# Mirabaud Asset Management (France) SAS

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2033031. Source: https://holderbook.com/funds/2033031-mirabaud-asset-management-france-sas/

- Reported value: $222.3M
- Positions: 28
- Weight of the ten largest: 79.5%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| LCI INDS | - | $24.7M | 22,570,000 | 11.1% | 1 |
| UPSTART HLDGS INC | - | $24.5M | 21,500,000 | 11.0% | 2 |
| UBER TECHNOLOGIES INC | - | $23.1M | 18,800,000 | 10.4% | 2 |
| NUTANIX INC | - | $22.9M | 20,300,000 | 10.3% | 1 |
| ALIBABA GROUP HLDG LTD | - | $22.4M | 19,000,000 | 10.1% | 1 |
| IRHYTHM HOLDINGS INC | - | $12.9M | 11,660,000 | 5.8% | 1 |
| NEXTERA ENERGY CAP HLDGS INC | - | $11.9M | 8,900,000 | 5.3% | 3 |
| LIBERTY MEDIA CORP DEL | - | $11.7M | 9,500,000 | 5.3% | 4 |
| AKAMAI TECHNOLOGIES INC | - | $11.5M | 9,800,000 | 5.2% | 1 |
| RIVIAN AUTOMOTIVE INC | - | $11.1M | 10,500,000 | 5.0% | 2 |
| SNOWFLAKE INC | - | $8.8M | 5,000,000 | 3.9% | 2 |
| CYTOKINETICS INC | - | $8.1M | 4,600,000 | 3.6% | 1 |
| UNITY SOFTWARE INC | - | $7.9M | 7,000,000 | 3.5% | 1 |
| STRATEGY INC | - | $7.1M | 7,300,000 | 3.2% | 1 |
| SUPER MICRO COMPUTER INC | - | $6.9M | 7,000,000 | 3.1% | 1 |
| COLLEGIUM PHARMACEUTICAL INC | - | $1.2M | 1,000,000 | 0.6% | 1 |
| MAKEMYTRIP LIMITED MAURITIUS | - | $695.3K | 450,000 | 0.3% | 1 |
| HERBALIFE LTD | - | $627.6K | 550,000 | 0.3% | 1 |
| INTEGER HLDGS CORP | - | $607.5K | 500,000 | 0.3% | 1 |
| OMNICELL COM | - | $592.8K | 560,000 | 0.3% | 1 |
| CHEESECAKE FACTORY INC | - | $472.0K | 370,000 | 0.2% | 1 |
| JETBLUE AIRWAYS CORP | - | $467.0K | 420,000 | 0.2% | 1 |
| LIVANOVA PLC | - | $425.0K | 310,000 | 0.2% | 1 |
| UNITI GROUP LLC | - | $420.0K | 350,000 | 0.2% | 1 |
| THE REALREAL INC | - | $406.7K | 280,000 | 0.2% | 1 |
| SUNRUN INC | - | $373.4K | 310,000 | 0.2% | 1 |
| FLUENCE ENERGY INC | - | $351.8K | 280,000 | 0.2% | 1 |
| GAMESTOP CORP NEW | [GMEWS](https://holderbook.com/stocks/GMEWS/) | $90.4K | 0 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $222.3M | 28 |
| Q1 2026 | $195.8M | 13 |
| Q2 2025 | $100.0M | 11 |
| Q1 2025 | $126.3M | 16 |
| Q4 2024 | $86.1M | 9 |
| Q3 2024 | $74.7M | 6 |
| Q2 2024 | $188.2M | 20 |
| Q1 2024 | $222.3M | 23 |
| Q4 2023 | $263.6M | 29 |