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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
174
+2 vs. Q4 2021
Portfolio value
$747.1M
−$88.0M (−10.5%) vs. Q4 2021
Filed
May 13, 2022
SEC
Holdings of Mirova in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
NICENICE Ltd.SPONSORED ADR121$26.0K<0.1%+43+55.1%AddedHistory
ETSYEtsy IncCOM543$67.0K<0.1%−30−5.2%ReducedHistory
TWTRTwitter, Inc.COM2,440$94.0K<0.1%−2−0.1%ReducedHistory
ALGNAlign Technology IncCOM277$120.0K<0.1%00.0%UnchangedHistory
CDWCDW CorpCOM734$131.0K<0.1%−1−0.1%ReducedHistory
BNSBank of Nova ScotiaCOM1,884$135.0K<0.1%−109−5.5%ReducedHistory
BAXBaxter International IncStock1,972$152.0K<0.1%−2−0.1%ReducedHistory
PPGPPG Industries IncStock1,277$167.0K<0.1%−2−0.2%ReducedHistory
KEYSKeysight Technologies, Inc.Stock1,068$168.0K<0.1%−1−0.1%ReducedHistory
AAgilent Technologies, Inc.COM1,305$172.0K<0.1%−1−0.1%ReducedHistory
GLWCorning IncCOM4,706$173.0K<0.1%−3−0.1%ReducedHistory
AIGAmerican International Group, Inc.Stock2,825$177.0K<0.1%−2−0.1%ReducedHistory
METMetlife IncStock2,627$184.0K<0.1%−2−0.1%ReducedHistory
DXCMDexcom IncCOM361$184.0K<0.1%00.0%UnchangedHistory
ANETArista Networks, Inc.COM1,326$184.0K<0.1%−1−0.1%ReducedHistory
SLFSun Life Financial IncCOM3,367$188.0K<0.1%−197−5.5%ReducedHistory
OTISOtis Worldwide CorpStock2,490$191.0K<0.1%−10.0%ReducedHistory
CNICanadian National Railway CoStock1,499$201.0K<0.1%−87−5.5%ReducedHistory
PAYXPaychex IncStock1,521$207.0K<0.1%−1−0.1%ReducedHistory
WYWeyerhaeuser CoCOM NEW5,578$211.0K<0.1%−3−0.1%ReducedHistory
CBRECbre Group, Inc.CL A2,308$211.0K<0.1%−2−0.1%ReducedHistory
TDToronto Dominion BankStock2,734$217.0K<0.1%−160−5.5%ReducedHistory
VMRKVivmark ResidentialSH BEN INT2,541$228.0K<0.1%−2−0.1%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM2,808$231.0K<0.1%−87−3.0%ReducedHistory
VTRSViatris IncStock21,597$234.0K<0.1%−12−0.1%ReducedHistory
AFLAflac IncStock3,681$237.0K<0.1%−215−5.5%ReducedHistory
CARRCarrier Global CorpStock5,245$240.0K<0.1%−4−0.1%ReducedHistory
RYRoyal Bank of CanadaStock2,189$241.0K<0.1%−127−5.5%ReducedHistory
HPQHP IncStock6,739$244.0K<0.1%−4−0.1%ReducedHistory
AVBAvalonbay Communities IncCOM984$244.0K<0.1%−2−0.2%ReducedHistory
WELLWelltower Inc.REIT2,981$286.0K<0.1%−2−0.1%ReducedHistory
SBUXStarbucks CorpStock3,195$290.0K<0.1%−2−0.1%ReducedHistory
BBYBest Buy Co IncStock3,318$301.0K<0.1%−2−0.1%ReducedHistory
RFRegions Financial CorpCOM13,723$305.0K<0.1%−7−0.1%ReducedHistory
FFord Motor CoStock19,828$335.0K<0.1%−11−0.1%ReducedHistory
DNMRDanimer Scientific, Inc.COM CL A57,767$338.0K<0.1%+16,000+38.3%AddedHistory
MDLZMondelez International, Inc.Stock5,465$343.0K<0.1%−4−0.1%ReducedHistory
ULTAUlta Beauty, Inc.Stock870$346.0K<0.1%00.0%UnchangedHistory
BMRNBiomarin Pharmaceutical IncCOM4,522$348.0K<0.1%−265−5.5%ReducedHistory
DLRDigital Realty Trust, Inc.COM2,504$355.0K<0.1%−42−1.6%ReducedHistory
OTEXOpen Text CorpCOM9,055$383.0K0.1%−532−5.5%ReducedHistory
SRESempraStock2,303$387.0K0.1%−2−0.1%ReducedHistory
TSCOTractor Supply CoCOM1,670$389.0K0.1%−1−0.1%ReducedHistory
EWEdwards Lifesciences CorpStock3,358$395.0K0.1%−69−2.0%ReducedHistory
MOHMolina Healthcare, Inc.COM1,227$409.0K0.1%−71−5.5%ReducedHistory
EXPEExpedia Group, Inc.Stock2,098$410.0K0.1%−52−2.4%ReducedHistory
NTRSNorthern Trust CorpCOM3,535$411.0K0.1%−3−0.1%ReducedHistory
FITBFifth Third BancorpCOM9,752$419.0K0.1%−6−0.1%ReducedHistory
BDXBecton Dickinson & CoStock1,639$435.0K0.1%−26−1.6%ReducedHistory
STTState Street CorpCOM5,293$461.0K0.1%−4−0.1%ReducedHistory
ADPAutomatic Data Processing IncStock2,056$467.0K0.1%−2−0.1%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM677$472.0K0.1%−11−1.6%ReducedHistory
