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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
163
−1 vs. Q1 2023
Portfolio value
$568.1M
−$125.2M (−18.1%) vs. Q1 2023
Filed
Aug 11, 2023
SEC
Holdings of Mirova in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
ORCLOracle CorpStock8,656$1.03M0.2%−10,918−55.8%ReducedHistory
HAINHain Celestial Group IncCOM83,230$1.04M0.2%−2,594−3.0%ReducedHistory
ABTAbbott LaboratoriesStock9,696$1.06M0.2%−10,666−52.4%ReducedHistory
ESEversource EnergyStock18,495$1.31M0.2%−20,614−52.7%ReducedHistory
CMGChipotle Mexican Grill IncCOM658$1.41M0.2%−555−45.8%ReducedHistory
AMRCAmeresco, Inc.CL A31,613$1.54M0.3%+542+1.7%AddedHistory
BEBloom Energy CorpCOM CL A97,090$1.59M0.3%+12,452+14.7%AddedHistory
LKQLKQ CorpCOM27,700$1.61M0.3%−37,161−57.3%ReducedHistory
EBAYeBay IncCOM39,666$1.77M0.3%−50,016−55.8%ReducedHistory
APTVAptiv PLCSHS17,548$1.79M0.3%+636+3.8%AddedHistory
PLUGPlug Power IncStock174,613$1.81M0.3%−78,871−31.1%ReducedHistory
SRCLStericycle IncCOM41,830$1.94M0.3%+41,830NewHistory
WOLFWolfspeed, Inc.Stock35,255$1.96M0.3%+2,259+6.8%AddedHistory
ARRYArray Technologies, Inc.COM SHS90,463$2.04M0.4%−7,033−7.2%ReducedHistory
FSLRFirst Solar, Inc.Stock11,991$2.28M0.4%−932−7.2%ReducedHistory
ADSKAutodesk, Inc.COM11,648$2.38M0.4%−344−2.9%ReducedHistory
LINLinde PLCStock6,278$2.39M0.4%−488−7.2%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM96,584$2.41M0.4%−23,611−19.6%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A98,027$2.51M0.4%−28,243−22.4%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG83,540$2.63M0.5%−6,495−7.2%ReducedHistory
FLNCFluence Energy, Inc.COM CL A100,460$2.68M0.5%−39,722−28.3%ReducedHistory
LULUlululemon athletica inc.Stock7,078$2.68M0.5%−2,273−24.3%ReducedHistory
TTEKTetra Tech IncCOM16,505$2.70M0.5%−1,283−7.2%ReducedHistory
Cyberark Software LtdM2682V108SHS17,378$2.72M0.5%−2,259−11.5%Reduced–
SPLKSplunk IncCOM27,713$2.94M0.5%−2,432−8.1%ReducedHistory
IEXIdex CorpCOM13,711$2.95M0.5%+3,518+34.5%AddedHistory
BSYBentley Systems IncCOM CL B55,339$3.00M0.5%−4,302−7.2%ReducedHistory
NOVASunnova Energy International Inc.COM165,421$3.03M0.5%−44,043−21.0%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM33,695$3.12M0.5%−3,344−9.0%ReducedHistory
NOWServiceNow, Inc.Stock5,691$3.20M0.6%−739−11.5%ReducedHistory
WDAYWorkday, Inc.CL A14,705$3.32M0.6%−1,202−7.6%ReducedHistory
ANSSAnsys IncCOM10,258$3.39M0.6%−2,991−22.6%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN59,063$3.46M0.6%−240−0.4%ReducedHistory
GDDYGoDaddy Inc.CL A47,312$3.55M0.6%00.0%UnchangedHistory
XYLXylem Inc.COM31,909$3.59M0.6%+1,325+4.3%AddedHistory
TRMBTrimble Inc.COM68,148$3.61M0.6%−6,969−9.3%ReducedHistory
DARDarling Ingredients Inc.COM56,707$3.62M0.6%−16,258−22.3%ReducedHistory
MAMastercard IncStock9,418$3.70M0.7%−5,569−37.2%ReducedHistory
CRMSalesforce, Inc.Stock18,064$3.82M0.7%−8,148−31.1%ReducedHistory
NEENextera Energy IncStock64,407$4.78M0.8%−21,498−25.0%ReducedHistory
CLColgate Palmolive CoStock63,454$4.89M0.9%−6,441−9.2%ReducedHistory
ELEstee Lauder Companies IncCL A27,294$5.36M0.9%+6,136+29.0%AddedHistory
GMGeneral Motors CoCOM141,611$5.46M1.0%+8,589+6.5%AddedHistory
SYKStryker CorpStock17,924$5.47M1.0%−2,269−11.2%ReducedHistory
AXPAmerican Express CoStock31,549$5.50M1.0%−8,232−20.7%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW16,440$5.62M1.0%−4,690−22.2%ReducedHistory
ADBEAdobe Inc.Stock11,652$5.70M1.0%−3,840−24.8%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM77,545$6.17M1.1%+283+0.4%AddedHistory
UNPUnion Pacific CorpStock31,650$6.48M1.1%−7,370−18.9%ReducedHistory
PGProcter & Gamble CoStock46,698$7.09M1.2%−2,792−5.6%ReducedHistory
VVisa Inc.Stock31,789$7.55M1.3%−6,813−17.6%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock58,812$8.40M1.5%−2,967−4.8%ReducedHistory
WMWaste Management IncStock50,319$8.73M1.5%−8,363−14.3%ReducedHistory
AGCOAGCO CorpCOM76,114$10.0M1.8%−2,228−2.8%ReducedHistory
LLYEli Lilly & CoStock25,716$12.1M2.1%−3,182−11.0%ReducedHistory
NVDANVIDIA CorpStock28,686$12.1M2.1%−16,012−35.8%ReducedHistory
MSFTMicrosoft CorpStock46,103$15.7M2.8%−10,586−18.7%ReducedHistory
GIBCgi IncCL A286,292$30.2M5.3%+11,594+4.2%AddedHistory
ECLEcolab Inc.Stock186,309$34.8M6.1%−223,892−54.6%ReducedHistory
RUNSunrun Inc.COM1,974,682$35.3M6.2%−113,566−5.4%ReducedHistory
ACNAccenture plcStock119,091$36.7M6.5%+7,166+6.4%AddedHistory
ENPHEnphase Energy, Inc.Stock280,021$46.9M8.3%+48,912+21.2%AddedHistory
TMOThermo Fisher Scientific Inc.Stock222,838$116.3M20.5%−43,642−16.4%ReducedHistory

Sold out since Q1 2023 (4)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Mirova sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
Shaw Communications Inc82028K200CL B CONV23,584$704.7K0.1%–
AQUAEvoqua Water Technologies Corp.COM10,451$519.6K0.1%History
SRESempraStock1,925$291.0K<0.1%History
TRIThomson Reuters CorpCOM NEW930$120.8K<0.1%History