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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
123
−12 vs. Q1 2024
Portfolio value
$547.3M
−$17.2M (−3.1%) vs. Q1 2024
Filed
Aug 13, 2024
SEC
Holdings of Mirova in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock165,792$91.7M16.8%−49,229−22.9%ReducedHistory
ACNAccenture plcStock141,780$43.0M7.9%+20,533+16.9%AddedHistory
ECLEcolab Inc.Stock157,158$37.4M6.8%−7,874−4.8%ReducedHistory
NVDANVIDIA CorpStock257,800$31.8M5.8%−15,460−5.7%ReducedConverted for a 10-for-1 splitHistory
MSFTMicrosoft CorpStock54,236$24.2M4.4%−155−0.3%ReducedHistory
LLYEli Lilly & CoStock25,662$23.2M4.2%−1,770−6.5%ReducedHistory
WMWaste Management IncStock64,421$13.7M2.5%+596+0.9%AddedHistory
VVisa Inc.Stock46,280$12.1M2.2%+4,494+10.8%AddedHistory
PGProcter & Gamble CoStock72,564$12.0M2.2%+31,105+75.0%AddedHistory
AXPAmerican Express CoStock41,957$9.72M1.8%+960+2.3%AddedHistory
CLColgate Palmolive CoStock98,346$9.54M1.7%+3,118+3.3%AddedHistory
SYKStryker CorpStock26,455$9.00M1.6%00.0%UnchangedHistory
AWKAmerican Water Works Company, Inc.Stock63,067$8.15M1.5%−15,430−19.7%ReducedHistory
TTTrane Technologies plcSHS24,020$7.90M1.4%−373−1.5%ReducedHistory
BSYBentley Systems IncCOM CL B155,381$7.67M1.4%−2,929−1.9%ReducedHistory
TTEKTetra Tech IncCOM37,383$7.64M1.4%−6,122−14.1%ReducedHistory
XYLXylem Inc.COM53,812$7.30M1.3%−1,089−2.0%ReducedHistory
GMGeneral Motors CoCOM152,634$7.09M1.3%−21,734−12.5%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW13,923$6.19M1.1%00.0%UnchangedHistory
RUNSunrun Inc.COM516,595$6.13M1.1%00.0%UnchangedHistory
TRMBTrimble Inc.COM107,519$6.01M1.1%+11,063+11.5%AddedHistory
UNPUnion Pacific CorpStock25,997$5.88M1.1%00.0%UnchangedHistory
MAMastercard IncStock12,152$5.36M1.0%+823+7.3%AddedHistory
IFFInternational Flavors & Fragrances IncCOM55,875$5.32M1.0%+3,056+5.8%AddedHistory
FSLRFirst Solar, Inc.Stock22,823$5.15M0.9%−8,913−28.1%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG174,653$4.96M0.9%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock5,599$4.40M0.8%+387+7.4%AddedHistory
CMGChipotle Mexican Grill IncCOM68,100$4.27M0.8%+550+0.8%AddedConverted for a 50-for-1 splitHistory
ELEstee Lauder Companies IncCL A38,649$4.11M0.8%+7,850+25.5%AddedHistory
LINLinde PLCStock9,119$4.00M0.7%00.0%UnchangedHistory
IEXIdex CorpCOM19,800$3.98M0.7%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock15,084$3.88M0.7%00.0%UnchangedHistory
GPKGraphic Packaging Holding CoCOM146,131$3.83M0.7%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A16,368$3.66M0.7%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM14,200$3.61M0.7%−2,400−14.5%ReducedHistory
NEENextera Energy IncStock49,757$3.52M0.6%+43,814+737.2%AddedHistory
PANWPalo Alto Networks IncStock10,150$3.44M0.6%+10,150NewHistory
ALVAutoliv IncCOM31,586$3.38M0.6%00.0%UnchangedHistory
