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.
- Positions
- 179
- +87 vs. Q4 2025
- Portfolio value
- $2.46B
- +$1.77B (+255.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MIRMirion Technologies, Inc. | COM CL A | 368,380 | $6.85M | 0.3% | +368,380 | New | History |
| HQYHealthequity, Inc. | COM | 80,608 | $6.74M | 0.3% | +80,608 | New | History |
| TJXTJX Companies Inc | Stock | 41,558 | $6.64M | 0.3% | −3,062−6.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 6,394 | $6.37M | 0.3% | +6,394 | New | History |
| AVYAvery Dennison Corp | COM | 36,533 | $6.31M | 0.3% | 00.0% | Unchanged | History |
| ZBRAZebra Technologies Corp | CL A | 29,547 | $6.18M | 0.3% | +29,547 | New | History |
| ABBVAbbVie Inc. | Stock | 28,049 | $6.10M | 0.2% | +28,049 | New | History |
| BSXBoston Scientific Corp | Stock | 95,933 | $6.02M | 0.2% | +77,657+424.9% | Added | History |
| BMIBadger Meter Inc | COM | 39,132 | $5.96M | 0.2% | −9,708−19.9% | Reduced | History |
| NTRANatera, Inc. | COM | 29,417 | $5.88M | 0.2% | +29,417 | New | History |
| RUNSunrun Inc. | COM | 425,416 | $5.77M | 0.2% | +35,273+9.0% | Added | History |
| TPRTapestry, Inc. | COM | 39,731 | $5.61M | 0.2% | +39,731 | New | History |
| TMUST-Mobile US, Inc. | Stock | 26,100 | $5.48M | 0.2% | +26,100 | New | History |
| MRKMerck & Co., Inc. | Stock | 43,698 | $5.26M | 0.2% | +43,698 | New | History |
| SPGIS&P Global Inc. | Stock | 11,992 | $5.10M | 0.2% | +11,992 | New | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 51,369 | $5.06M | 0.2% | +51,369 | New | History |
| GILDGilead Sciences, Inc. | Stock | 35,821 | $4.99M | 0.2% | +32,097+861.9% | Added | History |
| MSCIMSCI Inc. | Stock | 9,074 | $4.89M | 0.2% | +9,074 | New | History |
| TTTrane Technologies plc | SHS | 11,680 | $4.87M | 0.2% | +1,516+14.9% | Added | History |
| HUBBHubbell Inc | COM | 9,887 | $4.85M | 0.2% | +2,985+43.2% | Added | History |
| UNITUniti Group Inc. | COM SHS | 514,675 | $4.83M | 0.2% | +514,675 | New | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 10,383 | $4.64M | 0.2% | +10,383 | New | History |
| PLNTPlanet Fitness, Inc. | CL A | 61,986 | $4.61M | 0.2% | +61,986 | New | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 13,678 | $4.53M | 0.2% | +13,678 | New | History |
| ALCAlcon Inc | Stock | 58,536 | $4.41M | 0.2% | +58,536 | New | History |
| LHLabcorp Holdings Inc. | Stock | 15,986 | $4.27M | 0.2% | +15,986 | New | History |
| NBIXNeurocrine Biosciences Inc | Stock | 29,844 | $3.93M | 0.2% | +29,844 | New | History |
| GWREGuidewire Software, Inc. | COM | 25,515 | $3.82M | 0.2% | +25,515 | New | History |
| IQVIQVIA Holdings Inc. | Stock | 21,981 | $3.75M | 0.2% | +21,981 | New | History |
| DSGXDescartes Systems Group Inc | COM | 52,063 | $3.73M | 0.2% | +52,063 | New | History |
| MTDMettler Toledo International Inc | COM | 2,940 | $3.71M | 0.2% | −30−1.0% | Reduced | History |
| NYTNew York Times Co | CL A | 44,155 | $3.70M | 0.2% | +44,155 | New | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 89,335 | $3.56M | 0.1% | +18,794+26.6% | Added | History |
| MAMastercard Inc | Stock | 6,815 | $3.41M | 0.1% | −1,162−14.6% | Reduced | History |
| DISWalt Disney Co | Stock | 33,972 | $3.27M | 0.1% | +33,972 | New | History |
| CSGPCostar Group, Inc. | COM | 78,550 | $3.17M | 0.1% | +78,550 | New | History |
| ORCLOracle Corp | Stock | 21,389 | $3.15M | 0.1% | +15,342+253.7% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 6,392 | $3.10M | 0.1% | +6,392 | New | History |
| SFMSprouts Farmers Market, Inc. | COM | 39,530 | $3.05M | 0.1% | −28,909−42.2% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 19,884 | $3.04M | 0.1% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 27,888 | $3.02M | 0.1% | +27,888 | New | History |
| AMZNAmazon Com Inc | Stock | 14,074 | $2.93M | 0.1% | +14,074 | New | History |
