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 |
|---|---|---|---|---|---|---|---|
| BBYBest Buy Co Inc | Stock | 106,920 | $8.11M | 0.3% | −1,057−1.0% | Reduced | History |
| TTTrane Technologies plc | SHS | 16,508 | $8.11M | 0.3% | +4,828+41.3% | Added | History |
| HUBBHubbell Inc | COM | 15,172 | $7.94M | 0.3% | +5,285+53.5% | Added | History |
| LLYEli Lilly & Co | Stock | 6,467 | $7.76M | 0.3% | −15,703−70.8% | Reduced | History |
| ACNAccenture plc | Stock | 61,855 | $7.70M | 0.3% | −1,161−1.8% | Reduced | History |
| FBINFortune Brands Innovations, Inc. | COM | 137,614 | $7.56M | 0.3% | +137,614 | New | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 516,000 | $7.53M | 0.3% | −365,512−41.5% | Reduced | History |
| SHOPShopify Inc. | Stock | 65,742 | $7.51M | 0.3% | +65,111+10,318.7% | Added | History |
| TRUTransUnion | COM | 103,000 | $7.43M | 0.3% | −51,637−33.4% | Reduced | History |
| IRMIron Mountain Inc | COM | 56,000 | $7.07M | 0.3% | −27,040−32.6% | Reduced | History |
| STESTERIS plc | SHS USD | 32,499 | $6.84M | 0.3% | −41,731−56.2% | Reduced | History |
| LOWLowes Companies Inc | Stock | 30,004 | $6.62M | 0.2% | −297−1.0% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 35,338 | $6.34M | 0.2% | +23,886+208.6% | Added | History |
| VRNSVaronis Systems Inc | COM | 150,000 | $6.29M | 0.2% | +150,000 | New | History |
| OCOwens Corning | Stock | 38,350 | $6.10M | 0.2% | +10,462+37.5% | Added | History |
| RUNSunrun Inc. | COM | 446,791 | $5.98M | 0.2% | +21,375+5.0% | Added | History |
| AVYAvery Dennison Corp | COM | 36,533 | $5.93M | 0.2% | 00.0% | Unchanged | History |
| ESTCElastic N.V. | ORD SHS | 103,833 | $5.92M | 0.2% | −375,260−78.3% | Reduced | History |
| BMIBadger Meter Inc | COM | 39,132 | $5.81M | 0.2% | 00.0% | Unchanged | History |
| ZBRAZebra Technologies Corp | CL A | 20,000 | $5.27M | 0.2% | −9,547−32.3% | Reduced | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 130,361 | $4.84M | 0.2% | +41,026+45.9% | Added | History |
| MIRMirion Technologies, Inc. | COM CL A | 246,000 | $4.41M | 0.2% | −122,380−33.2% | Reduced | History |
| BALLBALL Corp | COM | 69,561 | $4.34M | 0.2% | +69,561 | New | History |
| INTUIntuit Inc. | Stock | 15,952 | $4.16M | 0.2% | +9,266+138.6% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 46,372 | $4.02M | 0.1% | +46,372 | New | History |
| MSCIMSCI Inc. | Stock | 6,948 | $3.89M | 0.1% | −2,126−23.4% | Reduced | History |
| CCKCrown Holdings, Inc. | COM | 33,204 | $3.71M | 0.1% | +15,227+84.7% | Added | History |
| ALCAlcon Inc | Stock | 53,882 | $3.62M | 0.1% | −4,654−8.0% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 2,824 | $3.61M | 0.1% | −116−3.9% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 7,071 | $3.51M | 0.1% | −3,312−31.9% | Reduced | History |
| MPMP Materials Corp. | COM CL A | 61,848 | $3.46M | 0.1% | +3,157+5.4% | Added | History |
| NYTNew York Times Co | CL A | 49,460 | $3.46M | 0.1% | +5,305+12.0% | Added | History |
| SPGIS&P Global Inc. | Stock | 8,298 | $3.38M | 0.1% | −3,694−30.8% | Reduced | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 34,335 | $2.99M | 0.1% | −17,034−33.2% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 17,634 | $2.97M | 0.1% | −12,210−40.9% | Reduced | History |
| TTANServiceTitan, Inc. | SHS CL A | 39,649 | $2.80M | 0.1% | −55−0.1% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 19,689 | $2.25M | 0.1% | −195−1.0% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 7,707 | $2.10M | 0.1% | −658−7.9% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1,262 | $1.74M | 0.1% | −546−30.2% | Reduced | History |
| EXPOExponent Inc | COM | 28,064 | $1.65M | 0.1% | +904+3.3% | Added | History |
| GDDYGoDaddy Inc. | CL A | 18,927 | $1.61M | 0.1% | −1,941−9.3% | Reduced | History |
