§ 13F · FUND PROFILE
Mirabaud Asset Management (France) SAS.
AUM · $222M (13F)Positions · 28Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$131M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LCII 3 03/01/30 | LCI INDS | 22.57M | $25M | 11.1% | NEW |
| 2 | UPST 2 10/01/29 | UPSTART HLDGS INC | 21.50M | $25M | 11.0% | +95% |
| 3 | UBER 0.875 12/01/28 2028 | UBER TECHNOLOGIES INC | 18.80M | $23M | 10.4% | +4% |
| 4 | NTNX 0.25 10/01/27 | NUTANIX INC | 20.30M | $23M | 10.3% | NEW |
| 5 | BABA 0.5 06/01/31 | ALIBABA GROUP HLDG LTD | 19.00M | $22M | 10.1% | NEW |
| 6 | IRTC 1.5 09/01/29 | IRHYTHM HOLDINGS INC | 11.66M | $13M | 5.8% | NEW |
| 7 | NEE 3 03/01/27 | NEXTERA ENERGY CAP HLDGS INC | 8.90M | $12M | 5.3% | +68% |
| 8 | FWONK 2.25 08/15/27 | LIBERTY MEDIA CORP DEL | 9.50M | $12M | 5.3% | −50% |
| 9 | AKAM 1.125 02/15/29 | AKAMAI TECHNOLOGIES INC | 9.80M | $12M | 5.2% | NEW |
| 10 | RIVN 3.625 10/15/30 | RIVIAN AUTOMOTIVE INC | 10.50M | $11M | 5.0% | +44% |
§ 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 $222 million in assets. The fund runs a focused portfolio of just 28 positions.
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