| INTUIntuit Inc. | Stock | 6,686 | $2.89M | 0.1% | +6,686 | New | History |
| MPMP Materials Corp. | COM CL A | 58,691 | $2.83M | 0.1% | +3,982+7.3% | Added | History |
| ALRMAlarm.com Holdings, Inc. | COM | 62,101 | $2.68M | 0.1% | +62,101 | New | History |
| TTANServiceTitan, Inc. | SHS CL A | 39,704 | $2.52M | 0.1% | +39,704 | New | History |
| APHAmphenol Corp | CL A | 19,200 | $2.43M | 0.1% | +19,200 | New | History |
| TOSTToast, Inc. | Stock | 86,877 | $2.30M | 0.1% | +86,877 | New | History |
| HUBSHubSpot Inc | COM | 9,154 | $2.23M | 0.1% | +9,154 | New | History |
| UNHUnitedHealth Group Inc | Stock | 8,068 | $2.18M | 0.1% | +8,068 | New | History |
| VRSKVerisk Analytics, Inc. | COM | 11,452 | $2.17M | 0.1% | +11,452 | New | History |
| CVSCVS Health Corp | Stock | 30,045 | $2.16M | 0.1% | +30,045 | New | History |
| UNPUnion Pacific Corp | Stock | 8,365 | $2.03M | 0.1% | −32,102−79.3% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1,808 | $1.98M | 0.1% | −238−11.6% | Reduced | History |
| CCKCrown Holdings, Inc. | COM | 17,977 | $1.80M | 0.1% | −2,978−14.2% | Reduced | History |
| EXPOExponent Inc | COM | 27,160 | $1.77M | 0.1% | +2,994+12.4% | Added | History |
| GDDYGoDaddy Inc. | CL A | 20,868 | $1.73M | 0.1% | −30,490−59.4% | Reduced | History |
| ZDZiff Davis, Inc. | COM | 40,137 | $1.68M | 0.1% | −10,992−21.5% | Reduced | History |
| BBIOBridgeBio Pharma, Inc. | COM | 21,651 | $1.61M | 0.1% | +21,651 | New | History |
| TREXTrex Co Inc | COM | 32,797 | $1.19M | <0.1% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 15,741 | $1.17M | <0.1% | −75,393−82.7% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 32,179 | $766.2K | <0.1% | +18,606+137.1% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 2,528 | $733.9K | <0.1% | −12,043−82.7% | Reduced | History |
| EMBCEmbecta Corp. | Stock | 80,139 | $708.4K | <0.1% | −13,094−14.0% | Reduced | History |
| NEENextera Energy Inc | Stock | 6,907 | $641.5K | <0.1% | +1,860+36.9% | Added | History |
| AGCOAGCO Corp | COM | 5,417 | $627.7K | <0.1% | −700−11.4% | Reduced | History |
| VITLVital Farms, Inc. | COM | 42,096 | $594.4K | <0.1% | −6,879−14.0% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,642 | $554.9K | <0.1% | 00.0% | Unchanged | History |
| GPKGraphic Packaging Holding Co | COM | 51,936 | $516.2K | <0.1% | −8,486−14.0% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 2,715 | $506.8K | <0.1% | −20,916−88.5% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 47,530 | $343.6K | <0.1% | −62,094−56.6% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 4,244 | $339.9K | <0.1% | +1,406+49.5% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 2,643 | $313.5K | <0.1% | +183+7.4% | Added | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 8,500 | $277.4K | <0.1% | +8,500 | New | History |
| MWAMueller Water Products, Inc. | COM SER A | 9,994 | $274.7K | <0.1% | −1,634−14.1% | Reduced | History |
| ALVAutoliv Inc | COM | 2,319 | $243.9K | <0.1% | −379−14.0% | Reduced | History |
| SHOPShopify Inc. | Stock | 631 | $74.8K | <0.1% | +224+55.0% | Added | History |
| YETIYETI Holdings, Inc. | COM | 1,475 | $54.0K | <0.1% | 00.0% | Unchanged | History |
| LKQLKQ Corp | COM | 1,794 | $52.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (6)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| IFFInternational Flavors & Fragrances Inc | COM | 93,295 | $6.29M | 0.9% | History |
| ELEstee Lauder Companies Inc | CL A | 53,289 | $5.58M | 0.8% | History |
| WDAYWorkday, Inc. | CL A | 24,104 | $5.18M | 0.7% | History |
| Cyberark Software LtdM2682V108 | SHS | 9,982 | $4.45M | 0.6% | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 36,245 | $3.68M | 0.5% | History |
| ADBEAdobe Inc. | Stock | 782 | $273.7K | <0.1% | History |