Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 126
- −37 vs. Q2 2023
- Portfolio value
- $496.6M
- −$71.5M (−12.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AXPAmerican Express Co | Stock | 29,334 | $4.38M | 0.9% | −2,215−7.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 15,518 | $4.54M | 0.9% | −922−5.6% | Reduced | History |
| DARDarling Ingredients Inc. | COM | 87,696 | $4.58M | 0.9% | +30,989+54.6% | Added | History |
| GMGeneral Motors Co | COM | 141,611 | $4.67M | 0.9% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 17,089 | $4.67M | 0.9% | −835−4.7% | Reduced | History |
| ADBEAdobe Inc. | Stock | 9,724 | $4.96M | 1.0% | −1,928−16.5% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 25,209 | $5.13M | 1.0% | −6,441−20.4% | Reduced | History |
| ANSSAnsys Inc | COM | 17,572 | $5.23M | 1.1% | +7,314+71.3% | Added | History |
| TTEKTetra Tech Inc | COM | 34,597 | $5.26M | 1.1% | +18,092+109.6% | Added | History |
| IEXIdex Corp | COM | 26,647 | $5.54M | 1.1% | +12,936+94.3% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 81,797 | $5.58M | 1.1% | +4,252+5.5% | Added | History |
| PGProcter & Gamble Co | Stock | 42,698 | $6.23M | 1.3% | −4,000−8.6% | Reduced | History |
| VVisa Inc. | Stock | 27,691 | $6.37M | 1.3% | −4,098−12.9% | Reduced | History |
| TRMBTrimble Inc. | COM | 125,655 | $6.77M | 1.4% | +57,507+84.4% | Added | History |
| WMWaste Management Inc | Stock | 45,013 | $6.86M | 1.4% | −5,306−10.5% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 57,485 | $7.12M | 1.4% | −1,327−2.3% | Reduced | History |
| AGCOAGCO Corp | COM | 75,913 | $8.98M | 1.8% | −201−0.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 21,903 | $9.53M | 1.9% | −6,783−23.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 37,594 | $11.9M | 2.4% | −8,509−18.5% | Reduced | History |
| LLYEli Lilly & Co | Stock | 24,168 | $13.0M | 2.6% | −1,548−6.0% | Reduced | History |
| RUNSunrun Inc. | COM | 2,028,968 | $25.5M | 5.1% | +54,286+2.7% | Added | History |
| ECLEcolab Inc. | Stock | 164,581 | $27.9M | 5.6% | −21,728−11.7% | Reduced | History |
| GIBCgi Inc | CL A | 286,559 | $28.4M | 5.7% | +267+0.1% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 293,116 | $35.2M | 7.1% | +13,095+4.7% | Added | History |
| ACNAccenture plc | Stock | 120,713 | $37.1M | 7.5% | +1,622+1.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 210,404 | $106.5M | 21.4% | −12,434−5.6% | Reduced | History |
Sold out since Q2 2023 (37)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| MASMasco Corp | COM | 11,847 | $679.8K | 0.1% | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 6,168 | $676.4K | 0.1% | History |
| VZVerizon Communications Inc | Stock | 16,313 | $606.7K | 0.1% | History |
| PKGPackaging Corp of America | Stock | 4,430 | $585.5K | 0.1% | History |
| IPInternational Paper Co | COM | 15,196 | $483.4K | 0.1% | History |
| WRKWestRock Co | COM | 16,102 | $468.1K | 0.1% | History |
| FTNTFortinet, Inc. | Stock | 2,681 | $202.7K | <0.1% | History |
| ROPRoper Technologies Inc | Stock | 372 | $178.9K | <0.1% | History |
| BDXBecton Dickinson & Co | Stock | 676 | $178.5K | <0.1% | History |
| BSXBoston Scientific Corp | Stock | 3,269 | $176.8K | <0.1% | History |
| GILDGilead Sciences, Inc. | Stock | 2,168 | $167.1K | <0.1% | History |
| LUMNLumen Technologies, Inc. | Stock | 62,440 | $141.1K | <0.1% | History |
| ESSEssex Property Trust, Inc. | COM | 549 | $128.6K | <0.1% | History |
| BXPBXP, Inc. | COM | 1,369 | $78.8K | <0.1% | History |
| STESTERIS plc | SHS USD | 327 | $73.6K | <0.1% | History |
| IQVIQVIA Holdings Inc. | Stock | 308 | $69.2K | <0.1% | History |
| PAYCPaycom Software, Inc. | Stock | 202 | $64.9K | <0.1% | History |
| HOLXHologic Inc | COM | 766 | $62.0K | <0.1% | History |
| AOSSmith A O Corp | COM | 840 | $61.1K | <0.1% | History |
| BAXBaxter International Inc | Stock | 1,275 | $58.1K | <0.1% | History |
| LHLabcorp Holdings Inc. | COM NEW | 230 | $55.5K | <0.1% | History |
| MTDMettler Toledo International Inc | COM | 42 | $55.1K | <0.1% | History |
| ILMNIllumina, Inc. | COM | 281 | $52.7K | <0.1% | History |
| MOHMolina Healthcare, Inc. | COM | 167 | $50.3K | <0.1% | History |
| GLGlobe Life Inc. | COM | 437 | $47.9K | <0.1% | History |
| RVTYRevvity, Inc. | COM | 357 | $42.4K | <0.1% | History |
| DAYDayforce, Inc. | COM | 628 | $42.1K | <0.1% | History |
| DGXQuest Diagnostics Inc | COM | 268 | $37.7K | <0.1% | History |
| TFXTeleflex Inc | COM | 148 | $35.8K | <0.1% | History |
| VTRSViatris Inc | Stock | 3,234 | $32.3K | <0.1% | History |
| WATWaters Corp | COM | 119 | $31.7K | <0.1% | History |
| XRAYDentsply Sirona Inc. | Stock | 701 | $28.1K | <0.1% | History |
| CTLTCatalent, Inc. | COM | 588 | $25.5K | <0.1% | History |
| HSICHenry Schein Inc | COM | 300 | $24.3K | <0.1% | History |
| CRLCharles River Laboratories International, Inc. | COM | 115 | $24.2K | <0.1% | History |
| DVADavita Inc. | COM | 194 | $19.5K | <0.1% | History |
| OGNOrganon & Co. | Stock | 473 | $9.84K | <0.1% | History |