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Mirova

Latest statistics and disclosures from Mirova's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, CDNS, MSFT, AVGO, GOOGL, and represent 20.02% of Mirova's stock portfolio.
Added to shares of these 10 stocks: KLAC (+$50M), PWR (+$28M), MSFT (+$28M), AVGO (+$20M), MU (+$17M), CDNS (+$15M), V (+$14M), DDOG (+$14M), VZ (+$14M), MRK (+$13M).
Started 13 new stock positions in RBRK, IOT, INTC, JAZZ, BALL, CP, VGNT, VRNS, CRWV, MU. FBIN, NET, JNJ.
Reduced shares in these 10 stocks: CRWD (-$39M), PANW (-$34M), AMD (-$34M), NOW (-$32M), FSLR (-$29M), NVT (-$22M), ESTC (-$21M), LLY (-$19M), ECL (-$18M), MDT (-$17M).
Sold out of its positions in ALRM, AMZN, HUBS, TREX, TYL, YETI, MDT.
Mirova was a net seller of stock by $-108M.
Mirova has $2.7B in assets under management (AUM), dropping by 9.97%.
Central Index Key (CIK): 0001767843

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Portfolio Holdings for Mirova

Mirova holds 185 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Common Stock (NVDA)	6.7	$181M	+4%	905k	200.09	View chart
Cadence Design System Common Stock (CDNS)	3.8	$102M	+17%	272k	375.32	View chart
Microsoft Corp Common Stock (MSFT)	3.6	$98M	+39%	263k	373.02	View chart
Broadcom Common Stock (AVGO)	3.1	$84M	+30%	222k	377.75	View chart
Alphabet Common Stock (GOOGL)	2.8	$77M	+19%	216k	357.37	View chart
Advanced Micro Devices Common Stock (AMD)	2.7	$72M	-31%	125k	580.91	View chart
Snowflake Common Stock (SNOW)	2.3	$63M	-4%	247k	254.50	View chart
Synopsys Common Stock (SNPS)	2.1	$56M	-17%	125k	446.07	View chart
Kla Corp Common Stock (KLAC)	2.0	$55M	+836%	184k	301.71	View chart
Crowdstrike Hldgs Common Stock (CRWD)	1.9	$51M	-43%	67k	763.14	View chart
Mongodb Common Stock (MDB)	1.6	$43M	+32%	129k	335.90	View chart
Vertiv Holdings Common Stock (VRT)	1.6	$42M	-16%	126k	334.82	View chart
Waste Mgmt Inc Del Common Stock (WM)	1.5	$41M	+10%	185k	222.88	View chart
Bentley Sys Common Stock (BSY)	1.5	$41M	+9%	1.4M	29.89	View chart
Quanta Svcs Common Stock (PWR)	1.5	$40M	+245%	55k	720.04	View chart
Ecolab Common Stock (ECL)	1.4	$39M	-31%	140k	278.61	View chart
Intuitive Surgical Common Stock (ISRG)	1.4	$37M	+2%	93k	397.68	View chart
Veralto Corp Common Stock (VLTO)	1.4	$37M	+18%	418k	88.68	View chart
Idex Corp Common Stock (IEX)	1.3	$35M	-5%	152k	226.95	View chart
Datadog Common Stock (DDOG)	1.2	$33M	+71%	125k	260.36	View chart
Nvent Elec Common Stock (NVT)	1.2	$32M	-40%	190k	169.61	View chart
Thermo Fisher Scientific Common Stock (TMO)	1.2	$32M	-12%	64k	501.36	View chart
Jbt Marel Corporation Common Stock (JBTM)	1.1	$30M	+7%	208k	145.00	View chart
Xylem Common Stock (XYL)	1.1	$30M	+3%	254k	118.21	View chart
Palo Alto Networks Common Stock (PANW)	1.1	$30M	-53%	87k	341.02	View chart
Servicenow Common Stock (NOW)	1.0	$28M	-53%	286k	99.28	View chart
Clean Harbors Common Stock (CLH)	1.0	$28M	-29%	93k	298.75	View chart
