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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
119
−15 vs. Q1 2025
Portfolio value
$708.8M
+$152.9M (+27.5%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Mirova in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMOThermo Fisher Scientific Inc.Stock138,272$56.1M7.9%−13,179−8.7%ReducedHistory
ECLEcolab Inc.Stock163,663$44.1M6.2%+4,587+2.9%AddedHistory
NVDANVIDIA CorpStock264,875$41.8M5.9%+27,784+11.7%AddedHistory
MSFTMicrosoft CorpStock78,330$39.0M5.5%+10,509+15.5%AddedHistory
ACNAccenture plcStock125,912$37.6M5.3%+6,234+5.2%AddedHistory
LLYEli Lilly & CoStock28,850$22.5M3.2%+2,125+8.0%AddedHistory
WMWaste Management IncStock83,688$19.1M2.7%+18,616+28.6%AddedHistory
XYLXylem Inc.COM144,268$18.7M2.6%+58,047+67.3%AddedHistory
TRMBTrimble Inc.COM234,596$17.8M2.5%+97,348+70.9%AddedHistory
VVisa Inc.Stock49,953$17.7M2.5%+4,979+11.1%AddedHistory
AWKAmerican Water Works Company, Inc.Stock115,904$16.1M2.3%+36,126+45.3%AddedHistory
AXPAmerican Express CoStock49,506$15.8M2.2%+3,721+8.1%AddedHistory
BSYBentley Systems IncCOM CL B265,763$14.3M2.0%+90,166+51.3%AddedHistory
CLColgate Palmolive CoStock131,019$11.9M1.7%+58,759+81.3%AddedHistory
BMIBadger Meter IncCOM48,417$11.9M1.7%+23,274+92.6%AddedHistory
SYKStryker CorpStock28,779$11.4M1.6%+2,643+10.1%AddedHistory
EBAYeBay IncCOM148,333$11.0M1.6%+58,934+65.9%AddedHistory
CDNSCadence Design Systems IncStock34,591$10.7M1.5%+19,690+132.1%AddedHistory
SFMSprouts Farmers Market, Inc.COM59,975$9.87M1.4%+34,536+135.8%AddedHistory
ZTSZoetis Inc.Stock63,170$9.85M1.4%+31,949+102.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW17,327$9.42M1.3%+3,060+21.4%AddedHistory
IEXIdex CorpCOM49,611$8.71M1.2%+24,314+96.1%AddedHistory
PGProcter & Gamble CoStock54,012$8.61M1.2%+8,936+19.8%AddedHistory
LINLinde PLCStock18,269$8.57M1.2%+4,536+33.0%AddedHistory
FSLRFirst Solar, Inc.Stock48,511$8.03M1.1%+23,228+91.9%AddedHistory
PNRPENTAIR plcSHS77,996$8.01M1.1%+54,149+227.1%AddedHistory
EMREmerson Electric CoStock59,054$7.87M1.1%+31,881+117.3%AddedHistory
UNPUnion Pacific CorpStock30,803$7.09M1.0%+2,324+8.2%AddedHistory
IFFInternational Flavors & Fragrances IncCOM92,305$6.79M1.0%+10,323+12.6%AddedHistory
NOWServiceNow, Inc.Stock6,375$6.55M0.9%+385+6.4%AddedHistory
AVYAvery Dennison CorpCOM36,404$6.39M0.9%+22,554+162.8%AddedHistory
CRMSalesforce, Inc.Stock23,410$6.38M0.9%+4,552+24.1%AddedHistory
GPKGraphic Packaging Holding CoCOM300,686$6.34M0.9%+149,713+99.2%AddedHistory
PANWPalo Alto Networks IncStock30,648$6.27M0.9%+8,174+36.4%AddedHistory
WDAYWorkday, Inc.CL A25,377$6.09M0.9%+2,923+13.0%AddedHistory
ROPRoper Technologies IncStock10,196$5.78M0.8%+3,553+53.5%AddedHistory
