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.
- Positions
- 111
- −8 vs. Q2 2025
- Portfolio value
- $707.4M
- −$1.37M (−0.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AXPAmerican Express Co | Stock | 50,012 | $16.6M | 2.3% | +506+1.0% | Added | History |
| LLYEli Lilly & Co | Stock | 22,128 | $16.9M | 2.4% | −6,722−23.3% | Reduced | History |
| VVisa Inc. | Stock | 52,167 | $17.8M | 2.5% | +2,214+4.4% | Added | History |
| TRMBTrimble Inc. | COM | 228,263 | $18.6M | 2.6% | −6,333−2.7% | Reduced | History |
| WMWaste Management Inc | Stock | 85,209 | $18.8M | 2.7% | +1,521+1.8% | Added | History |
| XYLXylem Inc. | COM | 152,210 | $22.5M | 3.2% | +7,942+5.5% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 132,536 | $29.2M | 4.1% | +84,025+173.2% | Added | History |
| ACNAccenture plc | Stock | 121,629 | $30.0M | 4.2% | −4,283−3.4% | Reduced | History |
| ECLEcolab Inc. | Stock | 156,302 | $42.8M | 6.1% | −7,361−4.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 87,188 | $45.2M | 6.4% | +8,858+11.3% | Added | History |
| NVDANVIDIA Corp | Stock | 255,156 | $47.6M | 6.7% | −9,719−3.7% | Reduced | History |
Sold out since Q2 2025 (13)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 11,130 | $2.43M | 0.3% | History |
| PFEPfizer Inc | Stock | 68,408 | $1.66M | 0.2% | History |
| MDTMedtronic plc | Stock | 16,401 | $1.43M | 0.2% | History |
| ANSSAnsys Inc | COM | 2,907 | $1.02M | 0.1% | History |
| UNFIUnited Natural Foods Inc | COM | 28,736 | $669.8K | 0.1% | History |
| ENPHEnphase Energy, Inc. | Stock | 13,560 | $537.7K | 0.1% | History |
| OCOwens Corning | Stock | 3,803 | $523.0K | 0.1% | History |
| CSCOCisco Systems, Inc. | Stock | 7,214 | $500.5K | 0.1% | History |
| DXCMDexcom Inc | COM | 4,844 | $422.8K | 0.1% | History |
| BCCBoise Cascade Co | COM | 4,042 | $350.9K | <0.1% | History |
| BDXBecton Dickinson & Co | Stock | 1,902 | $327.6K | <0.1% | History |
| NOVTNovanta Inc | COM | 2,261 | $291.5K | <0.1% | History |
| FLNCFluence Energy, Inc. | COM CL A | 33,936 | $227.7K | <0.1% | History |