Investor
MIROVA
CIK 0001767843 · filed 2026-02-13 · SEC filing
13F book
$693.5M
Positions
92
4 new · 23 sold
Largest name
6.9%
Nvidia Corp · NVDA
Est. mark
−$2.83M
Price effect on 88 names still held. Flow −$11.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 256.9K | $47.9M | 6.9% | −$20.4K | Added$314K |
| Microsoft Corp | MSFT | 87.5K | $42.3M | 6.1% | −$2.99M | Added−$2.86M |
| Ecolab Inc. | ECL | 150K | $39.4M | 5.7% | −$1.7M | Cut−$3.42M |
| Accenture Plc Ireland | — | 115.3K | $30.9M | 4.5% | $2.5M | Cut$951.5K |
| First Solar, Inc. | FSLR | 105.8K | $27.6M | 4.0% | $4.3M | Cut−$1.6M |
| Xylem Inc. | XYL | 152.2K | $20.7M | 3.0% | −$1.72M | Added−$1.72M |
| Eli Lilly & Co | LLY | 18.9K | $20.4M | 2.9% | $5.9M | Cut$3.48M |
| Trimble Inc. | TRMB | 244.7K | $19.2M | 2.8% | −$753.3K | Added$535.9K |
| Waste Mgmt Inc Del | — | 82K | $18M | 2.6% | −$91.8K | Cut−$806.9K |
| Visa Inc. | V | 50.6K | $17.8M | 2.6% | $472.3K | Cut−$56.2K |
| American Express Co | AXP | 47.5K | $17.6M | 2.5% | $1.79M | Cut$948.8K |
| American Wtr Wks Co Inc New | — | 124.1K | $16.2M | 2.3% | −$1.03M | Added−$270.2K |
| Cadence Design System Inc | — | 43.3K | $13.5M | 2.0% | −$1.56M | Added−$620.7K |
| Ebay Inc | EBAY | 136.4K | $11.9M | 1.7% | −$505.6K | Added−$65.3K |
| Itron, Inc. | ITRI | 122.9K | $11.4M | 1.6% | −$1.26M | Added$6.45M |
| Bentley Sys Inc | — | 288.5K | $11M | 1.6% | −$3.62M | Added−$2.97M |
| Colgate Palmolive Co | CL | 138K | $10.9M | 1.6% | −$127K | Cut−$461.8K |
| Zoetis Inc. | ZTS | 80.6K | $10.1M | 1.5% | −$1.56M | Added−$993.5K |
| Stryker Corp | SYK | 28.6K | $10.1M | 1.5% | −$520.8K | Cut−$655K |
| Enersys | ENS | 68K | $9.98M | 1.4% | $2.3M | Held |
| Procter And Gamble Co | PG | 68.8K | $9.85M | 1.4% | −$711.1K | Cut−$750.8K |
| Intuitive Surgical Inc | ISRG | 17.4K | $9.84M | 1.4% | $2.07M | Cut$2.03M |
| Linde Plc | LIN | 23K | $9.8M | 1.4% | −$982.2K | Added$206.6K |
| Emerson Elec Co | — | 71.1K | $9.43M | 1.4% | $109.4K | Held |
| Union Pac Corp | — | 40.5K | $9.36M | 1.4% | −$175.3K | Added$1.16M |
| Idex Corp | — | 51.4K | $9.15M | 1.3% | $781K | Cut$536.8K |
| Tetra Tech Inc New | — | 269.7K | $9.05M | 1.3% | $26.4K | Added$3.53M |
| Badger Meter Inc | BMI | 48.8K | $8.52M | 1.2% | −$203.7K | Cut−$262.8K |
| Flex Ltd. | FLEX | 125.4K | $7.58M | 1.1% | $307.3K | Cut−$81.1K |
| PENTAIR plc | PNR | 72.2K | $7.52M | 1.1% | −$477.8K | Cut−$1.04M |
| General Mtrs Co | — | 91.1K | $7.41M | 1.1% | $1.85M | Cut$852.8K |
| Sunrun Inc. | RUN | 390.1K | $7.18M | 1.0% | $433.1K | Cut−$1.64M |
| Palo Alto Networks Inc | PANW | 38.5K | $7.09M | 1.0% | −$747.5K | Cut−$1.04M |
| Tjx Cos Inc New | — | 44.6K | $6.85M | 1.0% | $404.7K | Cut−$2.17M |
| Avery Dennison Corp | AVY | 36.5K | $6.64M | 1.0% | $720.1K | Cut$559.7K |
| Keysight Technologies, Inc. | KEYS | 31.7K | $6.44M | 0.9% | $277.6K | Added$4.73M |
| GoDaddy Inc. | GDDY | 51.4K | $6.37M | 0.9% | −$312.5K | Added$3.02M |
| International Flavors&Fragra | — | 93.3K | $6.29M | 0.9% | $545.8K | Held |
| Salesforce, Inc. | CRM | 23.6K | $6.26M | 0.9% | $659.5K | Cut$616.2K |
| ServiceNow, Inc. | NOW | 38.9K | $5.96M | 0.9% | −$4.95M | Added$19.3K |
| Planet Labs Pbc | PL | 302.1K | $5.96M | 0.9% | $2.04M | Cut$1.8M |
| Thermo Fisher Scientific Inc. | TMO | 10.2K | $5.9M | 0.9% | $962.1K | Cut−$3.78M |
| Quanta Svcs Inc | — | 13.7K | $5.8M | 0.8% | $105K | Cut−$401K |
| Lauder Estee Cos Inc | — | 53.3K | $5.58M | 0.8% | $884.6K | Held |
| Littelfuse Inc | — | 21.7K | $5.5M | 0.8% | — | New |
