Investor
MIROVA
CIK 0001767843 · filed 2026-05-14 · SEC filing
13F book
$2.46B
Positions
179
93 new · 6 sold
Largest name
6.2%
Nvidia Corp · NVDA
Est. mark
−$39.6M
Price effect on 86 names still held. Flow $1.81B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 869.3K | $151.6M | 6.2% | −$3.11M | Added$103.7M |
| Microsoft Corp | MSFT | 188.8K | $69.9M | 2.8% | −$9.92M | Added$27.6M |
| Cadence Design System Inc | — | 232K | $64.5M | 2.6% | −$1.5M | Added$50.9M |
| ServiceNow, Inc. | NOW | 611.8K | $64M | 2.6% | −$1.89M | Added$58M |
| Synopsys Inc | SNPS | 151.9K | $60.2M | 2.4% | — | New |
| Ecolab Inc. | ECL | 202.6K | $53.9M | 2.2% | $525.1K | Added$14.5M |
| Broadcom Inc. | AVGO | 169.7K | $52.5M | 2.1% | −$464.9K | Added$48.1M |
| Alphabet Inc | — | 180.8K | $52M | 2.1% | — | New |
| Crowdstrike Hldgs Inc | — | 117.6K | $45.9M | 1.9% | — | New |
| Bentley Sys Inc | — | 1.26M | $44.2M | 1.8% | −$878.6K | Added$33.2M |
| Intuitive Surgical Inc | ISRG | 91.3K | $42.1M | 1.7% | −$1.83M | Added$32.2M |
| Snowflake Inc. | SNOW | 257.7K | $38.9M | 1.6% | — | New |
| Waste Mgmt Inc Del | — | 166.4K | $38.2M | 1.6% | $826.3K | Added$20.2M |
| Vertiv Holdings Co | VRT | 151.4K | $37.9M | 1.5% | $2.73M | Added$32.9M |
| Nvent Electric Plc | NVT | 320.5K | $37.9M | 1.5% | — | New |
| Clean Harbors Inc | CLH | 130.7K | $37.5M | 1.5% | — | New |
| Advanced Micro Devices Inc | AMD | 182.7K | $37.2M | 1.5% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 73.3K | $36M | 1.5% | −$895.8K | Added$30.1M |
| First Solar, Inc. | FSLR | 161.4K | $31.8M | 1.3% | −$6.77M | Added$4.22M |
| Veralto Corp | VLTO | 354.2K | $31.3M | 1.3% | −$460.1K | Added$27.3M |
| Idex Corp | — | 160.7K | $30.5M | 1.2% | $597.3K | Added$21.3M |
| Palo Alto Networks Inc | PANW | 186.6K | $29.9M | 1.2% | −$919.2K | Added$22.8M |
| Xylem Inc. | XYL | 244.5K | $29.2M | 1.2% | −$2.54M | Added$8.49M |
| Kla Corp | KLAC | 19.6K | $28.9M | 1.2% | — | New |
| JBT MAREL Corp | JBTM | 194.4K | $24.9M | 1.0% | — | New |
| Danaher Corporation | — | 131K | $24.8M | 1.0% | −$769.6K | Added$20.3M |
| Ptc Inc. | PTC | 173K | $24.7M | 1.0% | −$698.5K | Added$20.8M |
| Waste Connections, Inc. | WCN | 148.1K | $24.1M | 1.0% | — | New |
| Elastic N.V. | ESTC | 479.1K | $23.9M | 1.0% | — | New |
| MongoDB, Inc. | MDB | 97.3K | $23.8M | 1.0% | — | New |
| Advanced Drain Sys Inc Del | — | 172.2K | $23.6M | 1.0% | −$74.9K | Added$22.2M |
| Equinix Inc | EQIX | 22.6K | $22.2M | 0.9% | — | New |
