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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
WSTWest Pharmaceutical Services IncCOM161$48.3K<0.1%00.0%UnchangedHistory
PTCPTC Inc.Stock342$61.8K<0.1%−2,449−87.7%ReducedHistory
WATWaters CorpCOM184$66.2K<0.1%00.0%UnchangedHistory
SHOPShopify Inc.Stock934$74.9K<0.1%00.0%UnchangedHistory
HAINHain Celestial Group IncCOM9,366$80.8K<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM1,309$88.9K<0.1%00.0%UnchangedHistory
DOVDOVER CorpCOM480$92.0K<0.1%00.0%UnchangedHistory
RMDResmed IncCOM434$105.9K<0.1%00.0%UnchangedHistory
NUENucor CorpCOM764$114.9K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock387$124.7K<0.1%00.0%UnchangedHistory
STLDSteel Dynamics IncCOM1,067$134.5K<0.1%00.0%UnchangedHistory
MPWRMonolithic Power Systems, Inc.COM155$143.3K<0.1%00.0%UnchangedHistory
SWSmurfit Westrock plcStock3,275$161.8K<0.1%+3,275NewHistory
NSCNorfolk Southern CorpStock731$181.7K<0.1%00.0%UnchangedHistory
EMNEastman Chemical CoStock1,839$205.9K<0.1%−386−17.3%ReducedHistory
CNICanadian National Railway CoStock1,878$220.0K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock6,853$236.6K<0.1%00.0%UnchangedHistory
CPCanadian Pacific Kansas City LtdCOM2,800$239.5K<0.1%00.0%UnchangedHistory
AAgilent Technologies, Inc.COM1,865$276.9K<0.1%−3,686−66.4%ReducedHistory
LKQLKQ CorpCOM7,165$286.0K<0.1%−431−5.7%ReducedHistory
YETIYETI Holdings, Inc.COM7,720$316.8K0.1%+5,619+267.4%AddedHistory
AMTAmerican Tower CorpREIT1,423$330.9K0.1%00.0%UnchangedHistory
DXCMDexcom IncCOM5,628$377.3K0.1%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock6,439$424.9K0.1%00.0%UnchangedHistory
TREXTrex Co IncCOM6,489$432.0K0.1%+300+4.8%AddedHistory
VLTOVeralto CorpStock3,931$439.7K0.1%−825−17.3%ReducedHistory
AVYAvery Dennison CorpCOM2,006$442.8K0.1%+72+3.7%AddedHistory
CCKCrown Holdings, Inc.COM4,703$450.9K0.1%−1,762−27.3%ReducedHistory
OTISOtis Worldwide CorpStock4,505$468.3K0.1%00.0%UnchangedHistory
STSensata Technologies Holding plcSHS13,326$477.9K0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock2,160$520.8K0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock7,421$548.0K0.1%−861−10.4%ReducedHistory
ADSKAutodesk, Inc.COM2,058$566.9K0.1%00.0%UnchangedHistory
MTDMettler Toledo International IncCOM400$599.9K0.1%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM16,682$619.9K0.1%−20,713−55.4%ReducedHistory
KAIKadant IncCOM1,864$630.0K0.1%00.0%UnchangedHistory
DCIDonaldson Co IncStock8,576$632.1K0.1%00.0%UnchangedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM19,129$659.4K0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS7,017$686.2K0.1%−1,187−14.5%ReducedHistory
SGSweetgreen, Inc.COM CL A20,500$726.7K0.1%−7,301−26.3%ReducedHistory
ADBEAdobe Inc.Stock1,484$768.4K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock6,987$793.4K0.1%00.0%UnchangedHistory
MWAMueller Water Products, Inc.COM SER A39,335$853.6K0.1%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM8,287$856.8K0.1%00.0%UnchangedHistory
GEFGreif, IncCL A14,857$930.9K0.2%−22,757−60.5%ReducedHistory
AGCOAGCO CorpCOM9,956$974.3K0.2%−484−4.6%ReducedHistory
BCCBoise Cascade CoCOM7,083$998.6K0.2%00.0%UnchangedHistory
ARRYArray Technologies, Inc.COM SHS151,588$1.00M0.2%−20,000−11.7%ReducedHistory
ORAOrmat Technologies, Inc.COM13,470$1.04M0.2%−1,556−10.4%ReducedHistory
ANSSAnsys IncCOM3,331$1.06M0.2%−3,500−51.2%ReducedHistory
