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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
179
+87 vs. Q4 2025
Portfolio value
$2.46B
+$1.77B (+255.0%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Mirova in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock869,338$151.6M6.2%+612,389+238.3%AddedHistory
MSFTMicrosoft CorpStock188,849$69.9M2.8%+101,390+115.9%AddedHistory
CDNSCadence Design Systems IncStock232,032$64.5M2.6%+188,741+436.0%AddedHistory
NOWServiceNow, Inc.Stock611,772$64.0M2.6%+572,868+1,472.5%AddedHistory
SNPSSynopsys IncCOM151,873$60.2M2.4%+151,873NewHistory
ECLEcolab Inc.Stock202,638$53.9M2.2%+52,618+35.1%AddedHistory
AVGOBroadcom Inc.Stock169,717$52.5M2.1%+157,011+1,235.7%AddedHistory
GOOGLAlphabet Inc.Stock180,834$52.0M2.1%+180,834NewHistory
CRWDCrowdStrike Holdings, Inc.Stock117,624$45.9M1.9%+117,624NewHistory
BSYBentley Systems IncCOM CL B1,257,702$44.2M1.8%+969,172+335.9%AddedHistory
ISRGIntuitive Surgical IncCOM NEW91,279$42.1M1.7%+73,904+425.3%AddedHistory
SNOWSnowflake Inc.Stock257,688$38.9M1.6%+257,688NewHistory
WMWaste Management IncStock166,449$38.2M1.6%+84,478+103.1%AddedHistory
VRTVertiv Holdings CoCOM CL A151,388$37.9M1.5%+120,563+391.1%AddedHistory
NVTnVent Electric plcSHS320,522$37.9M1.5%+320,522NewHistory
CLHClean Harbors IncCOM130,675$37.5M1.5%+130,675NewHistory
AMDAdvanced Micro Devices IncStock182,667$37.2M1.5%+182,667NewHistory
TMOThermo Fisher Scientific Inc.Stock73,275$36.0M1.5%+63,086+619.2%AddedHistory
FSLRFirst Solar, Inc.Stock161,443$31.8M1.3%+55,685+52.7%AddedHistory
VLTOVeralto CorpStock354,189$31.3M1.3%+313,687+774.5%AddedHistory
IEXIdex CorpCOM160,700$30.5M1.2%+109,252+212.4%AddedHistory
PANWPalo Alto Networks IncStock186,566$29.9M1.2%+148,073+384.7%AddedHistory
XYLXylem Inc.COM244,505$29.2M1.2%+92,279+60.6%AddedHistory
KLACKLA CorpCOM NEW19,632$28.9M1.2%+19,632NewHistory
JBTMJBT Marel CorpCOM194,430$24.9M1.0%+194,430NewHistory
DHRDanaher CorpStock130,964$24.8M1.0%+111,390+569.1%AddedHistory
PTCPTC Inc.Stock173,039$24.7M1.0%+151,017+685.8%AddedHistory
WCNWaste Connections, Inc.COM148,126$24.1M1.0%+148,126NewHistory
ESTCElastic N.V.ORD SHS479,093$23.9M1.0%+479,093NewHistory
MDBMongoDB, Inc.CL A97,300$23.8M1.0%+97,300NewHistory
WMSAdvanced Drainage Systems, Inc.COM172,152$23.6M1.0%+162,424+1,669.7%AddedHistory
EQIXEquinix IncCOM22,604$22.2M0.9%+22,604NewHistory
AWKAmerican Water Works Company, Inc.Stock156,590$21.3M0.9%+32,454+26.1%AddedHistory
CNMCore & Main, Inc.CL A418,000$20.6M0.8%+418,000NewHistory
LLYEli Lilly & CoStock22,170$20.4M0.8%+3,226+17.0%AddedHistory
PNRPENTAIR plcSHS228,918$19.9M0.8%+156,737+217.1%AddedHistory
MANHManhattan Associates IncStock148,622$19.8M0.8%+148,622NewHistory
APGAPi Group CorpCOM STK482,616$19.6M0.8%+482,616NewHistory
DLRDigital Realty Trust, Inc.COM105,387$19.0M0.8%+105,387NewHistory
TTEKTetra Tech IncCOM611,722$18.4M0.7%+342,025+126.8%AddedHistory
DXCMDexcom IncCOM292,754$18.4M0.7%+292,754NewHistory
PRCTPROCEPT BioRobotics CorpCOM723,842$18.1M0.7%+723,842NewHistory
TRMBTrimble Inc.COM265,711$17.3M0.7%+20,994+8.6%AddedHistory
OSISOsi Systems IncCOM65,007$17.3M0.7%+65,007NewHistory
MDTMedtronic plcStock195,560$16.9M0.7%+195,560NewHistory
FROGJFrog LtdStock354,574$16.6M0.7%+354,574NewHistory
STESTERIS plcSHS USD74,230$16.4M0.7%+74,230NewHistory
MSIMotorola Solutions, Inc.Stock37,823$16.4M0.7%+37,823NewHistory
LFUSLittelfuse IncCOM47,410$16.1M0.7%+25,677+118.1%AddedHistory
WTRGEssential Utilities, Inc.COM392,726$15.8M0.6%+392,726NewHistory
