Instuitional Investor - Mirova

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	905,162	$181,113,865	6.69%
2.	Cadence Design Systems Inc	CDNS	271,512	$101,903,884	3.76%
3.	Microsoft Corp	MSFT	263,154	$98,161,705	3.63%
4.	Broadcom Inc.	AVGO	221,859	$83,807,237	3.1%
5.	Alphabet Inc.	GOOGL	215,705	$77,086,496	2.85%