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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
BNYBank of New York Mellon CorpStock17,855$886.0K0.1%−384−2.1%ReducedHistory
TRIThomson Reuters CorpCOM NEW7,839$851.0K0.1%−462−5.6%ReducedHistory
MTBM&T Bank CorpCOM4,572$774.0K0.1%−20.0%ReducedHistory
AZOAutoZone IncCOM370$756.0K0.1%−2−0.5%ReducedHistory
HBANHuntington Bancshares IncCOM50,701$741.0K0.1%−29−0.1%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock4,283$729.0K0.1%−142−3.2%ReducedHistory
MMM3M CoStock4,880$726.0K0.1%−84−1.7%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
CFGCitizens Financial Group IncCOM14,885$674.0K0.1%−8−0.1%ReducedHistory
WRKWestRock CoCOM13,960$656.0K0.1%−9−0.1%ReducedHistory
MUMicron Technology IncStock8,365$651.0K0.1%−158−1.9%ReducedHistory
CSXCSX CorpStock16,391$613.0K0.1%−324−1.9%ReducedHistory
EQIXEquinix IncCOM815$604.0K0.1%−12−1.5%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
ITWIllinois Tool Works IncStock2,492$521.0K0.1%−47−1.9%ReducedHistory
AGCOAGCO CorpCOM3,500$511.0K0.1%+3,500NewHistory
NSCNorfolk Southern CorpStock1,712$488.0K0.1%−31−1.8%ReducedHistory
MELIMercadolibre IncCOM405$481.0K0.1%+405NewHistory
SHWSherwin Williams CoCOM1,900$474.0K0.1%−38−2.0%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM677$472.0K0.1%−11−1.6%ReducedHistory
ADPAutomatic Data Processing IncStock2,056$467.0K0.1%−2−0.1%ReducedHistory
STTState Street CorpCOM5,293$461.0K0.1%−4−0.1%ReducedHistory
BDXBecton Dickinson & CoStock1,639$435.0K0.1%−26−1.6%ReducedHistory
FITBFifth Third BancorpCOM9,752$419.0K0.1%−6−0.1%ReducedHistory
NTRSNorthern Trust CorpCOM3,535$411.0K0.1%−3−0.1%ReducedHistory
EXPEExpedia Group, Inc.Stock2,098$410.0K0.1%−52−2.4%ReducedHistory
MOHMolina Healthcare, Inc.COM1,227$409.0K0.1%−71−5.5%ReducedHistory
EWEdwards Lifesciences CorpStock3,358$395.0K0.1%−69−2.0%ReducedHistory
TSCOTractor Supply CoCOM1,670$389.0K0.1%−1−0.1%ReducedHistory
SRESempraStock2,303$387.0K0.1%−2−0.1%ReducedHistory
OTEXOpen Text CorpCOM9,055$383.0K0.1%−532−5.5%ReducedHistory
DLRDigital Realty Trust, Inc.COM2,504$355.0K<0.1%−42−1.6%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM4,522$348.0K<0.1%−265−5.5%ReducedHistory
ULTAUlta Beauty, Inc.Stock870$346.0K<0.1%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock5,465$343.0K<0.1%−4−0.1%ReducedHistory
DNMRDanimer Scientific, Inc.COM CL A57,767$338.0K<0.1%+16,000+38.3%AddedHistory
FFord Motor CoStock19,828$335.0K<0.1%−11−0.1%ReducedHistory
RFRegions Financial CorpCOM13,723$305.0K<0.1%−7−0.1%ReducedHistory
BBYBest Buy Co IncStock3,318$301.0K<0.1%−2−0.1%ReducedHistory
SBUXStarbucks CorpStock3,195$290.0K<0.1%−2−0.1%ReducedHistory
WELLWelltower Inc.REIT2,981$286.0K<0.1%−2−0.1%ReducedHistory
HPQHP IncStock6,739$244.0K<0.1%−4−0.1%ReducedHistory
AVBAvalonbay Communities IncCOM984$244.0K<0.1%−2−0.2%ReducedHistory
RYRoyal Bank of CanadaStock2,189$241.0K<0.1%−127−5.5%ReducedHistory
CARRCarrier Global CorpStock5,245$240.0K<0.1%−4−0.1%ReducedHistory
AFLAflac IncStock3,681$237.0K<0.1%−215−5.5%ReducedHistory
VTRSViatris IncStock21,597$234.0K<0.1%−12−0.1%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM2,808$231.0K<0.1%−87−3.0%ReducedHistory
VMRKVivmark ResidentialSH BEN INT2,541$228.0K<0.1%−2−0.1%ReducedHistory
TDToronto Dominion BankStock2,734$217.0K<0.1%−160−5.5%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
PAYXPaychex IncStock1,521$207.0K<0.1%−1−0.1%ReducedHistory
CNICanadian National Railway CoStock1,499$201.0K<0.1%−87−5.5%ReducedHistory
OTISOtis Worldwide CorpStock2,490$191.0K<0.1%−10.0%ReducedHistory
SLFSun Life Financial IncCOM3,367$188.0K<0.1%−197−5.5%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
AIGAmerican International Group, Inc.Stock2,825$177.0K<0.1%−2−0.1%ReducedHistory
GLWCorning IncCOM4,706$173.0K<0.1%−3−0.1%ReducedHistory
AAgilent Technologies, Inc.COM1,305$172.0K<0.1%−1−0.1%ReducedHistory
KEYSKeysight Technologies, Inc.Stock1,068$168.0K<0.1%−1−0.1%ReducedHistory
PPGPPG Industries IncStock1,277$167.0K<0.1%−2−0.2%ReducedHistory
BAXBaxter International IncStock1,972$152.0K<0.1%−2−0.1%ReducedHistory
BNSBank of Nova ScotiaCOM1,884$135.0K<0.1%−109−5.5%ReducedHistory
CDWCDW CorpCOM734$131.0K<0.1%−1−0.1%ReducedHistory
ALGNAlign Technology IncCOM277$120.0K<0.1%00.0%UnchangedHistory
TWTRTwitter, Inc.COM2,440$94.0K<0.1%−2−0.1%ReducedHistory
ETSYEtsy IncCOM543$67.0K<0.1%−30−5.2%ReducedHistory
NICENICE Ltd.SPONSORED ADR121$26.0K<0.1%+43+55.1%AddedHistory

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