Advanced Drain Sys Inc Del Common Stock (WMS)	1.0	$27M		174k	156.96	View chart
Visa Common Stock (V)	1.0	$27M	+107%	79k	343.09	View chart
Flex Common Stock (FLEX)	0.9	$25M	+14%	156k	162.07	View chart
Waste Connections Common Stock (WCN)	0.9	$24M	-4%	142k	166.69	View chart
Colgate Palmolive Common Stock (CL)	0.9	$23M	+121%	254k	91.68	View chart
Danaher Corp Del Common Stock (DHR)	0.8	$23M	-9%	118k	190.48	View chart
Manhattan Associates Common Stock (MANH)	0.8	$22M	+8%	161k	139.25	View chart
Pentair Common Stock (PNR)	0.8	$22M	+22%	280k	76.66	View chart
Jfrog Common Stock (FROG)	0.8	$21M	-34%	232k	90.88	View chart
Verizon Communications Common Stock (VZ)	0.8	$20M	+197%	481k	42.34	View chart
Tetra Tech Common Stock (TTEK)	0.7	$19M	+9%	670k	28.89	View chart
Core & Main Common Stock (CNM)	0.7	$19M	-4%	399k	48.25	View chart
Keysight Technologies Common Stock (KEYS)	0.7	$19M	+35%	54k	350.07	View chart
Merck & Co Common Stock (MRK)	0.7	$19M	+230%	145k	128.50	View chart
PTC Common Stock (PTC)	0.7	$18M	-8%	159k	113.61	View chart
Enersys Common Stock (ENS)	0.6	$18M	+11%	75k	233.82	View chart
Linde Common Stock (LIN)	0.6	$17M	+23%	34k	518.94	View chart
Trimble Common Stock (TRMB)	0.6	$17M	+27%	338k	51.18	View chart
Abbvie Common Stock (ABBV)	0.6	$17M	+143%	68k	251.64	View chart
Emerson Elec Common Stock (EMR)	0.6	$17M	+23%	118k	143.15	View chart
Littelfuse Common Stock (LFUS)	0.6	$17M	-22%	37k	455.33	View chart
Micron Technology Common Stock (MU)	0.6	$17M	NEW	14k	1154.29	View chart
Dexcom Common Stock (DXCM)	0.6	$16M	-16%	244k	67.35	View chart
Cvs Health Corp Common Stock (CVS)	0.6	$16M	+414%	155k	103.45	View chart
American Express Common Stock (AXP)	0.6	$16M	+46%	47k	338.25	View chart
Essential Utils Common Stock (WTRG)	0.6	$15M		399k	38.31	View chart
H2o America Common Stock (HTO)	0.5	$15M	+25%	245k	60.77	View chart
Argenx Se American Depository Receipt (ARGX)	0.5	$15M	-19%	16k	927.77	View chart
Roper Technologies Common Stock (ROP)	0.5	$15M		43k	338.39	View chart
Ferguson Enterprises Common Stock (FERG)	0.5	$14M	+3%	60k	237.33	View chart
Bruker Corp Common Stock (BRKR)	0.5	$14M	-14%	230k	60.18	View chart
Zscaler Common Stock (ZS)	0.5	$14M	-7%	98k	141.15	View chart
Ebay Common Stock (EBAY)	0.5	$14M	-6%	123k	111.75	View chart
Api Group Corp Common Stock (APG)	0.5	$14M	-32%	324k	42.35	View chart
Motorola Solutions Common Stock (MSI)	0.5	$14M	-12%	33k	415.29	View chart
Stryker Corporation Common Stock (SYK)	0.5	$14M		44k	314.84	View chart
Agilent Technologies Common Stock (A)	0.5	$14M	+14%	102k	132.83	View chart
Axon Enterprise Common Stock (AXON)	0.5	$14M	-15%	24k	560.61	View chart
Itron Common Stock (ITRI)	0.5	$13M	+8%	151k	86.53	View chart
Tjx Cos Common Stock (TJX)	0.5	$13M	+104%	85k	151.50	View chart
Msa Safety Common Stock (MSA)	0.5	$13M	-9%	73k	174.58	View chart
Netflix Common Stock (NFLX)	0.5	$13M	+9%	176k	71.40	View chart
Amphenol Corp Common Stock (APH)	0.4	$12M	+256%	68k	176.32	View chart
