Mirova

Mirova as of June 30, 2026

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