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CIK: 0001767843
Total reported value
$2.7B
$2.7B
120 檔
8.8%
As reported in its official Q3 2024 Form 13F filing, Mirova's tracked investment portfolio stood at $2.7B with 120 total positions.
During Q3 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 8.8% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 17.05% | -0.28% | -3.81% | |
| 2 | ACN | Accenture plc | Stock-Tech | 8.09% | -0.23% | -6.57% | |
| 3 | ECL | Ecolab Inc | Stock-Materials | 6.82% | -0.75% | -1.60% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.75% | +0.53% | -12.21% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.47% | +0.79% | +10.75% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.55% | -0.54% | -9.54% | |
| 7 | WM | Waste Management Inc | Stock-Industrials | 2.29% | -0.03% | -0.74% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.20% | +0.53% | — | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.02% | -0.03% | -7.12% | |
| 10 | AXP | American Express Co | Stock-Financials | 1.97% | +0.19% | — | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 1.65% | -0.08% | — | |
| 12 | TRMB | Trimble Inc | Stock-Tech | 1.61% | -0.06% | +39.49% | |
| 13 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.55% | +0.46% | -11.89% | |
| 14 | XYL | Xylem Inc | Stock-Industrials | 1.54% | -0.08% | +22.77% | |
| 15 | TT | Trane Technologies plc | Stock-Industrials | 1.47% | +0.10% | -8.74% | |
| 16 | RUN | Sunrun Inc | Stock-Tech | 1.43% | -0.01% | -11.46% | |
| 17 | AWK | American Water Works Co Inc | Stock-Utilities | 1.39% | -0.46% | -12.52% | |
| 18 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.35% | — | +33.37% | |
| 19 | BSY | Bentley Systems Inc-class B | Stock-Tech | 1.28% | -0.27% | -6.31% | |
| 20 | EXPO | Exponent Inc | Stock-Industrials | 1.19% | -0.01% | +79.74% | |
| 21 | FSLR | First Solar Inc | Stock-Tech | 1.13% | -0.96% | +15.12% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.12% | -0.34% | -5.07% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.11% | — | — | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.04% | +0.19% | — | |
| 25 | GM | General Motors Co | Stock-Consumer Disc | 0.97% | — | -17.62% | |
| 26 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.91% | -0.04% | +197.61% | |
| 27 | WDAY | Workday Inc-class A | Stock-Tech | 0.87% | — | +25.32% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.87% | -1.55% | — | |
| 29 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.84% | — | +25.63% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.79% | +0.09% | +5.48% | |
| 31 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.77% | +0.02% | +16.53% | |
| 32 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.75% | — | +35.60% | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.73% | +1.11% | — | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | -0.01% | — | |
| 35 | IEX | Idex CORP | Stock-Industrials | 0.72% | +0.03% | -1.85% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.01% | — | |
| 37 | BMI | Badger Meter Inc | Stock-Tech | 0.69% | -0.03% | +181.15% | |
| 38 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.63% | -0.01% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.62% | -0.11% | — | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.61% | -0.32% | -1.55% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.60% | -0.12% | — | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.58% | -0.15% | — | |
| 43 | FLEX | Flex Ltd. | Stock-Tech | 0.58% | +0.57% | +6.60% | |
| 44 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 0.58% | — | -41.59% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | +0.42% | — | |
| 46 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.55% | — | -25.91% | |
| 47 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.54% | — | -20.86% | |
| 48 | ALV | Autoliv Inc | Stock-Consumer Disc | 0.51% | — | — | |
| 49 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.51% | — | — | |
| 50 | ITRI | Itron Inc | Stock-Tech | 0.49% | -0.03% | +206.25% |
According to official SEC Form 13F filings, Mirova reported a total U.S. public equity portfolio value of $2.7B across 120 disclosed positions in Q3 2024.
During Q3 2024, Mirova's top holdings by market value included TMO (17.1%)、ACN (8.1%)、ECL (6.8%). The largest single position, TMO, represented 17.1% 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 Q3 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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