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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
92
−19 vs. Q3 2025
Portfolio value
$693.5M
−$13.9M (−2.0%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Mirova in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock256,949$47.9M6.9%+1,793+0.7%AddedHistory
MSFTMicrosoft CorpStock87,459$42.3M6.1%+271+0.3%AddedHistory
ECLEcolab Inc.Stock150,020$39.4M5.7%−6,282−4.0%ReducedHistory
ACNAccenture plcStock115,338$30.9M4.5%−6,291−5.2%ReducedHistory
FSLRFirst Solar, Inc.Stock105,758$27.6M4.0%−26,778−20.2%ReducedHistory
XYLXylem Inc.COM152,226$20.7M3.0%+160.0%AddedHistory
LLYEli Lilly & CoStock18,944$20.4M2.9%−3,184−14.4%ReducedHistory
TRMBTrimble Inc.COM244,717$19.2M2.8%+16,454+7.2%AddedHistory
WMWaste Management IncStock81,971$18.0M2.6%−3,238−3.8%ReducedHistory
VVisa Inc.Stock50,619$17.8M2.6%−1,548−3.0%ReducedHistory
AXPAmerican Express CoStock47,468$17.6M2.5%−2,544−5.1%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock124,136$16.2M2.3%+5,809+4.9%AddedHistory
CDNSCadence Design Systems IncStock43,291$13.5M2.0%+3,000+7.4%AddedHistory
EBAYeBay IncCOM136,383$11.9M1.7%+5,055+3.8%AddedHistory
ITRIItron, Inc.COM122,892$11.4M1.6%+83,038+208.4%AddedHistory
BSYBentley Systems IncCOM CL B288,530$11.0M1.6%+16,846+6.2%AddedHistory
CLColgate Palmolive CoStock137,998$10.9M1.6%−4,189−2.9%ReducedHistory
ZTSZoetis Inc.Stock80,552$10.1M1.5%+4,496+5.9%AddedHistory
SYKStryker CorpStock28,617$10.1M1.5%−363−1.3%ReducedHistory
ENSEnerSysCOM67,981$9.98M1.4%00.0%UnchangedHistory
PGProcter & Gamble CoStock68,767$9.85M1.4%−259−0.4%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW17,375$9.84M1.4%−82−0.5%ReducedHistory
LINLinde PLCStock22,994$9.80M1.4%+2,788+13.8%AddedHistory
EMREmerson Electric CoStock71,051$9.43M1.4%00.0%UnchangedHistory
UNPUnion Pacific CorpStock40,467$9.36M1.3%+5,759+16.6%AddedHistory
IEXIdex CorpCOM51,448$9.15M1.3%−1,500−2.8%ReducedHistory
TTEKTetra Tech IncCOM269,697$9.05M1.3%+104,417+63.2%AddedHistory
BMIBadger Meter IncCOM48,840$8.52M1.2%−331−0.7%ReducedHistory
FLEXFlex Ltd.Stock125,441$7.58M1.1%−6,700−5.1%ReducedHistory
PNRPENTAIR plcSHS72,181$7.52M1.1%−5,054−6.5%ReducedHistory
GMGeneral Motors CoCOM91,134$7.41M1.1%−16,431−15.3%ReducedHistory
RUNSunrun Inc.COM390,143$7.18M1.0%−120,054−23.5%ReducedHistory
PANWPalo Alto Networks IncStock38,493$7.09M1.0%−1,442−3.6%ReducedHistory
TJXTJX Companies IncStock44,620$6.85M1.0%−17,829−28.5%ReducedHistory
AVYAvery Dennison CorpCOM36,533$6.64M1.0%−989−2.6%ReducedHistory
KEYSKeysight Technologies, Inc.Stock31,708$6.44M0.9%+21,888+222.9%AddedHistory
GDDYGoDaddy Inc.CL A51,358$6.37M0.9%+26,847+109.5%AddedHistory
IFFInternational Flavors & Fragrances IncCOM93,295$6.29M0.9%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock23,631$6.26M0.9%−183−0.8%ReducedHistory
NOWServiceNow, Inc.Stock38,904$5.96M0.9%+6,629+20.5%AddedConverted for a 5-for-1 splitHistory
PLPlanet Labs PBCCOM CL A302,140$5.96M0.9%−18,322−5.7%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock10,189$5.90M0.9%−9,779−49.0%ReducedHistory
PWRQuanta Services, Inc.COM13,743$5.80M0.8%−1,221−8.2%ReducedHistory
ELEstee Lauder Companies IncCL A53,289$5.58M0.8%00.0%UnchangedHistory
LFUSLittelfuse IncCOM21,733$5.50M0.8%+21,733NewHistory
SFMSprouts Farmers Market, Inc.COM68,439$5.45M0.8%+5,183+8.2%AddedHistory
WDAYWorkday, Inc.CL A24,104$5.18M0.7%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A30,825$4.99M0.7%−1,391−4.3%ReducedHistory
ROPRoper Technologies IncStock10,367$4.61M0.7%−266−2.5%ReducedHistory
MAMastercard IncStock7,977$4.55M0.7%−948−10.6%ReducedHistory
DHRDanaher CorpStock19,574$4.48M0.6%−475−2.4%ReducedHistory
Cyberark Software LtdM2682V108SHS9,982$4.45M0.6%00.0%Unchanged–
AVGOBroadcom Inc.Stock12,706$4.40M0.6%+12,706NewHistory
MTDMettler Toledo International IncCOM2,970$4.14M0.6%−27−0.9%ReducedHistory
LULUlululemon athletica inc.Stock19,884$4.13M0.6%+4,057+25.6%AddedHistory
