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.
- Positions
- 119
- −15 vs. Q1 2025
- Portfolio value
- $708.8M
- +$152.9M (+27.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 210 | $24.2K | <0.1% | −896−81.0% | Reduced | History |
| EMNEastman Chemical Co | Stock | 456 | $34.0K | <0.1% | −24−5.0% | Reduced | History |
| YETIYETI Holdings, Inc. | COM | 1,475 | $46.5K | <0.1% | 00.0% | Unchanged | History |
| SGSweetgreen, Inc. | COM CL A | 3,718 | $55.3K | <0.1% | −16,782−81.9% | Reduced | History |
| LKQLKQ Corp | COM | 1,794 | $66.4K | <0.1% | −5,155−74.2% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 965 | $110.8K | <0.1% | +965 | New | History |
| GISGeneral Mills Inc | Stock | 3,889 | $201.5K | <0.1% | −3,398−46.6% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 1,770 | $208.9K | <0.1% | −95−5.1% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 4,675 | $216.4K | <0.1% | −10,130−68.4% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 2,909 | $227.5K | <0.1% | +1,766+154.5% | Added | History |
| FLNCFluence Energy, Inc. | COM CL A | 33,936 | $227.7K | <0.1% | 00.0% | Unchanged | History |
| GOGrocery Outlet Holding Corp. | COM | 22,040 | $273.7K | <0.1% | +22,040 | New | History |
| NOVTNovanta Inc | COM | 2,261 | $291.5K | <0.1% | −3,736−62.3% | Reduced | History |
| ALVAutoliv Inc | COM | 2,924 | $327.2K | <0.1% | −7,096−70.8% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 1,902 | $327.6K | <0.1% | −247−11.5% | Reduced | History |
| CCKCrown Holdings, Inc. | COM | 3,288 | $338.6K | <0.1% | −122−3.6% | Reduced | History |
| ADBEAdobe Inc. | Stock | 895 | $346.3K | <0.1% | −624−41.1% | Reduced | History |
| BCCBoise Cascade Co | COM | 4,042 | $350.9K | <0.1% | −3,041−42.9% | Reduced | History |
| VOYAVoya Financial, Inc. | COM | 5,871 | $416.8K | 0.1% | +1,628+38.4% | Added | History |
| DXCMDexcom Inc | COM | 4,844 | $422.8K | 0.1% | −752−13.4% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 4,035 | $447.4K | 0.1% | +1,140+39.4% | Added | History |
| NEONeogenomics Inc | COM NEW | 64,935 | $474.7K | 0.1% | 00.0% | Unchanged | History |
| ONONOn Holding AG | Stock | 9,244 | $481.1K | 0.1% | −2,310−20.0% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 7,214 | $500.5K | 0.1% | −33,072−82.1% | Reduced | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 19,129 | $513.8K | 0.1% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 3,803 | $523.0K | 0.1% | 00.0% | Unchanged | History |
| MKCMcCormick & Co Inc | Stock | 7,041 | $533.8K | 0.1% | +7,041 | New | History |
| ENPHEnphase Energy, Inc. | Stock | 13,560 | $537.7K | 0.1% | −13,914−50.6% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 26,459 | $541.1K | 0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 1,768 | $547.3K | 0.1% | −406−18.7% | Reduced | History |
| DCIDonaldson Co Inc | Stock | 8,576 | $594.7K | 0.1% | 00.0% | Unchanged | History |
| UNFIUnited Natural Foods Inc | COM | 28,736 | $669.8K | 0.1% | +28,736 | New | History |
| ARRYArray Technologies, Inc. | COM SHS | 114,236 | $674.0K | 0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 3,459 | $683.3K | 0.1% | −472−12.0% | Reduced | History |
| MWAMueller Water Products, Inc. | COM SER A | 39,335 | $945.6K | 0.1% | 00.0% | Unchanged | History |
| EMBCEmbecta Corp. | Stock | 103,010 | $998.2K | 0.1% | +73,928+254.2% | Added | History |
| AGCOAGCO Corp | COM | 9,787 | $1.01M | 0.1% | −169−1.7% | Reduced | History |
| ANSSAnsys Inc | COM | 2,907 | $1.02M | 0.1% | 00.0% | Unchanged | History |
