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.
- Positions
- 185
- +6 vs. Q1 2026
- Portfolio value
- $2.71B
- +$245.5M (+10.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SYMSymbotic Inc. | Stock | 216,854 | $9.75M | 0.4% | +27,212+14.3% | Added | History |
| ACMAecom | COM | 140,048 | $9.78M | 0.4% | +16,413+13.3% | Added | History |
| PGProcter & Gamble Co | Stock | 67,228 | $9.86M | 0.4% | +972+1.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 10,598 | $9.91M | 0.4% | +4,204+65.7% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 56,000 | $10.1M | 0.4% | −49,387−46.9% | Reduced | History |
| OSISOsi Systems Inc | COM | 46,000 | $10.1M | 0.4% | −19,007−29.2% | Reduced | History |
| PLPlanet Labs PBC | COM CL A | 313,869 | $10.4M | 0.4% | +18,661+6.3% | Added | History |
| EQIXEquinix Inc | COM | 10,262 | $10.7M | 0.4% | −12,342−54.6% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 40,825 | $11.0M | 0.4% | −20,656−33.6% | Reduced | History |
| AOSSmith A O Corp | COM | 177,589 | $11.1M | 0.4% | +5,589+3.2% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 84,853 | $11.2M | 0.4% | −71,737−45.8% | Reduced | History |
| APTVAptiv PLC | Stock | 188,538 | $11.6M | 0.4% | +18,093+10.6% | Added | History |
| CTASCintas Corp | Stock | 69,080 | $11.7M | 0.4% | +12,487+22.1% | Added | History |
| AITApplied Industrial Technologies Inc | COM | 34,996 | $11.8M | 0.4% | −10,589−23.2% | Reduced | History |
| NDAQNasdaq, Inc. | COM | 151,934 | $12.0M | 0.4% | −13,781−8.3% | Reduced | History |
| APHAmphenol Corp | CL A | 68,421 | $12.1M | 0.4% | +49,221+256.4% | Added | History |
| NFLXNetflix Inc | Stock | 175,462 | $12.5M | 0.5% | +14,840+9.2% | Added | History |
| MSAMSA Safety Inc | COM | 72,622 | $12.7M | 0.5% | −8,018−9.9% | Reduced | History |
| TJXTJX Companies Inc | Stock | 84,803 | $12.8M | 0.5% | +43,245+104.1% | Added | History |
| ITRIItron, Inc. | COM | 151,285 | $13.1M | 0.5% | +11,715+8.4% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 24,000 | $13.5M | 0.5% | −4,564−16.0% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 101,789 | $13.5M | 0.5% | +13,230+14.9% | Added | History |
| SYKStryker Corp | Stock | 43,499 | $13.7M | 0.5% | −474−1.1% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 33,035 | $13.7M | 0.5% | −4,788−12.7% | Reduced | History |
| APGAPi Group Corp | COM STK | 324,405 | $13.7M | 0.5% | −158,211−32.8% | Reduced | History |
| EBAYeBay Inc | COM | 123,194 | $13.8M | 0.5% | −8,103−6.2% | Reduced | History |
| ZSZscaler, Inc. | Stock | 97,819 | $13.8M | 0.5% | −8,063−7.6% | Reduced | History |
| BRKRBruker Corp | COM | 230,148 | $13.9M | 0.5% | −39,729−14.7% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 59,932 | $14.2M | 0.5% | +2,128+3.7% | Added | History |
| ROPRoper Technologies Inc | Stock | 43,124 | $14.6M | 0.5% | +89+0.2% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 15,891 | $14.7M | 0.5% | −3,942−19.9% | Reduced | History |
| HTOH2O America | COM | 244,550 | $14.9M | 0.5% | +49,304+25.3% | Added | History |
| WTRGEssential Utilities, Inc. | COM | 398,722 | $15.3M | 0.6% | +5,996+1.5% | Added | History |
| AXPAmerican Express Co | Stock | 46,729 | $15.8M | 0.6% | +14,851+46.6% | Added | History |
| CVSCVS Health Corp | Stock | 154,532 | $16.0M | 0.6% | +124,487+414.3% | Added | History |
| DXCMDexcom Inc | COM | 243,519 | $16.4M | 0.6% | −49,235−16.8% | Reduced | History |
| MUMicron Technology Inc | Stock | 14,267 | $16.5M | 0.6% | +14,267 | New | History |
| LFUSLittelfuse Inc | COM | 36,765 | $16.7M | 0.6% | −10,645−22.5% | Reduced | History |
| EMREmerson Electric Co | Stock | 118,071 | $16.9M | 0.6% | +22,663+23.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 68,391 | $17.2M | 0.6% | +40,342+143.8% | Added | History |
| TRMBTrimble Inc. | COM | 337,734 | $17.3M | 0.6% | +72,023+27.1% | Added | History |
| LINLinde PLC | Stock | 33,473 | $17.4M | 0.6% | +6,337+23.4% | Added | History |
| ENSEnerSys | COM | 75,268 | $17.6M | 0.6% | +7,830+11.6% | Added | History |
| PTCPTC Inc. | Stock | 158,736 | $18.0M | 0.7% | −14,303−8.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 144,550 | $18.6M | 0.7% | +100,852+230.8% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 53,821 | $18.8M | 0.7% | +14,000+35.2% | Added | History |
