUENCE ENERGY INC | $352K | 280.0K | 0.16% | — |
| 28 | G GME-WT GAMESTOP CORP NEW | $90K | 31.8K | 0.04% | — |