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.
- Positions
- 120
- −3 vs. Q2 2024
- Portfolio value
- $578.7M
- +$31.4M (+5.7%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EXPOExponent Inc | COM | 59,670 | $6.88M | 1.2% | +26,472+79.7% | Added | History |
| BSYBentley Systems Inc | COM CL B | 145,584 | $7.40M | 1.3% | −9,797−6.3% | Reduced | History |
| IFFInternational Flavors & Fragrances Inc | COM | 74,521 | $7.82M | 1.4% | +18,646+33.4% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 55,173 | $8.07M | 1.4% | −7,894−12.5% | Reduced | History |
| RUNSunrun Inc. | COM | 457,377 | $8.26M | 1.4% | −59,218−11.5% | Reduced | History |
| TTTrane Technologies plc | SHS | 21,920 | $8.52M | 1.5% | −2,100−8.7% | Reduced | History |
| XYLXylem Inc. | COM | 66,065 | $8.92M | 1.5% | +12,253+22.8% | Added | History |
| CLColgate Palmolive Co | Stock | 86,654 | $9.00M | 1.6% | −11,692−11.9% | Reduced | History |
| TRMBTrimble Inc. | COM | 149,974 | $9.31M | 1.6% | +42,455+39.5% | Added | History |
| SYKStryker Corp | Stock | 26,455 | $9.56M | 1.7% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 41,957 | $11.4M | 2.0% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 67,400 | $11.7M | 2.0% | −5,164−7.1% | Reduced | History |
| VVisa Inc. | Stock | 46,280 | $12.7M | 2.2% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 63,947 | $13.3M | 2.3% | −474−0.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 23,213 | $20.6M | 3.6% | −2,449−9.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 60,066 | $25.8M | 4.5% | +5,830+10.7% | Added | History |
| NVDANVIDIA Corp | Stock | 226,335 | $27.5M | 4.7% | −31,465−12.2% | Reduced | History |
| ECLEcolab Inc. | Stock | 154,643 | $39.5M | 6.8% | −2,515−1.6% | Reduced | History |
| ACNAccenture plc | Stock | 132,467 | $46.8M | 8.1% | −9,313−6.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 159,471 | $98.6M | 17.0% | −6,321−3.8% | Reduced | History |
Sold out since Q2 2024 (4)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| CAGConagra Brands Inc. | Stock | 28,882 | $820.8K | 0.1% | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 2,717 | $435.8K | 0.1% | History |
| SXTSensient Technologies Corp | COM | 4,412 | $327.3K | 0.1% | History |
| WRKWestRock Co | COM | 3,275 | $164.6K | <0.1% | History |