Nasdaq Common Stock (NDAQ)	0.4	$12M	-8%	152k	78.82	View chart
Applied Indl Technologies In Common Stock (AIT)	0.4	$12M	-23%	35k	338.15	View chart
Cintas Corp Common Stock (CTAS)	0.4	$12M	+22%	69k	170.08	View chart
Aptiv Common Stock (APTV)	0.4	$12M	+10%	189k	61.38	View chart
American Wtr Wks Common Stock (AWK)	0.4	$11M	-45%	85k	131.58	View chart
Smith A O Corp Common Stock (AOS)	0.4	$11M	+3%	178k	62.72	View chart
Wabtec Common Stock (WAB)	0.4	$11M	-33%	41k	269.60	View chart
Equinix Common Stock (EQIX)	0.4	$11M	-54%	10k	1042.39	View chart
Planet Labs Pbc Common Stock (PL)	0.4	$10M	+6%	314k	33.13	View chart
Osi Systems Common Stock (OSIS)	0.4	$10M	-29%	46k	218.70	View chart
Digital Rlty Tr Common Stock (DLR)	0.4	$10M	-46%	56k	179.58	View chart
Costco Wholesale Corporation Common Stock (COST)	0.4	$9.9M	+65%	11k	935.47	View chart
Procter & Gamble Common Stock (PG)	0.4	$9.9M		67k	146.64	View chart
Aecom Common Stock (ACM)	0.4	$9.8M	+13%	140k	69.80	View chart
Symbotic Common Stock (SYM)	0.4	$9.7M	+14%	217k	44.95	View chart
Samsara Common Stock (IOT)	0.4	$9.7M	NEW	298k	32.43	View chart
Modine Mfg Common Stock (MOD)	0.4	$9.6M		36k	267.02	View chart
Autodesk Common Stock (ADSK)	0.3	$9.0M	-7%	46k	194.42	View chart
First Solar Common Stock (FSLR)	0.3	$9.0M	-76%	38k	235.96	View chart
Middlesex Wtr Common Stock (MSEX)	0.3	$8.9M	-18%	159k	56.16	View chart
Rubrik Common Stock (RBRK)	0.3	$8.8M	NEW	110k	80.28	View chart
Mastercard Incorporated Common Stock (MA)	0.3	$8.8M	+151%	17k	513.60	View chart
Tapestry Common Stock (TPR)	0.3	$8.5M	+46%	58k	146.38	View chart
Zurn Elkay Water Solns Corp Common Stock (ZWS)	0.3	$8.4M		166k	50.53	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.3	$8.3M	+2063%	92k	90.46	View chart
Toast Common Stock (TOST)	0.3	$8.2M	+240%	296k	27.82	View chart
Weyerhaeuser Common Stock (WY)	0.3	$8.2M	+6%	343k	23.94	View chart
Generac Hldgs Common Stock (GNRC)	0.3	$8.2M	-47%	28k	292.81	View chart
Rollins Common Stock (ROL)	0.3	$8.2M	-12%	196k	41.74	View chart
Cryoport Common Stock (CYRX)	0.3	$8.1M	-55%	518k	15.70	View chart
Best Buy Common Stock (BBY)	0.3	$8.1M		107k	75.88	View chart
Trane Technologies Common Stock (TT)	0.3	$8.1M	+41%	17k	491.16	View chart
Hubbell Common Stock (HUBB)	0.3	$7.9M	+53%	15k	523.20	View chart
Eli Lilly & Co Common Stock (LLY)	0.3	$7.8M	-70%	6.5k	1199.43	View chart
Accenture Plc Ireland Common Stock (ACN)	0.3	$7.7M		62k	124.44	View chart
Fortune Brands Innovations I Common Stock (FBIN)	0.3	$7.6M	NEW	138k	54.90	View chart
Cellebrite Di Common Stock (CLBT)	0.3	$7.5M	-41%	516k	14.60	View chart
Shopify Common Stock (SHOP)	0.3	$7.5M	+10318%	66k	114.18	View chart
Transunion Common Stock (TRU)	0.3	$7.4M	-33%	103k	72.14	View chart
Iron Mtn Inc Del Common Stock (IRM)	0.3	$7.1M	-32%	56k	126.31	View chart
Steris Common Stock (STE)	0.3	$6.8M	-56%	33k	210.57	View chart
Lowes Cos Common Stock (LOW)	0.2	$6.6M		30k	220.49	View chart
Verisk Analytics Common Stock (VRSK)	0.2	$6.3M	+208%	35k	179.53	View chart
