Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 165
- 0 vs. Q2 2021
- Portfolio value
- $777.1M
- −$57.1M (−6.8%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 33,702 | $1.45M | 0.2% | +3,088+10.1% | Added | History |
| DARDarling Ingredients Inc. | COM | 20,283 | $1.46M | 0.2% | +11,533+131.8% | Added | History |
| IBMInternational Business Machines Corp | Stock | 10,592 | $1.47M | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 27,119 | $1.48M | 0.2% | +2,459+10.0% | Added | History |
| INTCIntel Corp | Stock | 28,560 | $1.52M | 0.2% | +2,603+10.0% | Added | History |
| ROKRockwell Automation, Inc | Stock | 5,218 | $1.53M | 0.2% | +473+10.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 4,054 | $1.58M | 0.2% | +364+9.9% | Added | History |
| ELVElevance Health, Inc. | Stock | 4,553 | $1.70M | 0.2% | +422+10.2% | Added | History |
| ORCLOracle Corp | Stock | 19,547 | $1.70M | 0.2% | +1,804+10.2% | Added | History |
| PLUGPlug Power Inc | Stock | 70,041 | $1.79M | 0.2% | +50,141+252.0% | Added | History |
| AKAMAkamai Technologies Inc | COM | 17,130 | $1.79M | 0.2% | +1,567+10.1% | Added | History |
| NOVASunnova Energy International Inc. | COM | 56,777 | $1.87M | 0.2% | +20,617+57.0% | Added | History |
| EBAYeBay Inc | COM | 27,994 | $1.95M | 0.3% | +2,491+9.8% | Added | History |
| STTState Street Corp | COM | 23,826 | $2.02M | 0.3% | +2,141+9.9% | Added | History |
| LULUlululemon athletica inc. | Stock | 5,155 | $2.09M | 0.3% | −821−13.7% | Reduced | History |
| MNTVMomentive Global Inc. | COM | 106,632 | $2.09M | 0.3% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 38,206 | $2.14M | 0.3% | +3,446+9.9% | Added | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 57,687 | $2.16M | 0.3% | +9,936+20.8% | Added | – |
| LUMNLumen Technologies, Inc. | Stock | 176,071 | $2.18M | 0.3% | +15,954+10.0% | Added | History |
| KMBKimberly Clark Corp | Stock | 16,507 | $2.19M | 0.3% | +1,481+9.9% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 43,620 | $2.26M | 0.3% | +3,943+9.9% | Added | History |
| HNSTHonest Company, Inc. | COM | 219,052 | $2.27M | 0.3% | +49,650+29.3% | Added | History |
| NEONeogenomics Inc | COM NEW | 48,053 | $2.32M | 0.3% | 00.0% | Unchanged | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 44,567 | $2.38M | 0.3% | +11,447+34.6% | Added | History |
| WDAYWorkday, Inc. | CL A | 9,945 | $2.48M | 0.3% | −1,096−9.9% | Reduced | History |
| IFFInternational Flavors & Fragrances Inc | COM | 18,753 | $2.51M | 0.3% | −2,668−12.5% | Reduced | History |
| METMetlife Inc | Stock | 41,424 | $2.56M | 0.3% | +3,768+10.0% | Added | History |
| MRKMerck & Co., Inc. | Stock | 37,577 | $2.82M | 0.4% | +3,414+10.0% | Added | History |
| HDHome Depot, Inc. | Stock | 8,805 | $2.89M | 0.4% | +802+10.0% | Added | History |
| GDDYGoDaddy Inc. | CL A | 41,658 | $2.90M | 0.4% | +3,025+7.8% | Added | History |
| ARRYArray Technologies, Inc. | COM SHS | 157,222 | $2.91M | 0.4% | +38,068+31.9% | Added | History |
| IPInternational Paper Co | COM | 54,393 | $3.04M | 0.4% | 00.0% | Unchanged | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 22,802 | $3.18M | 0.4% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 42,147 | $3.19M | 0.4% | +1,257+3.1% | Added | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 44,964 | $3.39M | 0.4% | +11,690+35.1% | Added | History |
| SPLKSplunk Inc | COM | 23,716 | $3.43M | 0.4% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 25,928 | $3.62M | 0.5% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 21,730 | $3.64M | 0.5% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 11,035 | $3.76M | 0.5% | +1,214+12.4% | Added | History |
| CRMSalesforce, Inc. | Stock | 14,405 | $3.91M | 0.5% | −725−4.8% | Reduced | History |
| GMGeneral Motors Co | COM | 80,082 | $4.22M | 0.5% | +8,835+12.4% | Added | History |
| VVisa Inc. | Stock | 18,997 | $4.23M | 0.5% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 16,603 | $4.38M | 0.6% | +89+0.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,760 | $4.71M | 0.6% | +161+10.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 5,025 | $5.00M | 0.6% | +30+0.6% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 18,150 | $5.44M | 0.7% | −694−3.7% | Reduced | History |
| NEENextera Energy Inc | Stock | 72,789 | $5.71M | 0.7% | +2,350+3.3% | Added | History |
| UNPUnion Pacific Corp | Stock | 30,102 | $5.90M | 0.8% | +8,265+37.8% | Added | History |
| WMWaste Management Inc | Stock | 39,950 | $5.97M | 0.8% | +85+0.2% | Added | History |
| ADBEAdobe Inc. | Stock | 12,345 | $7.11M | 0.9% | −162−1.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 31,088 | $7.18M | 0.9% | −2,492−7.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 42,014 | $8.70M | 1.1% | −306−0.7% | ReducedConverted for a 4-for-1 split | History |
| AWKAmerican Water Works Company, Inc. | Stock | 52,196 | $8.82M | 1.1% | +2,839+5.8% | Added | History |
| MAMastercard Inc | Stock | 28,221 | $9.81M | 1.3% | +720+2.6% | Added | History |
| ITRIItron, Inc. | COM | 137,062 | $10.4M | 1.3% | −3,348−2.4% | Reduced | History |
| ENPHEnphase Energy, Inc. | Stock | 74,856 | $11.2M | 1.4% | −61,966−45.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 5,191 | $13.8M | 1.8% | −1,549−23.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 49,920 | $14.1M | 1.8% | +849+1.7% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 151,513 | $14.5M | 1.9% | −273,560−64.4% | Reduced | History |
| GIBCgi Inc | CL A | 272,110 | $23.1M | 3.0% | +5,615+2.1% | Added | History |
| WOLFWolfspeed, Inc. | COM | 353,055 | $28.5M | 3.7% | +12,386+3.6% | Added | History |
| BLDPBallard Power Systems Inc. | COM | 3,138,582 | $44.1M | 5.7% | −16,675−0.5% | Reduced | History |
| RUNSunrun Inc. | COM | 1,673,520 | $73.6M | 9.5% | +124,351+8.0% | Added | History |
| ECLEcolab Inc. | Stock | 563,881 | $117.6M | 15.1% | −58,522−9.4% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 322,716 | $184.4M | 23.7% | −16,806−4.9% | Reduced | History |
Sold out since Q2 2021 (1)
Positions held at the end of Q2 2021 that are gone from this filing.