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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
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHEESECAKE FACTORY INC 370,000.0 $472K 0.21% NEW $1.28
22 JETBLUE AIRWAYS CORP 420,000.0 $467K 0.21% NEW $1.11
23 LIVANOVA PLC 310,000.0 $425K 0.19% NEW $1.37
24 UNITI GROUP LLC 350,000.0 $420K 0.19% NEW $1.20
25 THE REALREAL INC 280,000.0 $407K 0.18% NEW $1.45
26 SUNRUN INC 310,000.0 $373K 0.17% NEW $1.20
27 FLUENCE ENERGY INC 280,000.0 $352K 0.16% NEW $1.26
28 CALL GAMESTOP CORP NEW 31,822.0 $90K 0.04% $2.84
Page 2 of 2  ·  28 positions

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.