Mirova

13F filer · CIK 0001767843

Reported Aug 13, 2026

13F portfolio value$2.71BU.S. long equity reported on 13F

Positions185Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight31.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026185 positions
NVDANvidia Corp	$181M	6.69%	0.00%	+4.1%	Q4 2018
CDNSCadence Design Systems Inc	$102M	3.76%	0.10%	+17.0%	Q2 2024
MSFTMicrosoft Corp	$98.2M	3.63%	0.00%	+39.4%	Q4 2018
AVGOBroadcom Inc.	$83.8M	3.10%	0.00%	+30.7%	Q3 2022
GOOGLAlphabet Inc.	$77.1M	2.85%	0.00%	+19.3%	Q4 2018
AMDAdvanced Micro Devices Inc	$72.3M	2.67%	0.01%	-31.9%	Q4 2019
SNOWSnowflake Inc.	$62.9M	2.32%	0.07%	-4.1%	Q1 2026
SNPSSynopsys Inc	$55.6M	2.05%	0.07%	-18.0%	Q3 2025
KLACKla Corp	$55.4M	2.05%	0.01%	-6.4%	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$51M	1.88%	0.03%	-43.2%	Q1 2026
MDBMongoDB, Inc.	$43.3M	1.60%	0.16%	+32.4%	Q1 2026
VRTVertiv Holdings Co	$42.2M	1.56%	0.03%	-16.8%	Q4 2024
WMWaste Management Inc	$41.2M	1.52%	0.05%	+11.0%	Q1 2019
BSYBentley Systems Inc	$41M	1.52%	Not reported	+9.2%	Q3 2022
PWRQuanta Services, Inc.	$39.9M	1.47%	0.04%	+246.0%	Q4 2023
ECLEcolab Inc.	$38.9M	1.44%	0.05%	-31.1%	Q4 2018
ISRGIntuitive Surgical Inc	$37.1M	1.37%	0.03%	+2.3%	Q1 2019
VLTOVeralto Corp	$37.1M	1.37%	0.17%	+18.1%	Q4 2023
IEXIdex Corp	$34.5M	1.27%	0.21%	-5.5%	Q4 2020
DDOGDatadog, Inc.	$32.5M	1.20%	0.16%	+71.6%	Q1 2026
NVTnVent Electric plc	$32.3M	1.19%	0.12%	-40.7%	Q1 2026
TMOThermo Fisher Scientific Inc.	$32.1M	1.18%	0.02%	-12.7%	Q4 2018
JBTMJBT MAREL Corp	$30.2M	1.11%	0.40%	+7.1%	Q4 2023
XYLXylem Inc.	$30M	1.11%	0.11%	+3.8%	Q4 2018
PANWPalo Alto Networks Inc	$29.5M	1.09%	0.01%	-53.7%	Q2 2024
NOWServiceNow, Inc.	$28.4M	1.05%	0.03%	-53.3%	Q3 2020
CLHClean Harbors Inc	$27.7M	1.02%	0.18%	-29.1%	Q1 2026
WMSAdvanced Drainage Systems, Inc.	$27.2M	1.01%	0.24%	+0.8%	Q2 2022
VVisa Inc.	$27M	1.00%	0.00%	+107.5%	Q4 2018
FLEXFlex Ltd.	$25.2M	0.93%	0.04%	+14.4%	Q1 2024
WCNWaste Connections, Inc.	$23.6M	0.87%	0.06%	-4.4%	Q4 2018
CLColgate Palmolive Co	$23.3M	0.86%	0.03%	+121.1%	Q1 2019
DHRDanaher Corp	$22.5M	0.83%	0.02%	-9.7%	Q4 2018
MANHManhattan Associates Inc	$22.4M	0.83%	0.28%	+8.1%	Q1 2026
PNRPENTAIR plc	$21.5M	0.79%	0.18%	+22.5%	Q1 2023
FROGJFrog Ltd	$21.1M	0.78%	0.19%	-34.5%	Q1 2026
VZVerizon Communications Inc	$20.4M	0.75%	0.01%	+198.0%	Q4 2018