| APTVAptiv PLC | Stock | 16,013 | $1.09M | 0.2% | 00.0% | Unchanged | History |
| MPMP Materials Corp. | COM CL A | 37,897 | $1.26M | 0.2% | −15,000−28.4% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 3,840 | $1.28M | 0.2% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 16,401 | $1.43M | 0.2% | +16,401 | New | History |
| NFLXNetflix Inc | Stock | 1,110 | $1.49M | 0.2% | +585+111.4% | Added | History |
| ONOn Semiconductor Corp | Stock | 29,208 | $1.53M | 0.2% | 00.0% | Unchanged | History |
| PLPlanet Labs PBC | COM CL A | 268,777 | $1.64M | 0.2% | +181,091+206.5% | Added | History |
| PFEPfizer Inc | Stock | 68,408 | $1.66M | 0.2% | −3,807−5.3% | Reduced | History |
| ABTAbbott Laboratories | Stock | 12,671 | $1.72M | 0.2% | +12,671 | New | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 48,509 | $1.77M | 0.3% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 19,684 | $1.79M | 0.3% | +2,522+14.7% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 15,000 | $1.93M | 0.3% | +5,000+50.0% | Added | History |
| VZVerizon Communications Inc | Stock | 45,129 | $1.95M | 0.3% | −11,586−20.4% | Reduced | History |
| TREXTrex Co Inc | COM | 36,443 | $1.98M | 0.3% | +12,222+50.5% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 2,767 | $2.02M | 0.3% | −302−9.8% | Reduced | History |
| HUBBHubbell Inc | COM | 5,000 | $2.04M | 0.3% | +5,000 | New | History |
| BSXBoston Scientific Corp | Stock | 20,194 | $2.17M | 0.3% | −2,136−9.6% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 36,026 | $2.17M | 0.3% | +3,841+11.9% | Added | History |
| EXPOExponent Inc | COM | 29,656 | $2.22M | 0.3% | −26,721−47.4% | Reduced | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 68,243 | $2.24M | 0.3% | 00.0% | Unchanged | History |
| VITLVital Farms, Inc. | COM | 59,752 | $2.30M | 0.3% | +43,287+262.9% | Added | History |
| ORCLOracle Corp | Stock | 11,130 | $2.43M | 0.3% | −2,021−15.4% | Reduced | History |
| TPCTutor Perini Corp | COM | 54,941 | $2.57M | 0.4% | −16,497−23.1% | Reduced | History |
| PTCPTC Inc. | Stock | 15,500 | $2.67M | 0.4% | +9,172+144.9% | Added | History |
| WYWeyerhaeuser Co | COM NEW | 119,727 | $3.08M | 0.4% | +24,257+25.4% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 57,929 | $3.25M | 0.5% | −10,601−15.5% | Reduced | History |
| NEENextera Energy Inc | Stock | 47,014 | $3.26M | 0.5% | −2,758−5.5% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 2,860 | $3.36M | 0.5% | +1,004+54.1% | Added | History |
| TJXTJX Companies Inc | Stock | 28,326 | $3.50M | 0.5% | +12,572+79.8% | Added | History |
| FLEXFlex Ltd. | Stock | 75,958 | $3.79M | 0.5% | −8,502−10.1% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 9,877 | $4.02M | 0.6% | +638+6.9% | Added | – |
| WTSWatts Water Technologies Inc | CL A | 17,089 | $4.20M | 0.6% | +11,568+209.5% | Added | History |
| VLTOVeralto Corp | Stock | 42,039 | $4.24M | 0.6% | +16,611+65.3% | Added | History |
| LULUlululemon athletica inc. | Stock | 18,571 | $4.41M | 0.6% | +2,887+18.4% | Added | History |
| RUNSunrun Inc. | COM | 563,691 | $4.61M | 0.7% | −234,438−29.4% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 57,357 | $4.63M | 0.7% | +3,843+7.2% | Added | History |
| MAMastercard Inc | Stock | 8,842 | $4.97M | 0.7% | +91+1.0% | Added | History |
| PWRQuanta Services, Inc. | COM | 13,431 | $5.08M | 0.7% | +832+6.6% | Added | History |
| GDDYGoDaddy Inc. | CL A | 28,245 | $5.09M | 0.7% | +2,973+11.8% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 41,343 | $5.11M | 0.7% | −12,412−23.1% | Reduced | History |
