Mirova
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Mirova reported 123 stock positions worth $547.3 million. Its top holding was Thermo Fisher Scientific (TMO) at 16.8% of the portfolio, followed by Accenture Class A (ACN, 7.9%) and Ecolab (ECL, 6.8%). Compared with Q1 2024, it opened 16 new positions, sold out of 28, added to 33 and reduced 29. The biggest buy was Procter & Gamble (PG, shares +75%) and the biggest sale Thermo Fisher Scientific (TMO, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- PARIS, I0
- CIK
- 0001767843
- Portfolio Value
- $547.3M (Q2 2024)
- SEC Filing
- 0001104659-24-088926 ↗ filed Aug 13, 2024
Holdings Value
Holdings 123 stocks · $547.3M
| TMO Thermo Fisher Scientific Inc. | 16.75% | 165,792 | $91.7M | Reduce -22.9% |
| ACN Accenture PLC Class A | 7.86% | 141,780 | $43.0M | Add +16.9% |
| ECL Ecolab Inc. | 6.83% | 157,158 | $37.4M | Reduce -4.8% |
| NVDA Nvidia Corp. | 5.82% | 257,800 | $31.8M | Reduce -5.7% |
| MSFT Microsoft Corp. | 4.43% | 54,236 | $24.2M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 4.25% | 25,662 | $23.2M | Reduce -6.5% |
| WM Waste Management Inc. | 2.51% | 64,421 | $13.7M | Add +0.9% |
| V Visa Inc. Class A | 2.22% | 46,280 | $12.1M | Add +10.8% |
| PG The Procter & Gamble Co. | 2.19% | 72,564 | $12.0M | Add +75.0% |
| AXP American Express Co. | 1.78% | 41,957 | $9.7M | Add +2.3% |
| CL Colgate-Palmolive Co. | 1.74% | 98,346 | $9.5M | Add +3.3% |
| SYK Stryker Corp. | 1.64% | 26,455 | $9.0M | No change |
| AWK American Water Works Co. Inc. | 1.49% | 63,067 | $8.1M | Reduce -19.7% |
| TT Trane Technologies PLC | 1.44% | 24,020 | $7.9M | Reduce -1.5% |
| BSY Bentley Systems Inc. Class B | 1.40% | 155,381 | $7.7M | Reduce -1.9% |
| TTEK Tetra Tech Inc. | 1.40% | 37,383 | $7.6M | Reduce -14.1% |
| XYL Xylem Inc. | 1.33% | 53,812 | $7.3M | Reduce -2.0% |
| GM General Motors Co. | 1.30% | 152,634 | $7.1M | Reduce -12.5% |
| ISRG Intuitive Surgical Inc. | 1.13% | 13,923 | $6.2M | No change |
| RUN Sunrun Inc. | 1.12% | 516,595 | $6.1M | No change |
| TRMB Trimble Inc. | 1.10% | 107,519 | $6.0M | Add +11.5% |
| UNP Union Pacific Corp. | 1.07% | 25,997 | $5.9M | No change |
| MA Mastercard Inc. Class A | 0.98% | 12,152 | $5.4M | Add +7.3% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.97% | 55,875 | $5.3M | Add +5.8% |
| FSLR First Solar Inc. | 0.94% | 22,823 | $5.1M | Reduce -28.1% |
| BEPC Brookfield Renewable Cor-A | 0.91% | 174,653 | $5.0M | No change |
| NOW ServiceNow Inc. | 0.80% | 5,599 | $4.4M | Add +7.4% |
| CMG Chipotle Mexican Grill Inc. | 0.78% | 68,100 | $4.3M | Add +0.8% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.75% | 38,649 | $4.1M | Add +25.5% |
| LIN Linde PLC | 0.73% | 9,119 | $4.0M | No change |
| IEX Idex Corp. | 0.73% | 19,800 | $4.0M | No change |
| CRM Salesforce Inc. | 0.71% | 15,084 | $3.9M | No change |
| GPK Graphic Packaging Holding Co. | 0.70% | 146,131 | $3.8M | No change |
| WDAY Workday Inc. Class A | 0.67% | 16,368 | $3.7M | No change |
| PWR Quanta Services Inc. | 0.66% | 14,200 | $3.6M | Reduce -14.5% |
| NEE Nextera Energy Inc. | 0.64% | 49,757 | $3.5M | Add +737.2% |
| PANW Palo Alto Networks Inc. | 0.63% | 10,150 | $3.4M | New |
| ALV Autoliv Inc. | 0.62% | 31,586 | $3.4M | No change |
| GNTX Gentex Corp. | 0.61% | 99,040 | $3.3M | No change |
| GDDY GoDaddy Inc. Class A | 0.59% | 23,297 | $3.3M | No change |