TTEKTetra Tech Inc	$19.3M	0.71%	0.26%	+9.5%	Q2 2022
CNMCore & Main, Inc.	$19.3M	0.71%	Not reported	-4.5%	Q1 2024
KEYSKeysight Technologies, Inc.	$18.8M	0.70%	0.03%	+35.2%	Q4 2021
MRKMerck & Co., Inc.	$18.6M	0.69%	0.01%	+230.8%	Q4 2018
PTCPTC Inc.	$18M	0.67%	0.14%	-8.3%	Q1 2024
ENSEnerSys	$17.6M	0.65%	0.21%	+11.6%	Q4 2024
LINLinde PLC	$17.4M	0.64%	0.01%	+23.4%	Q1 2023
TRMBTrimble Inc.	$17.3M	0.64%	0.14%	+27.1%	Q4 2018
ABBVAbbVie Inc.	$17.2M	0.64%	0.00%	+143.8%	Q4 2018
EMREmerson Electric Co	$16.9M	0.62%	0.02%	+23.8%	Q2 2024
LFUSLittelfuse Inc	$16.7M	0.62%	0.15%	-22.5%	Q4 2025
MUMicron Technology Inc	$16.5M	0.61%	0.00%	Not reported	Q3 2020
DXCMDexcom Inc	$16.4M	0.61%	0.06%	-16.8%	Q3 2020

Q1 2026Reported May 14, 2026179 positions
NVDANvidia Corp	$152M	6.16%	0.00%	+238.3%	Q4 2018
MSFTMicrosoft Corp	$69.9M	2.84%	0.00%	+115.9%	Q4 2018
CDNSCadence Design Systems Inc	$64.5M	2.62%	0.08%	+436.0%	Q2 2024
NOWServiceNow, Inc.	$64M	2.60%	0.06%	+1472.5%	Q3 2020
SNPSSynopsys Inc	$60.2M	2.45%	0.08%	Not reported	Q3 2025
ECLEcolab Inc.	$53.9M	2.19%	0.07%	+35.1%	Q4 2018
AVGOBroadcom Inc.	$52.5M	2.13%	0.00%	+1235.7%	Q3 2022
GOOGLAlphabet Inc.	$52M	2.11%	0.00%	Not reported	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$45.9M	1.86%	0.05%	New	Q1 2026
BSYBentley Systems Inc	$44.2M	1.79%	Not reported	+335.9%	Q3 2022
ISRGIntuitive Surgical Inc	$42.1M	1.71%	0.03%	+425.4%	Q1 2019
SNOWSnowflake Inc.	$38.9M	1.58%	0.07%	New	Q1 2026
WMWaste Management Inc	$38.2M	1.55%	0.04%	+103.1%	Q1 2019
VRTVertiv Holdings Co	$37.9M	1.54%	0.04%	+391.1%	Q4 2024
NVTnVent Electric plc	$37.9M	1.54%	0.20%	New	Q1 2026
CLHClean Harbors Inc	$37.5M	1.52%	0.25%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$37.2M	1.51%	0.01%	Not reported	Q4 2019
TMOThermo Fisher Scientific Inc.	$36M	1.46%	0.02%	+619.2%	Q4 2018
FSLRFirst Solar, Inc.	$31.8M	1.29%	0.15%	+52.7%	Q4 2018
VLTOVeralto Corp	$31.3M	1.27%	0.14%	+774.5%	Q4 2023
IEXIdex Corp	$30.5M	1.24%	0.22%	+212.4%	Q4 2020
PANWPalo Alto Networks Inc	$29.9M	1.21%	0.02%	+384.7%	Q2 2024
XYLXylem Inc.	$29.2M	1.19%	0.10%	+60.6%	Q4 2018
KLACKla Corp	$28.9M	1.17%	0.02%	New	Q1 2026
JBTMJBT MAREL Corp	$24.9M	1.01%	0.37%	Not reported	Q4 2023
DHRDanaher Corp	$24.8M	1.01%	0.02%	+569.1%	Q4 2018
PTCPTC Inc.	$24.7M	1.00%	0.15%	+685.8%	Q1 2024
WCNWaste Connections, Inc.	$24.1M	0.98%	0.06%	Not reported	Q4 2018