NFLXNetflix IncStock160,622$15.4M0.6%+155,869+3,279.4%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock61,481$15.4M0.6%+61,481NewHistory
ROPRoper Technologies IncStock43,035$15.2M0.6%+32,668+315.1%AddedHistory
ZSZscaler, Inc.Stock105,882$14.9M0.6%+105,882NewHistory
ARGXArgenx SESPONSORED ADR19,833$14.5M0.6%+19,833NewHistory
SYKStryker CorpStock43,973$14.4M0.6%+15,356+53.7%AddedHistory
NDAQNasdaq, Inc.COM165,715$14.1M0.6%+165,715NewHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW57,804$13.5M0.5%+57,804NewHistory
LINLinde PLCStock27,136$13.5M0.5%+4,142+18.0%AddedHistory
MSAMSA Safety IncCOM80,640$13.2M0.5%+80,640NewHistory
ITRIItron, Inc.COM139,570$12.5M0.5%+16,678+13.6%AddedHistory
EMREmerson Electric CoStock95,408$12.5M0.5%+24,357+34.3%AddedHistory
ACNAccenture plcStock63,016$12.5M0.5%−52,322−45.4%ReducedHistory
CLBTCellebrite DI Ltd.ORDINARY SHARES881,512$12.1M0.5%+881,512NewHistory
AXONAxon Enterprise, Inc.COM28,564$12.1M0.5%+28,564NewHistory
AITApplied Industrial Technologies IncCOM45,585$12.1M0.5%+45,585NewHistory
TYLTyler Technologies IncCOM35,170$12.0M0.5%+35,170NewHistory
ROLRollins IncCOM224,568$12.0M0.5%+224,568NewHistory
EBAYeBay IncCOM131,297$12.0M0.5%−5,086−3.7%ReducedHistory
ADSKAutodesk, Inc.COM49,886$11.9M0.5%+49,886NewHistory
APTVAptiv PLCStock170,445$11.8M0.5%+158,027+1,272.6%AddedHistory
ENSEnerSysCOM67,438$11.7M0.5%−543−0.8%ReducedHistory
VVisa Inc.Stock37,929$11.5M0.5%−12,690−25.1%ReducedHistory
HTOH2O AmericaCOM195,246$11.5M0.5%+195,246NewHistory
AOSSmith A O CorpCOM172,000$11.3M0.5%+172,000NewHistory
KEYSKeysight Technologies, Inc.Stock39,821$11.2M0.5%+8,113+25.6%AddedHistory
TRUTransUnionCOM154,637$10.7M0.4%+154,637NewHistory
ACMAecomCOM123,635$10.5M0.4%+123,635NewHistory
GNRCGenerac Holdings Inc.Stock53,187$10.4M0.4%+53,187NewHistory
MSEXMiddlesex Water CoCOM196,000$10.2M0.4%+196,000NewHistory
AAgilent Technologies, Inc.COM88,559$10.1M0.4%+88,559NewHistory
SYMSymbotic Inc.Stock189,642$10.1M0.4%+189,642NewHistory
CLColgate Palmolive CoStock114,813$9.79M0.4%−23,185−16.8%ReducedHistory
BRKRBruker CorpCOM269,877$9.75M0.4%+269,877NewHistory
AXPAmerican Express CoStock31,878$9.64M0.4%−15,590−32.8%ReducedHistory
CYRXCryoport, Inc.COM PAR $0.0011,158,277$9.59M0.4%+1,158,277NewHistory
CTASCintas CorpStock56,593$9.57M0.4%+56,593NewHistory
PGProcter & Gamble CoStock66,256$9.57M0.4%−2,511−3.7%ReducedHistory
ZTSZoetis Inc.Stock76,968$9.10M0.4%−3,584−4.4%ReducedHistory
FLEXFlex Ltd.Stock136,090$8.91M0.4%+10,649+8.5%AddedHistory
PWRQuanta Services, Inc.COM16,013$8.79M0.4%+2,270+16.5%AddedHistory
DDOGDatadog, Inc.CL A COM72,649$8.58M0.3%+72,649NewHistory
IRMIron Mountain IncCOM83,040$8.48M0.3%+83,040NewHistory
PLPlanet Labs PBCCOM CL A295,208$8.25M0.3%−6,932−2.3%ReducedHistory
VZVerizon Communications IncStock161,329$8.10M0.3%+150,031+1,327.9%AddedHistory
MODModine Manufacturing CoCOM36,500$7.91M0.3%+36,500NewHistory
WYWeyerhaeuser CoCOM NEW322,593$7.88M0.3%+173,719+116.7%AddedHistory
ZWSZurn Elkay Water Solutions CorpCOM167,277$7.50M0.3%+167,277NewHistory
LOWLowes Companies IncStock30,301$7.16M0.3%+30,301NewHistory
BBYBest Buy Co IncStock107,977$6.93M0.3%+107,977NewHistory

Sold out since Q4 2025 (6)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Mirova sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
IFFInternational Flavors & Fragrances IncCOM93,295$6.29M0.9%History
ELEstee Lauder Companies IncCL A53,289$5.58M0.8%History
WDAYWorkday, Inc.CL A24,104$5.18M0.7%History
Cyberark Software LtdM2682V108SHS9,982$4.45M0.6%–
BFAMBright Horizons Family Solutions Inc.COM36,245$3.68M0.5%History
ADBEAdobe Inc.Stock782$273.7K<0.1%History