| SFMSprouts Farmers Market, Inc. | COM | 17,879 | $1.51M | 0.1% | −21,651−54.8% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 32,179 | $1.45M | 0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 19,449 | $1.40M | 0.1% | −57,519−74.7% | Reduced | History |
| INTCIntel Corp | Stock | 9,574 | $1.34M | <0.1% | +9,574 | New | History |
| NTRANatera, Inc. | COM | 4,673 | $1.27M | <0.1% | −24,744−84.1% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 10,020 | $1.27M | <0.1% | −25,801−72.0% | Reduced | History |
| GMGeneral Motors Co | COM | 16,066 | $1.24M | <0.1% | +325+2.1% | Added | History |
| ZDZiff Davis, Inc. | COM | 23,191 | $1.21M | <0.1% | −16,946−42.2% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 28,021 | $1.20M | <0.1% | −67,912−70.8% | Reduced | History |
| HQYHealthequity, Inc. | COM | 12,875 | $1.16M | <0.1% | −67,733−84.0% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 9,237 | $1.14M | <0.1% | −16,278−63.8% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 5,970 | $1.00M | <0.1% | −20,130−77.1% | Reduced | History |
| WTSWatts Water Technologies Inc | CL A | 2,383 | $932.8K | <0.1% | −145−5.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,831 | $874.4K | <0.1% | +189+11.5% | Added | History |
| UNITUniti Group Inc. | COM SHS | 72,004 | $825.9K | <0.1% | −442,671−86.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 3,117 | $791.6K | <0.1% | +3,117 | New | History |
| BBIOBridgeBio Pharma, Inc. | COM | 9,304 | $693.0K | <0.1% | −12,347−57.0% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 2,474 | $692.7K | <0.1% | −13,512−84.5% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 9,557 | $661.7K | <0.1% | −42,506−81.6% | Reduced | History |
| AGCOAGCO Corp | COM | 5,417 | $648.4K | <0.1% | 00.0% | Unchanged | History |
| PLNTPlanet Fitness, Inc. | CL A | 12,093 | $630.9K | <0.1% | −49,893−80.5% | Reduced | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 2,039 | $613.8K | <0.1% | −11,639−85.1% | Reduced | History |
| DISWalt Disney Co | Stock | 6,236 | $600.2K | <0.1% | −27,736−81.6% | Reduced | History |
| NEENextera Energy Inc | Stock | 6,806 | $597.4K | <0.1% | −101−1.5% | Reduced | History |
| ORCLOracle Corp | Stock | 4,052 | $593.8K | <0.1% | −17,337−81.1% | Reduced | History |
| GPKGraphic Packaging Holding Co | COM | 51,936 | $549.0K | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 1,175 | $539.5K | <0.1% | −5,217−81.6% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 2,140 | $524.9K | <0.1% | +2,140 | New | History |
| UNHUnitedHealth Group Inc | Stock | 1,246 | $517.9K | <0.1% | −6,822−84.6% | Reduced | History |
| VITLVital Farms, Inc. | COM | 42,096 | $489.6K | <0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 2,449 | $473.2K | <0.1% | −19,532−88.9% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 14,420 | $408.4K | <0.1% | −64,130−81.6% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 2,798 | $404.6K | <0.1% | +155+5.9% | Added | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 1,618 | $389.9K | <0.1% | +1,618 | New | History |
| CRMSalesforce, Inc. | Stock | 2,363 | $370.2K | <0.1% | −352−13.0% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 47,530 | $352.2K | <0.1% | 00.0% | Unchanged | History |
| CRWVCoreWeave, Inc. | Stock | 3,350 | $333.5K | <0.1% | +3,350 | New | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 9,322 | $323.8K | <0.1% | +822+9.7% | Added | History |
| PRCTPROCEPT BioRobotics Corp | COM | 13,112 | $296.1K | <0.1% | −710,730−98.2% | Reduced | History |
| ALVAutoliv Inc | COM | 2,319 | $269.4K | <0.1% | 00.0% | Unchanged | History |
| EMBCEmbecta Corp. | Stock | 80,139 | $261.3K | <0.1% | 00.0% | Unchanged | History |
| MWAMueller Water Products, Inc. | COM SER A | 9,994 | $258.1K | <0.1% | 00.0% | Unchanged | History |
| VGNTVersigent PLC | ORDINARY SHARES | 1,190 | $50.0K | <0.1% | +1,190 | New | History |
| LKQLKQ Corp | COM | 1,794 | $47.2K | <0.1% | 00.0% | Unchanged | 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 |