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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
GNRCGenerac Holdings Inc.Stock53,187$10.4M0.4%+53,187NewHistory
ACMAecomCOM123,635$10.5M0.4%+123,635NewHistory
TRUTransUnionCOM154,637$10.7M0.4%+154,637NewHistory
KEYSKeysight Technologies, Inc.Stock39,821$11.2M0.5%+8,113+25.6%AddedHistory
AOSSmith A O CorpCOM172,000$11.3M0.5%+172,000NewHistory
HTOH2O AmericaCOM195,246$11.5M0.5%+195,246NewHistory
VVisa Inc.Stock37,929$11.5M0.5%−12,690−25.1%ReducedHistory
ENSEnerSysCOM67,438$11.7M0.5%−543−0.8%ReducedHistory
APTVAptiv PLCStock170,445$11.8M0.5%+158,027+1,272.6%AddedHistory
ADSKAutodesk, Inc.COM49,886$11.9M0.5%+49,886NewHistory
EBAYeBay IncCOM131,297$12.0M0.5%−5,086−3.7%ReducedHistory
ROLRollins IncCOM224,568$12.0M0.5%+224,568NewHistory
TYLTyler Technologies IncCOM35,170$12.0M0.5%+35,170NewHistory
AITApplied Industrial Technologies IncCOM45,585$12.1M0.5%+45,585NewHistory
AXONAxon Enterprise, Inc.COM28,564$12.1M0.5%+28,564NewHistory
CLBTCellebrite DI Ltd.ORDINARY SHARES881,512$12.1M0.5%+881,512NewHistory
ACNAccenture plcStock63,016$12.5M0.5%−52,322−45.4%ReducedHistory
EMREmerson Electric CoStock95,408$12.5M0.5%+24,357+34.3%AddedHistory
ITRIItron, Inc.COM139,570$12.5M0.5%+16,678+13.6%AddedHistory
MSAMSA Safety IncCOM80,640$13.2M0.5%+80,640NewHistory
LINLinde PLCStock27,136$13.5M0.5%+4,142+18.0%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW57,804$13.5M0.5%+57,804NewHistory
NDAQNasdaq, Inc.COM165,715$14.1M0.6%+165,715NewHistory
SYKStryker CorpStock43,973$14.4M0.6%+15,356+53.7%AddedHistory
ARGXArgenx SESPONSORED ADR19,833$14.5M0.6%+19,833NewHistory
ZSZscaler, Inc.Stock105,882$14.9M0.6%+105,882NewHistory
ROPRoper Technologies IncStock43,035$15.2M0.6%+32,668+315.1%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock61,481$15.4M0.6%+61,481NewHistory
NFLXNetflix IncStock160,622$15.4M0.6%+155,869+3,279.4%AddedHistory
WTRGEssential Utilities, Inc.COM392,726$15.8M0.6%+392,726NewHistory
LFUSLittelfuse IncCOM47,410$16.1M0.7%+25,677+118.1%AddedHistory
MSIMotorola Solutions, Inc.Stock37,823$16.4M0.7%+37,823NewHistory
STESTERIS plcSHS USD74,230$16.4M0.7%+74,230NewHistory
FROGJFrog LtdStock354,574$16.6M0.7%+354,574NewHistory
MDTMedtronic plcStock195,560$16.9M0.7%+195,560NewHistory
OSISOsi Systems IncCOM65,007$17.3M0.7%+65,007NewHistory
TRMBTrimble Inc.COM265,711$17.3M0.7%+20,994+8.6%AddedHistory
PRCTPROCEPT BioRobotics CorpCOM723,842$18.1M0.7%+723,842NewHistory
DXCMDexcom IncCOM292,754$18.4M0.7%+292,754NewHistory
TTEKTetra Tech IncCOM611,722$18.4M0.7%+342,025+126.8%AddedHistory
