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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
120
−3 vs. Q2 2024
Portfolio value
$578.7M
+$31.4M (+5.7%) vs. Q2 2024
Filed
Nov 13, 2024
SEC
Holdings of Mirova in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock159,471$98.6M17.0%−6,321−3.8%ReducedHistory
ACNAccenture plcStock132,467$46.8M8.1%−9,313−6.6%ReducedHistory
ECLEcolab Inc.Stock154,643$39.5M6.8%−2,515−1.6%ReducedHistory
NVDANVIDIA CorpStock226,335$27.5M4.7%−31,465−12.2%ReducedHistory
MSFTMicrosoft CorpStock60,066$25.8M4.5%+5,830+10.7%AddedHistory
LLYEli Lilly & CoStock23,213$20.6M3.6%−2,449−9.5%ReducedHistory
WMWaste Management IncStock63,947$13.3M2.3%−474−0.7%ReducedHistory
VVisa Inc.Stock46,280$12.7M2.2%00.0%UnchangedHistory
PGProcter & Gamble CoStock67,400$11.7M2.0%−5,164−7.1%ReducedHistory
AXPAmerican Express CoStock41,957$11.4M2.0%00.0%UnchangedHistory
SYKStryker CorpStock26,455$9.56M1.7%00.0%UnchangedHistory
TRMBTrimble Inc.COM149,974$9.31M1.6%+42,455+39.5%AddedHistory
CLColgate Palmolive CoStock86,654$9.00M1.6%−11,692−11.9%ReducedHistory
XYLXylem Inc.COM66,065$8.92M1.5%+12,253+22.8%AddedHistory
TTTrane Technologies plcSHS21,920$8.52M1.5%−2,100−8.7%ReducedHistory
RUNSunrun Inc.COM457,377$8.26M1.4%−59,218−11.5%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock55,173$8.07M1.4%−7,894−12.5%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM74,521$7.82M1.4%+18,646+33.4%AddedHistory
BSYBentley Systems IncCOM CL B145,584$7.40M1.3%−9,797−6.3%ReducedHistory
EXPOExponent IncCOM59,670$6.88M1.2%+26,472+79.7%AddedHistory
FSLRFirst Solar, Inc.Stock26,273$6.55M1.1%+3,450+15.1%AddedHistory
ISRGIntuitive Surgical IncCOM NEW13,217$6.49M1.1%−706−5.1%ReducedHistory
UNPUnion Pacific CorpStock25,997$6.41M1.1%00.0%UnchangedHistory
MAMastercard IncStock12,152$6.00M1.0%00.0%UnchangedHistory
GMGeneral Motors CoCOM125,743$5.64M1.0%−26,891−17.6%ReducedHistory
TTEKTetra Tech IncCOM111,255$5.25M0.9%−75,660−40.5%ReducedConverted for a 5-for-1 splitHistory
WDAYWorkday, Inc.CL A20,513$5.01M0.9%+4,145+25.3%AddedHistory
NOWServiceNow, Inc.Stock5,599$5.01M0.9%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A48,554$4.84M0.8%+9,905+25.6%AddedHistory
LINLinde PLCStock9,619$4.59M0.8%+500+5.5%AddedHistory
EBAYeBay IncCOM68,007$4.43M0.8%+9,645+16.5%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM31,010$4.35M0.8%+8,142+35.6%AddedHistory
PWRQuanta Services, Inc.COM14,200$4.23M0.7%00.0%UnchangedHistory
NEENextera Energy IncStock49,757$4.21M0.7%00.0%UnchangedHistory
IEXIdex CorpCOM19,433$4.17M0.7%−367−1.9%ReducedHistory
CRMSalesforce, Inc.Stock15,084$4.13M0.7%00.0%UnchangedHistory
BMIBadger Meter IncCOM18,216$3.98M0.7%+11,737+181.2%AddedHistory
GDDYGoDaddy Inc.CL A23,297$3.65M0.6%00.0%UnchangedHistory
ORCLOracle CorpStock20,900$3.56M0.6%00.0%UnchangedHistory
ZTSZoetis Inc.Stock17,929$3.50M0.6%−282−1.5%ReducedHistory
PANWPalo Alto Networks IncStock10,150$3.47M0.6%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock40,232$3.37M0.6%00.0%UnchangedHistory
FLEXFlex Ltd.Stock100,693$3.37M0.6%+6,231+6.6%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG102,007$3.33M0.6%−72,646−41.6%ReducedHistory
VZVerizon Communications IncStock72,862$3.27M0.6%00.0%UnchangedHistory
GPKGraphic Packaging Holding CoCOM108,266$3.20M0.6%−37,865−25.9%ReducedHistory
CMGChipotle Mexican Grill IncCOM53,894$3.11M0.5%−14,206−20.9%ReducedHistory
ALVAutoliv IncCOM31,586$2.95M0.5%00.0%UnchangedHistory
GNTXGentex CorpCOM99,040$2.94M0.5%00.0%UnchangedHistory
ITRIItron, Inc.COM26,791$2.86M0.5%+18,043+206.3%AddedHistory