Varonis Sys Common Stock (VRNS)	0.2	$6.3M	NEW	150k	41.96	View chart
Owens Corning Common Stock (OC)	0.2	$6.1M	+37%	38k	158.96	View chart
Sunrun Common Stock (RUN)	0.2	$6.0M	+5%	447k	13.38	View chart
Avery Dennison Corp Common Stock (AVY)	0.2	$5.9M		37k	162.35	View chart
Elastic N V Common Stock (ESTC)	0.2	$5.9M	-78%	104k	57.02	View chart
Badger Meter Common Stock (BMI)	0.2	$5.8M		39k	148.38	View chart
Zebra Technologies Corporati Common Stock (ZBRA)	0.2	$5.3M	-32%	20k	263.26	View chart
Brookfield Renewable Corp Common Stock (BEPC)	0.2	$4.8M	+45%	130k	37.12	View chart
Mirion Technologies Common Stock (MIR)	0.2	$4.4M	-33%	246k	17.93	View chart
Ball Corp Common Stock (BALL)	0.2	$4.3M	NEW	70k	62.40	View chart
Intuit Common Stock (INTU)	0.2	$4.2M	+138%	16k	261.00	View chart
Canadian Pacific Kansas City Common Stock (CP)	0.1	$4.0M	NEW	46k	86.65	View chart
Msci Common Stock (MSCI)	0.1	$3.9M	-23%	6.9k	560.04	View chart
Crown Hldgs Common Stock (CCK)	0.1	$3.7M	+84%	33k	111.82	View chart
Alcon Common Stock (ALC)	0.1	$3.6M	-7%	54k	67.10	View chart
Mettler Toledo International Common Stock (MTD)	0.1	$3.6M	-3%	2.8k	1277.51	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.1	$3.5M	-31%	7.1k	496.73	View chart
Mp Materials Corp Common Stock (MP)	0.1	$3.5M	+5%	62k	56.01	View chart
New York Times Co Mtn Be Common Stock (NYT)	0.1	$3.5M	+12%	50k	69.98	View chart
S&p Global Common Stock (SPGI)	0.1	$3.4M	-30%	8.3k	407.26	View chart
Bjs Whsl Club Hldgs Common Stock (BJ)	0.1	$3.0M	-33%	34k	87.22	View chart
Neurocrine Biosciences Common Stock (NBIX)	0.1	$3.0M	-40%	18k	168.53	View chart
Servicetitan Common Stock (TTAN)	0.1	$2.8M		40k	70.71	View chart
Lululemon Athletica Common Stock (LULU)	0.1	$2.2M		20k	114.18	View chart
Union Pac Corp Common Stock (UNP)	0.1	$2.1M	-7%	7.7k	272.00	View chart
Monolithic Pwr Sys Common Stock (MPWR)	0.1	$1.7M	-30%	1.3k	1382.36	View chart
Exponent Common Stock (EXPO)	0.1	$1.6M	+3%	28k	58.76	View chart
Godaddy Common Stock (GDDY)	0.1	$1.6M	-9%	19k	84.88	View chart
Sprouts Fmrs Mkt Common Stock (SFM)	0.1	$1.5M	-54%	18k	84.58	View chart
Hewlett Packard Enterprise C Common Stock (HPE)	0.1	$1.5M		32k	45.11	View chart
Zoetis Common Stock (ZTS)	0.1	$1.4M	-74%	19k	71.86	View chart
Intel Corp Common Stock (INTC)	0.0	$1.3M	NEW	9.6k	139.63	View chart
Natera Common Stock (NTRA)	0.0	$1.3M	-84%	4.7k	271.45	View chart
Gilead Sciences Common Stock (GILD)	0.0	$1.3M	-72%	10k	126.34	View chart
General Mtrs Common Stock (GM)	0.0	$1.2M	+2%	16k	77.08	View chart
Ziff Davis Common Stock (ZD)	0.0	$1.2M	-42%	23k	52.37	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$1.2M	-70%	28k	42.68	View chart
Healthequity Common Stock (HQY)	0.0	$1.2M	-84%	13k	90.32	View chart
Guidewire Software Common Stock (GWRE)	0.0	$1.1M	-63%	9.2k	123.05	View chart
T-mobile Us Common Stock (TMUS)	0.0	$1.0M	-77%	6.0k	167.73	View chart
Watts Water Technologies Common Stock (WTS)	0.0	$933k	-5%	2.4k	391.45	View chart