DLRDigital Realty Trust, Inc.COM105,387$19.0M0.8%+105,387NewHistory
APGAPi Group CorpCOM STK482,616$19.6M0.8%+482,616NewHistory
MANHManhattan Associates IncStock148,622$19.8M0.8%+148,622NewHistory
PNRPENTAIR plcSHS228,918$19.9M0.8%+156,737+217.1%AddedHistory
LLYEli Lilly & CoStock22,170$20.4M0.8%+3,226+17.0%AddedHistory
CNMCore & Main, Inc.CL A418,000$20.6M0.8%+418,000NewHistory
AWKAmerican Water Works Company, Inc.Stock156,590$21.3M0.9%+32,454+26.1%AddedHistory
EQIXEquinix IncCOM22,604$22.2M0.9%+22,604NewHistory
WMSAdvanced Drainage Systems, Inc.COM172,152$23.6M1.0%+162,424+1,669.7%AddedHistory
MDBMongoDB, Inc.CL A97,300$23.8M1.0%+97,300NewHistory
ESTCElastic N.V.ORD SHS479,093$23.9M1.0%+479,093NewHistory
WCNWaste Connections, Inc.COM148,126$24.1M1.0%+148,126NewHistory
PTCPTC Inc.Stock173,039$24.7M1.0%+151,017+685.8%AddedHistory
DHRDanaher CorpStock130,964$24.8M1.0%+111,390+569.1%AddedHistory
JBTMJBT Marel CorpCOM194,430$24.9M1.0%+194,430NewHistory
KLACKLA CorpCOM NEW19,632$28.9M1.2%+19,632NewHistory
XYLXylem Inc.COM244,505$29.2M1.2%+92,279+60.6%AddedHistory
PANWPalo Alto Networks IncStock186,566$29.9M1.2%+148,073+384.7%AddedHistory
IEXIdex CorpCOM160,700$30.5M1.2%+109,252+212.4%AddedHistory
VLTOVeralto CorpStock354,189$31.3M1.3%+313,687+774.5%AddedHistory
FSLRFirst Solar, Inc.Stock161,443$31.8M1.3%+55,685+52.7%AddedHistory
TMOThermo Fisher Scientific Inc.Stock73,275$36.0M1.5%+63,086+619.2%AddedHistory
AMDAdvanced Micro Devices IncStock182,667$37.2M1.5%+182,667NewHistory
CLHClean Harbors IncCOM130,675$37.5M1.5%+130,675NewHistory
NVTnVent Electric plcSHS320,522$37.9M1.5%+320,522NewHistory
VRTVertiv Holdings CoCOM CL A151,388$37.9M1.5%+120,563+391.1%AddedHistory
WMWaste Management IncStock166,449$38.2M1.6%+84,478+103.1%AddedHistory
SNOWSnowflake Inc.Stock257,688$38.9M1.6%+257,688NewHistory
ISRGIntuitive Surgical IncCOM NEW91,279$42.1M1.7%+73,904+425.3%AddedHistory
BSYBentley Systems IncCOM CL B1,257,702$44.2M1.8%+969,172+335.9%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock117,624$45.9M1.9%+117,624NewHistory
GOOGLAlphabet Inc.Stock180,834$52.0M2.1%+180,834NewHistory
AVGOBroadcom Inc.Stock169,717$52.5M2.1%+157,011+1,235.7%AddedHistory
ECLEcolab Inc.Stock202,638$53.9M2.2%+52,618+35.1%AddedHistory
SNPSSynopsys IncCOM151,873$60.2M2.4%+151,873NewHistory
NOWServiceNow, Inc.Stock611,772$64.0M2.6%+572,868+1,472.5%AddedHistory
CDNSCadence Design Systems IncStock232,032$64.5M2.6%+188,741+436.0%AddedHistory
MSFTMicrosoft CorpStock188,849$69.9M2.8%+101,390+115.9%AddedHistory
NVDANVIDIA CorpStock869,338$151.6M6.2%+612,389+238.3%AddedHistory

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