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Portfolio (Quarterly) Guide ↗

Mirabaud Asset Management (France) SAS

· CIK 0002033031
13F Portfolio $222M AUM 28 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 4 Added 2 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UPSTART HLDGS INC 21,500,000.0 $24.5M 11.03% +10.4M +94.6% $1.14
2 UBER TECHNOLOGIES INC 18,800,000.0 $23.1M 10.40% +800K +4.4% $1.23
3 NEXTERA ENERGY CAP HLDGS INC 8,900,000.0 $11.9M 5.35% +3.6M +67.9% $1.34
4 RIVIAN AUTOMOTIVE INC 10,500,000.0 $11.1M 5.00% +3.2M +43.8% $1.06

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.