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§ 13F · FUND PROFILE

Mirabaud Asset Management (France) SAS.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $100.0T (13F)Positions · 11Turnover · · Q2Filed · Aug 7, 2025
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q2 2025

FILED AUG 7, 2025
#TickerNameShares$ value% portΔ Q2
1NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC14.50M$17.3T17.3%
2GPN 1.5 03/01/31GLOBAL PMTS INC18.50M$16.7T16.7%
3COIN 0.25 04/01/30COINBASE GLOBAL INC10.00M$11.3T11.3%
4HALO 1 08/15/28HALOZYME THERAPEUTICS INC7.80M$8.9T8.9%
5AWK 3.625 06/15/26AMERICAN WTR CAP CORP8.00M$8.3T8.3%
6DBX 0 03/01/28DROPBOX INC8.00M$8.2T8.2%
7RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC5.50M$6.2T6.2%
8MIDD 1 09/01/25MIDDLEBY CORP5.00M$6.0T6.0%
9LI 0.25 05/01/28LI AUTO INC4.70M$5.8T5.8%
10FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL4.50M$5.8T5.8%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE MIRABAUD SIGNAL

AC read

Mirabaud Asset Management (France) SAS is a Other fund managing $100011.2 trillion in assets. The fund runs a focused portfolio of just 11 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
Mirabaud Asset Management (France) SAS 13F Holdings & Portfolio Analysis | Acid Capitalist