Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 164
- No 13F data for Q4 2020
- Portfolio value
- $838.3M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 17,796 | $1.25M | 0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 24,564 | $1.27M | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 3,734 | $1.39M | 0.2% | – | – | History |
| CICigna Group | Stock | 5,855 | $1.42M | 0.2% | – | – | History |
| ELVElevance Health, Inc. | Stock | 3,981 | $1.43M | 0.2% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 92,549 | $1.46M | 0.2% | – | – | History |
| EBAYeBay Inc | COM | 24,983 | $1.53M | 0.2% | – | – | History |
| HPQHP Inc | Stock | 49,660 | $1.58M | 0.2% | – | – | History |
| AKAMAkamai Technologies Inc | COM | 16,064 | $1.64M | 0.2% | – | – | History |
| INTCIntel Corp | Stock | 25,707 | $1.65M | 0.2% | – | – | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 30,890 | $1.73M | 0.2% | – | – | History |
| STTState Street Corp | COM | 20,985 | $1.76M | 0.2% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 38,168 | $1.80M | 0.2% | – | – | History |
| CMCSAComcast Corp | Stock | 33,519 | $1.81M | 0.2% | – | – | History |
| LULUlululemon athletica inc. | Stock | 6,068 | $1.86M | 0.2% | – | – | History |
| SVMK Inc78489X103 | COM | 106,632 | $1.95M | 0.2% | – | – | – |
| KMBKimberly Clark Corp | Stock | 14,587 | $2.03M | 0.2% | – | – | History |
| LUMNLumen Technologies, Inc. | Stock | 155,392 | $2.07M | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 16,139 | $2.15M | 0.3% | – | – | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 30,349 | $2.21M | 0.3% | – | – | History |
| NEONeogenomics Inc | COM NEW | 48,053 | $2.32M | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 7,633 | $2.33M | 0.3% | – | – | History |
| METMetlife Inc | Stock | 40,081 | $2.44M | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 32,649 | $2.52M | 0.3% | – | – | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 47,751 | $2.53M | 0.3% | – | – | – |
| ARRYArray Technologies, Inc. | COM SHS | 85,214 | $2.54M | 0.3% | – | – | History |
| SYFSynchrony Financial | COM | 64,237 | $2.61M | 0.3% | – | – | History |
| SPLKSplunk Inc | COM | 19,755 | $2.68M | 0.3% | – | – | History |
| AXPAmerican Express Co | Stock | 18,964 | $2.68M | 0.3% | – | – | History |
| WDAYWorkday, Inc. | CL A | 11,041 | $2.74M | 0.3% | – | – | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 16,739 | $2.87M | 0.3% | – | – | History |
| IPInternational Paper Co | COM | 54,093 | $2.92M | 0.3% | – | – | History |
| GDDYGoDaddy Inc. | CL A | 38,633 | $3.00M | 0.4% | – | – | History |
| CLColgate Palmolive Co | Stock | 40,044 | $3.16M | 0.4% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 22,751 | $3.18M | 0.4% | – | – | History |
| CRMSalesforce, Inc. | Stock | 15,721 | $3.33M | 0.4% | – | – | History |
| ANSSAnsys Inc | COM | 10,027 | $3.40M | 0.4% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,017 | $3.71M | 0.4% | – | – | History |
| SYKStryker Corp | Stock | 15,273 | $3.72M | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,839 | $3.79M | 0.5% | – | – | History |
| PGProcter & Gamble Co | Stock | 28,133 | $3.81M | 0.5% | – | – | History |
| VVisa Inc. | Stock | 18,997 | $4.02M | 0.5% | – | – | History |
| GMGeneral Motors Co | COM | 79,281 | $4.55M | 0.5% | – | – | History |
| CNICanadian National Railway Co | Stock | 40,367 | $4.68M | 0.6% | – | – | History |
| UNPUnion Pacific Corp | Stock | 21,265 | $4.69M | 0.6% | – | – | History |
| NEENextera Energy Inc | Stock | 65,037 | $4.92M | 0.6% | – | – | History |
| WMWaste Management Inc | Stock | 39,739 | $5.13M | 0.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 10,587 | $5.65M | 0.7% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 19,495 | $5.67M | 0.7% | – | – | History |
| ADBEAdobe Inc. | Stock | 12,715 | $6.04M | 0.7% | – | – | History |
| LLYEli Lilly & Co | Stock | 32,581 | $6.09M | 0.7% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 43,398 | $6.51M | 0.8% | – | – | History |
| MAMastercard Inc | Stock | 27,841 | $9.91M | 1.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 50,690 | $12.0M | 1.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 6,740 | $13.9M | 1.7% | – | – | History |
| GIBCgi Inc | CL A | 251,036 | $20.9M | 2.5% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 176,037 | $28.5M | 3.4% | – | – | History |
| ITRIItron, Inc. | COM | 336,146 | $29.8M | 3.6% | – | – | History |
| WOLFWolfspeed, Inc. | COM | 338,956 | $36.7M | 4.4% | – | – | History |
| FSLRFirst Solar, Inc. | Stock | 466,460 | $40.7M | 4.9% | – | – | History |
| BLDPBallard Power Systems Inc. | COM | 3,021,799 | $73.6M | 8.8% | – | – | History |
| RUNSunrun Inc. | COM | 1,375,523 | $83.2M | 9.9% | – | – | History |
| ECLEcolab Inc. | Stock | 623,599 | $133.5M | 15.9% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 339,522 | $155.0M | 18.5% | – | – | History |