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 |
|---|---|---|---|---|---|---|---|
| SFMSprouts Farmers Market, Inc. | COM | 59,975 | $9.87M | 1.4% | +34,536+135.8% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 34,591 | $10.7M | 1.5% | +19,690+132.1% | Added | History |
| EBAYeBay Inc | COM | 148,333 | $11.0M | 1.6% | +58,934+65.9% | Added | History |
| SYKStryker Corp | Stock | 28,779 | $11.4M | 1.6% | +2,643+10.1% | Added | History |
| BMIBadger Meter Inc | COM | 48,417 | $11.9M | 1.7% | +23,274+92.6% | Added | History |
| CLColgate Palmolive Co | Stock | 131,019 | $11.9M | 1.7% | +58,759+81.3% | Added | History |
| BSYBentley Systems Inc | COM CL B | 265,763 | $14.3M | 2.0% | +90,166+51.3% | Added | History |
| AXPAmerican Express Co | Stock | 49,506 | $15.8M | 2.2% | +3,721+8.1% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 115,904 | $16.1M | 2.3% | +36,126+45.3% | Added | History |
| VVisa Inc. | Stock | 49,953 | $17.7M | 2.5% | +4,979+11.1% | Added | History |
| TRMBTrimble Inc. | COM | 234,596 | $17.8M | 2.5% | +97,348+70.9% | Added | History |
| XYLXylem Inc. | COM | 144,268 | $18.7M | 2.6% | +58,047+67.3% | Added | History |
| WMWaste Management Inc | Stock | 83,688 | $19.1M | 2.7% | +18,616+28.6% | Added | History |
| LLYEli Lilly & Co | Stock | 28,850 | $22.5M | 3.2% | +2,125+8.0% | Added | History |
| ACNAccenture plc | Stock | 125,912 | $37.6M | 5.3% | +6,234+5.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 78,330 | $39.0M | 5.5% | +10,509+15.5% | Added | History |
| NVDANVIDIA Corp | Stock | 264,875 | $41.8M | 5.9% | +27,784+11.7% | Added | History |
| ECLEcolab Inc. | Stock | 163,663 | $44.1M | 6.2% | +4,587+2.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 138,272 | $56.1M | 7.9% | −13,179−8.7% | Reduced | 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 |