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Livermore
Livermore
ZHEN

Mirova

SEC CIK
0001767843
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
185
+6 vs. Q1 2026
Portfolio value
$2.71B
+$245.5M (+10.0%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of Mirova in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock905,162$181.1M6.7%+35,824+4.1%AddedHistory
CDNSCadence Design Systems IncStock271,512$101.9M3.8%+39,480+17.0%AddedHistory
MSFTMicrosoft CorpStock263,154$98.2M3.6%+74,305+39.3%AddedHistory
AVGOBroadcom Inc.Stock221,859$83.8M3.1%+52,142+30.7%AddedHistory
GOOGLAlphabet Inc.Stock215,705$77.1M2.8%+34,871+19.3%AddedHistory
AMDAdvanced Micro Devices IncStock124,492$72.3M2.7%−58,175−31.8%ReducedHistory
SNOWSnowflake Inc.Stock247,227$62.9M2.3%−10,461−4.1%ReducedHistory
SNPSSynopsys IncCOM124,551$55.6M2.1%−27,322−18.0%ReducedHistory
KLACKLA CorpCOM NEW183,756$55.4M2.0%−12,564−6.4%ReducedConverted for a 10-for-1 splitHistory
CRWDCrowdStrike Holdings, Inc.Stock66,800$51.0M1.9%−50,824−43.2%ReducedHistory
MDBMongoDB, Inc.CL A128,865$43.3M1.6%+31,565+32.4%AddedHistory
VRTVertiv Holdings CoCOM CL A126,001$42.2M1.6%−25,387−16.8%ReducedHistory
WMWaste Management IncStock184,679$41.2M1.5%+18,230+11.0%AddedHistory
BSYBentley Systems IncCOM CL B1,373,004$41.0M1.5%+115,302+9.2%AddedHistory
PWRQuanta Services, Inc.COM55,398$39.9M1.5%+39,385+246.0%AddedHistory
ECLEcolab Inc.Stock139,531$38.9M1.4%−63,107−31.1%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW93,416$37.1M1.4%+2,137+2.3%AddedHistory
VLTOVeralto CorpStock418,199$37.1M1.4%+64,010+18.1%AddedHistory
IEXIdex CorpCOM151,873$34.5M1.3%−8,827−5.5%ReducedHistory
DDOGDatadog, Inc.CL A COM124,696$32.5M1.2%+52,047+71.6%AddedHistory
NVTnVent Electric plcSHS190,204$32.3M1.2%−130,318−40.7%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock63,957$32.1M1.2%−9,318−12.7%ReducedHistory
JBTMJBT Marel CorpCOM208,212$30.2M1.1%+13,782+7.1%AddedHistory
XYLXylem Inc.COM253,836$30.0M1.1%+9,331+3.8%AddedHistory
PANWPalo Alto Networks IncStock86,461$29.5M1.1%−100,105−53.7%ReducedHistory
NOWServiceNow, Inc.Stock285,591$28.4M1.0%−326,181−53.3%ReducedHistory
CLHClean Harbors IncCOM92,631$27.7M1.0%−38,044−29.1%ReducedHistory
WMSAdvanced Drainage Systems, Inc.COM173,559$27.2M1.0%+1,407+0.8%AddedHistory
VVisa Inc.Stock78,691$27.0M1.0%+40,762+107.5%AddedHistory
FLEXFlex Ltd.Stock155,716$25.2M0.9%+19,626+14.4%AddedHistory
WCNWaste Connections, Inc.COM141,587$23.6M0.9%−6,539−4.4%ReducedHistory
CLColgate Palmolive CoStock253,811$23.3M0.9%+138,998+121.1%AddedHistory
DHRDanaher CorpStock118,203$22.5M0.8%−12,761−9.7%ReducedHistory
MANHManhattan Associates IncStock160,627$22.4M0.8%+12,005+8.1%AddedHistory
PNRPENTAIR plcSHS280,319$21.5M0.8%+51,401+22.5%AddedHistory
FROGJFrog LtdStock232,115$21.1M0.8%−122,459−34.5%ReducedHistory
VZVerizon Communications IncStock480,731$20.4M0.8%+319,402+198.0%AddedHistory
TTEKTetra Tech IncCOM669,611$19.3M0.7%+57,889+9.5%AddedHistory
CNMCore & Main, Inc.CL A399,233$19.3M0.7%−18,767−4.5%ReducedHistory
KEYSKeysight Technologies, Inc.Stock53,821$18.8M0.7%+14,000+35.2%AddedHistory
MRKMerck & Co., Inc.Stock144,550$18.6M0.7%+100,852+230.8%AddedHistory
PTCPTC Inc.Stock158,736$18.0M0.7%−14,303−8.3%ReducedHistory
ENSEnerSysCOM75,268$17.6M0.6%+7,830+11.6%AddedHistory
LINLinde PLCStock33,473$17.4M0.6%+6,337+23.4%AddedHistory
TRMBTrimble Inc.COM337,734$17.3M0.6%+72,023+27.1%AddedHistory
ABBVAbbVie Inc.Stock68,391$17.2M0.6%+40,342+143.8%AddedHistory
EMREmerson Electric CoStock118,071$16.9M0.6%+22,663+23.8%AddedHistory
LFUSLittelfuse IncCOM36,765$16.7M0.6%−10,645−22.5%ReducedHistory
MUMicron Technology IncStock14,267$16.5M0.6%+14,267NewHistory
DXCMDexcom IncCOM243,519$16.4M0.6%−49,235−16.8%ReducedHistory
CVSCVS Health CorpStock154,532$16.0M0.6%+124,487+414.3%AddedHistory
