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 |
|---|---|---|---|---|---|---|---|
| CNMCore & Main, Inc. | CL A | 5,223 | $281.2K | <0.1% | −30,803−85.5% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 2,522 | $274.8K | <0.1% | −17,162−87.2% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,481 | $262.8K | <0.1% | −43,533−92.6% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 1,770 | $227.2K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 2,909 | $226.2K | <0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 3,889 | $196.1K | <0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 407 | $60.5K | <0.1% | +197+93.8% | Added | History |
| LKQLKQ Corp | COM | 1,794 | $54.8K | <0.1% | 00.0% | Unchanged | History |
| YETIYETI Holdings, Inc. | COM | 1,475 | $48.9K | <0.1% | 00.0% | Unchanged | History |
| SGSweetgreen, Inc. | COM CL A | 3,718 | $29.7K | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 456 | $28.8K | <0.1% | 00.0% | Unchanged | 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 |