| GMGeneral Motors Co | COM | 103,974 | $5.12M | 0.7% | −29,995−22.4% | Reduced | History |
| TTEKTetra Tech Inc | COM | 144,829 | $5.21M | 0.7% | +23,981+19.8% | Added | History |
| ITRIItron, Inc. | COM | 39,854 | $5.25M | 0.7% | +23,442+142.8% | Added | History |
| TTTrane Technologies plc | SHS | 12,304 | $5.38M | 0.8% | −986−7.4% | Reduced | History |
| ENSEnerSys | COM | 63,735 | $5.47M | 0.8% | +20,361+46.9% | Added | History |
| ROPRoper Technologies Inc | Stock | 10,196 | $5.78M | 0.8% | +3,553+53.5% | Added | History |
| WDAYWorkday, Inc. | CL A | 25,377 | $6.09M | 0.9% | +2,923+13.0% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 30,648 | $6.27M | 0.9% | +8,174+36.4% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 300,686 | $6.34M | 0.9% | +149,713+99.2% | Added | History |
| CRMSalesforce, Inc. | Stock | 23,410 | $6.38M | 0.9% | +4,552+24.1% | Added | History |
| AVYAvery Dennison Corp | COM | 36,404 | $6.39M | 0.9% | +22,554+162.8% | Added | History |
| NOWServiceNow, Inc. | Stock | 6,375 | $6.55M | 0.9% | +385+6.4% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 92,305 | $6.79M | 1.0% | +10,323+12.6% | Added | History |
| UNPUnion Pacific Corp | Stock | 30,803 | $7.09M | 1.0% | +2,324+8.2% | Added | History |
| EMREmerson Electric Co | Stock | 59,054 | $7.87M | 1.1% | +31,881+117.3% | Added | History |
| PNRPENTAIR plc | SHS | 77,996 | $8.01M | 1.1% | +54,149+227.1% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 48,511 | $8.03M | 1.1% | +23,228+91.9% | Added | History |
| LINLinde PLC | Stock | 18,269 | $8.57M | 1.2% | +4,536+33.0% | Added | History |
| PGProcter & Gamble Co | Stock | 54,012 | $8.61M | 1.2% | +8,936+19.8% | Added | History |
| IEXIdex Corp | COM | 49,611 | $8.71M | 1.2% | +24,314+96.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 17,327 | $9.42M | 1.3% | +3,060+21.4% | Added | History |
| ZTSZoetis Inc. | Stock | 63,170 | $9.85M | 1.4% | +31,949+102.3% | Added | History |
Sold out since Q1 2025 (22)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| OMCOmnicom Group Inc. | COM | 7,954 | $659.5K | 0.1% | History |
| KAIKadant Inc | COM | 1,864 | $628.0K | 0.1% | History |
| GEFGreif, Inc | CL A | 8,228 | $452.5K | 0.1% | History |
| OTISOtis Worldwide Corp | Stock | 4,324 | $446.2K | 0.1% | History |
| STSensata Technologies Holding plc | SHS | 13,326 | $323.4K | 0.1% | History |
| AMTAmerican Tower Corp | REIT | 1,365 | $297.0K | 0.1% | History |
| MRKMerck & Co., Inc. | Stock | 3,255 | $292.2K | 0.1% | History |
| CSXCSX Corp | Stock | 6,578 | $193.6K | <0.1% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,687 | $188.7K | <0.1% | History |
| CNICanadian National Railway Co | Stock | 1,802 | $175.6K | <0.1% | History |
| NSCNorfolk Southern Corp | Stock | 701 | $166.0K | <0.1% | History |
| SWSmurfit Westrock plc | Stock | 3,143 | $141.6K | <0.1% | History |
| STLDSteel Dynamics Inc | COM | 1,024 | $128.1K | <0.1% | History |
| AMGNAmgen Inc | Stock | 371 | $115.6K | <0.1% | History |
| RMDResmed Inc | COM | 416 | $93.1K | <0.1% | History |
| NUENucor Corp | COM | 733 | $88.2K | <0.1% | History |
| DOVDOVER Corp | COM | 460 | $80.8K | <0.1% | History |
| BALLBALL Corp | COM | 1,256 | $65.4K | <0.1% | History |
| WATWaters Corp | COM | 177 | $65.2K | <0.1% | History |
| DARDarling Ingredients Inc. | COM | 1,808 | $56.5K | <0.1% | History |
| HAINHain Celestial Group Inc | COM | 9,366 | $38.9K | <0.1% | History |
| WSTWest Pharmaceutical Services Inc | COM | 155 | $34.7K | <0.1% | History |