Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Mirabaud Asset Management (France) SAS 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: Mirabaud Asset Management (France) SAS 13F Holdings (2026-06-30)
Creator: ko.io

Mirabaud Asset Management (France) SAS (CIK 2033031) reported $222.3M across 23 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ($24.7M, 11.10%), UPST ($24.5M, 11.03%), UBER ($23.1M, 10.40%), NTNX ($22.9M, 10.31%), BABA ($22.4M, 10.07%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Action
1		LCI INDS	$24.7M	11.10%	New
2	UPST	UPSTART HLDGS INC	$24.5M	11.03%	Added
3	UBER	UBER TECHNOLOGIES INC	$23.1M	10.40%	Added
4	NTNX	NUTANIX INC	$22.9M	10.31%	New
5	BABA	ALIBABA GROUP HLDG LTD	$22.4M	10.07%	New
6	IRTC	IRHYTHM HOLDINGS INC	$12.9M	5.79%	New
7	NEE-PK	NEXTERA ENERGY CAP HLDGS INC	$11.9M	5.35%	Added
8	LLYVKXXXX	LIBERTY MEDIA CORP DEL	$11.7M	5.27%	Trimmed
9	AKAM	AKAMAI TECHNOLOGIES INC	$11.5M	5.18%	New
10	RIVN	RIVIAN AUTOMOTIVE INC	$11.1M	5.00%	Added
11	SNOW	SNOWFLAKE INC	$8.8M	3.94%	Trimmed
12	CYTK	CYTOKINETICS INC	$8.1M	3.65%	New
13	U	UNITY SOFTWARE INC	$7.9M	3.55%	New
14	MSTR	STRATEGY INC	$7.1M	3.21%	New
15	SMCIP	SUPER MICRO COMPUTER INC	$6.9M	3.10%	New
16	COLL	COLLEGIUM PHARMACEUTICAL INC	$1.2M	0.56%	New
17		MAKEMYTRIP LIMITED MAURITIUS	$695,282	0.31%	New
18		HERBALIFE LTD	$627,556	0.28%	New
19	OMCL	OMNICELL COM	$592,802	0.27%	New
20	ITGR	INTEGER HLDGS CORP	$607,514	0.27%	New
21	JBLU	JETBLUE AIRWAYS CORP	$467,042	0.21%	New
22	CAKE	CHEESECAKE FACTORY INC	$472,040	0.21%	New
23		LIVANOVA PLC	$425,035	0.19%	New
24	UNIT	UNITI GROUP LLC	$419,952	0.19%	New
25	REAL	THE REALREAL INC	$406,686	0.18%	New

Source: SEC Form 13F filings · as of 2026-06-30