| EXPO Exponent Inc. | 0.58% | 33,198 | $3.2M | Reduce -2.7% |
| ZTS Zoetis Inc. | 0.58% | 18,211 | $3.2M | No change |
| EBAY eBay Inc. | 0.57% | 58,362 | $3.1M | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.55% | 72,862 | $3.0M | New |
| ORCL Oracle Corp. | 0.54% | 20,900 | $3.0M | Add +892.4% |
| ROK Rockwell Automation Inc. | 0.53% | 10,611 | $2.9M | No change |
| LULU Lululemon Athletica Inc. | 0.53% | 9,719 | $2.9M | Add +18.0% |
| FLEX Flex Ltd. | 0.51% | 94,462 | $2.8M | Add +1.5% |
| GILD Gilead Sciences Inc. | 0.50% | 40,232 | $2.8M | No change |
| ON On Semiconductor | 0.48% | 37,992 | $2.6M | No change |
| BFAM Bright Horizons Family Solut | 0.46% | 22,868 | $2.5M | No change |
| ENPH Enphase Energy Inc. | 0.44% | 24,149 | $2.4M | Reduce -1.5% |
| CYBR Cyberark Software Ltd./Israel | 0.42% | 8,460 | $2.3M | Add +7.6% |
| PFE Pfizer Inc. | 0.41% | 80,703 | $2.3M | Add +1934.4% |
| ANSS Ansys Inc. | 0.40% | 6,831 | $2.2M | Reduce -18.0% |
| GEF Greif Inc. Class A | 0.40% | 37,614 | $2.2M | No change |
| SFM Sprouts Farmers Market Inc. | 0.35% | 22,917 | $1.9M | Add +5.9% |
| WY Weyerhaeuser Co. | 0.34% | 64,791 | $1.8M | No change |
| ARRY Array Technologies Inc. | 0.32% | 171,588 | $1.8M | No change |
| CNM Core & Main Inc. Class A | 0.31% | 34,961 | $1.7M | No change |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.31% | 24,095 | $1.7M | No change |
| ROP Roper Technologies Inc. | 0.28% | 2,683 | $1.5M | No change |
| DAR Darling Ingredients Inc. | 0.25% | 37,395 | $1.4M | No change |
| CDNS Cadence Design SYS Inc. | 0.25% | 4,436 | $1.4M | New |
| OGN Organon & Co. | 0.23% | 60,738 | $1.3M | New |
| BMI Badger Meter Inc. | 0.22% | 6,479 | $1.2M | Reduce -0.8% |
| ORA Ormat Technologies Inc. | 0.20% | 15,026 | $1.1M | Reduce -3.6% |
| MP MP Materials Corp. | 0.19% | 83,584 | $1.1M | No change |
| AGCO Agco Corp. | 0.19% | 10,440 | $1.0M | No change |
| DHR Danaher Corp. | 0.18% | 3,951 | $987K | No change |
| NOVT Novanta Inc. | 0.18% | 5,997 | $978K | No change |
| CSCO Cisco Systems Inc. | 0.17% | 19,969 | $949K | New |
| WTS Watts Water Technologies-A | 0.17% | 4,961 | $910K | Add +1.1% |
| ITRI Itron Inc. | 0.16% | 8,748 | $866K | Add +302.6% |
| MRK Merck & Co. Inc. | 0.16% | 6,987 | $865K | Add +293.2% |
| BCC Boise Cascade Co. | 0.15% | 7,083 | $844K | New |
| SG Sweetgreen Inc. Class A | 0.15% | 27,801 | $838K | Reduce -12.1% |
| ADBE Adobe Inc. | 0.15% | 1,484 | $824K | Reduce -73.8% |
| CAG Conagra Brands Inc. | 0.15% | 28,882 | $821K | No change |
| OMC Omnicom Group | 0.14% | 8,287 | $743K | Add +182.2% |
| A Agilent Technologies Inc. | 0.13% | 5,551 | $720K | Reduce -19.6% |
| MWA Mueller Water Products Inc. Class A | 0.13% | 39,335 | $705K | No change |
| DXCM Dexcom Inc. | 0.12% | 5,628 | $638K | No change |
| PNR Pentair PLC | 0.11% | 8,204 | $629K | Add +29.2% |
| DCI Donaldson Co. Inc. | 0.11% | 8,576 | $614K | No change |
| EW Edwards Lifesciences Corp. | 0.11% | 6,439 | $595K | No change |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 0.10% | 19,129 | $566K | Add +53.2% |
| MTD Mettler-Toledo International | 0.10% | 400 | $559K | Reduce -13.0% |
| KAI Kadant Inc. | 0.10% | 1,864 | $548K | No change |
| GIS General Mills Inc. | 0.10% | 8,282 | $524K | Add +67.0% |
| BSX Boston Scientific Corp. | 0.09% | 6,737 | $519K | No change |
| ADSK Autodesk Inc. | 0.09% | 2,058 | $509K | Reduce -80.2% |
