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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
171
0 vs. Q2 2022
Portfolio value
$594.3M
−$109.3M (−15.5%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Mirova in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock292,035$148.1M24.9%−30,514−9.5%ReducedHistory
ECLEcolab Inc.Stock577,229$83.4M14.0%−36,237−5.9%ReducedHistory
RUNSunrun Inc.COM2,061,002$56.9M9.6%+7,134+0.3%AddedHistory
GIBCgi IncCL A259,733$19.7M3.3%+2,390+0.9%AddedHistory
MSFTMicrosoft CorpStock50,794$11.8M2.0%−31,751−38.5%ReducedHistory
LLYEli Lilly & CoStock27,790$8.98M1.5%−16,596−37.4%ReducedHistory
WMWaste Management IncStock50,866$8.15M1.4%−8,130−13.8%ReducedHistory
UNPUnion Pacific CorpStock37,142$7.24M1.2%−2,149−5.5%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock52,723$6.86M1.2%−17,062−24.4%ReducedHistory
MAMastercard IncStock22,463$6.39M1.1%−30,976−58.0%ReducedHistory
ENPHEnphase Energy, Inc.Stock22,769$6.32M1.1%−9,076−28.5%ReducedHistory
NVDANVIDIA CorpStock51,355$6.23M1.0%−22,431−30.4%ReducedHistory
AGCOAGCO CorpCOM60,768$5.84M1.0%+18,143+42.6%AddedHistory
TSLATesla, Inc.Stock19,415$5.15M0.9%00.0%UnchangedConverted for a 3-for-1 splitHistory
NEENextera Energy IncStock61,773$4.84M0.8%−49,460−44.5%ReducedHistory
PLUGPlug Power IncStock230,539$4.84M0.8%+29,311+14.6%AddedHistory
VVisa Inc.Stock26,908$4.78M0.8%−18,721−41.0%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM48,900$4.44M0.7%+18,288+59.7%AddedHistory
CLColgate Palmolive CoStock61,154$4.30M0.7%−12,458−16.9%ReducedHistory
SYKStryker CorpStock20,823$4.22M0.7%−364−1.7%ReducedHistory
ELEstee Lauder Companies IncCL A19,379$4.18M0.7%−7,298−27.4%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW21,980$4.12M0.7%−6,025−21.5%ReducedHistory
ADBEAdobe Inc.Stock14,907$4.10M0.7%−13,051−46.7%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN55,907$4.04M0.7%+7,123+14.6%AddedHistory
ITRIItron, Inc.COM94,665$3.99M0.7%+9,519+11.2%AddedHistory
CRMSalesforce, Inc.Stock27,596$3.97M0.7%−2,582−8.6%ReducedHistory
GMGeneral Motors CoCOM122,336$3.92M0.7%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM56,824$3.76M0.6%+14,178+33.2%AddedHistory
AXPAmerican Express CoStock27,510$3.71M0.6%+1,303+5.0%AddedHistory
ANSSAnsys IncCOM16,734$3.71M0.6%+6,525+63.9%AddedHistory
PGProcter & Gamble CoStock28,593$3.61M0.6%−25−0.1%ReducedHistory
FLNCFluence Energy, Inc.COM CL A246,178$3.59M0.6%−2,636−1.1%ReducedHistory
ARRYArray Technologies, Inc.COM SHS207,896$3.45M0.6%−20,741−9.1%ReducedHistory
NOVASunnova Energy International Inc.COM155,081$3.42M0.6%−16,766−9.8%ReducedHistory
GDDYGoDaddy Inc.CL A47,622$3.38M0.6%00.0%UnchangedHistory
SHLSShoals Technologies Group, Inc.CL A154,964$3.34M0.6%−77,207−33.3%ReducedHistory
PRUPrudential Financial IncStock30,886$2.65M0.4%+30,886NewHistory
