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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
126
0 vs. Q3 2023
Portfolio value
$488.2M
−$8.40M (−1.7%) vs. Q3 2023
Filed
Feb 13, 2024
SEC
Holdings of Mirova in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
IFFInternational Flavors & Fragrances IncCOM52,349$4.24M0.9%−29,448−36.0%ReducedHistory
BSYBentley Systems IncCOM CL B84,045$4.39M0.9%−2,171−2.5%ReducedHistory
CLColgate Palmolive CoStock55,592$4.43M0.9%−91−0.2%ReducedHistory
ELEstee Lauder Companies IncCL A30,521$4.46M0.9%+1,592+5.5%AddedHistory
IEXIdex CorpCOM21,977$4.77M1.0%−4,670−17.5%ReducedHistory
GMGeneral Motors CoCOM141,611$5.09M1.0%00.0%UnchangedHistory
SYKStryker CorpStock17,075$5.11M1.0%−14−0.1%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW15,503$5.23M1.1%−15−0.1%ReducedHistory
TRMBTrimble Inc.COM101,468$5.40M1.1%−24,187−19.2%ReducedHistory
ADBEAdobe Inc.Stock9,175$5.47M1.1%−549−5.6%ReducedHistory
UNPUnion Pacific CorpStock22,704$5.58M1.1%−2,505−9.9%ReducedHistory
AXPAmerican Express CoStock30,643$5.74M1.2%+1,309+4.5%AddedHistory
PGProcter & Gamble CoStock42,669$6.25M1.3%−29−0.1%ReducedHistory
VVisa Inc.Stock27,691$7.21M1.5%00.0%UnchangedHistory
AWKAmerican Water Works Company, Inc.Stock57,452$7.58M1.6%−33−0.1%ReducedHistory
WMWaste Management IncStock45,297$8.11M1.7%+284+0.6%AddedHistory
AGCOAGCO CorpCOM74,930$9.10M1.9%−983−1.3%ReducedHistory
NVDANVIDIA CorpStock20,619$10.2M2.1%−1,284−5.9%ReducedHistory
LLYEli Lilly & CoStock21,712$12.7M2.6%−2,456−10.2%ReducedHistory
MSFTMicrosoft CorpStock37,410$14.1M2.9%−184−0.5%ReducedHistory
RUNSunrun Inc.COM752,965$14.8M3.0%−1,276,003−62.9%ReducedHistory
ENPHEnphase Energy, Inc.Stock221,501$29.3M6.0%−71,615−24.4%ReducedHistory
GIBCgi IncCL A279,516$30.1M6.2%−7,043−2.5%ReducedHistory
ECLEcolab Inc.Stock160,013$31.7M6.5%−4,568−2.8%ReducedHistory
ACNAccenture plcStock117,096$41.1M8.4%−3,617−3.0%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock211,416$112.2M23.0%+1,012+0.5%AddedHistory

Sold out since Q3 2023 (16)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Mirova sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
SPLKSplunk IncCOM27,713$4.05M0.8%History
BEBloom Energy CorpCOM CL A191,212$2.54M0.5%History
WOLFWolfspeed, Inc.Stock63,923$2.44M0.5%History
SEDGSolaredge Technologies, Inc.COM5,319$688.9K0.1%History
NEONeogenomics IncCOM NEW36,731$451.8K0.1%History
EQHEquitable Holdings, Inc.COM12,599$357.7K0.1%History
PRUPrudential Financial IncStock3,144$298.3K0.1%History
RCIRogers Communications IncCL B7,294$281.3K0.1%History
SLFSun Life Financial IncCOM4,953$242.8K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock1,069$203.4K<0.1%History
TUTelus CorpCOM11,407$187.1K<0.1%History
STKLSunOpta Inc.COM34,974$117.9K<0.1%History
AFLAflac IncStock1,258$96.6K<0.1%History
UNFIUnited Natural Foods IncCOM6,633$93.8K<0.1%History
MFCManulife Financial CorpCOM4,126$75.7K<0.1%History
PCTPureCycle Technologies, Inc.COM12,608$70.7K<0.1%History