ESTCElastic N.V.	$23.9M	0.97%	0.46%	New	Q1 2026
MDBMongoDB, Inc.	$23.8M	0.97%	0.12%	New	Q1 2026
WMSAdvanced Drainage Systems, Inc.	$23.6M	0.96%	0.24%	+1669.7%	Q2 2022
EQIXEquinix Inc	$22.2M	0.90%	0.02%	Not reported	Q4 2019
AWKAmerican Water Works Company, Inc.	$21.3M	0.87%	0.08%	+26.1%	Q4 2018
CNMCore & Main, Inc.	$20.6M	0.84%	Not reported	Not reported	Q1 2024
LLYELI LILLY & Co	$20.4M	0.83%	0.00%	+17.0%	Q4 2018
PNRPENTAIR plc	$19.9M	0.81%	0.14%	+217.1%	Q1 2023
MANHManhattan Associates Inc	$19.8M	0.80%	0.25%	New	Q1 2026
APGAPi Group Corp	$19.6M	0.79%	0.11%	New	Q1 2026
DLRDigital Realty Trust, Inc.	$19M	0.77%	0.03%	Not reported	Q4 2019
TTEKTetra Tech Inc	$18.4M	0.75%	0.24%	+126.8%	Q2 2022
DXCMDexcom Inc	$18.4M	0.75%	0.08%	Not reported	Q3 2020
PRCTPROCEPT BioRobotics Corp	$18.1M	0.74%	1.27%	New	Q1 2026
TRMBTrimble Inc.	$17.3M	0.70%	0.11%	+8.6%	Q4 2018
OSISOsi Systems Inc	$17.3M	0.70%	0.39%	New	Q1 2026
MDTMedtronic plc	$16.9M	0.69%	0.02%	Not reported	Q2 2025
FROGJFrog Ltd	$16.6M	0.68%	0.29%	New	Q1 2026
STESTERIS plc	$16.4M	0.67%	0.08%	Not reported	Q1 2023
MSIMotorola Solutions, Inc.	$16.4M	0.67%	0.02%	Not reported	Q4 2019
LFUSLittelfuse Inc	$16.1M	0.65%	0.19%	+118.2%	Q4 2025
WTRGEssential Utilities, Inc.	$15.8M	0.64%	0.14%	Not reported	Q1 2020

Q4 2025Reported Feb 13, 202691 positions
NVDANvidia Corp	$47.9M	6.91%	0.00%	+0.7%	Q4 2018
MSFTMicrosoft Corp	$42.3M	6.10%	0.00%	+0.3%	Q4 2018
ECLEcolab Inc.	$39.4M	5.68%	0.05%	-4.0%	Q4 2018
ACNAccenture plc	$30.9M	4.46%	0.02%	-5.2%	Q1 2023
FSLRFirst Solar, Inc.	$27.6M	3.98%	0.10%	-20.2%	Q4 2018
XYLXylem Inc.	$20.7M	2.99%	0.06%	0.0%	Q4 2018
LLYELI LILLY & Co	$20.4M	2.94%	0.00%	-14.4%	Q4 2018
TRMBTrimble Inc.	$19.2M	2.76%	0.10%	+7.2%	Q4 2018
WMWaste Management Inc	$18M	2.60%	0.02%	-3.8%	Q1 2019
VVisa Inc.	$17.8M	2.56%	0.00%	-3.0%	Q4 2018
AXPAmerican Express Co	$17.6M	2.53%	0.01%	-5.1%	Q1 2021
AWKAmerican Water Works Company, Inc.	$16.2M	2.34%	0.06%	+4.9%	Q4 2018
CDNSCadence Design Systems Inc	$13.5M	1.95%	0.02%	+7.5%	Q2 2024
EBAYEbay Inc	$11.9M	1.71%	0.03%	+3.9%	Q4 2018
ITRIItron, Inc.	$11.4M	1.65%	0.27%	+208.4%	Q2 2020
BSYBentley Systems Inc	$11M	1.59%	Not reported	+6.2%	Q3 2022
CLColgate Palmolive Co	$10.9M	1.57%	0.02%	-3.0%	Q1 2019
ZTSZoetis Inc.	$10.1M	1.46%	0.02%	+5.9%	Q4 2023
SYKStryker Corp	$10.1M	1.45%	0.01%	-1.3%	Q1 2019