WOLFWolfspeed, Inc.Stock25,135$2.60M0.4%+7,800+45.0%AddedHistory
ADSKAutodesk, Inc.COM13,805$2.58M0.4%+9,035+189.4%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM83,138$2.49M0.4%+30,939+59.3%AddedHistory
BMYBristol Myers Squibb CoStock34,733$2.47M0.4%−15,435−30.8%ReducedHistory
TRMBTrimble Inc.COM45,133$2.45M0.4%+27,000+148.9%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM40,970$2.36M0.4%−10,305−20.1%ReducedHistory
SPLKSplunk IncCOM30,270$2.28M0.4%+2,595+9.4%AddedHistory
AVBAvalonbay Communities IncCOM11,987$2.21M0.4%−325−2.6%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM15,699$2.20M0.4%+84+0.5%AddedHistory
LULUlululemon athletica inc.Stock7,810$2.18M0.4%−690−8.1%ReducedHistory
XYLXylem Inc.COM24,951$2.18M0.4%−21,813−46.6%ReducedHistory
WDAYWorkday, Inc.CL A14,049$2.14M0.4%+1,316+10.3%AddedHistory
TTEKTetra Tech IncCOM16,380$2.10M0.4%+11,300+222.4%AddedHistory
HDHome Depot, Inc.Stock7,510$2.07M0.3%+40+0.5%AddedHistory
IEXIdex CorpCOM10,200$2.04M0.3%+5,200+104.0%AddedHistory
ALLYAlly Financial Inc.Stock72,294$2.01M0.3%+8,250+12.9%AddedHistory
FSLRFirst Solar, Inc.Stock15,000$1.98M0.3%+15,000NewHistory
CHPTChargePoint Holdings, Inc.COM CL A132,248$1.95M0.3%+667+0.5%AddedHistory
SPGIS&P Global Inc.Stock6,370$1.95M0.3%−1,186−15.7%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG58,500$1.91M0.3%+29,500+101.7%AddedHistory
ESEversource EnergyStock24,293$1.89M0.3%−1,487−5.8%ReducedHistory
ORCLOracle CorpStock30,359$1.85M0.3%−13,113−30.2%ReducedHistory
BSYBentley Systems IncCOM CL B60,000$1.83M0.3%+60,000NewHistory
SEDGSolaredge Technologies, Inc.COM7,906$1.83M0.3%+3,500+79.4%AddedHistory
NSCNorfolk Southern CorpStock8,300$1.74M0.3%−1,560−15.8%ReducedHistory
WELLWelltower Inc.REIT27,047$1.74M0.3%+8,781+48.1%AddedHistory
NFLXNetflix IncStock7,234$1.70M0.3%+2,734+60.8%AddedHistory
HAINHain Celestial Group IncCOM100,000$1.69M0.3%+58,000+138.1%AddedHistory
CPCanadian Pacific Kansas City LtdCOM24,263$1.62M0.3%−7,081−22.6%ReducedHistory
CMCSAComcast CorpStock53,551$1.57M0.3%+14,343+36.6%AddedHistory
MCOMoodys CorpStock6,331$1.54M0.3%+6,331NewHistory
ABTAbbott LaboratoriesStock15,904$1.54M0.3%+15,904NewHistory
BEBloom Energy CorpCOM CL A75,076$1.50M0.3%+56,500+304.2%AddedHistory
ELVElevance Health, Inc.Stock3,286$1.49M0.3%+3,286NewHistory
Farfetch Ltd30744W107ORD SH CL A195,771$1.46M0.2%00.0%Unchanged–
EBAYeBay IncCOM39,051$1.44M0.2%−127,878−76.6%ReducedHistory
PFEPfizer IncStock31,197$1.36M0.2%−5,197−14.3%ReducedHistory
NKENIKE, Inc.Stock16,097$1.34M0.2%+16,097NewHistory
ABBVAbbVie Inc.Stock9,861$1.32M0.2%−1,500−13.2%ReducedHistory
LOWLowes Companies IncStock7,036$1.32M0.2%−602−7.9%ReducedHistory
KMBKimberly Clark CorpStock11,657$1.31M0.2%−8,520−42.2%ReducedHistory
ESSEssex Property Trust, Inc.COM5,206$1.26M0.2%+2,612+100.7%AddedHistory