ENSEnerSysCOM63,735$5.47M0.8%+20,361+46.9%AddedHistory
TTTrane Technologies plcSHS12,304$5.38M0.8%−986−7.4%ReducedHistory
ITRIItron, Inc.COM39,854$5.25M0.7%+23,442+142.8%AddedHistory
TTEKTetra Tech IncCOM144,829$5.21M0.7%+23,981+19.8%AddedHistory
GMGeneral Motors CoCOM103,974$5.12M0.7%−29,995−22.4%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM41,343$5.11M0.7%−12,412−23.1%ReducedHistory
GDDYGoDaddy Inc.CL A28,245$5.09M0.7%+2,973+11.8%AddedHistory
PWRQuanta Services, Inc.COM13,431$5.08M0.7%+832+6.6%AddedHistory
MAMastercard IncStock8,842$4.97M0.7%+91+1.0%AddedHistory
ELEstee Lauder Companies IncCL A57,357$4.63M0.7%+3,843+7.2%AddedHistory
RUNSunrun Inc.COM563,691$4.61M0.7%−234,438−29.4%ReducedHistory
LULUlululemon athletica inc.Stock18,571$4.41M0.6%+2,887+18.4%AddedHistory
VLTOVeralto CorpStock42,039$4.24M0.6%+16,611+65.3%AddedHistory
WTSWatts Water Technologies IncCL A17,089$4.20M0.6%+11,568+209.5%AddedHistory
Cyberark Software LtdM2682V108SHS9,877$4.02M0.6%+638+6.9%Added–
FLEXFlex Ltd.Stock75,958$3.79M0.5%−8,502−10.1%ReducedHistory
TJXTJX Companies IncStock28,326$3.50M0.5%+12,572+79.8%AddedHistory
MTDMettler Toledo International IncCOM2,860$3.36M0.5%+1,004+54.1%AddedHistory
NEENextera Energy IncStock47,014$3.26M0.5%−2,758−5.5%ReducedHistory
CMGChipotle Mexican Grill IncCOM57,929$3.25M0.5%−10,601−15.5%ReducedHistory
WYWeyerhaeuser CoCOM NEW119,727$3.08M0.4%+24,257+25.4%AddedHistory
PTCPTC Inc.Stock15,500$2.67M0.4%+9,172+144.9%AddedHistory
TPCTutor Perini CorpCOM54,941$2.57M0.4%−16,497−23.1%ReducedHistory
ORCLOracle CorpStock11,130$2.43M0.3%−2,021−15.4%ReducedHistory
VITLVital Farms, Inc.COM59,752$2.30M0.3%+43,287+262.9%AddedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG68,243$2.24M0.3%00.0%UnchangedHistory
EXPOExponent IncCOM29,656$2.22M0.3%−26,721−47.4%ReducedHistory
CNMCore & Main, Inc.CL A36,026$2.17M0.3%+3,841+11.9%AddedHistory
BSXBoston Scientific CorpStock20,194$2.17M0.3%−2,136−9.6%ReducedHistory
HUBBHubbell IncCOM5,000$2.04M0.3%+5,000NewHistory
MPWRMonolithic Power Systems, Inc.COM2,767$2.02M0.3%−302−9.8%ReducedHistory
TREXTrex Co IncCOM36,443$1.98M0.3%+12,222+50.5%AddedHistory
VZVerizon Communications IncStock45,129$1.95M0.3%−11,586−20.4%ReducedHistory
VRTVertiv Holdings CoCOM CL A15,000$1.93M0.3%+5,000+50.0%AddedHistory
BNYBank of New York Mellon CorpStock19,684$1.79M0.3%+2,522+14.7%AddedHistory
ZWSZurn Elkay Water Solutions CorpCOM48,509$1.77M0.3%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock12,671$1.72M0.2%+12,671NewHistory
PFEPfizer IncStock68,408$1.66M0.2%−3,807−5.3%ReducedHistory
PLPlanet Labs PBCCOM CL A268,777$1.64M0.2%+181,091+206.5%AddedHistory
ONOn Semiconductor CorpStock29,208$1.53M0.2%00.0%UnchangedHistory
NFLXNetflix IncStock1,110$1.49M0.2%+585+111.4%AddedHistory