GNTXGentex CorpCOM99,040$3.34M0.6%00.0%UnchangedHistory
GDDYGoDaddy Inc.CL A23,297$3.25M0.6%00.0%UnchangedHistory
EXPOExponent IncCOM33,198$3.16M0.6%−910−2.7%ReducedHistory
ZTSZoetis Inc.Stock18,211$3.16M0.6%00.0%UnchangedHistory
EBAYeBay IncCOM58,362$3.14M0.6%−151−0.3%ReducedHistory
VZVerizon Communications IncStock72,862$3.00M0.5%+72,862NewHistory
ORCLOracle CorpStock20,900$2.95M0.5%+18,794+892.4%AddedHistory
ROKRockwell Automation, IncStock10,611$2.92M0.5%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock9,719$2.90M0.5%+1,483+18.0%AddedHistory
FLEXFlex Ltd.Stock94,462$2.79M0.5%+1,358+1.5%AddedHistory
GILDGilead Sciences, Inc.Stock40,232$2.76M0.5%00.0%UnchangedHistory
ONOn Semiconductor CorpStock37,992$2.60M0.5%00.0%UnchangedHistory
BFAMBright Horizons Family Solutions Inc.COM22,868$2.52M0.5%00.0%UnchangedHistory
ENPHEnphase Energy, Inc.Stock24,149$2.41M0.4%−365−1.5%ReducedHistory
Cyberark Software LtdM2682V108SHS8,460$2.31M0.4%+595+7.6%Added–
PFEPfizer IncStock80,703$2.26M0.4%+76,736+1,934.4%AddedHistory
ANSSAnsys IncCOM6,831$2.20M0.4%−1,500−18.0%ReducedHistory
GEFGreif, IncCL A37,614$2.16M0.4%00.0%UnchangedHistory
SFMSprouts Farmers Market, Inc.COM22,917$1.92M0.4%+1,277+5.9%AddedHistory
WYWeyerhaeuser CoCOM NEW64,791$1.84M0.3%00.0%UnchangedHistory
ARRYArray Technologies, Inc.COM SHS171,588$1.76M0.3%00.0%UnchangedHistory
CNMCore & Main, Inc.CL A34,961$1.71M0.3%00.0%UnchangedHistory
APTVAptiv PLCSHS24,095$1.70M0.3%00.0%UnchangedHistory
ROPRoper Technologies IncStock2,683$1.51M0.3%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM37,395$1.37M0.3%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock4,436$1.37M0.2%+4,436NewHistory
OGNOrganon & Co.Stock60,738$1.26M0.2%+60,738NewHistory
BMIBadger Meter IncCOM6,479$1.21M0.2%−52−0.8%ReducedHistory
ORAOrmat Technologies, Inc.COM15,026$1.08M0.2%−557−3.6%ReducedHistory
MPMP Materials Corp.COM CL A83,584$1.06M0.2%00.0%UnchangedHistory
AGCOAGCO CorpCOM10,440$1.02M0.2%00.0%UnchangedHistory
DHRDanaher CorpStock3,951$987.2K0.2%00.0%UnchangedHistory
NOVTNovanta IncCOM5,997$978.2K0.2%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock19,969$948.7K0.2%+19,969NewHistory
WTSWatts Water Technologies IncCL A4,961$909.7K0.2%+54+1.1%AddedHistory
ITRIItron, Inc.COM8,748$865.7K0.2%+6,575+302.6%AddedHistory
MRKMerck & Co., Inc.Stock6,987$865.0K0.2%+5,210+293.2%AddedHistory
BCCBoise Cascade CoCOM7,083$844.4K0.2%+7,083NewHistory
SGSweetgreen, Inc.COM CL A27,801$837.9K0.2%−3,842−12.1%ReducedHistory
ADBEAdobe Inc.Stock1,484$824.4K0.2%−4,187−73.8%ReducedHistory
CAGConagra Brands Inc.Stock28,882$820.8K0.1%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM8,287$743.3K0.1%+5,350+182.2%AddedHistory
AAgilent Technologies, Inc.COM5,551$719.6K0.1%−1,349−19.6%ReducedHistory
MWAMueller Water Products, Inc.COM SER A39,335$704.9K0.1%00.0%UnchangedHistory