ROKRockwell Automation, IncStock5,727$1.23M0.2%−2,352−29.1%ReducedHistory
TWTRTwitter, Inc.COM27,911$1.22M0.2%+12,157+77.2%AddedHistory
CICigna GroupStock4,380$1.22M0.2%+4,380NewHistory
MRKMerck & Co., Inc.Stock14,080$1.21M0.2%−2,421−14.7%ReducedHistory
AVGOBroadcom Inc.Stock2,567$1.14M0.2%+2,567NewHistory
AMRCAmeresco, Inc.CL A17,000$1.13M0.2%+17,000NewHistory
EAElectronic Arts Inc.COM9,440$1.09M0.2%+3,491+58.7%AddedHistory
HNSTHonest Company, Inc.COM307,716$1.08M0.2%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock599$984.0K0.2%+408+213.6%AddedHistory
EIXEdison InternationalStock17,042$964.0K0.2%+17,042NewHistory
NOWServiceNow, Inc.Stock2,500$944.0K0.2%−1,724−40.8%ReducedHistory
VRSKVerisk Analytics, Inc.COM5,477$933.0K0.2%−361−6.2%ReducedHistory
AMDAdvanced Micro Devices IncStock13,375$847.0K0.1%−3,873−22.5%ReducedHistory
HUMHumana IncStock1,739$843.0K0.1%+1,739NewHistory
AMTAmerican Tower CorpREIT3,852$827.0K0.1%−764−16.6%ReducedHistory
BIIBBiogen Inc.COM2,967$792.0K0.1%+141+5.0%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,141$786.0K0.1%−640−35.9%ReducedHistory
CHTRCharter Communications, Inc.CL A2,523$765.0K0.1%+828+48.8%AddedHistory
GENGen Digital Inc.Stock37,892$763.0K0.1%−3,755−9.0%ReducedHistory
MPMP Materials Corp.COM CL A27,400$748.0K0.1%+15,400+128.3%AddedHistory
DHRDanaher CorpStock2,845$734.0K0.1%−23,083−89.0%ReducedHistory

Sold out since Q2 2022 (25)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Mirova sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
ROPRoper Technologies IncStock11,938$4.71M0.7%History
HIGHartford Insurance Group, Inc.Stock55,784$3.65M0.5%History
BALLBALL CorpCOM34,449$2.37M0.3%History
WTSWatts Water Technologies IncCL A12,196$1.50M0.2%History
QCOMQualcomm IncStock10,555$1.35M0.2%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,889$971.0K0.1%History
DVADavita Inc.COM11,013$880.0K0.1%History
MOHMolina Healthcare, Inc.COM3,049$852.0K0.1%History
TRIThomson Reuters CorpCOM NEW5,814$604.0K0.1%History
HOLXHologic IncCOM8,653$599.0K0.1%History
LRCXLam Research CorpCOM1,372$584.0K0.1%History
MELIMercadolibre IncCOM902$574.0K0.1%History
SEESealed Air CorpCOM8,161$471.0K0.1%History
TXNTexas Instruments IncStock2,812$432.0K0.1%History
SBUXStarbucks CorpStock5,468$417.0K0.1%History
TFXTeleflex IncCOM1,504$369.0K0.1%History
WMSAdvanced Drainage Systems, Inc.COM4,000$360.0K0.1%History
ICEIntercontinental Exchange, Inc.Stock3,256$306.0K<0.1%History
DNMRDanimer Scientific, Inc.COM CL A50,000$227.0K<0.1%History
COFCapital One Financial CorpStock1,909$198.0K<0.1%History
UPSUnited Parcel Service IncStock1,035$188.0K<0.1%History
ILMNIllumina, Inc.COM967$178.0K<0.1%History
GISGeneral Mills IncStock1,389$104.0K<0.1%History
MMM3M CoStock792$102.0K<0.1%History
WBDWarner Bros. Discovery, Inc.Stock2,364$31.0K<0.1%History