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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
PEGPublic Service Enterprise Group IncCOM6,253$391.5K0.1%−7,790−55.5%ReducedHistory
HCAHCA Healthcare, Inc.COM1,231$373.6K0.1%−1,340−52.1%ReducedHistory
AMTAmerican Tower CorpREIT1,875$363.6K0.1%−775−29.2%ReducedHistory
EWEdwards Lifesciences CorpStock3,611$340.6K0.1%−4,045−52.8%ReducedHistory
AMGNAmgen IncStock1,492$331.3K0.1%−1,851−55.4%ReducedHistory
SXTSensient Technologies CorpCOM4,635$329.7K0.1%+627+15.6%AddedHistory
SLFSun Life Financial IncCOM6,152$321.1K0.1%−2,540−29.2%ReducedHistory
AFLAflac IncStock4,407$307.6K0.1%−5,375−54.9%ReducedHistory
HUMHumana IncStock679$303.6K0.1%−739−52.1%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM3,710$299.7K0.1%−1,503−28.8%ReducedHistory
CNICanadian National Railway CoStock2,474$299.5K0.1%−1,022−29.2%ReducedHistory
EMNEastman Chemical CoStock3,481$291.4K0.1%+771+28.5%AddedHistory
DXCMDexcom IncCOM2,240$287.9K0.1%−2,438−52.1%ReducedHistory
TUTelus CorpCOM14,170$276.1K<0.1%−5,850−29.2%ReducedHistory
MRNAModerna, Inc.Stock2,059$250.2K<0.1%−2,212−51.8%ReducedHistory
STKLSunOpta Inc.COM36,735$245.8K<0.1%+11,797+47.3%AddedHistory
BIIBBiogen Inc.COM838$238.7K<0.1%−853−50.4%ReducedHistory
CAGConagra Brands Inc.Stock7,000$236.0K<0.1%+7,000NewHistory
CNCCentene CorpStock3,176$214.2K<0.1%−3,550−52.8%ReducedHistory
FTNTFortinet, Inc.Stock2,681$202.7K<0.1%−4,459−62.5%ReducedHistory
SGSweetgreen, Inc.COM CL A15,054$193.0K<0.1%+737+5.1%AddedHistory
RMDResmed IncCOM845$184.6K<0.1%−896−51.5%ReducedHistory
ROPRoper Technologies IncStock372$178.9K<0.1%−610−62.1%ReducedHistory
BDXBecton Dickinson & CoStock676$178.5K<0.1%−1,130−62.6%ReducedHistory
BSXBoston Scientific CorpStock3,269$176.8K<0.1%−5,431−62.4%ReducedHistory
GILDGilead Sciences, Inc.Stock2,168$167.1K<0.1%−3,611−62.5%ReducedHistory
PCTPureCycle Technologies, Inc.COM13,243$141.6K<0.1%+649+5.2%AddedHistory
LUMNLumen Technologies, Inc.Stock62,440$141.1K<0.1%−103,639−62.4%ReducedHistory
UNFIUnited Natural Foods IncCOM6,967$136.2K<0.1%+341+5.1%AddedHistory
ESSEssex Property Trust, Inc.COM549$128.6K<0.1%−919−62.6%ReducedHistory
WYWeyerhaeuser CoCOM NEW3,251$108.9K<0.1%−1,342−29.2%ReducedHistory
HPEHewlett Packard Enterprise CoCOM6,150$103.3K<0.1%−2,540−29.2%ReducedHistory
MFCManulife Financial CorpCOM5,125$97.0K<0.1%−2,116−29.2%ReducedHistory
TRIThomson Reuters CorpCOM NO PAR641$86.6K<0.1%+641NewHistory
VMRKVivmark ResidentialSH BEN INT1,277$84.2K<0.1%−527−29.2%ReducedHistory
WTSWatts Water Technologies IncCL A448$82.3K<0.1%+21+4.9%AddedHistory
VTRVentas, Inc.REIT1,722$81.4K<0.1%−711−29.2%ReducedHistory
BXPBXP, Inc.COM1,369$78.8K<0.1%−2,283−62.5%ReducedHistory
SFMSprouts Farmers Market, Inc.COM2,119$77.8K<0.1%+104+5.2%AddedHistory
STESTERIS plcSHS USD327$73.6K<0.1%−553−62.8%ReducedHistory
IQVIQVIA Holdings Inc.Stock308$69.2K<0.1%−522−62.9%ReducedHistory
PAYCPaycom Software, Inc.Stock202$64.9K<0.1%−333−62.2%ReducedHistory
HOLXHologic IncCOM766$62.0K<0.1%−1,282−62.6%ReducedHistory
AOSSmith A O CorpCOM840$61.1K<0.1%−1,401−62.5%ReducedHistory
BAXBaxter International IncStock1,275$58.1K<0.1%−2,122−62.5%ReducedHistory
DOCHealthpeak Properties, Inc.COM2,857$57.4K<0.1%−1,180−29.2%ReducedHistory
LHLabcorp Holdings Inc.COM NEW230$55.5K<0.1%−391−63.0%ReducedHistory
MTDMettler Toledo International IncCOM42$55.1K<0.1%−64−60.4%ReducedHistory
ILMNIllumina, Inc.COM281$52.7K<0.1%−473−62.7%ReducedHistory
MOHMolina Healthcare, Inc.COM167$50.3K<0.1%−278−62.5%ReducedHistory
GLGlobe Life Inc.COM437$47.9K<0.1%−734−62.7%ReducedHistory
RVTYRevvity, Inc.COM357$42.4K<0.1%−599−62.7%ReducedHistory
DAYDayforce, Inc.COM628$42.1K<0.1%−1,053−62.6%ReducedHistory
DGXQuest Diagnostics IncCOM268$37.7K<0.1%−453−62.8%ReducedHistory
TFXTeleflex IncCOM148$35.8K<0.1%−251−62.9%ReducedHistory
VTRSViatris IncStock3,234$32.3K<0.1%−5,375−62.4%ReducedHistory
WATWaters CorpCOM119$31.7K<0.1%−197−62.3%ReducedHistory
XRAYDentsply Sirona Inc.Stock701$28.1K<0.1%−1,172−62.6%ReducedHistory
CTLTCatalent, Inc.COM588$25.5K<0.1%−982−62.5%ReducedHistory
HSICHenry Schein IncCOM300$24.3K<0.1%−508−62.9%ReducedHistory
CRLCharles River Laboratories International, Inc.COM115$24.2K<0.1%−198−63.3%ReducedHistory
DVADavita Inc.COM194$19.5K<0.1%−329−62.9%ReducedHistory
OGNOrganon & Co.Stock473$9.84K<0.1%−795−62.7%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