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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Dec 29, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
111
−8 vs. Q2 2025
Portfolio value
$707.4M
−$1.37M (−0.2%) vs. Q2 2025
Filed
Dec 29, 2025
SEC
Holdings of Mirova in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock255,156$47.6M6.7%−9,719−3.7%ReducedHistory
MSFTMicrosoft CorpStock87,188$45.2M6.4%+8,858+11.3%AddedHistory
ECLEcolab Inc.Stock156,302$42.8M6.1%−7,361−4.5%ReducedHistory
ACNAccenture plcStock121,629$30.0M4.2%−4,283−3.4%ReducedHistory
FSLRFirst Solar, Inc.Stock132,536$29.2M4.1%+84,025+173.2%AddedHistory
XYLXylem Inc.COM152,210$22.5M3.2%+7,942+5.5%AddedHistory
WMWaste Management IncStock85,209$18.8M2.7%+1,521+1.8%AddedHistory
TRMBTrimble Inc.COM228,263$18.6M2.6%−6,333−2.7%ReducedHistory
VVisa Inc.Stock52,167$17.8M2.5%+2,214+4.4%AddedHistory
LLYEli Lilly & CoStock22,128$16.9M2.4%−6,722−23.3%ReducedHistory
AXPAmerican Express CoStock50,012$16.6M2.3%+506+1.0%AddedHistory
AWKAmerican Water Works Company, Inc.Stock118,327$16.5M2.3%+2,423+2.1%AddedHistory
CDNSCadence Design Systems IncStock40,291$14.2M2.0%+5,700+16.5%AddedHistory
BSYBentley Systems IncCOM CL B271,684$14.0M2.0%+5,921+2.2%AddedHistory
EBAYeBay IncCOM131,328$11.9M1.7%−17,005−11.5%ReducedHistory
CLColgate Palmolive CoStock142,187$11.4M1.6%+11,168+8.5%AddedHistory
ZTSZoetis Inc.Stock76,056$11.1M1.6%+12,886+20.4%AddedHistory
SYKStryker CorpStock28,980$10.7M1.5%+201+0.7%AddedHistory
PGProcter & Gamble CoStock69,026$10.6M1.5%+15,014+27.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock19,968$9.68M1.4%−118,304−85.6%ReducedHistory
LINLinde PLCStock20,206$9.60M1.4%+1,937+10.6%AddedHistory
EMREmerson Electric CoStock71,051$9.32M1.3%+11,997+20.3%AddedHistory
TJXTJX Companies IncStock62,449$9.03M1.3%+34,123+120.5%AddedHistory
RUNSunrun Inc.COM510,197$8.82M1.2%−53,494−9.5%ReducedHistory
BMIBadger Meter IncCOM49,171$8.78M1.2%+754+1.6%AddedHistory
IEXIdex CorpCOM52,948$8.62M1.2%+3,337+6.7%AddedHistory
PNRPENTAIR plcSHS77,235$8.55M1.2%−761−1.0%ReducedHistory
UNPUnion Pacific CorpStock34,708$8.20M1.2%+3,905+12.7%AddedHistory
PANWPalo Alto Networks IncStock39,935$8.13M1.1%+9,287+30.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW17,457$7.81M1.1%+130+0.8%AddedHistory
ENSEnerSysCOM67,981$7.68M1.1%+4,246+6.7%AddedHistory
FLEXFlex Ltd.Stock132,141$7.66M1.1%+56,183+74.0%AddedHistory
SFMSprouts Farmers Market, Inc.COM63,256$6.88M1.0%+3,281+5.5%AddedHistory
GMGeneral Motors CoCOM107,565$6.56M0.9%+3,591+3.5%AddedHistory
PWRQuanta Services, Inc.COM14,964$6.20M0.9%+1,533+11.4%AddedHistory
AVYAvery Dennison CorpCOM37,522$6.08M0.9%+1,118+3.1%AddedHistory
NOWServiceNow, Inc.Stock6,455$5.94M0.8%+80+1.3%AddedHistory
WDAYWorkday, Inc.CL A24,104$5.80M0.8%−1,273−5.0%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM93,295$5.74M0.8%+990+1.1%AddedHistory
CRMSalesforce, Inc.Stock23,814$5.64M0.8%+404+1.7%AddedHistory
TTEKTetra Tech IncCOM165,280$5.52M0.8%+20,451+14.1%AddedHistory
ROPRoper Technologies IncStock10,633$5.30M0.7%+437+4.3%AddedHistory
GPKGraphic Packaging Holding CoCOM269,737$5.28M0.7%−30,949−10.3%ReducedHistory
MAMastercard IncStock8,925$5.08M0.7%+83+0.9%AddedHistory
ITRIItron, Inc.COM39,854$4.96M0.7%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A32,216$4.86M0.7%+17,216+114.8%AddedHistory
Cyberark Software LtdM2682V108SHS9,982$4.82M0.7%+105+1.1%Added–
WTSWatts Water Technologies IncCL A17,089$4.77M0.7%00.0%UnchangedHistory
VLTOVeralto CorpStock44,286$4.72M0.7%+2,247+5.3%AddedHistory
ELEstee Lauder Companies IncCL A53,289$4.70M0.7%−4,068−7.1%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM41,728$4.53M0.6%+385+0.9%AddedHistory
TTTrane Technologies plcSHS10,523$4.44M0.6%−1,781−14.5%ReducedHistory
MPMP Materials Corp.COM CL A62,968$4.22M0.6%+25,071+66.2%AddedHistory
PLPlanet Labs PBCCOM CL A320,462$4.16M0.6%+51,685+19.2%AddedHistory
