Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 129
- +9 vs. Q3 2024
- Portfolio value
- $579.5M
- +$838.4K (+0.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IEXIdex Corp | COM | 25,651 | $5.37M | 0.9% | +6,218+32.0% | Added | History |
| BMIBadger Meter Inc | COM | 25,353 | $5.38M | 0.9% | +7,137+39.2% | Added | History |
| WDAYWorkday, Inc. | CL A | 21,242 | $5.48M | 0.9% | +729+3.6% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 51,770 | $5.74M | 1.0% | +20,760+66.9% | Added | History |
| EBAYeBay Inc | COM | 93,212 | $5.77M | 1.0% | +25,205+37.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 17,842 | $5.97M | 1.0% | +2,758+18.3% | Added | History |
| LULUlululemon athletica inc. | Stock | 15,651 | $5.99M | 1.0% | +5,932+61.0% | Added | History |
| NOWServiceNow, Inc. | Stock | 5,748 | $6.09M | 1.1% | +149+2.7% | Added | History |
| UNPUnion Pacific Corp | Stock | 26,845 | $6.12M | 1.1% | +848+3.3% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 77,298 | $6.54M | 1.1% | +2,777+3.7% | Added | History |
| GMGeneral Motors Co | COM | 128,676 | $6.85M | 1.2% | +2,933+2.3% | Added | History |
| TTTrane Technologies plc | SHS | 19,118 | $7.06M | 1.2% | −2,802−12.8% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 13,703 | $7.15M | 1.2% | +486+3.7% | Added | History |
| PGProcter & Gamble Co | Stock | 42,706 | $7.16M | 1.2% | −24,694−36.6% | Reduced | History |
| BSYBentley Systems Inc | COM CL B | 168,456 | $7.87M | 1.4% | +22,872+15.7% | Added | History |
| CLColgate Palmolive Co | Stock | 93,347 | $8.49M | 1.5% | +6,693+7.7% | Added | History |
| SYKStryker Corp | Stock | 25,779 | $9.28M | 1.6% | −676−2.6% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 77,140 | $9.60M | 1.7% | +21,967+39.8% | Added | History |
| XYLXylem Inc. | COM | 83,983 | $9.74M | 1.7% | +17,918+27.1% | Added | History |
| TRMBTrimble Inc. | COM | 147,289 | $10.4M | 1.8% | −2,685−1.8% | Reduced | History |
| AXPAmerican Express Co | Stock | 42,900 | $12.7M | 2.2% | +943+2.2% | Added | History |
| WMWaste Management Inc | Stock | 63,437 | $12.8M | 2.2% | −510−0.8% | Reduced | History |
| VVisa Inc. | Stock | 43,993 | $13.9M | 2.4% | −2,287−4.9% | Reduced | History |
| LLYEli Lilly & Co | Stock | 25,695 | $19.8M | 3.4% | +2,482+10.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 65,578 | $27.6M | 4.8% | +5,512+9.2% | Added | History |
| NVDANVIDIA Corp | Stock | 231,186 | $31.0M | 5.4% | +4,851+2.1% | Added | History |
| ECLEcolab Inc. | Stock | 164,556 | $38.6M | 6.7% | +9,913+6.4% | Added | History |
| ACNAccenture plc | Stock | 124,138 | $43.7M | 7.5% | −8,329−6.3% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 161,861 | $84.2M | 14.5% | +2,390+1.5% | Added | History |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| GILDGilead Sciences, Inc. | Stock | 40,232 | $3.37M | 0.6% | History |
| GNTXGentex Corp | COM | 99,040 | $2.94M | 0.5% | History |
| OGNOrganon & Co. | Stock | 60,738 | $1.16M | 0.2% | History |
| ORAOrmat Technologies, Inc. | COM | 13,470 | $1.04M | 0.2% | History |