| CNMCore & Main, Inc. | CL A | 399,233 | $19.3M | 0.7% | −18,767−4.5% | Reduced | History |
| TTEKTetra Tech Inc | COM | 669,611 | $19.3M | 0.7% | +57,889+9.5% | Added | History |
| VZVerizon Communications Inc | Stock | 480,731 | $20.4M | 0.8% | +319,402+198.0% | Added | History |
| FROGJFrog Ltd | Stock | 232,115 | $21.1M | 0.8% | −122,459−34.5% | Reduced | History |
| PNRPENTAIR plc | SHS | 280,319 | $21.5M | 0.8% | +51,401+22.5% | Added | History |
| MANHManhattan Associates Inc | Stock | 160,627 | $22.4M | 0.8% | +12,005+8.1% | Added | History |
| DHRDanaher Corp | Stock | 118,203 | $22.5M | 0.8% | −12,761−9.7% | Reduced | History |
| CLColgate Palmolive Co | Stock | 253,811 | $23.3M | 0.9% | +138,998+121.1% | Added | History |
| WCNWaste Connections, Inc. | COM | 141,587 | $23.6M | 0.9% | −6,539−4.4% | Reduced | History |
| FLEXFlex Ltd. | Stock | 155,716 | $25.2M | 0.9% | +19,626+14.4% | Added | History |
| VVisa Inc. | Stock | 78,691 | $27.0M | 1.0% | +40,762+107.5% | Added | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 173,559 | $27.2M | 1.0% | +1,407+0.8% | Added | History |
| CLHClean Harbors Inc | COM | 92,631 | $27.7M | 1.0% | −38,044−29.1% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 285,591 | $28.4M | 1.0% | −326,181−53.3% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 86,461 | $29.5M | 1.1% | −100,105−53.7% | Reduced | History |
| XYLXylem Inc. | COM | 253,836 | $30.0M | 1.1% | +9,331+3.8% | Added | History |
| JBTMJBT Marel Corp | COM | 208,212 | $30.2M | 1.1% | +13,782+7.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 63,957 | $32.1M | 1.2% | −9,318−12.7% | Reduced | History |
| NVTnVent Electric plc | SHS | 190,204 | $32.3M | 1.2% | −130,318−40.7% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 124,696 | $32.5M | 1.2% | +52,047+71.6% | Added | History |
| IEXIdex Corp | COM | 151,873 | $34.5M | 1.3% | −8,827−5.5% | Reduced | History |
| VLTOVeralto Corp | Stock | 418,199 | $37.1M | 1.4% | +64,010+18.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 93,416 | $37.1M | 1.4% | +2,137+2.3% | Added | History |
| ECLEcolab Inc. | Stock | 139,531 | $38.9M | 1.4% | −63,107−31.1% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 55,398 | $39.9M | 1.5% | +39,385+246.0% | Added | History |
| BSYBentley Systems Inc | COM CL B | 1,373,004 | $41.0M | 1.5% | +115,302+9.2% | Added | History |
| WMWaste Management Inc | Stock | 184,679 | $41.2M | 1.5% | +18,230+11.0% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 126,001 | $42.2M | 1.6% | −25,387−16.8% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 128,865 | $43.3M | 1.6% | +31,565+32.4% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 66,800 | $51.0M | 1.9% | −50,824−43.2% | Reduced | History |
| KLACKLA Corp | COM NEW | 183,756 | $55.4M | 2.0% | −12,564−6.4% | ReducedConverted for a 10-for-1 split | History |
| SNPSSynopsys Inc | COM | 124,551 | $55.6M | 2.1% | −27,322−18.0% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 247,227 | $62.9M | 2.3% | −10,461−4.1% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 124,492 | $72.3M | 2.7% | −58,175−31.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 215,705 | $77.1M | 2.8% | +34,871+19.3% | Added | History |
| AVGOBroadcom Inc. | Stock | 221,859 | $83.8M | 3.1% | +52,142+30.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 263,154 | $98.2M | 3.6% | +74,305+39.3% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 271,512 | $101.9M | 3.8% | +39,480+17.0% | Added | History |
| NVDANVIDIA Corp | Stock | 905,162 | $181.1M | 6.7% | +35,824+4.1% | Added | History |
Sold out since Q1 2026 (7)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| MDTMedtronic plc | Stock | 195,560 | $16.9M | 0.7% | History |
| TYLTyler Technologies Inc | COM | 35,170 | $12.0M | 0.5% | History |
| AMZNAmazon Com Inc | Stock | 14,074 | $2.93M | 0.1% | History |
| ALRMAlarm.com Holdings, Inc. | COM | 62,101 | $2.68M | 0.1% | History |
| HUBSHubSpot Inc | COM | 9,154 | $2.23M | 0.1% | History |
| TREXTrex Co Inc | COM | 32,797 | $1.19M | <0.1% | History |
| YETIYETI Holdings, Inc. | COM | 1,475 | $54.0K | <0.1% | History |