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 |
|---|---|---|---|---|---|---|---|
| OTISOtis Worldwide Corp | Stock | 4,324 | $446.2K | 0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 7,287 | $435.7K | 0.1% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 26,459 | $408.3K | 0.1% | 00.0% | Unchanged | History |
| DXCMDexcom Inc | COM | 5,596 | $382.2K | 0.1% | 00.0% | Unchanged | History |
| EMBCEmbecta Corp. | Stock | 29,082 | $370.8K | 0.1% | +29,082 | New | History |
| GILDGilead Sciences, Inc. | Stock | 2,895 | $324.4K | 0.1% | +2,895 | New | History |
| STSensata Technologies Holding plc | SHS | 13,326 | $323.4K | 0.1% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 3,410 | $304.4K | 0.1% | −170−4.7% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 1,365 | $297.0K | 0.1% | 00.0% | Unchanged | History |
| PLPlanet Labs PBC | COM CL A | 87,686 | $296.4K | 0.1% | +87,686 | New | History |
| LKQLKQ Corp | COM | 6,949 | $295.6K | 0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 3,255 | $292.2K | 0.1% | 00.0% | Unchanged | History |
| VOYAVoya Financial, Inc. | COM | 4,243 | $287.5K | 0.1% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 1,865 | $218.2K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 6,578 | $193.6K | <0.1% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,687 | $188.7K | <0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 1,802 | $175.6K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 701 | $166.0K | <0.1% | 00.0% | Unchanged | History |
| FLNCFluence Energy, Inc. | COM CL A | 33,936 | $164.6K | <0.1% | +16,530+95.0% | Added | History |
| SWSmurfit Westrock plc | Stock | 3,143 | $141.6K | <0.1% | 00.0% | Unchanged | History |
| STLDSteel Dynamics Inc | COM | 1,024 | $128.1K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 371 | $115.6K | <0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 1,106 | $105.6K | <0.1% | +210+23.4% | Added | History |
| RMDResmed Inc | COM | 416 | $93.1K | <0.1% | 00.0% | Unchanged | History |
| NUENucor Corp | COM | 733 | $88.2K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 1,143 | $82.8K | <0.1% | 00.0% | Unchanged | History |
| DOVDOVER Corp | COM | 460 | $80.8K | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 1,256 | $65.4K | <0.1% | 00.0% | Unchanged | History |
| WATWaters Corp | COM | 177 | $65.2K | <0.1% | 00.0% | Unchanged | History |
| DARDarling Ingredients Inc. | COM | 1,808 | $56.5K | <0.1% | 00.0% | Unchanged | History |
| YETIYETI Holdings, Inc. | COM | 1,475 | $48.8K | <0.1% | −5,619−79.2% | Reduced | History |
| EMNEastman Chemical Co | Stock | 480 | $42.3K | <0.1% | 00.0% | Unchanged | History |
| HAINHain Celestial Group Inc | COM | 9,366 | $38.9K | <0.1% | 00.0% | Unchanged | History |
| WSTWest Pharmaceutical Services Inc | COM | 155 | $34.7K | <0.1% | 00.0% | Unchanged | History |