CSCOCisco Systems, Inc.Stock19,969$1.06M0.2%00.0%UnchangedHistory
NOVTNovanta IncCOM5,997$1.07M0.2%00.0%UnchangedHistory
DHRDanaher CorpStock3,951$1.10M0.2%00.0%UnchangedHistory
WTSWatts Water Technologies IncCL A5,388$1.12M0.2%+427+8.6%AddedHistory
EMREmerson Electric CoStock10,461$1.14M0.2%+9,500+988.6%AddedHistory
OGNOrganon & Co.Stock60,738$1.16M0.2%00.0%UnchangedHistory
MPMP Materials Corp.COM CL A83,584$1.48M0.3%00.0%UnchangedHistory
ROPRoper Technologies IncStock2,758$1.53M0.3%+75+2.8%AddedHistory
CNMCore & Main, Inc.CL A34,961$1.55M0.3%00.0%UnchangedHistory
APTVAptiv PLCSHS24,095$1.74M0.3%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock6,613$1.79M0.3%+2,177+49.1%AddedHistory
WYWeyerhaeuser CoCOM NEW64,791$2.19M0.4%00.0%UnchangedHistory
ROKRockwell Automation, IncStock8,428$2.26M0.4%−2,183−20.6%ReducedHistory
BSXBoston Scientific CorpStock27,763$2.33M0.4%+21,026+312.1%AddedHistory
PFEPfizer IncStock80,703$2.34M0.4%00.0%UnchangedHistory
ONOn Semiconductor CorpStock33,492$2.43M0.4%−4,500−11.8%ReducedHistory
Cyberark Software LtdM2682V108SHS8,460$2.47M0.4%00.0%Unchanged–
SFMSprouts Farmers Market, Inc.COM22,435$2.48M0.4%−482−2.1%ReducedHistory
LULUlululemon athletica inc.Stock9,719$2.64M0.5%00.0%UnchangedHistory
ENPHEnphase Energy, Inc.Stock24,149$2.73M0.5%00.0%UnchangedHistory
ITRIItron, Inc.COM26,791$2.86M0.5%+18,043+206.3%AddedHistory
GNTXGentex CorpCOM99,040$2.94M0.5%00.0%UnchangedHistory
ALVAutoliv IncCOM31,586$2.95M0.5%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM53,894$3.11M0.5%−14,206−20.9%ReducedHistory
GPKGraphic Packaging Holding CoCOM108,266$3.20M0.6%−37,865−25.9%ReducedHistory
VZVerizon Communications IncStock72,862$3.27M0.6%00.0%UnchangedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG102,007$3.33M0.6%−72,646−41.6%ReducedHistory
FLEXFlex Ltd.Stock100,693$3.37M0.6%+6,231+6.6%AddedHistory
GILDGilead Sciences, Inc.Stock40,232$3.37M0.6%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock10,150$3.47M0.6%00.0%UnchangedHistory
ZTSZoetis Inc.Stock17,929$3.50M0.6%−282−1.5%ReducedHistory
ORCLOracle CorpStock20,900$3.56M0.6%00.0%UnchangedHistory
GDDYGoDaddy Inc.CL A23,297$3.65M0.6%00.0%UnchangedHistory
BMIBadger Meter IncCOM18,216$3.98M0.7%+11,737+181.2%AddedHistory
CRMSalesforce, Inc.Stock15,084$4.13M0.7%00.0%UnchangedHistory
IEXIdex CorpCOM19,433$4.17M0.7%−367−1.9%ReducedHistory
NEENextera Energy IncStock49,757$4.21M0.7%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM14,200$4.23M0.7%00.0%UnchangedHistory
BFAMBright Horizons Family Solutions Inc.COM31,010$4.35M0.8%+8,142+35.6%AddedHistory
EBAYeBay IncCOM68,007$4.43M0.8%+9,645+16.5%AddedHistory
LINLinde PLCStock9,619$4.59M0.8%+500+5.5%AddedHistory
ELEstee Lauder Companies IncCL A48,554$4.84M0.8%+9,905+25.6%AddedHistory
NOWServiceNow, Inc.Stock5,599$5.01M0.9%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A20,513$5.01M0.9%+4,145+25.3%AddedHistory
TTEKTetra Tech IncCOM111,255$5.25M0.9%−75,660−40.5%ReducedConverted for a 5-for-1 splitHistory
GMGeneral Motors CoCOM125,743$5.64M1.0%−26,891−17.6%ReducedHistory
MAMastercard IncStock12,152$6.00M1.0%00.0%UnchangedHistory
UNPUnion Pacific CorpStock25,997$6.41M1.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW13,217$6.49M1.1%−706−5.1%ReducedHistory
FSLRFirst Solar, Inc.Stock26,273$6.55M1.1%+3,450+15.1%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