DXCMDexcom IncCOM5,628$638.1K0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS8,204$629.0K0.1%+1,856+29.2%AddedHistory
DCIDonaldson Co IncStock8,576$613.7K0.1%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock6,439$594.8K0.1%00.0%UnchangedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM19,129$566.2K0.1%+6,642+53.2%AddedHistory
MTDMettler Toledo International IncCOM400$559.0K0.1%−60−13.0%ReducedHistory
KAIKadant IncCOM1,864$547.6K0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock8,282$523.9K0.1%+3,322+67.0%AddedHistory
BSXBoston Scientific CorpStock6,737$518.8K0.1%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM2,058$509.3K0.1%−8,342−80.2%ReducedHistory
PTCPTC Inc.Stock2,791$507.0K0.1%+342+14.0%AddedHistory
BDXBecton Dickinson & CoStock2,160$504.8K0.1%+258+13.6%AddedHistory
STSensata Technologies Holding plcSHS13,326$498.3K0.1%−1,613−10.8%ReducedHistory
CCKCrown Holdings, Inc.COM6,465$480.9K0.1%−9,745−60.1%ReducedHistory
TREXTrex Co IncCOM6,189$458.7K0.1%+5,452+739.8%AddedHistory
VLTOVeralto CorpStock4,756$454.1K0.1%+1,802+61.0%AddedHistory
WMSAdvanced Drainage Systems, Inc.COM2,717$435.8K0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock4,505$433.7K0.1%+4,505NewHistory

Sold out since Q1 2024 (28)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Mirova sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
SRCLStericycle IncCOM47,345$2.50M0.4%History
PODDInsulet CorpStock5,076$870.0K0.2%History
ESEversource EnergyStock6,142$367.1K0.1%History
PLDPrologis, Inc.REIT2,619$341.0K0.1%History
BMYBristol Myers Squibb CoStock4,452$241.4K<0.1%History
ABBVAbbVie Inc.Stock1,249$227.4K<0.1%History
ELVElevance Health, Inc.Stock429$222.5K<0.1%History
REGNRegeneron Pharmaceuticals, Inc.COM221$212.7K<0.1%History
CICigna GroupStock558$202.7K<0.1%History
HCAHCA Healthcare, Inc.COM430$143.4K<0.1%History
WELLWelltower Inc.REIT1,283$119.9K<0.1%History
FLNCFluence Energy, Inc.COM CL A6,207$107.6K<0.1%History
XIFRXPLR Infrastructure, LPCOM UNIT PART IN3,407$102.5K<0.1%History
EIXEdison InternationalStock1,202$85.0K<0.1%History
CNCCentene CorpStock1,057$83.0K<0.1%History
HPEHewlett Packard Enterprise CoCOM4,666$82.7K<0.1%History
AVBAvalonbay Communities IncCOM440$81.6K<0.1%History
HUMHumana IncStock232$80.4K<0.1%History
MRNAModerna, Inc.Stock741$79.0K<0.1%History
AREAlexandria Real Estate Equities, Inc.COM571$73.6K<0.1%History
BIIBBiogen Inc.COM327$70.5K<0.1%History
VMRKVivmark ResidentialSH BEN INT971$61.3K<0.1%History
SHLSShoals Technologies Group, Inc.CL A5,372$60.1K<0.1%History
VTRVentas, Inc.REIT1,307$56.9K<0.1%History
DOCHealthpeak Properties, Inc.COM2,168$40.6K<0.1%History
NOVASunnova Energy International Inc.COM5,128$31.4K<0.1%History
PLUGPlug Power IncStock7,335$25.2K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A10,284$19.5K<0.1%History