ENPHEnphase Energy, Inc.Stock24,149$2.73M0.5%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock9,719$2.64M0.5%00.0%UnchangedHistory
SFMSprouts Farmers Market, Inc.COM22,435$2.48M0.4%−482−2.1%ReducedHistory
Cyberark Software LtdM2682V108SHS8,460$2.47M0.4%00.0%Unchanged–
ONOn Semiconductor CorpStock33,492$2.43M0.4%−4,500−11.8%ReducedHistory
PFEPfizer IncStock80,703$2.34M0.4%00.0%UnchangedHistory
BSXBoston Scientific CorpStock27,763$2.33M0.4%+21,026+312.1%AddedHistory
ROKRockwell Automation, IncStock8,428$2.26M0.4%−2,183−20.6%ReducedHistory
WYWeyerhaeuser CoCOM NEW64,791$2.19M0.4%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock6,613$1.79M0.3%+2,177+49.1%AddedHistory
APTVAptiv PLCSHS24,095$1.74M0.3%00.0%UnchangedHistory
CNMCore & Main, Inc.CL A34,961$1.55M0.3%00.0%UnchangedHistory
ROPRoper Technologies IncStock2,758$1.53M0.3%+75+2.8%AddedHistory
MPMP Materials Corp.COM CL A83,584$1.48M0.3%00.0%UnchangedHistory
OGNOrganon & Co.Stock60,738$1.16M0.2%00.0%UnchangedHistory
EMREmerson Electric CoStock10,461$1.14M0.2%+9,500+988.6%AddedHistory
WTSWatts Water Technologies IncCL A5,388$1.12M0.2%+427+8.6%AddedHistory
DHRDanaher CorpStock3,951$1.10M0.2%00.0%UnchangedHistory
NOVTNovanta IncCOM5,997$1.07M0.2%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock19,969$1.06M0.2%00.0%UnchangedHistory
ANSSAnsys IncCOM3,331$1.06M0.2%−3,500−51.2%ReducedHistory
ORAOrmat Technologies, Inc.COM13,470$1.04M0.2%−1,556−10.4%ReducedHistory
ARRYArray Technologies, Inc.COM SHS151,588$1.00M0.2%−20,000−11.7%ReducedHistory
BCCBoise Cascade CoCOM7,083$998.6K0.2%00.0%UnchangedHistory
AGCOAGCO CorpCOM9,956$974.3K0.2%−484−4.6%ReducedHistory
GEFGreif, IncCL A14,857$930.9K0.2%−22,757−60.5%ReducedHistory
OMCOmnicom Group Inc.COM8,287$856.8K0.1%00.0%UnchangedHistory
MWAMueller Water Products, Inc.COM SER A39,335$853.6K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock6,987$793.4K0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock1,484$768.4K0.1%00.0%UnchangedHistory
SGSweetgreen, Inc.COM CL A20,500$726.7K0.1%−7,301−26.3%ReducedHistory
PNRPENTAIR plcSHS7,017$686.2K0.1%−1,187−14.5%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM19,129$659.4K0.1%00.0%UnchangedHistory
DCIDonaldson Co IncStock8,576$632.1K0.1%00.0%UnchangedHistory
KAIKadant IncCOM1,864$630.0K0.1%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM16,682$619.9K0.1%−20,713−55.4%ReducedHistory
MTDMettler Toledo International IncCOM400$599.9K0.1%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM2,058$566.9K0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock7,421$548.0K0.1%−861−10.4%ReducedHistory
BDXBecton Dickinson & CoStock2,160$520.8K0.1%00.0%UnchangedHistory
STSensata Technologies Holding plcSHS13,326$477.9K0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock4,505$468.3K0.1%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM4,703$450.9K0.1%−1,762−27.3%ReducedHistory
AVYAvery Dennison CorpCOM2,006$442.8K0.1%+72+3.7%AddedHistory
VLTOVeralto CorpStock3,931$439.7K0.1%−825−17.3%ReducedHistory
TREXTrex Co IncCOM6,489$432.0K0.1%+300+4.8%AddedHistory
EWEdwards Lifesciences CorpStock6,439$424.9K0.1%00.0%UnchangedHistory
DXCMDexcom IncCOM5,628$377.3K0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT1,423$330.9K0.1%00.0%UnchangedHistory
YETIYETI Holdings, Inc.COM7,720$316.8K0.1%+5,619+267.4%AddedHistory

Sold out since Q2 2024 (4)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Mirova sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
CAGConagra Brands Inc.Stock28,882$820.8K0.1%History
WMSAdvanced Drainage Systems, Inc.COM2,717$435.8K0.1%History
SXTSensient Technologies CorpCOM4,412$327.3K0.1%History
WRKWestRock CoCOM3,275$164.6K<0.1%History