ENSEnerSys	$9.98M	1.44%	0.19%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$9.85M	1.42%	0.00%	-0.4%	Q4 2018
ISRGIntuitive Surgical Inc	$9.84M	1.42%	0.00%	-0.5%	Q1 2019
LINLinde PLC	$9.8M	1.41%	0.00%	+13.8%	Q1 2023
EMREmerson Electric Co	$9.43M	1.36%	0.01%	Not reported	Q2 2024
UNPUnion Pacific Corp	$9.36M	1.35%	0.01%	+16.6%	Q4 2018
IEXIdex Corp	$9.15M	1.32%	0.07%	-2.8%	Q4 2020
TTEKTetra Tech Inc	$9.05M	1.30%	0.10%	+63.2%	Q2 2022
BMIBadger Meter Inc	$8.52M	1.23%	0.13%	-0.7%	Q4 2023
FLEXFlex Ltd.	$7.58M	1.09%	0.03%	-5.1%	Q1 2024
PNRPENTAIR plc	$7.52M	1.08%	0.04%	-6.5%	Q1 2023
GMGeneral Motors Co	$7.41M	1.07%	0.01%	-15.3%	Q1 2019
RUNSunrun Inc.	$7.18M	1.04%	0.17%	-23.5%	Q4 2019
PANWPalo Alto Networks Inc	$7.09M	1.02%	0.01%	-3.6%	Q2 2024
TJXTJX Companies Inc	$6.85M	0.99%	0.00%	-28.6%	Q4 2019
AVYAvery Dennison Corp	$6.64M	0.96%	0.05%	-2.6%	Q4 2023
KEYSKeysight Technologies, Inc.	$6.44M	0.93%	0.02%	+222.9%	Q4 2021
GDDYGoDaddy Inc.	$6.37M	0.92%	0.04%	+109.5%	Q1 2021
IFFInternational Flavors & Fragrances Inc	$6.29M	0.91%	0.04%	Not reported	Q4 2018
CRMSalesforce, Inc.	$6.26M	0.90%	0.00%	-0.8%	Q4 2018
NOWServiceNow, Inc.	$5.96M	0.86%	0.00%	+20.5%	Q3 2020
PLPlanet Labs PBC	$5.96M	0.86%	0.12%	-5.7%	Q1 2025
TMOThermo Fisher Scientific Inc.	$5.9M	0.85%	0.00%	-49.0%	Q4 2018
PWRQuanta Services, Inc.	$5.8M	0.84%	0.01%	-8.2%	Q4 2023
ELEstee Lauder Companies Inc	$5.58M	0.80%	Not reported	Not reported	Q4 2018
LFUSLittelfuse Inc	$5.5M	0.79%	0.09%	New	Q4 2025
SFMSprouts Farmers Market, Inc.	$5.45M	0.79%	0.07%	+8.2%	Q4 2022
WDAYWorkday, Inc.	$5.18M	0.75%	0.01%	Not reported	Q1 2019
VRTVertiv Holdings Co	$4.99M	0.72%	0.01%	-4.3%	Q4 2024
ROPRoper Technologies Inc	$4.61M	0.67%	0.01%	-2.5%	Q4 2018
MAMastercard Inc	$4.55M	0.66%	0.00%	-10.6%	Q4 2018

Q3 2025Reported Dec 29, 2025110 positions
NVDANvidia Corp	$47.6M	6.73%	0.00%	-3.7%	Q4 2018
MSFTMicrosoft Corp	$45.2M	6.38%	0.00%	+11.3%	Q4 2018
ECLEcolab Inc.	$42.8M	6.05%	0.06%	-4.5%	Q4 2018
ACNAccenture plc	$30M	4.24%	0.02%	-3.4%	Q1 2023
FSLRFirst Solar, Inc.	$29.2M	4.13%	0.12%	+173.2%	Q4 2018
XYLXylem Inc.	$22.5M	3.17%	0.06%	+5.5%	Q4 2018
WMWaste Management Inc	$18.8M	2.66%	0.02%	+1.8%	Q1 2019
TRMBTrimble Inc.	$18.6M	2.63%	0.10%	-2.7%	Q4 2018
VVisa Inc.	$17.8M	2.52%	0.00%	+4.4%	Q4 2018
LLYELI LILLY & Co	$16.9M	2.39%	0.00%	-23.3%	Q4 2018
