Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 134
- +5 vs. Q4 2024
- Portfolio value
- $555.9M
- −$23.6M (−4.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TTTrane Technologies plc | SHS | 13,290 | $4.48M | 0.8% | −5,828−30.5% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 25,272 | $4.55M | 0.8% | +1,234+5.1% | Added | History |
| EXPOExponent Inc | COM | 56,377 | $4.57M | 0.8% | 00.0% | Unchanged | History |
| IEXIdex Corp | COM | 25,297 | $4.58M | 0.8% | −354−1.4% | Reduced | History |
| RUNSunrun Inc. | COM | 798,129 | $4.68M | 0.8% | +227,667+39.9% | Added | History |
| NOWServiceNow, Inc. | Stock | 5,990 | $4.77M | 0.9% | +242+4.2% | Added | History |
| BMIBadger Meter Inc | COM | 25,143 | $4.78M | 0.9% | −210−0.8% | Reduced | History |
| MAMastercard Inc | Stock | 8,751 | $4.80M | 0.9% | −1,077−11.0% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 18,858 | $5.06M | 0.9% | +1,016+5.7% | Added | History |
| ZTSZoetis Inc. | Stock | 31,221 | $5.14M | 0.9% | −349−1.1% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 22,454 | $5.24M | 0.9% | +1,212+5.7% | Added | History |
| EBAYeBay Inc | COM | 89,399 | $6.05M | 1.1% | −3,813−4.1% | Reduced | History |
| GMGeneral Motors Co | COM | 133,969 | $6.30M | 1.1% | +5,293+4.1% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 81,982 | $6.36M | 1.1% | +4,684+6.1% | Added | History |
| LINLinde PLC | Stock | 13,733 | $6.39M | 1.2% | +1,023+8.0% | Added | History |
| UNPUnion Pacific Corp | Stock | 28,479 | $6.73M | 1.2% | +1,634+6.1% | Added | History |
| CLColgate Palmolive Co | Stock | 72,260 | $6.77M | 1.2% | −21,087−22.6% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 53,755 | $6.83M | 1.2% | +1,985+3.8% | Added | History |
| BSYBentley Systems Inc | COM CL B | 175,597 | $6.91M | 1.2% | +7,141+4.2% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 14,267 | $7.07M | 1.3% | +564+4.1% | Added | History |
| PGProcter & Gamble Co | Stock | 45,076 | $7.68M | 1.4% | +2,370+5.5% | Added | History |
| TRMBTrimble Inc. | COM | 137,248 | $9.01M | 1.6% | −10,041−6.8% | Reduced | History |
| SYKStryker Corp | Stock | 26,136 | $9.73M | 1.8% | +357+1.4% | Added | History |
| XYLXylem Inc. | COM | 86,221 | $10.3M | 1.9% | +2,238+2.7% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 79,778 | $11.8M | 2.1% | +2,638+3.4% | Added | History |
| AXPAmerican Express Co | Stock | 45,785 | $12.3M | 2.2% | +2,885+6.7% | Added | History |
| WMWaste Management Inc | Stock | 65,072 | $15.1M | 2.7% | +1,635+2.6% | Added | History |
| VVisa Inc. | Stock | 44,974 | $15.8M | 2.8% | +981+2.2% | Added | History |
| LLYEli Lilly & Co | Stock | 26,725 | $22.1M | 4.0% | +1,030+4.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 67,821 | $25.5M | 4.6% | +2,243+3.4% | Added | History |
| NVDANVIDIA Corp | Stock | 237,091 | $25.7M | 4.6% | +5,905+2.6% | Added | History |
| ACNAccenture plc | Stock | 119,678 | $37.3M | 6.7% | −4,460−3.6% | Reduced | History |
| ECLEcolab Inc. | Stock | 159,076 | $40.3M | 7.3% | −5,480−3.3% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 151,451 | $75.4M | 13.6% | −10,410−6.4% | Reduced | History |