| American Wtr Wks Co Inc New | — | 156.6K | $21.3M | 0.9% | $693.9K | Added$5.11M |
| Core & Main, Inc. | CNM | 418K | $20.6M | 0.8% | — | New |
| Eli Lilly & Co | LLY | 22.2K | $20.4M | 0.8% | −$2.93M | Added$32.6K |
| PENTAIR plc | PNR | 228.9K | $19.9M | 0.8% | −$1.23M | Added$12.4M |
| Manhattan Associates Inc | MANH | 148.6K | $19.8M | 0.8% | — | New |
| Api Group Corp | APG | 482.6K | $19.6M | 0.8% | — | New |
| Digital Rlty Tr Inc | — | 105.4K | $19M | 0.8% | — | New |
| Tetra Tech Inc New | — | 611.7K | $18.4M | 0.7% | −$922.4K | Added$9.38M |
| Dexcom Inc | DXCM | 292.8K | $18.4M | 0.7% | — | New |
| Procept Biorobotics Corp | PRCT | 723.8K | $18.1M | 0.7% | — | New |
| Trimble Inc. | TRMB | 265.7K | $17.3M | 0.7% | −$3.21M | Added−$1.84M |
| Osi Systems Inc | OSIS | 65K | $17.3M | 0.7% | — | New |
| Medtronic Plc | MDT | 195.6K | $16.9M | 0.7% | — | New |
| Jfrog Ltd | FROG | 354.6K | $16.6M | 0.7% | — | New |
| STERIS plc | STE | 74.2K | $16.4M | 0.7% | — | New |
| Motorola Solutions, Inc. | MSI | 37.8K | $16.4M | 0.7% | — | New |
| Littelfuse Inc | — | 47.4K | $16.1M | 0.7% | $1.88M | Added$10.6M |
| Essential Utils Inc | — | 392.7K | $15.8M | 0.6% | — | New |
| Netflix Inc | NFLX | 160.6K | $15.4M | 0.6% | $11.4K | Added$15M |
| Wabtec | — | 61.5K | $15.4M | 0.6% | — | New |
| Roper Technologies Inc | ROP | 43K | $15.2M | 0.6% | −$946.2K | Added$10.6M |
| Zscaler, Inc. | ZS | 105.9K | $14.9M | 0.6% | — | New |
| Argenx SE | ARGX | 19.8K | $14.5M | 0.6% | — | New |
| Stryker Corp | SYK | 44K | $14.4M | 0.6% | −$654.8K | Added$4.39M |
| Nasdaq, Inc. | NDAQ | 165.7K | $14.1M | 0.6% | — | New |
| Ferguson Enterprises Inc | — | 57.8K | $13.5M | 0.5% | — | New |
| Linde Plc | LIN | 27.1K | $13.5M | 0.5% | $1.6M | Added$3.65M |
| Msa Safety Inc | — | 80.6K | $13.2M | 0.5% | — | New |
| Itron, Inc. | ITRI | 139.6K | $12.5M | 0.5% | −$396.9K | Added$1.1M |
| Emerson Elec Co | — | 95.4K | $12.5M | 0.5% | −$120.8K | Added$3.07M |
| Accenture Plc Ireland | — | 63K | $12.5M | 0.5% | −$4.41M | Cut−$18.4M |
| Cellebrite DI Ltd. | CLBT | 881.5K | $12.1M | 0.5% | — | New |
| Axon Enterprise, Inc. | AXON | 28.6K | $12.1M | 0.5% | — | New |
| Applied Indl Technologies In | — | 45.6K | $12.1M | 0.5% | — | New |
| Tyler Technologies Inc | TYL | 35.2K | $12M | 0.5% | — | New |
| Rollins Inc | ROL | 224.6K | $12M | 0.5% | — | New |
| Ebay Inc | EBAY | 131.3K | $12M | 0.5% | $514.7K | Cut$71.7K |
| Autodesk, Inc. | ADSK | 49.9K | $11.9M | 0.5% | — | New |
