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

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