| PTC PTC Inc. | 0.09% | 2,791 | $507K | Add +14.0% |
| BDX Becton Dickinson and Co. | 0.09% | 2,160 | $505K | Add +13.6% |
| ST Sensata Technologies Holdplc | 0.09% | 13,326 | $498K | Reduce -10.8% |
| CCK Crown Holdings Inc. | 0.09% | 6,465 | $481K | Reduce -60.1% |
| TREX Trex Company Inc. | 0.08% | 6,189 | $459K | Add +739.8% |
| VLTO Veralto Corp. | 0.08% | 4,756 | $454K | Add +61.0% |
| WMS Advanced Drainage Systems Inc. | 0.08% | 2,717 | $436K | No change |
| OTIS Otis Worldwide Corp. | 0.08% | 4,505 | $434K | New |
Portfolio Sells Q1 2024 → Q2 2024
| TMO Thermo Fisher Scientific Inc. | Reduce -22.9% | 16.75% | −5.39 |
| SRCL Stericycle Inc. | Sold out | 0.00% | −0.44 |
| AMT American Tower Corp. | Reduce -89.8% | 0.05% | −0.44 |
| ADSK Autodesk Inc. | Reduce -80.2% | 0.09% | −0.39 |
| ADBE Adobe Inc. | Reduce -73.8% | 0.15% | −0.36 |
| AWK American Water Works Co. Inc. | Reduce -19.7% | 1.49% | −0.21 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.15 |
| CCK Crown Holdings Inc. | Reduce -60.1% | 0.09% | −0.14 |
| ANSS Ansys Inc. | Reduce -18.0% | 0.40% | −0.11 |
| GM General Motors Co. | Reduce -12.5% | 1.30% | −0.10 |
| PWR Quanta Services Inc. | Reduce -14.5% | 0.66% | −0.10 |
| ENPH Enphase Energy Inc. | Reduce -1.5% | 0.44% | −0.09 |
| ES Eversource Energy | Sold out | 0.00% | −0.07 |
| BSY Bentley Systems Inc. Class B | Reduce -1.9% | 1.40% | −0.06 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.06 |
| A Agilent Technologies Inc. | Reduce -19.6% | 0.13% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.04 |
| HAIN Hain Celestial Group Inc. | Reduce -75.7% | 0.01% | −0.04 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.04 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.04 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.04 |
| CI The Cigna Group | Sold out | 0.00% | −0.04 |
| TTEK Tetra Tech Inc. | Reduce -14.1% | 1.40% | −0.03 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.03 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.02 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −0.02 |
| XIFR XPLR Infrastructure LP | Sold out | 0.00% | −0.02 |
| EIX Edison International | Sold out | 0.00% | −0.02 |
| CNC Centene Corp. | Sold out | 0.00% | −0.01 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.01 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.01 |
| HUM Humana Inc. | Sold out | 0.00% | −0.01 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.01 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.01 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.01 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.01 |
| SHLS Shoals Technologies Group -A | Sold out | 0.00% | −0.01 |
| VTR Ventas Inc. | Sold out | 0.00% | −0.01 |
| FSLR First Solar Inc. | Reduce -28.1% | 0.94% | −0.01 |
| EMN Eastman Chemical Co. | Reduce -16.2% | 0.04% | −0.01 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.01 |
| MTD Mettler-Toledo International | Reduce -13.0% | 0.10% | −0.01 |
| ST Sensata Technologies Holdplc | Reduce -10.8% | 0.09% | −0.01 |
| NOVAQ Sunnova Energy International | Sold out | 0.00% | −0.01 |
| PLUG Plug Power Inc. | Sold out | 0.00% | −0.00 |
| CHPT Chargepoint Holdings Inc. | Sold out | 0.00% | −0.00 |
| SG Sweetgreen Inc. Class A | Reduce -12.1% | 0.15% | +0.01 |
| ORA Ormat Technologies Inc. | Reduce -3.6% | 0.20% | +0.01 |
