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CIK: 0001767843
Total reported value
$2.7B
$2.7B
119 檔
8.1%
During the Q2 2025 filing period, Mirova (CIK: 0001767843) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.7B across 119 reported positions.
During Q2 2025, Mirova's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 7.91% | -0.28% | -8.70% | |
| 2 | ECL | Ecolab Inc | Stock-Materials | 6.22% | -0.75% | +2.88% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.90% | +0.53% | +11.72% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.50% | +0.79% | +15.50% | |
| 5 | ACN | Accenture plc | Stock-Tech | 5.31% | -0.23% | +5.21% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.17% | -0.54% | +7.95% | |
| 7 | WM | Waste Management Inc | Stock-Industrials | 2.70% | -0.03% | +28.61% | |
| 8 | XYL | Xylem Inc | Stock-Industrials | 2.63% | -0.08% | +67.32% | |
| 9 | TRMB | Trimble Inc | Stock-Tech | 2.51% | -0.06% | +70.93% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.50% | +0.53% | +11.07% | |
| 11 | AWK | American Water Works Co Inc | Stock-Utilities | 2.27% | -0.46% | +45.28% | |
| 12 | AXP | American Express Co | Stock-Financials | 2.23% | +0.19% | +8.13% | |
| 13 | BSY | Bentley Systems Inc-class B | Stock-Tech | 2.02% | -0.27% | +51.35% | |
| 14 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.68% | +0.46% | +81.32% | |
| 15 | BMI | Badger Meter Inc | Stock-Tech | 1.67% | -0.03% | +92.57% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.61% | -0.08% | +10.11% | |
| 17 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.56% | +0.02% | +65.92% | |
| 18 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.50% | +1.14% | +132.14% | |
| 19 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.39% | -0.06% | +135.76% | |
| 20 | ZTS | Zoetis Inc | Stock-Healthcare | 1.39% | -0.32% | +102.33% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.33% | -0.34% | +21.45% | |
| 22 | IEX | Idex CORP | Stock-Industrials | 1.23% | +0.03% | +96.11% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | -0.03% | +19.82% | |
| 24 | LIN | Linde plc | Stock-Materials | 1.21% | +0.09% | +33.03% | |
| 25 | FSLR | First Solar Inc | Stock-Tech | 1.13% | -0.96% | +91.87% | |
| 26 | PNR | Pentair plc | Stock-Industrials | 1.13% | -0.02% | +227.07% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.11% | +0.11% | +117.33% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 1.00% | — | +8.16% | |
| 29 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.96% | — | +12.59% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.92% | -1.55% | +6.43% | |
| 31 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.90% | -0.04% | +162.84% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.90% | -0.01% | +24.14% | |
| 33 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.89% | — | +99.17% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | -0.12% | +36.37% | |
| 35 | WDAY | Workday Inc-class A | Stock-Tech | 0.86% | — | +13.02% | |
| 36 | ROP | Roper Technologies Inc | Stock-Tech | 0.82% | -0.08% | +53.48% | |
| 37 | ENS | Enersys | Stock-Industrials | 0.77% | +0.17% | +46.94% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.76% | +0.10% | -7.42% | |
| 39 | ITRI | Itron Inc | Stock-Tech | 0.74% | -0.03% | +142.83% | |
| 40 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.73% | -0.04% | +19.84% | |
| 41 | GM | General Motors Co | Stock-Consumer Disc | 0.72% | — | -22.39% | |
| 42 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.72% | — | -23.09% | |
| 43 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.72% | -0.01% | +11.76% | |
| 44 | PWR | Quanta Services Inc | Stock-Industrials | 0.72% | +1.11% | +6.60% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | +0.19% | +1.04% | |
| 46 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.65% | — | +7.18% | |
| 47 | RUN | Sunrun Inc | Stock-Tech | 0.65% | -0.01% | -29.37% | |
| 48 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.62% | -0.04% | +18.41% | |
| 49 | VLTO | Veralto CORP | Stock-Industrials | 0.60% | +0.10% | +65.33% | |
| 50 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.59% | — | +209.53% |
According to official SEC Form 13F filings, Mirova reported a total U.S. public equity portfolio value of $2.7B across 119 disclosed positions in Q2 2025.
During Q2 2025, Mirova's top holdings by market value included TMO (7.9%)、ECL (6.2%)、NVDA (5.9%). The largest single position, TMO, represented 7.9% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including TMO, ECL, NVDA) accounted for 8.1% of total reported equity market value during Q2 2025.
In Q2 2025, 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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