VLTOVeralto CorpStock40,502$4.04M0.6%−3,784−8.5%ReducedHistory
WTSWatts Water Technologies IncCL A14,571$4.02M0.6%−2,518−14.7%ReducedHistory
TTTrane Technologies plcSHS10,164$3.96M0.6%−359−3.4%ReducedHistory
PTCPTC Inc.Stock22,022$3.84M0.6%+6,000+37.4%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM36,245$3.68M0.5%−5,483−13.1%ReducedHistory
WYWeyerhaeuser CoCOM NEW148,874$3.53M0.5%00.0%UnchangedHistory
HUBBHubbell IncCOM6,902$3.07M0.4%+700+11.3%AddedHistory
MPMP Materials Corp.COM CL A54,709$2.76M0.4%−8,259−13.1%ReducedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG70,541$2.70M0.4%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM20,955$2.16M0.3%+17,667+537.3%AddedHistory
MPWRMonolithic Power Systems, Inc.COM2,046$1.85M0.3%−1,009−33.0%ReducedHistory
ZDZiff Davis, Inc.COM51,129$1.80M0.3%+51,129NewHistory
BSXBoston Scientific CorpStock18,276$1.74M0.3%−1,918−9.5%ReducedHistory
EXPOExponent IncCOM24,166$1.68M0.2%−2,079−7.9%ReducedHistory
VITLVital Farms, Inc.COM48,975$1.56M0.2%−5,136−9.5%ReducedHistory
WMSAdvanced Drainage Systems, Inc.COM9,728$1.41M0.2%−24−0.2%ReducedHistory
ORCLOracle CorpStock6,047$1.18M0.2%+6,047NewHistory
TREXTrex Co IncCOM32,797$1.15M0.2%−5,319−14.0%ReducedHistory
EMBCEmbecta Corp.Stock93,233$1.11M0.2%−9,777−9.5%ReducedHistory
ARRYArray Technologies, Inc.COM SHS109,624$1.01M0.1%−4,612−4.0%ReducedHistory
APTVAptiv PLCStock12,418$944.9K0.1%00.0%UnchangedHistory
GPKGraphic Packaging Holding CoCOM60,422$910.0K0.1%−209,315−77.6%ReducedHistory
AGCOAGCO CorpCOM6,117$638.1K0.1%−3,670−37.5%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,642$499.0K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock11,298$460.2K0.1%−57,236−83.5%ReducedHistory
GILDGilead Sciences, Inc.Stock3,724$457.1K0.1%−311−7.7%ReducedHistory
NFLXNetflix IncStock4,753$445.6K0.1%−6,957−59.4%ReducedConverted for a 10-for-1 splitHistory
NEENextera Energy IncStock5,047$405.2K0.1%+1,566+45.0%AddedHistory
HPEHewlett Packard Enterprise CoCOM13,573$326.0K<0.1%−12,886−48.7%ReducedHistory
ALVAutoliv IncCOM2,698$320.3K<0.1%−226−7.7%ReducedHistory
BNYBank of New York Mellon CorpStock2,460$285.6K<0.1%−62−2.5%ReducedHistory
MWAMueller Water Products, Inc.COM SER A11,628$277.0K<0.1%−27,707−70.4%ReducedHistory
ADBEAdobe Inc.Stock782$273.7K<0.1%−913−53.9%ReducedHistory
EWEdwards Lifesciences CorpStock2,838$241.9K<0.1%−71−2.4%ReducedHistory
SHOPShopify Inc.Stock407$65.5K<0.1%00.0%UnchangedHistory
YETIYETI Holdings, Inc.COM1,475$65.2K<0.1%00.0%UnchangedHistory
LKQLKQ CorpCOM1,794$54.2K<0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (23)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Mirova sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
TPCTutor Perini CorpCOM44,544$2.92M0.4%History
NXTNextpower Inc.Stock32,196$2.38M0.3%History
PINSPinterest, Inc.CL A56,145$1.81M0.3%History
ABTAbbott LaboratoriesStock12,671$1.70M0.2%History
ONOn Semiconductor CorpStock30,192$1.49M0.2%History
ROKRockwell Automation, IncStock3,969$1.39M0.2%History
CMGChipotle Mexican Grill IncCOM29,138$1.14M0.2%History
ZWSZurn Elkay Water Solutions CorpCOM16,826$791.3K0.1%History
DCIDonaldson Co IncStock8,576$701.9K0.1%History
GOGrocery Outlet Holding Corp.COM37,576$603.1K0.1%History
HASIHA Sustainable Infrastructure Capital, Inc.COM19,129$587.3K0.1%History
ADSKAutodesk, Inc.COM1,768$561.6K0.1%History
NEONeogenomics IncCOM NEW64,935$501.3K0.1%History
SNPSSynopsys IncCOM988$487.5K0.1%History
MKCMcCormick & Co IncStock7,041$471.1K0.1%History
VOYAVoya Financial, Inc.COM5,871$439.2K0.1%History
BMYBristol Myers Squibb CoStock9,134$411.9K0.1%History
ONONOn Holding AGStock9,244$391.5K0.1%History
CNMCore & Main, Inc.CL A5,223$281.2K<0.1%History
AAgilent Technologies, Inc.COM1,770$227.2K<0.1%History
GISGeneral Mills IncStock3,889$196.1K<0.1%History
SGSweetgreen, Inc.COM CL A3,718$29.7K<0.1%History
EMNEastman Chemical CoStock456$28.8K<0.1%History