| EBAY eBay Inc. | Reduce -0.3% | 0.57% | +0.03 |
| BMI Badger Meter Inc. | Reduce -0.8% | 0.22% | +0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| PG The Procter & Gamble Co. | Add +75.0% | 2.19% | +1.00 |
| PANW Palo Alto Networks Inc. | New | 0.63% | +0.63 |
| NEE Nextera Energy Inc. | Add +737.2% | 0.64% | +0.58 |
| VZ Verizon Communications Inc. | New | 0.55% | +0.55 |
| ORCL Oracle Corp. | Add +892.4% | 0.54% | +0.49 |
| ACN Accenture PLC Class A | Add +16.9% | 7.86% | +0.42 |
| PFE Pfizer Inc. | Add +1934.4% | 0.41% | +0.39 |
| CDNS Cadence Design SYS Inc. | New | 0.25% | +0.25 |
| OGN Organon & Co. | New | 0.23% | +0.23 |
| CL Colgate-Palmolive Co. | Add +3.3% | 1.74% | +0.22 |
| CSCO Cisco Systems Inc. | New | 0.17% | +0.17 |
| IFF Intl Flavors & Fragrances | Add +5.8% | 0.97% | +0.17 |
| BCC Boise Cascade Co. | New | 0.15% | +0.15 |
| V Visa Inc. Class A | Add +10.8% | 2.22% | +0.15 |
| ITRI Itron Inc. | Add +302.6% | 0.16% | +0.12 |
| AXP American Express Co. | Add +2.3% | 1.78% | +0.12 |
| MRK Merck & Co. Inc. | Add +293.2% | 0.16% | +0.12 |
| SFM Sprouts Farmers Market Inc. | Add +5.9% | 0.35% | +0.10 |
| WM Waste Management Inc. | Add +0.9% | 2.51% | +0.10 |
| NOW ServiceNow Inc. | Add +7.4% | 0.80% | +0.10 |
| OMC Omnicom Group | Add +182.2% | 0.14% | +0.09 |
| CMG Chipotle Mexican Grill Inc. | Add +0.8% | 0.78% | +0.08 |
| OTIS Otis Worldwide Corp. | New | 0.08% | +0.08 |
| TREX Trex Company Inc. | Add +739.8% | 0.08% | +0.07 |
| CYBR Cyberark Software Ltd./Israel | Add +7.6% | 0.42% | +0.05 |
| AVY Avery Dennison Corp. | Add +206.5% | 0.08% | +0.05 |
| HASI Ha Sustainable Infrastructur | Add +53.2% | 0.10% | +0.04 |
| FLEX Flex Ltd. | Add +1.5% | 0.51% | +0.04 |
| VLTO Veralto Corp. | Add +61.0% | 0.08% | +0.04 |
| GIS General Mills Inc. | Add +67.0% | 0.10% | +0.03 |
| WRK Westrock Co. | New | 0.03% | +0.03 |
| STLD Steel Dynamics Inc. | New | 0.03% | +0.03 |
| MPWR Monolithic Power Systems Inc. | New | 0.02% | +0.02 |
| NUE Nucor Corp. | New | 0.02% | +0.02 |
| EMR Emerson Electric Co. | New | 0.02% | +0.02 |
| PNR Pentair PLC | Add +29.2% | 0.11% | +0.02 |
| DOV Dover Corp. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +7.3% | 0.98% | +0.01 |
| SHOP Shopify Inc. Class A | New | 0.01% | +0.01 |
| PTC PTC Inc. | Add +14.0% | 0.09% | +0.01 |
| WAT Waters Corp. | New | 0.01% | +0.01 |
| WST West Pharmaceutical Services | New | 0.01% | +0.01 |
| BDX Becton Dickinson and Co. | Add +13.6% | 0.09% | +0.01 |
| RMD Resmed Inc. | Add +38.7% | 0.02% | +0.00 |
| TRMB Trimble Inc. | Add +11.5% | 1.10% | −0.00 |
| LKQ LKQ Corp. | Add +1.9% | 0.06% | −0.01 |
| WTS Watts Water Technologies-A | Add +1.1% | 0.17% | −0.02 |
| LULU Lululemon Athletica Inc. | Add +18.0% | 0.53% | −0.04 |
| EL Estee Lauder Companies Class A | Add +25.5% | 0.75% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 185 | $2.7B | NVDA, CDNS, MSFT, AVGO, GOOGL |
| Q1 2026 | 179 | $2.5B | NVDA, MSFT, CDNS, NOW, SNPS |
| Q4 2025 | 92 | $693.5M | NVDA, MSFT, ECL, ACN, FSLR |
| Q3 2025 | 111 | $707.4M | NVDA, MSFT, ECL, ACN, FSLR |
| Q2 2025 | 119 | $708.8M | TMO, ECL, NVDA, MSFT, ACN |
| Q1 2025 | 134 | $555.9M | TMO, ECL, ACN, NVDA, MSFT |
| Q4 2024 | 129 | $579.5M | TMO, ACN, ECL, NVDA, MSFT |
| Q3 2024 | 120 | $578.7M | TMO, ACN, ECL, NVDA, MSFT |
| Q2 2024 | 123 | $547.3M | TMO, ACN, ECL, NVDA, MSFT |
| Q1 2024 | 135 | $564.5M | TMO, ACN, ECL, NVDA, MSFT |