DHRDanaher CorpStock20,049$3.97M0.6%+16,590+479.6%AddedHistory
WYWeyerhaeuser CoCOM NEW148,874$3.69M0.5%+29,147+24.3%AddedHistory
MTDMettler Toledo International IncCOM2,997$3.68M0.5%+137+4.8%AddedHistory
GDDYGoDaddy Inc.CL A24,511$3.35M0.5%−3,734−13.2%ReducedHistory
PTCPTC Inc.Stock16,022$3.25M0.5%+522+3.4%AddedHistory
VZVerizon Communications IncStock68,534$3.01M0.4%+23,405+51.9%AddedHistory
TPCTutor Perini CorpCOM44,544$2.92M0.4%−10,397−18.9%ReducedHistory
LULUlululemon athletica inc.Stock15,827$2.82M0.4%−2,744−14.8%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM3,055$2.81M0.4%+288+10.4%AddedHistory
HUBBHubbell IncCOM6,202$2.67M0.4%+1,202+24.0%AddedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG70,541$2.43M0.3%+2,298+3.4%AddedHistory
NXTNextpower Inc.Stock32,196$2.38M0.3%+32,196NewHistory
VITLVital Farms, Inc.COM54,111$2.23M0.3%−5,641−9.4%ReducedHistory
BSXBoston Scientific CorpStock20,194$1.97M0.3%00.0%UnchangedHistory
TREXTrex Co IncCOM38,116$1.97M0.3%+1,673+4.6%AddedHistory
EXPOExponent IncCOM26,245$1.82M0.3%−3,411−11.5%ReducedHistory
PINSPinterest, Inc.CL A56,145$1.81M0.3%+56,145NewHistory
KEYSKeysight Technologies, Inc.Stock9,820$1.72M0.2%+9,820NewHistory
ABTAbbott LaboratoriesStock12,671$1.70M0.2%00.0%UnchangedHistory
ONOn Semiconductor CorpStock30,192$1.49M0.2%+984+3.4%AddedHistory
EMBCEmbecta Corp.Stock103,010$1.45M0.2%00.0%UnchangedHistory
NFLXNetflix IncStock1,171$1.40M0.2%+61+5.5%AddedHistory
ROKRockwell Automation, IncStock3,969$1.39M0.2%+129+3.4%AddedHistory
WMSAdvanced Drainage Systems, Inc.COM9,752$1.35M0.2%+8,787+910.6%AddedHistory
CMGChipotle Mexican Grill IncCOM29,138$1.14M0.2%−28,791−49.7%ReducedHistory
APTVAptiv PLCStock12,418$1.07M0.2%−3,595−22.5%ReducedHistory
AGCOAGCO CorpCOM9,787$1.05M0.1%00.0%UnchangedHistory
MWAMueller Water Products, Inc.COM SER A39,335$1.00M0.1%00.0%UnchangedHistory
ARRYArray Technologies, Inc.COM SHS114,236$931.0K0.1%00.0%UnchangedHistory
ZWSZurn Elkay Water Solutions CorpCOM16,826$791.3K0.1%−31,683−65.3%ReducedHistory
DCIDonaldson Co IncStock8,576$701.9K0.1%00.0%UnchangedHistory
HPEHewlett Packard Enterprise CoCOM26,459$649.8K0.1%00.0%UnchangedHistory
GOGrocery Outlet Holding Corp.COM37,576$603.1K0.1%+15,536+70.5%AddedHistory
ADBEAdobe Inc.Stock1,695$597.9K0.1%+800+89.4%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM19,129$587.3K0.1%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM1,768$561.6K0.1%00.0%UnchangedHistory
NEONeogenomics IncCOM NEW64,935$501.3K0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM988$487.5K0.1%+988NewHistory
MKCMcCormick & Co IncStock7,041$471.1K0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,642$458.6K0.1%+1,642NewHistory
GILDGilead Sciences, Inc.Stock4,035$447.9K0.1%00.0%UnchangedHistory
VOYAVoya Financial, Inc.COM5,871$439.2K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock9,134$411.9K0.1%+4,459+95.4%AddedHistory
ONONOn Holding AGStock9,244$391.5K0.1%00.0%UnchangedHistory
ALVAutoliv IncCOM2,924$361.1K0.1%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM3,288$317.6K<0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (13)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Mirova sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ORCLOracle CorpStock11,130$2.43M0.3%History
PFEPfizer IncStock68,408$1.66M0.2%History
MDTMedtronic plcStock16,401$1.43M0.2%History
ANSSAnsys IncCOM2,907$1.02M0.1%History
UNFIUnited Natural Foods IncCOM28,736$669.8K0.1%History
ENPHEnphase Energy, Inc.Stock13,560$537.7K0.1%History
OCOwens CorningStock3,803$523.0K0.1%History
CSCOCisco Systems, Inc.Stock7,214$500.5K0.1%History
DXCMDexcom IncCOM4,844$422.8K0.1%History
BCCBoise Cascade CoCOM4,042$350.9K<0.1%History
BDXBecton Dickinson & CoStock1,902$327.6K<0.1%History
NOVTNovanta IncCOM2,261$291.5K<0.1%History
FLNCFluence Energy, Inc.COM CL A33,936$227.7K<0.1%History