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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
HUMHumana IncStock232$106.2K<0.1%−13−5.3%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN3,407$103.6K<0.1%−100,554−96.7%ReducedHistory
DXCMDexcom IncCOM784$97.3K<0.1%−47−5.7%ReducedHistory
PEGPublic Service Enterprise Group IncCOM1,583$96.8K<0.1%−95−5.7%ReducedHistory
EWEdwards Lifesciences CorpStock1,191$90.8K<0.1%−72−5.7%ReducedHistory
EIXEdison InternationalStock1,202$85.9K<0.1%−72−5.7%ReducedHistory
BIIBBiogen Inc.COM327$84.6K<0.1%−19−5.5%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A5,372$83.5K<0.1%−141,277−96.3%ReducedHistory
SFMSprouts Farmers Market, Inc.COM1,734$83.4K<0.1%−283−14.0%ReducedHistory
AVBAvalonbay Communities IncCOM440$82.4K<0.1%−26−5.6%ReducedHistory
HPEHewlett Packard Enterprise CoCOM4,666$79.2K<0.1%−286−5.8%ReducedHistory
CNCCentene CorpStock1,057$78.4K<0.1%−64−5.7%ReducedHistory
NOVASunnova Energy International Inc.COM5,128$78.2K<0.1%−241,502−97.9%ReducedHistory
BALLBALL CorpCOM1,309$75.3K<0.1%−80−5.8%ReducedHistory
MRNAModerna, Inc.Stock741$73.7K<0.1%−44−5.6%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM571$72.4K<0.1%−33−5.5%ReducedHistory
TRIThomson Reuters CorpCOM NO PAR480$70.5K<0.1%−29−5.7%ReducedHistory
ROPRoper Technologies IncStock125$68.1K<0.1%+125NewHistory
VTRVentas, Inc.REIT1,307$65.1K<0.1%−80−5.8%ReducedHistory
TREXTrex Co IncCOM737$61.0K<0.1%+737NewHistory
STSensata Technologies Holding plcSHS1,613$60.6K<0.1%+1,613NewHistory
VMRKVivmark ResidentialSH BEN INT971$59.4K<0.1%−58−5.6%ReducedHistory
RMDResmed IncCOM313$53.8K<0.1%−18−5.4%ReducedHistory
DOCHealthpeak Properties, Inc.COM2,168$42.9K<0.1%−133−5.8%ReducedHistory
PLUGPlug Power IncStock7,335$33.0K<0.1%−248,306−97.1%ReducedHistory
CHPTChargePoint Holdings, Inc.COM CL A10,284$24.1K<0.1%−210,255−95.3%ReducedHistory

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