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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
LKQLKQ CorpCOM1,794$52.7K<0.1%00.0%UnchangedHistory
YETIYETI Holdings, Inc.COM1,475$54.0K<0.1%00.0%UnchangedHistory
SHOPShopify Inc.Stock631$74.8K<0.1%+224+55.0%AddedHistory
ALVAutoliv IncCOM2,319$243.9K<0.1%−379−14.0%ReducedHistory
MWAMueller Water Products, Inc.COM SER A9,994$274.7K<0.1%−1,634−14.1%ReducedHistory
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT8,500$277.4K<0.1%+8,500NewHistory
BNYBank of New York Mellon CorpStock2,643$313.5K<0.1%+183+7.4%AddedHistory
EWEdwards Lifesciences CorpStock4,244$339.9K<0.1%+1,406+49.5%AddedHistory
ARRYArray Technologies, Inc.COM SHS47,530$343.6K<0.1%−62,094−56.6%ReducedHistory
CRMSalesforce, Inc.Stock2,715$506.8K<0.1%−20,916−88.5%ReducedHistory
GPKGraphic Packaging Holding CoCOM51,936$516.2K<0.1%−8,486−14.0%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,642$554.9K<0.1%00.0%UnchangedHistory
VITLVital Farms, Inc.COM42,096$594.4K<0.1%−6,879−14.0%ReducedHistory
AGCOAGCO CorpCOM5,417$627.7K<0.1%−700−11.4%ReducedHistory
NEENextera Energy IncStock6,907$641.5K<0.1%+1,860+36.9%AddedHistory
EMBCEmbecta Corp.Stock80,139$708.4K<0.1%−13,094−14.0%ReducedHistory
WTSWatts Water Technologies IncCL A2,528$733.9K<0.1%−12,043−82.7%ReducedHistory
HPEHewlett Packard Enterprise CoCOM32,179$766.2K<0.1%+18,606+137.1%AddedHistory
GMGeneral Motors CoCOM15,741$1.17M<0.1%−75,393−82.7%ReducedHistory
TREXTrex Co IncCOM32,797$1.19M<0.1%00.0%UnchangedHistory
BBIOBridgeBio Pharma, Inc.COM21,651$1.61M0.1%+21,651NewHistory
ZDZiff Davis, Inc.COM40,137$1.68M0.1%−10,992−21.5%ReducedHistory
GDDYGoDaddy Inc.CL A20,868$1.73M0.1%−30,490−59.4%ReducedHistory
EXPOExponent IncCOM27,160$1.77M0.1%+2,994+12.4%AddedHistory
CCKCrown Holdings, Inc.COM17,977$1.80M0.1%−2,978−14.2%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM1,808$1.98M0.1%−238−11.6%ReducedHistory
UNPUnion Pacific CorpStock8,365$2.03M0.1%−32,102−79.3%ReducedHistory
CVSCVS Health CorpStock30,045$2.16M0.1%+30,045NewHistory
VRSKVerisk Analytics, Inc.COM11,452$2.17M0.1%+11,452NewHistory
UNHUnitedHealth Group IncStock8,068$2.18M0.1%+8,068NewHistory
HUBSHubSpot IncCOM9,154$2.23M0.1%+9,154NewHistory
TOSTToast, Inc.Stock86,877$2.30M0.1%+86,877NewHistory
APHAmphenol CorpCL A19,200$2.43M0.1%+19,200NewHistory
TTANServiceTitan, Inc.SHS CL A39,704$2.52M0.1%+39,704NewHistory
ALRMAlarm.com Holdings, Inc.COM62,101$2.68M0.1%+62,101NewHistory
MPMP Materials Corp.COM CL A58,691$2.83M0.1%+3,982+7.3%AddedHistory
INTUIntuit Inc.Stock6,686$2.89M0.1%+6,686NewHistory
AMZNAmazon Com IncStock14,074$2.93M0.1%+14,074NewHistory
OCOwens CorningStock27,888$3.02M0.1%+27,888NewHistory
LULUlululemon athletica inc.Stock19,884$3.04M0.1%00.0%UnchangedHistory
SFMSprouts Farmers Market, Inc.COM39,530$3.05M0.1%−28,909−42.2%ReducedHistory
SPOTSpotify Technology S.A.Stock6,392$3.10M0.1%+6,392NewHistory
ORCLOracle CorpStock21,389$3.15M0.1%+15,342+253.7%AddedHistory
CSGPCostar Group, Inc.COM78,550$3.17M0.1%+78,550NewHistory
DISWalt Disney CoStock33,972$3.27M0.1%+33,972NewHistory
MAMastercard IncStock6,815$3.41M0.1%−1,162−14.6%ReducedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG89,335$3.56M0.1%+18,794+26.6%AddedHistory
NYTNew York Times CoCL A44,155$3.70M0.2%+44,155NewHistory
MTDMettler Toledo International IncCOM2,940$3.71M0.2%−30−1.0%ReducedHistory