| Aptiv Plc | APTV | 170.4K | $11.8M | 0.5% | −$82.6K | Added$10.9M |
| Enersys | ENS | 67.4K | $11.7M | 0.5% | $1.82M | Cut$1.74M |
| Visa Inc. | V | 37.9K | $11.5M | 0.5% | −$1.84M | Cut−$6.29M |
| H2o America | HTO | 195.2K | $11.5M | 0.5% | — | New |
| Smith A O Corp | AOS | 172K | $11.3M | 0.5% | — | New |
| Keysight Technologies, Inc. | KEYS | 39.8K | $11.2M | 0.5% | $2.51M | Added$4.8M |
| Transunion | TRU | 154.6K | $10.7M | 0.4% | — | New |
| Aecom | ACM | 123.6K | $10.5M | 0.4% | — | New |
| Generac Hldgs Inc | — | 53.2K | $10.4M | 0.4% | — | New |
| Middlesex Wtr Co | — | 196K | $10.2M | 0.4% | — | New |
| Agilent Technologies, Inc. | A | 88.6K | $10.1M | 0.4% | — | New |
| Symbotic Inc. | SYM | 189.6K | $10.1M | 0.4% | — | New |
| Colgate Palmolive Co | CL | 114.8K | $9.79M | 0.4% | $713K | Cut−$1.12M |
| Bruker Corp | — | 269.9K | $9.75M | 0.4% | — | New |
| American Express Co | AXP | 31.9K | $9.64M | 0.4% | −$2.15M | Cut−$7.92M |
| Cryoport, Inc. | CYRX | 1.16M | $9.59M | 0.4% | — | New |
| Cintas Corp | CTAS | 56.6K | $9.57M | 0.4% | — | New |
| Procter And Gamble Co | PG | 66.3K | $9.57M | 0.4% | $74.9K | Cut−$285K |
| Zoetis Inc. | ZTS | 77K | $9.1M | 0.4% | −$585.7K | Cut−$1.04M |
| Flex Ltd. | FLEX | 136.1K | $8.91M | 0.4% | $632.2K | Added$1.33M |
| Quanta Svcs Inc | — | 16K | $8.79M | 0.4% | $1.74M | Added$2.99M |
| Datadog, Inc. | DDOG | 72.6K | $8.58M | 0.3% | — | New |
| Iron Mtn Inc Del | — | 83K | $8.48M | 0.3% | — | New |
| Planet Labs Pbc | PL | 295.2K | $8.25M | 0.3% | $2.43M | Cut$2.29M |
| Verizon Communications Inc | VZ | 161.3K | $8.1M | 0.3% | $107K | Added$7.64M |
| Modine Mfg Co | — | 36.5K | $7.91M | 0.3% | — | New |
| Weyerhaeuser Co Mtn Be | WY | 322.6K | $7.88M | 0.3% | $110.2K | Added$4.35M |
| Zurn Elkay Water Solns Corp | — | 167.3K | $7.5M | 0.3% | — | New |
| Lowes Cos Inc | — | 30.3K | $7.16M | 0.3% | — | New |
| Best Buy Co Inc | BBY | 108K | $6.93M | 0.3% | — | New |
| Mirion Technologies, Inc. | MIR | 368.4K | $6.85M | 0.3% | — | New |
| Healthequity, Inc. | HQY | 80.6K | $6.74M | 0.3% | — | New |
| Tjx Cos Inc New | — | 41.6K | $6.64M | 0.3% | $253.1K | Cut−$217.3K |
| Costco Whsl Corp New | — | 6.39K | $6.37M | 0.3% | — | New |
| Avery Dennison Corp | AVY | 36.5K | $6.31M | 0.3% | −$336.1K | Held |
| Zebra Technologies Corporati | — | 29.5K | $6.18M | 0.3% | — | New |
| AbbVie Inc. | ABBV | 28K | $6.1M | 0.2% | — | New |
| Boston Scientific Corp | BSX | 95.9K | $6.02M | 0.2% | −$595.8K | Added$4.28M |