AXPAmerican Express Co	$16.6M	2.35%	0.01%	+1.0%	Q1 2021
AWKAmerican Water Works Company, Inc.	$16.5M	2.33%	0.06%	+2.1%	Q4 2018
CDNSCadence Design Systems Inc	$14.2M	2.00%	0.01%	+16.5%	Q2 2024
BSYBentley Systems Inc	$14M	1.98%	Not reported	+2.2%	Q3 2022
EBAYEbay Inc	$11.9M	1.69%	0.03%	-11.5%	Q4 2018
CLColgate Palmolive Co	$11.4M	1.61%	0.02%	+8.5%	Q1 2019
ZTSZoetis Inc.	$11.1M	1.57%	0.02%	+20.4%	Q4 2023
SYKStryker Corp	$10.7M	1.51%	0.01%	+0.7%	Q1 2019
PGPROCTER & GAMBLE Co	$10.6M	1.50%	0.00%	+27.8%	Q4 2018
TMOThermo Fisher Scientific Inc.	$9.68M	1.37%	0.01%	-85.6%	Q4 2018
LINLinde PLC	$9.6M	1.36%	0.00%	+10.6%	Q1 2023
EMREmerson Electric Co	$9.32M	1.32%	0.01%	+20.3%	Q2 2024
TJXTJX Companies Inc	$9.03M	1.28%	0.01%	+120.5%	Q4 2019
RUNSunrun Inc.	$8.82M	1.25%	0.22%	-9.5%	Q4 2019
BMIBadger Meter Inc	$8.78M	1.24%	0.17%	+1.6%	Q4 2023
IEXIdex Corp	$8.62M	1.22%	0.07%	+6.7%	Q4 2020
PNRPENTAIR plc	$8.55M	1.21%	0.05%	-1.0%	Q1 2023
UNPUnion Pacific Corp	$8.2M	1.16%	0.01%	+12.7%	Q4 2018
PANWPalo Alto Networks Inc	$8.13M	1.15%	0.01%	+30.3%	Q2 2024
ISRGIntuitive Surgical Inc	$7.81M	1.10%	0.00%	+0.8%	Q1 2019
ENSEnerSys	$7.68M	1.09%	0.18%	+6.7%	Q4 2024
FLEXFlex Ltd.	$7.66M	1.08%	0.04%	+74.0%	Q1 2024
SFMSprouts Farmers Market, Inc.	$6.88M	0.97%	0.06%	+5.5%	Q4 2022
GMGeneral Motors Co	$6.56M	0.93%	0.01%	+3.5%	Q1 2019
PWRQuanta Services, Inc.	$6.2M	0.88%	0.01%	+11.4%	Q4 2023
AVYAvery Dennison Corp	$6.08M	0.86%	0.05%	+3.1%	Q4 2023
NOWServiceNow, Inc.	$5.94M	0.84%	0.00%	+1.3%	Q3 2020
WDAYWorkday, Inc.	$5.8M	0.82%	0.01%	-5.0%	Q1 2019
IFFInternational Flavors & Fragrances Inc	$5.74M	0.81%	0.04%	+1.1%	Q4 2018
CRMSalesforce, Inc.	$5.64M	0.80%	0.00%	+1.7%	Q4 2018
TTEKTetra Tech Inc	$5.52M	0.78%	0.06%	+14.1%	Q2 2022
ROPRoper Technologies Inc	$5.3M	0.75%	0.01%	+4.3%	Q4 2018
GPKGraphic Packaging Holding Co	$5.28M	0.75%	0.09%	-10.3%	Q4 2022
MAMastercard Inc	$5.08M	0.72%	0.00%	+0.9%	Q4 2018
ITRIItron, Inc.	$4.96M	0.70%	0.09%	Not reported	Q2 2020
VRTVertiv Holdings Co	$4.86M	0.69%	0.01%	+114.8%	Q4 2024
WTSWatts Water Technologies Inc	$4.77M	0.67%	Not reported	Not reported	Q4 2018
VLTOVeralto Corp	$4.72M	0.67%	0.02%	+5.4%	Q4 2023
ELEstee Lauder Companies Inc	$4.7M	0.66%	Not reported	-7.1%	Q4 2018
BFAMBright Horizons Family Solutions Inc.	$4.53M	0.64%	0.07%	+0.9%	Q1 2019

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