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CIK: 0001767843
Total reported value
$2.7B
$2.7B
129 檔
8.3%
The Q4 2024 SEC filing reveals that Mirova held a total portfolio value of $2.7B, covering 129 public equity positions.
During Q4 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 8.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 14.53% | -0.28% | +1.50% | |
| 2 | ACN | Accenture plc | Stock-Tech | 7.54% | -0.23% | -6.29% | |
| 3 | ECL | Ecolab Inc | Stock-Materials | 6.65% | -0.75% | +6.41% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.36% | +0.53% | +2.14% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | +0.79% | +9.18% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.42% | -0.54% | +10.69% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.40% | +0.53% | -4.94% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 2.21% | -0.03% | -0.80% | |
| 9 | AXP | American Express Co | Stock-Financials | 2.20% | +0.19% | +2.25% | |
| 10 | TRMB | Trimble Inc | Stock-Tech | 1.80% | -0.06% | -1.79% | |
| 11 | XYL | Xylem Inc | Stock-Industrials | 1.68% | -0.08% | +27.12% | |
| 12 | AWK | American Water Works Co Inc | Stock-Utilities | 1.66% | -0.46% | +39.81% | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 1.60% | -0.08% | -2.56% | |
| 14 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.46% | +0.46% | +7.72% | |
| 15 | BSY | Bentley Systems Inc-class B | Stock-Tech | 1.36% | -0.27% | +15.71% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.03% | -36.64% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.23% | -0.34% | +3.68% | |
| 18 | TT | Trane Technologies plc | Stock-Industrials | 1.22% | +0.10% | -12.78% | |
| 19 | GM | General Motors Co | Stock-Consumer Disc | 1.18% | — | +2.33% | |
| 20 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.13% | — | +3.73% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 1.06% | — | +3.26% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.05% | -1.55% | +2.66% | |
| 23 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.03% | -0.04% | +61.04% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.03% | -0.01% | +18.28% | |
| 25 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.00% | +0.02% | +37.06% | |
| 26 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.99% | — | +66.95% | |
| 27 | WDAY | Workday Inc-class A | Stock-Tech | 0.95% | — | +3.55% | |
| 28 | BMI | Badger Meter Inc | Stock-Tech | 0.93% | -0.03% | +39.18% | |
| 29 | IEX | Idex CORP | Stock-Industrials | 0.93% | +0.03% | +32.00% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.92% | +0.09% | +32.13% | |
| 31 | RUN | Sunrun Inc | Stock-Tech | 0.91% | -0.01% | +24.72% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | +0.19% | -19.12% | |
| 33 | ZTS | Zoetis Inc | Stock-Healthcare | 0.89% | -0.32% | +76.08% | |
| 34 | EXPO | Exponent Inc | Stock-Industrials | 0.87% | -0.01% | -5.52% | |
| 35 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.84% | -0.04% | +9.40% | |
| 36 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.82% | -0.01% | +3.18% | |
| 37 | FSLR | First Solar Inc | Stock-Tech | 0.77% | -0.96% | -3.77% | |
| 38 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.72% | — | +28.36% | |
| 39 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.72% | — | +41.18% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.66% | -0.12% | +107.23% | |
| 41 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.65% | — | +3.84% | |
| 42 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.65% | +1.14% | +89.99% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.01% | -0.48% | |
| 44 | FLEX | Flex Ltd. | Stock-Tech | 0.61% | +0.57% | -9.17% | |
| 45 | PWR | Quanta Services Inc | Stock-Industrials | 0.60% | +1.11% | -22.42% | |
| 46 | ROP | Roper Technologies Inc | Stock-Tech | 0.60% | -0.08% | +141.62% | |
| 47 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.56% | -0.06% | +14.69% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.53% | -0.11% | -12.21% | |
| 49 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.50% | — | +3.30% | |
| 50 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.47% | -0.02% | +48.92% |
According to official SEC Form 13F filings, Mirova reported a total U.S. public equity portfolio value of $2.7B across 129 disclosed positions in Q4 2024.
During Q4 2024, Mirova's top holdings by market value included TMO (14.5%)、ACN (7.5%)、ECL (6.7%). The largest single position, TMO, represented 14.5% of total portfolio value.
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In Q4 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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