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

0$1.0B$2.0B$3.0B Q1 2024: $564.5M Q1 2024 Q2 2024: $547.3M $547.3M Q2 2024 Q3 2024: $578.7M Q3 2024 Q4 2024: $579.5M Q4 2024 Q1 2025: $555.9M Q1 2025 Q2 2025: $708.8M Q2 2025 Q3 2025: $707.4M Q3 2025 Q4 2025: $693.5M Q4 2025 Q1 2026: $2.5B Q1 2026 Q2 2026: $2.7B Q2 2026

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
AVY Avery Dennison Corp. 0.08% 1,934 $423K Add +206.5%
SXT Sensient Technologies Corp. 0.06% 4,412 $327K No change
LKQ LKQ Corp. 0.06% 7,596 $316K Add +1.9%
AMT American Tower Corp. 0.05% 1,423 $277K Reduce -89.8%
CSX CSX Corp. 0.04% 6,853 $229K No change
CNI Canadian Natl Railway Co. 0.04% 1,878 $222K No change
CP Canadian Pacific Kansas City 0.04% 2,800 $220K No change
EMN Eastman Chemical Co. 0.04% 2,225 $218K Reduce -16.2%
WRK Westrock Co. 0.03% 3,275 $165K New
NSC Norfolk Southern Corp. 0.03% 731 $157K No change
STLD Steel Dynamics Inc. 0.03% 1,067 $138K New
MPWR Monolithic Power Systems Inc. 0.02% 155 $127K New
AMGN Amgen Inc. 0.02% 387 $121K No change
NUE Nucor Corp. 0.02% 764 $121K New
EMR Emerson Electric Co. 0.02% 961 $106K New
DOV Dover Corp. 0.02% 480 $87K New
RMD Resmed Inc. 0.02% 434 $83K Add +38.7%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.01% 2,101 $80K No change
BALL Ball Corp. 0.01% 1,309 $79K No change
HAIN Hain Celestial Group Inc. 0.01% 9,366 $65K Reduce -75.7%
SHOP Shopify Inc. Class A 0.01% 934 $62K New
WAT Waters Corp. 0.01% 184 $53K New
WST West Pharmaceutical Services 0.01% 161 $53K 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 185$2.7BNVDA, CDNS, MSFT, AVGO, GOOGL
Q1 2026 179$2.5BNVDA, MSFT, CDNS, NOW, SNPS
Q4 2025 92$693.5MNVDA, MSFT, ECL, ACN, FSLR
Q3 2025 111$707.4MNVDA, MSFT, ECL, ACN, FSLR
Q2 2025 119$708.8MTMO, ECL, NVDA, MSFT, ACN
Q1 2025 134$555.9MTMO, ECL, ACN, NVDA, MSFT
Q4 2024 129$579.5MTMO, ACN, ECL, NVDA, MSFT
Q3 2024 120$578.7MTMO, ACN, ECL, NVDA, MSFT
Q2 2024 123$547.3MTMO, ACN, ECL, NVDA, MSFT
Q1 2024 135$564.5MTMO, ACN, ECL, NVDA, MSFT