DSGXDescartes Systems Group IncCOM52,063$3.73M0.2%+52,063NewHistory
IQVIQVIA Holdings Inc.Stock21,981$3.75M0.2%+21,981NewHistory
GWREGuidewire Software, Inc.COM25,515$3.82M0.2%+25,515NewHistory
NBIXNeurocrine Biosciences IncStock29,844$3.93M0.2%+29,844NewHistory
LHLabcorp Holdings Inc.Stock15,986$4.27M0.2%+15,986NewHistory
ALCAlcon IncStock58,536$4.41M0.2%+58,536NewHistory
ALNYAlnylam Pharmaceuticals, Inc.COM13,678$4.53M0.2%+13,678NewHistory
PLNTPlanet Fitness, Inc.CL A61,986$4.61M0.2%+61,986NewHistory
VRTXVertex Pharmaceuticals IncStock10,383$4.64M0.2%+10,383NewHistory
UNITUniti Group Inc.COM SHS514,675$4.83M0.2%+514,675NewHistory
HUBBHubbell IncCOM9,887$4.85M0.2%+2,985+43.2%AddedHistory
TTTrane Technologies plcSHS11,680$4.87M0.2%+1,516+14.9%AddedHistory
MSCIMSCI Inc.Stock9,074$4.89M0.2%+9,074NewHistory
GILDGilead Sciences, Inc.Stock35,821$4.99M0.2%+32,097+861.9%AddedHistory
BJBJ's Wholesale Club Holdings, Inc.COM51,369$5.06M0.2%+51,369NewHistory
SPGIS&P Global Inc.Stock11,992$5.10M0.2%+11,992NewHistory
MRKMerck & Co., Inc.Stock43,698$5.26M0.2%+43,698NewHistory
TMUST-Mobile US, Inc.Stock26,100$5.48M0.2%+26,100NewHistory
TPRTapestry, Inc.COM39,731$5.61M0.2%+39,731NewHistory
RUNSunrun Inc.COM425,416$5.77M0.2%+35,273+9.0%AddedHistory
NTRANatera, Inc.COM29,417$5.88M0.2%+29,417NewHistory
BMIBadger Meter IncCOM39,132$5.96M0.2%−9,708−19.9%ReducedHistory
BSXBoston Scientific CorpStock95,933$6.02M0.2%+77,657+424.9%AddedHistory
ABBVAbbVie Inc.Stock28,049$6.10M0.2%+28,049NewHistory
ZBRAZebra Technologies CorpCL A29,547$6.18M0.3%+29,547NewHistory
AVYAvery Dennison CorpCOM36,533$6.31M0.3%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock6,394$6.37M0.3%+6,394NewHistory
TJXTJX Companies IncStock41,558$6.64M0.3%−3,062−6.9%ReducedHistory
HQYHealthequity, Inc.COM80,608$6.74M0.3%+80,608NewHistory
MIRMirion Technologies, Inc.COM CL A368,380$6.85M0.3%+368,380NewHistory
BBYBest Buy Co IncStock107,977$6.93M0.3%+107,977NewHistory
LOWLowes Companies IncStock30,301$7.16M0.3%+30,301NewHistory
ZWSZurn Elkay Water Solutions CorpCOM167,277$7.50M0.3%+167,277NewHistory
WYWeyerhaeuser CoCOM NEW322,593$7.88M0.3%+173,719+116.7%AddedHistory
MODModine Manufacturing CoCOM36,500$7.91M0.3%+36,500NewHistory
VZVerizon Communications IncStock161,329$8.10M0.3%+150,031+1,327.9%AddedHistory
PLPlanet Labs PBCCOM CL A295,208$8.25M0.3%−6,932−2.3%ReducedHistory
IRMIron Mountain IncCOM83,040$8.48M0.3%+83,040NewHistory
DDOGDatadog, Inc.CL A COM72,649$8.58M0.3%+72,649NewHistory
PWRQuanta Services, Inc.COM16,013$8.79M0.4%+2,270+16.5%AddedHistory
FLEXFlex Ltd.Stock136,090$8.91M0.4%+10,649+8.5%AddedHistory
ZTSZoetis Inc.Stock76,968$9.10M0.4%−3,584−4.4%ReducedHistory
PGProcter & Gamble CoStock66,256$9.57M0.4%−2,511−3.7%ReducedHistory
CTASCintas CorpStock56,593$9.57M0.4%+56,593NewHistory
CYRXCryoport, Inc.COM PAR $0.0011,158,277$9.59M0.4%+1,158,277NewHistory
AXPAmerican Express CoStock31,878$9.64M0.4%−15,590−32.8%ReducedHistory
BRKRBruker CorpCOM269,877$9.75M0.4%+269,877NewHistory
CLColgate Palmolive CoStock114,813$9.79M0.4%−23,185−16.8%ReducedHistory
SYMSymbotic Inc.Stock189,642$10.1M0.4%+189,642NewHistory
AAgilent Technologies, Inc.COM88,559$10.1M0.4%+88,559NewHistory
MSEXMiddlesex Water CoCOM196,000$10.2M0.4%+196,000NewHistory

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