MDTMedtronic plcStock16,401$1.43M0.2%+16,401NewHistory
ROKRockwell Automation, IncStock3,840$1.28M0.2%00.0%UnchangedHistory
MPMP Materials Corp.COM CL A37,897$1.26M0.2%−15,000−28.4%ReducedHistory
APTVAptiv PLCStock16,013$1.09M0.2%00.0%UnchangedHistory
ANSSAnsys IncCOM2,907$1.02M0.1%00.0%UnchangedHistory
AGCOAGCO CorpCOM9,787$1.01M0.1%−169−1.7%ReducedHistory
EMBCEmbecta Corp.Stock103,010$998.2K0.1%+73,928+254.2%AddedHistory
MWAMueller Water Products, Inc.COM SER A39,335$945.6K0.1%00.0%UnchangedHistory
DHRDanaher CorpStock3,459$683.3K0.1%−472−12.0%ReducedHistory
ARRYArray Technologies, Inc.COM SHS114,236$674.0K0.1%00.0%UnchangedHistory
UNFIUnited Natural Foods IncCOM28,736$669.8K0.1%+28,736NewHistory
DCIDonaldson Co IncStock8,576$594.7K0.1%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM1,768$547.3K0.1%−406−18.7%ReducedHistory
HPEHewlett Packard Enterprise CoCOM26,459$541.1K0.1%00.0%UnchangedHistory
ENPHEnphase Energy, Inc.Stock13,560$537.7K0.1%−13,914−50.6%ReducedHistory
MKCMcCormick & Co IncStock7,041$533.8K0.1%+7,041NewHistory
OCOwens CorningStock3,803$523.0K0.1%00.0%UnchangedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM19,129$513.8K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock7,214$500.5K0.1%−33,072−82.1%ReducedHistory
ONONOn Holding AGStock9,244$481.1K0.1%−2,310−20.0%ReducedHistory
NEONeogenomics IncCOM NEW64,935$474.7K0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock4,035$447.4K0.1%+1,140+39.4%AddedHistory
DXCMDexcom IncCOM4,844$422.8K0.1%−752−13.4%ReducedHistory

Sold out since Q1 2025 (22)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Mirova sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
OMCOmnicom Group Inc.COM7,954$659.5K0.1%History
KAIKadant IncCOM1,864$628.0K0.1%History
GEFGreif, IncCL A8,228$452.5K0.1%History
OTISOtis Worldwide CorpStock4,324$446.2K0.1%History
STSensata Technologies Holding plcSHS13,326$323.4K0.1%History
AMTAmerican Tower CorpREIT1,365$297.0K0.1%History
MRKMerck & Co., Inc.Stock3,255$292.2K0.1%History
CSXCSX CorpStock6,578$193.6K<0.1%History
CPCanadian Pacific Kansas City LtdCOM2,687$188.7K<0.1%History
CNICanadian National Railway CoStock1,802$175.6K<0.1%History
NSCNorfolk Southern CorpStock701$166.0K<0.1%History
SWSmurfit Westrock plcStock3,143$141.6K<0.1%History
STLDSteel Dynamics IncCOM1,024$128.1K<0.1%History
AMGNAmgen IncStock371$115.6K<0.1%History
RMDResmed IncCOM416$93.1K<0.1%History
NUENucor CorpCOM733$88.2K<0.1%History
DOVDOVER CorpCOM460$80.8K<0.1%History
BALLBALL CorpCOM1,256$65.4K<0.1%History
WATWaters CorpCOM177$65.2K<0.1%History
DARDarling Ingredients Inc.COM1,808$56.5K<0.1%History
HAINHain Celestial Group IncCOM9,366$38.9K<0.1%History
WSTWest Pharmaceutical Services IncCOM155$34.7K<0.1%History