AXPAmerican Express CoStock46,729$15.8M0.6%+14,851+46.6%AddedHistory
WTRGEssential Utilities, Inc.COM398,722$15.3M0.6%+5,996+1.5%AddedHistory
HTOH2O AmericaCOM244,550$14.9M0.5%+49,304+25.3%AddedHistory
ARGXArgenx SESPONSORED ADR15,891$14.7M0.5%−3,942−19.9%ReducedHistory
ROPRoper Technologies IncStock43,124$14.6M0.5%+89+0.2%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW59,932$14.2M0.5%+2,128+3.7%AddedHistory
BRKRBruker CorpCOM230,148$13.9M0.5%−39,729−14.7%ReducedHistory
ZSZscaler, Inc.Stock97,819$13.8M0.5%−8,063−7.6%ReducedHistory
EBAYeBay IncCOM123,194$13.8M0.5%−8,103−6.2%ReducedHistory
APGAPi Group CorpCOM STK324,405$13.7M0.5%−158,211−32.8%ReducedHistory
MSIMotorola Solutions, Inc.Stock33,035$13.7M0.5%−4,788−12.7%ReducedHistory
SYKStryker CorpStock43,499$13.7M0.5%−474−1.1%ReducedHistory
AAgilent Technologies, Inc.COM101,789$13.5M0.5%+13,230+14.9%AddedHistory
AXONAxon Enterprise, Inc.COM24,000$13.5M0.5%−4,564−16.0%ReducedHistory
ITRIItron, Inc.COM151,285$13.1M0.5%+11,715+8.4%AddedHistory
TJXTJX Companies IncStock84,803$12.8M0.5%+43,245+104.1%AddedHistory
MSAMSA Safety IncCOM72,622$12.7M0.5%−8,018−9.9%ReducedHistory
NFLXNetflix IncStock175,462$12.5M0.5%+14,840+9.2%AddedHistory
APHAmphenol CorpCL A68,421$12.1M0.4%+49,221+256.4%AddedHistory
NDAQNasdaq, Inc.COM151,934$12.0M0.4%−13,781−8.3%ReducedHistory
AITApplied Industrial Technologies IncCOM34,996$11.8M0.4%−10,589−23.2%ReducedHistory
CTASCintas CorpStock69,080$11.7M0.4%+12,487+22.1%AddedHistory
APTVAptiv PLCStock188,538$11.6M0.4%+18,093+10.6%AddedHistory
AWKAmerican Water Works Company, Inc.Stock84,853$11.2M0.4%−71,737−45.8%ReducedHistory
AOSSmith A O CorpCOM177,589$11.1M0.4%+5,589+3.2%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock40,825$11.0M0.4%−20,656−33.6%ReducedHistory
EQIXEquinix IncCOM10,262$10.7M0.4%−12,342−54.6%ReducedHistory
PLPlanet Labs PBCCOM CL A313,869$10.4M0.4%+18,661+6.3%AddedHistory
OSISOsi Systems IncCOM46,000$10.1M0.4%−19,007−29.2%ReducedHistory
DLRDigital Realty Trust, Inc.COM56,000$10.1M0.4%−49,387−46.9%ReducedHistory
COSTCostco Wholesale CorpStock10,598$9.91M0.4%+4,204+65.7%AddedHistory
PGProcter & Gamble CoStock67,228$9.86M0.4%+972+1.5%AddedHistory
ACMAecomCOM140,048$9.78M0.4%+16,413+13.3%AddedHistory
SYMSymbotic Inc.Stock216,854$9.75M0.4%+27,212+14.3%AddedHistory
IOTSamsara Inc.Stock298,000$9.66M0.4%+298,000NewHistory
MODModine Manufacturing CoCOM35,804$9.56M0.4%−696−1.9%ReducedHistory
ADSKAutodesk, Inc.COM46,305$9.00M0.3%−3,581−7.2%ReducedHistory
FSLRFirst Solar, Inc.Stock38,054$8.98M0.3%−123,389−76.4%ReducedHistory
MSEXMiddlesex Water CoCOM159,067$8.93M0.3%−36,933−18.8%ReducedHistory
RBRKRubrik, Inc.Stock110,000$8.83M0.3%+110,000NewHistory
MAMastercard IncStock17,168$8.82M0.3%+10,353+151.9%AddedHistory
TPRTapestry, Inc.COM58,026$8.49M0.3%+18,295+46.0%AddedHistory
ZWSZurn Elkay Water Solutions CorpCOM165,567$8.37M0.3%−1,710−1.0%ReducedHistory
EWEdwards Lifesciences CorpStock91,821$8.31M0.3%+87,577+2,063.5%AddedHistory
TOSTToast, Inc.Stock295,993$8.23M0.3%+209,116+240.7%AddedHistory
WYWeyerhaeuser CoCOM NEW343,409$8.22M0.3%+20,816+6.5%AddedHistory
GNRCGenerac Holdings Inc.Stock28,000$8.20M0.3%−25,187−47.4%ReducedHistory
ROLRollins IncCOM196,000$8.18M0.3%−28,568−12.7%ReducedHistory
CYRXCryoport, Inc.COM PAR $0.001518,000$8.13M0.3%−640,277−55.3%ReducedHistory

Sold out since Q1 2026 (7)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Mirova sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
MDTMedtronic plcStock195,560$16.9M0.7%History
TYLTyler Technologies IncCOM35,170$12.0M0.5%History
AMZNAmazon Com IncStock14,074$2.93M0.1%History
ALRMAlarm.com Holdings, Inc.COM62,101$2.68M0.1%History
HUBSHubSpot IncCOM9,154$2.23M0.1%History
TREXTrex Co IncCOM32,797$1.19M<0.1%History
YETIYETI Holdings, Inc.COM1,475$54.0K<0.1%History