| Badger Meter Inc | BMI | 39.1K | $5.96M | 0.2% | −$863.3K | Cut−$2.56M |
| Natera, Inc. | NTRA | 29.4K | $5.88M | 0.2% | — | New |
| Sunrun Inc. | RUN | 425.4K | $5.77M | 0.2% | −$1.89M | Added−$1.41M |
| Tapestry, Inc. | TPR | 39.7K | $5.61M | 0.2% | — | New |
| T-Mobile Us Inc | — | 26.1K | $5.48M | 0.2% | — | New |
| Merck & Co., Inc. | MRK | 43.7K | $5.26M | 0.2% | — | New |
| S&P Global Inc. | SPGI | 12K | $5.1M | 0.2% | — | New |
| Bjs Whsl Club Hldgs Inc | — | 51.4K | $5.06M | 0.2% | — | New |
| Gilead Sciences, Inc. | GILD | 35.8K | $4.99M | 0.2% | $61.9K | Added$4.54M |
| MSCI Inc. | MSCI | 9.07K | $4.89M | 0.2% | — | New |
| Trane Technologies Plc | TT | 11.7K | $4.87M | 0.2% | $279.9K | Added$911.7K |
| Hubbell Inc | HUBB | 9.89K | $4.85M | 0.2% | $321.8K | Added$1.79M |
| Uniti Group Inc. | UNIT | 514.7K | $4.83M | 0.2% | — | New |
| Vertex Pharmaceuticals Inc | — | 10.4K | $4.64M | 0.2% | — | New |
| Planet Fitness, Inc. | PLNT | 62K | $4.61M | 0.2% | — | New |
| Alnylam Pharmaceuticals, Inc. | ALNY | 13.7K | $4.53M | 0.2% | — | New |
| Alcon Inc | ALC | 58.5K | $4.41M | 0.2% | — | New |
| Labcorp Holdings Inc. | LH | 16K | $4.27M | 0.2% | — | New |
| Neurocrine Biosciences Inc | NBIX | 29.8K | $3.93M | 0.2% | — | New |
| Guidewire Software, Inc. | GWRE | 25.5K | $3.82M | 0.2% | — | New |
| Iqvia Hldgs Inc | — | 22K | $3.75M | 0.2% | — | New |
| Descartes Sys Group Inc | — | 52.1K | $3.73M | 0.2% | — | New |
| Mettler Toledo International Inc/ | MTD | 2.94K | $3.71M | 0.2% | −$391K | Cut−$432.8K |
| New York Times Co | NYT | 44.2K | $3.7M | 0.1% | — | New |
| Brookfield Renewable Corp | BEPC | 89.3K | $3.56M | 0.1% | $105.1K | Added$853.7K |
| Mastercard Inc | MA | 6.82K | $3.41M | 0.1% | −$485.4K | Cut−$1.15M |
| Disney Walt Co | — | 34K | $3.27M | 0.1% | — | New |
| Costar Group, Inc. | CSGP | 78.5K | $3.17M | 0.1% | — | New |
| Oracle Corp | — | 21.4K | $3.15M | 0.1% | −$289K | Added$1.97M |
| Spotify Technology S.A. | SPOT | 6.39K | $3.1M | 0.1% | — | New |
| Sprouts Fmrs Mkt Inc | — | 39.5K | $3.05M | 0.1% | −$100.4K | Cut−$2.4M |
| lululemon athletica inc. | LULU | 19.9K | $3.04M | 0.1% | −$1.09M | Held |
| Owens Corning New | — | 27.9K | $3.02M | 0.1% | — | New |
| Amazon Com Inc | AMZN | 14.1K | $2.93M | 0.1% | — | New |
| Intuit Inc. | INTU | 6.69K | $2.89M | 0.1% | — | New |
| Mp Materials Corp | — | 58.7K | $2.83M | 0.1% | −$123.6K | Added$68.5K |
| Alarm Com Hldgs Inc | — | 62.1K | $2.68M | 0.1% | — | New |