SHWSherwin Williams CoCOM1,900$474.0K0.1%−38−2.0%ReducedHistory
MELIMercadolibre IncCOM405$481.0K0.1%+405NewHistory
NSCNorfolk Southern CorpStock1,712$488.0K0.1%−31−1.8%ReducedHistory
AGCOAGCO CorpCOM3,500$511.0K0.1%+3,500NewHistory
ITWIllinois Tool Works IncStock2,492$521.0K0.1%−47−1.9%ReducedHistory
IBMInternational Business Machines CorpStock4,416$574.0K0.1%−3−0.1%ReducedHistory
AMGNAmgen IncStock2,376$574.0K0.1%−3−0.1%ReducedHistory
LRCXLam Research CorpCOM1,068$574.0K0.1%−17−1.6%ReducedHistory
EQIXEquinix IncCOM815$604.0K0.1%−12−1.5%ReducedHistory
CSXCSX CorpStock16,391$613.0K0.1%−324−1.9%ReducedHistory
MUMicron Technology IncStock8,365$651.0K0.1%−158−1.9%ReducedHistory
WRKWestRock CoCOM13,960$656.0K0.1%−9−0.1%ReducedHistory
CFGCitizens Financial Group IncCOM14,885$674.0K0.1%−8−0.1%ReducedHistory
UPSUnited Parcel Service IncStock3,330$714.0K0.1%−3−0.1%ReducedHistory
CCICrown Castle Inc.REIT3,868$714.0K0.1%−63−1.6%ReducedHistory
MMM3M CoStock4,880$726.0K0.1%−84−1.7%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock4,283$729.0K0.1%−142−3.2%ReducedHistory
HBANHuntington Bancshares IncCOM50,701$741.0K0.1%−29−0.1%ReducedHistory
AZOAutoZone IncCOM370$756.0K0.1%−2−0.5%ReducedHistory
MTBM&T Bank CorpCOM4,572$774.0K0.1%−20.0%ReducedHistory
TRIThomson Reuters CorpCOM NEW7,839$851.0K0.1%−462−5.6%ReducedHistory
BNYBank of New York Mellon CorpStock17,855$886.0K0.1%−384−2.1%ReducedHistory
KEYKeycorpCOM39,636$887.0K0.1%−24−0.1%ReducedHistory
AMATApplied Materials IncStock6,780$893.0K0.1%−125−1.8%ReducedHistory
BCEBce IncCOM NEW16,120$894.0K0.1%−949−5.6%ReducedHistory
NEONeogenomics IncCOM NEW74,949$910.0K0.1%+10,702+16.7%AddedHistory
TAT&T Inc.Stock38,673$913.0K0.1%−342−0.9%ReducedHistory
DVADavita Inc.COM8,182$925.0K0.1%−105−1.3%ReducedHistory
AMDAdvanced Micro Devices IncStock8,854$968.0K0.1%−161−1.8%ReducedHistory
AMTAmerican Tower CorpREIT3,925$986.0K0.1%−62−1.6%ReducedHistory
PLDPrologis, Inc.REIT6,219$1.00M0.1%−98−1.6%ReducedHistory
IBPInstalled Building Products, Inc.COM11,908$1.01M0.1%00.0%UnchangedHistory
HAINHain Celestial Group IncCOM30,927$1.06M0.1%00.0%UnchangedHistory
CHTRCharter Communications, Inc.CL A1,970$1.07M0.1%−1−0.1%ReducedHistory
IEXIdex CorpCOM5,655$1.08M0.1%00.0%UnchangedHistory
SHLSShoals Technologies Group, Inc.CL A64,323$1.10M0.1%+20,000+45.1%AddedHistory
USBUS Bancorp DECOM NEW21,279$1.13M0.2%−148−0.7%ReducedHistory
IPGInterpublic Group of Companies, Inc.COM32,104$1.14M0.2%−19−0.1%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,034$1.15M0.2%+11,034NewHistory
WBDWarner Bros. Discovery, Inc.COM SER A46,760$1.17M0.2%−28−0.1%ReducedHistory
EAElectronic Arts Inc.COM9,232$1.17M0.2%−6−0.1%ReducedHistory
TFCTruist Financial CorpCOM20,596$1.17M0.2%−132−0.6%ReducedHistory
BKNGBooking Holdings Inc.Stock503$1.18M0.2%−9−1.8%ReducedHistory
MRKMerck & Co., Inc.Stock14,775$1.21M0.2%−244−1.6%ReducedHistory
TXNTexas Instruments IncStock6,710$1.23M0.2%−125−1.8%ReducedHistory
CHPTChargePoint Holdings, Inc.COM CL A63,194$1.26M0.2%+15,024+31.2%AddedHistory
QCOMQualcomm IncStock8,255$1.26M0.2%−154−1.8%ReducedHistory
BLDPBallard Power Systems Inc.COM109,901$1.28M0.2%−2,941,389−96.4%ReducedHistory

Sold out since Q4 2021 (6)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Mirova sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
WOLFWolfspeed, Inc.Stock246,958$27.6M3.3%History
HNSTHonest Company, Inc.COM290,891$2.35M0.3%History
MNTVMomentive Global Inc.COM106,632$2.25M0.3%History
FLNCFluence Energy, Inc.COM CL A15,500$551.0K0.1%History
MRVLMarvell Technology, Inc.COM2,036$178.0K<0.1%History
KDKyndryl Holdings, Inc.Stock884$16.0K<0.1%History