| Sprouts Fmrs Mkt Inc | — | 68.4K | $5.45M | 0.8% | −$1.84M | Added−$1.43M |
| Workday, Inc. | WDAY | 24.1K | $5.18M | 0.7% | −$625.5K | Held |
| Vertiv Holdings Co | VRT | 30.8K | $4.99M | 0.7% | $343.7K | Cut$133.9K |
| Roper Technologies Inc | ROP | 10.4K | $4.61M | 0.7% | −$555.3K | Cut−$687.9K |
| Mastercard Inc | MA | 7.98K | $4.55M | 0.7% | $16.5K | Cut−$522.7K |
| Danaher Corporation | — | 19.6K | $4.48M | 0.6% | $600.1K | Cut$506K |
| Cyberark Software Ltd | — | 9.98K | $4.45M | 0.6% | −$370.2K | Held |
| Broadcom Inc. | AVGO | 12.7K | $4.4M | 0.6% | — | New |
| Mettler Toledo International Inc/ | MTD | 2.97K | $4.14M | 0.6% | $494.7K | Cut$461.6K |
| lululemon athletica inc. | LULU | 19.9K | $4.13M | 0.6% | $472.9K | Added$1.32M |
| Veralto Corp | VLTO | 40.5K | $4.04M | 0.6% | −$276.6K | Cut−$680K |
| Watts Water Technologies Inc | WTS | 14.6K | $4.02M | 0.6% | −$47.5K | Cut−$750.7K |
| Trane Technologies Plc | TT | 10.2K | $3.96M | 0.6% | −$333K | Cut−$484.5K |
| Ptc Inc. | PTC | 22K | $3.84M | 0.6% | −$461.6K | Added$583.7K |
| Bright Horizons Fam Sol In D | — | 36.2K | $3.68M | 0.5% | −$259.9K | Cut−$855.2K |
| Weyerhaeuser Co Mtn Be | WY | 148.9K | $3.53M | 0.5% | −$163.8K | Held |
| Hubbell Inc | HUBB | 6.9K | $3.07M | 0.4% | $85.6K | Added$396.5K |
| Mp Materials Corp | — | 54.7K | $2.76M | 0.4% | −$905.4K | Cut−$1.46M |
| Brookfield Renewable Corp | BEPC | 70.5K | $2.7M | 0.4% | $276.5K | Held |
| Crown Hldgs Inc | — | 21K | $2.16M | 0.3% | $21K | Added$1.84M |
| Monolithic Pwr Sys Inc | — | 2.05K | $1.85M | 0.3% | −$29.2K | Cut−$958.1K |
| Ziff Davis, Inc. | ZD | 51.1K | $1.8M | 0.3% | — | New |
| Boston Scientific Corp | BSX | 18.3K | $1.74M | 0.3% | −$41.7K | Cut−$228.9K |
| Exponent Inc | EXPO | 24.2K | $1.68M | 0.2% | −$484 | Cut−$144.9K |
| Vital Farms, Inc. | VITL | 49K | $1.56M | 0.2% | −$451.1K | Cut−$662.4K |
| Advanced Drain Sys Inc Del | — | 9.73K | $1.41M | 0.2% | $59.6K | Cut$56.3K |
| Oracle Corp | — | 6.05K | $1.18M | 0.2% | — | New |
| Trex Co Inc | TREX | 32.8K | $1.15M | 0.2% | −$544.1K | Cut−$818.9K |
| Embecta Corp. | EMBC | 93.2K | $1.11M | 0.2% | −$207.9K | Cut−$345.9K |
| Array Technologies, Inc. | ARRY | 109.6K | $1.01M | 0.1% | $117.3K | Cut$79.7K |
| Aptiv Plc | APTV | 12.4K | $944.9K | 0.1% | −$125.8K | Held |
| Graphic Packaging Hldg Co | — | 60.4K | $910K | 0.1% | −$272.5K | Cut−$4.37M |
| Agco Corp | — | 6.12K | $638.1K | 0.1% | −$16.8K | Cut−$409.8K |
| Taiwan Semiconductor Mfg Ltd | — | 1.64K | $499K | 0.1% | $40.4K | Held |
| Verizon Communications Inc | VZ | 11.3K | $460.2K | 0.1% | −$36.4K | Cut−$2.55M |
| Gilead Sciences, Inc. | GILD | 3.72K | $457.1K | 0.1% | $43.7K | Cut$9.2K |
| Netflix Inc | NFLX | 4.75K | $445.6K | 0.1% | −$1.29M | Added−$958.3K |
| Nextera Energy Inc | — | 5.05K | $405.2K | 0.1% | $16.7K | Added$142.4K |
| Hewlett Packard Enterprise C | — | 13.6K | $326K | 0.0% | −$7.33K | Cut−$323.8K |
| Autoliv Inc | ALV | 2.7K | $320.3K | 0.0% | −$13K | Cut−$40.9K |
| Bank New York Mellon Corp | — | 2.46K | $285.6K | 0.0% | $17.5K | Cut$10.8K |
| Mueller Wtr Prods Inc | — | 11.6K | $277K | 0.0% | −$19.8K | Cut−$726.9K |
| Adobe Inc. | ADBE | 782 | $273.7K | 0.0% | −$2.16K | Cut−$324.2K |
| Edwards Lifesciences Corp | EW | 2.84K | $241.9K | 0.0% | $21.2K | Cut$15.7K |
| Shopify Inc. | SHOP | 407 | $65.5K | 0.0% | $5.03K | Held |
| Yeti Hldgs Inc | — | 1.48K | $65.2K | 0.0% | $16.2K | Held |
| Lkq Corp | LKQ | 1.79K | $54.2K | 0.0% | −$610 | Held |
Positions as of Q4 2025. 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.