13F HOLDINGS REPORT
Mirabaud Asset Management (France) SAS
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0002033031-25-000005
Total Value
$126.3M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ON SEMICONDUCTOR CORP | ON | 14,400,000 | $15.2M | 12.07% |
| 2 | WAYFAIR INC | W | 13,660,000 | $15.2M | 12.02% |
| 3 | DATADOG INC | DDOG | 13,000,000 | $14.8M | 11.70% |
| 4 | RIVIAN AUTOMOTIVE INC | RIVN | 8,300,000 | $8.2M | 6.47% |
| 5 | ENOVIS CORPORATION | ENOV | 7,650,000 | $8.0M | 6.34% |
| 6 | WORKIVA INC | WK | 8,200,000 | $7.8M | 6.17% |
| 7 | SEAGATE HDD CAYMAN | SE | 6,400,000 | $7.7M | 6.13% |
| 8 | LUMENTUM HLDGS INC | LITE | 6,300,000 | $7.5M | 5.93% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 4,500,000 | $5.5M | 4.33% |
| 10 | LIVE NATION ENTERTAINMENT IN | LYV | 4,000,000 | $5.4M | 4.30% |
| 11 | CYTOKINETICS INC | CYTK | 4,500,000 | $5.4M | 4.25% |
| 12 | NCL CORP LTD | 62886HAX9 | 4,600,000 | $5.3M | 4.23% |
| 13 | ZSCALER INC | ZS | 3,800,000 | $5.2M | 4.16% |
| 14 | EQUINOX GOLD CORP | EQX | 3,810,000 | $5.2M | 4.10% |
| 15 | ALNYLAM PHARMACEUTICALS INC | ALNY | 4,300,000 | $5.0M | 3.93% |
| 16 | LI AUTO INC | LAAOF | 4,100,000 | $4.9M | 3.87% |