| ServiceTitan, Inc. | TTAN | 39.7K | $2.52M | 0.1% | — | New |
| Amphenol Corp New | — | 19.2K | $2.43M | 0.1% | — | New |
| Toast, Inc. | TOST | 86.9K | $2.3M | 0.1% | — | New |
| Hubspot Inc | HUBS | 9.15K | $2.23M | 0.1% | — | New |
| Unitedhealth Group Inc | UNH | 8.07K | $2.18M | 0.1% | — | New |
| Verisk Analytics, Inc. | VRSK | 11.5K | $2.17M | 0.1% | — | New |
| Cvs Health Corp | CVS | 30K | $2.16M | 0.1% | — | New |
| Union Pac Corp | — | 8.37K | $2.03M | 0.1% | $94.5K | Cut−$7.33M |
| Monolithic Pwr Sys Inc | — | 1.81K | $1.98M | 0.1% | $338.1K | Cut$122.4K |
| Crown Hldgs Inc | — | 18K | $1.8M | 0.1% | −$48.9K | Cut−$355.5K |
| Exponent Inc | EXPO | 27.2K | $1.77M | 0.1% | −$101.7K | Added$93.6K |
| GoDaddy Inc. | GDDY | 20.9K | $1.73M | 0.1% | −$864.1K | Cut−$4.65M |
| Ziff Davis, Inc. | ZD | 40.1K | $1.68M | 0.1% | $273.3K | Cut−$113K |
| BridgeBio Pharma, Inc. | BBIO | 21.7K | $1.61M | 0.1% | — | New |
| Trex Co Inc | TREX | 32.8K | $1.19M | 0.0% | $43.9K | Held |
| General Mtrs Co | — | 15.7K | $1.17M | 0.0% | −$107.4K | Cut−$6.24M |
| Hewlett Packard Enterprise C | — | 32.2K | $766.2K | 0.0% | −$2.85K | Added$440.2K |
| Watts Water Technologies Inc | WTS | 2.53K | $733.9K | 0.0% | $36.1K | Cut−$3.29M |
| Embecta Corp. | EMBC | 80.1K | $708.4K | 0.0% | −$243.6K | Cut−$399.2K |
| Nextera Energy Inc | — | 6.91K | $641.5K | 0.0% | $63.6K | Added$236.3K |
| Agco Corp | — | 5.42K | $627.7K | 0.0% | $62.6K | Cut−$10.5K |
| Vital Farms, Inc. | VITL | 42.1K | $594.4K | 0.0% | −$750.1K | Cut−$969.9K |
| Taiwan Semiconductor Mfg Ltd | — | 1.64K | $554.9K | 0.0% | $55.9K | Held |
| Graphic Packaging Hldg Co | — | 51.9K | $516.2K | 0.0% | −$265.9K | Cut−$393.7K |
| Salesforce, Inc. | CRM | 2.71K | $506.8K | 0.0% | −$212.4K | Cut−$5.75M |
| Array Technologies, Inc. | ARRY | 47.5K | $343.6K | 0.0% | −$94.6K | Cut−$667.1K |
| Edwards Lifesciences Corp | EW | 4.24K | $339.9K | 0.0% | −$14.7K | Added$97.9K |
| Bank New York Mellon Corp | — | 2.64K | $313.5K | 0.0% | $6.25K | Added$28K |
| Brookfield Renewable Partner | — | 8.5K | $277.4K | 0.0% | — | New |
| Mueller Wtr Prods Inc | — | 9.99K | $274.7K | 0.0% | $36.7K | Cut−$2.24K |
| Autoliv Inc | ALV | 2.32K | $243.9K | 0.0% | −$31.4K | Cut−$76.4K |
| Shopify Inc. | SHOP | 631 | $74.8K | 0.0% | −$17.2K | Added$9.33K |
| Yeti Hldgs Inc | — | 1.48K | $54K | 0.0% | −$11.2K | Held |
| Lkq Corp | LKQ | 1.79K | $52.7K | 0.0% | −$1.49K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.