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CIK: 0001767843
Total reported value
$2.7B
$2.7B
123 檔
8.4%
At the close of Q2 2024, Mirova disclosed equity holdings valued at approximately $2.7B, spread across 123 reported holdings.
During Q2 2024, Mirova's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TMO, ACN, ECL) accounted for 8.4% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 16.75% | -0.28% | -22.89% | |
| 2 | ACN | Accenture plc | Stock-Tech | 7.86% | -0.23% | +16.93% | |
| 3 | ECL | Ecolab Inc | Stock-Materials | 6.83% | -0.75% | -4.77% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.82% | +0.53% | +843.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.43% | +0.79% | -0.28% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.25% | -0.54% | -6.45% | |
| 7 | WM | Waste Management Inc | Stock-Industrials | 2.51% | -0.03% | +0.93% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | +0.53% | +10.75% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.19% | -0.03% | +75.03% | |
| 10 | AXP | American Express Co | Stock-Financials | 1.78% | +0.19% | +2.34% | |
| 11 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.74% | +0.46% | +3.27% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 1.64% | -0.08% | — | |
| 13 | AWK | American Water Works Co Inc | Stock-Utilities | 1.49% | -0.46% | -19.66% | |
| 14 | TT | Trane Technologies plc | Stock-Industrials | 1.44% | +0.10% | -1.53% | |
| 15 | BSY | Bentley Systems Inc-class B | Stock-Tech | 1.40% | -0.27% | -1.85% | |
| 16 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.40% | -0.04% | -14.07% | |
| 17 | XYL | Xylem Inc | Stock-Industrials | 1.33% | -0.08% | -1.98% | |
| 18 | GM | General Motors Co | Stock-Consumer Disc | 1.30% | — | -12.46% | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.13% | -0.34% | — | |
| 20 | RUN | Sunrun Inc | Stock-Tech | 1.12% | -0.01% | — | |
| 21 | TRMB | Trimble Inc | Stock-Tech | 1.10% | -0.06% | +11.47% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.07% | — | — | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.98% | +0.19% | +7.26% | |
| 24 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.97% | — | +5.79% | |
| 25 | FSLR | First Solar Inc | Stock-Tech | 0.94% | -0.96% | -28.08% | |
| 26 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 0.91% | — | — | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 0.80% | -1.55% | +7.43% | |
| 28 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.78% | — | +4940.71% | |
| 29 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.75% | — | +25.49% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.73% | +0.09% | — | |
| 31 | IEX | Idex CORP | Stock-Industrials | 0.73% | +0.03% | — | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.01% | — | |
| 33 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.70% | — | — | |
| 34 | WDAY | Workday Inc-class A | Stock-Tech | 0.67% | — | — | |
| 35 | PWR | Quanta Services Inc | Stock-Industrials | 0.66% | +1.11% | -14.46% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.64% | -0.01% | +737.24% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.63% | -0.12% | — | |
| 38 | ALV | Autoliv Inc | Stock-Consumer Disc | 0.62% | — | — | |
| 39 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.61% | — | — | |
| 40 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.59% | -0.01% | — | |
| 41 | EXPO | Exponent Inc | Stock-Industrials | 0.58% | -0.01% | -2.67% | |
| 42 | ZTS | Zoetis Inc | Stock-Healthcare | 0.58% | -0.32% | — | |
| 43 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.57% | +0.02% | -0.26% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | +0.42% | — | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.11% | +892.40% | |
| 46 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.53% | — | — | |
| 47 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.53% | -0.04% | +18.01% | |
| 48 | FLEX | Flex Ltd. | Stock-Tech | 0.51% | +0.57% | +1.46% | |
| 49 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.50% | -0.15% | — | |
| 50 | ON | On Semiconductor | Stock-Tech | 0.48% | — | — |
According to official SEC Form 13F filings, Mirova reported a total U.S. public equity portfolio value of $2.7B across 123 disclosed positions in Q2 2024.
During Q2 2024, Mirova's top holdings by market value included TMO (16.8%)、ACN (7.9%)、ECL (6.8%). The largest single position, TMO, represented 16.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2024, Mirova made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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