Taiwan Semiconductor Manufac American Depository Receipt (TSM)	0.0	$874k	+11%	1.8k	477.57	View chart
Uniti Group Common Stock (UNIT)	0.0	$826k	-86%	72k	11.47	View chart
Johnson & Johnson Common Stock (JNJ)	0.0	$792k	NEW	3.1k	253.97	View chart
Bridgebio Pharma Common Stock (BBIO)	0.0	$693k	-57%	9.3k	74.48	View chart
Labcorp Holdings Common Stock (LH)	0.0	$693k	-84%	2.5k	280.00	View chart
Descartes Sys Group Common Stock (DSGX)	0.0	$662k	-81%	9.6k	69.24	View chart
Agco Corp Common Stock (AGCO)	0.0	$648k		5.4k	119.70	View chart
Planet Fitness Master Issuer Common Stock (PLNT)	0.0	$631k	-80%	12k	52.17	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.0	$614k	-85%	2.0k	301.03	View chart
Disney Walt Common Stock (DIS)	0.0	$600k	-81%	6.2k	96.25	View chart
Nextera Energy Common Stock (NEE)	0.0	$597k		6.8k	87.77	View chart
Oracle Corp Common Stock (ORCL)	0.0	$594k	-81%	4.1k	146.55	View chart
Graphic Packaging Hldg Common Stock (GPK)	0.0	$549k		52k	10.57	View chart
Spotify Technology S A Common Stock (SPOT)	0.0	$540k	-81%	1.2k	459.13	View chart
Cloudflare Common Stock (NET)	0.0	$525k	NEW	2.1k	245.28	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$518k	-84%	1.2k	415.63	View chart
Vital Farms Common Stock (VITL)	0.0	$490k		42k	11.63	View chart
Iqvia Hldgs Common Stock (IQV)	0.0	$473k	-88%	2.4k	193.22	View chart
Costar Group Common Stock (CSGP)	0.0	$408k	-81%	14k	28.32	View chart
Bank Of Ny Mellon Corp Common Stock (BNY)	0.0	$405k	+5%	2.8k	144.61	View chart
Jazz Pharmaceuticals Common Stock (JAZZ)	0.0	$390k	NEW	1.6k	240.97	View chart
Salesforce Common Stock (CRM)	0.0	$370k	-12%	2.4k	156.66	View chart
Array Technologies Common Stock (ARRY)	0.0	$352k		48k	7.41	View chart
Coreweave Common Stock (CRWV)	0.0	$334k	NEW	3.4k	99.54	View chart
Brookfield Renewable Energy Common Stock (BEP)	0.0	$324k	+9%	9.3k	34.73	View chart
Procept Biorobotics Corp Common Stock (PRCT)	0.0	$296k	-98%	13k	22.58	View chart
Autoliv Common Stock (ALV)	0.0	$269k		2.3k	116.17	View chart
Embecta Corp Common Stock (EMBC)	0.0	$261k		80k	3.26	View chart
Mueller Wtr Prods Common Stock (MWA)	0.0	$258k		10k	25.83	View chart
Versigent Common Stock (VGNT)	0.0	$50k	NEW	1.2k	42.01	View chart
Lkq Corp Common Stock (LKQ)	0.0	$47k		1.8k	26.33	View chart

Past Filings by Mirova

SEC 13F filings are viewable for Mirova going back to 2018

Mirova 2026 Q2 filed Aug. 13, 2026
Mirova 2026 Q1 filed May 14, 2026
Mirova 2025 Q4 filed Feb. 13, 2026
Mirova 2025 Q3 filed Dec. 29, 2025
Mirova 2025 Q2 filed Aug. 13, 2025
Mirova 2025 Q1 filed May 14, 2025
Mirova 2024 Q4 filed Feb. 13, 2025
Mirova 2024 Q3 filed Nov. 13, 2024
Mirova 2024 Q2 filed Aug. 13, 2024
Mirova 2024 Q1 filed May 13, 2024
Mirova 2023 Q3 filed Nov. 14, 2023
Mirova 2023 Q2 filed Aug. 11, 2023
Mirova 2023 Q1 filed May 12, 2023
Mirova 2022 Q4 filed Feb. 13, 2023
Mirova 2022 Q3 filed Nov. 14, 2022
Mirova 2022 Q2 filed Aug. 12, 2022

View all past filings

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