# MIROVA

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1767843. Source: https://holderbook.com/funds/1767843-mirova/

- Reported value: $2.7B
- Positions: 185
- Weight of the ten largest: 31.0%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $181.1M | 905,162 | 6.7% | 31 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $101.9M | 271,512 | 3.8% | 9 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $98.2M | 263,154 | 3.6% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $83.8M | 221,859 | 3.1% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $77.1M | 215,705 | 2.8% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $72.3M | 124,492 | 2.7% | 2 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $62.9M | 247,227 | 2.3% | 2 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $55.6M | 124,551 | 2.1% | 2 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $55.4M | 183,756 | 2.0% | 2 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $51.0M | 66,800 | 1.9% | 2 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $43.3M | 128,865 | 1.6% | 2 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $42.2M | 126,001 | 1.6% | 7 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $41.2M | 184,679 | 1.5% | 30 |
| BENTLEY SYS INC | [BSY](https://holderbook.com/stocks/BSY/) | $41.0M | 1,373,004 | 1.5% | 16 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $39.9M | 55,398 | 1.5% | 11 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $38.9M | 139,531 | 1.4% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $37.1M | 93,416 | 1.4% | 30 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $37.1M | 418,199 | 1.4% | 11 |
| IDEX CORP | [IEX](https://holderbook.com/stocks/IEX/) | $34.5M | 151,873 | 1.3% | 23 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $32.5M | 124,696 | 1.2% | 2 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $32.3M | 190,204 | 1.2% | 2 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $32.1M | 63,957 | 1.2% | 31 |
| JBT MAREL CORPORATION | [JBTM](https://holderbook.com/stocks/JBTM/) | $30.2M | 208,212 | 1.1% | 2 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $30.0M | 253,836 | 1.1% | 29 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $29.5M | 86,461 | 1.1% | 9 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $28.4M | 285,591 | 1.0% | 17 |
| CLEAN HARBORS INC | [CLH](https://holderbook.com/stocks/CLH/) | $27.7M | 92,631 | 1.0% | 2 |
| ADVANCED DRAIN SYS INC DEL | [WMS](https://holderbook.com/stocks/WMS/) | $27.2M | 173,559 | 1.0% | 5 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $27.0M | 78,691 | 1.0% | 31 |
| FLEX LTD | [FLEX](https://holderbook.com/stocks/FLEX/) | $25.2M | 155,716 | 0.9% | 10 |
| WASTE CONNECTIONS INC | [WCN](https://holderbook.com/stocks/WCN/) | $23.6M | 141,587 | 0.9% | 2 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $23.3M | 253,811 | 0.9% | 30 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $22.5M | 118,203 | 0.8% | 31 |
| MANHATTAN ASSOCIATES INC | [MANH](https://holderbook.com/stocks/MANH/) | $22.4M | 160,627 | 0.8% | 2 |
| PENTAIR PLC | [PNR](https://holderbook.com/stocks/PNR/) | $21.5M | 280,319 | 0.8% | 14 |
| JFROG LTD | [FROG](https://holderbook.com/stocks/FROG/) | $21.1M | 232,115 | 0.8% | 2 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $20.4M | 480,731 | 0.8% | 9 |
| TETRA TECH INC NEW | [TTEK](https://holderbook.com/stocks/TTEK/) | $19.3M | 669,611 | 0.7% | 17 |
| CORE & MAIN INC | [CNM](https://holderbook.com/stocks/CNM/) | $19.3M | 399,233 | 0.7% | 2 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $18.8M | 53,821 | 0.7% | 4 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $18.6M | 144,550 | 0.7% | 2 |
| PTC INC | [PTC](https://holderbook.com/stocks/PTC/) | $18.0M | 158,736 | 0.7% | 10 |
| ENERSYS | [ENS](https://holderbook.com/stocks/ENS/) | $17.6M | 75,268 | 0.6% | 7 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $17.4M | 33,473 | 0.6% | 14 |
| TRIMBLE INC | [TRMB](https://holderbook.com/stocks/TRMB/) | $17.3M | 337,734 | 0.6% | 24 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $17.2M | 68,391 | 0.6% | 2 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $16.9M | 118,071 | 0.6% | 9 |
| LITTELFUSE INC | [LFUS](https://holderbook.com/stocks/LFUS/) | $16.7M | 36,765 | 0.6% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $16.5M | 14,267 | 0.6% | 1 |
| DEXCOM INC | [DXCM](https://holderbook.com/stocks/DXCM/) | $16.4M | 243,519 | 0.6% | 2 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $16.0M | 154,532 | 0.6% | 2 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $15.8M | 46,729 | 0.6% | 22 |
| ESSENTIAL UTILS INC | [WTRG](https://holderbook.com/stocks/WTRG/) | $15.3M | 398,722 | 0.6% | 2 |
| H2O AMERICA | [HTO](https://holderbook.com/stocks/HTO/) | $14.9M | 244,550 | 0.5% | 2 |
| ARGENX SE | [ARGX](https://holderbook.com/stocks/ARGX/) | $14.7M | 15,891 | 0.5% | 2 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $14.6M | 43,124 | 0.5% | 11 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $14.2M | 59,932 | 0.5% | 2 |
| BRUKER CORP | [BRKR](https://holderbook.com/stocks/BRKR/) | $13.9M | 230,148 | 0.5% | 2 |
| ZSCALER INC | [ZS](https://holderbook.com/stocks/ZS/) | $13.8M | 97,819 | 0.5% | 2 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $13.8M | 123,194 | 0.5% | 31 |
| API GROUP CORP | [APG](https://holderbook.com/stocks/APG/) | $13.7M | 324,405 | 0.5% | 2 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $13.7M | 33,035 | 0.5% | 2 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $13.7M | 43,499 | 0.5% | 30 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $13.5M | 101,789 | 0.5% | 2 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $13.5M | 24,000 | 0.5% | 2 |
| ITRON INC | [ITRI](https://holderbook.com/stocks/ITRI/) | $13.1M | 151,285 | 0.5% | 25 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $12.8M | 84,803 | 0.5% | 7 |
| MSA SAFETY INC | [MSA](https://holderbook.com/stocks/MSA/) | $12.7M | 72,622 | 0.5% | 2 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $12.5M | 175,462 | 0.5% | 7 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $12.1M | 68,421 | 0.4% | 2 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $12.0M | 151,934 | 0.4% | 2 |
| APPLIED INDL TECHNOLOGIES IN | [AIT](https://holderbook.com/stocks/AIT/) | $11.8M | 34,996 | 0.4% | 2 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $11.7M | 69,080 | 0.4% | 2 |
| APTIV PLC | [APTV](https://holderbook.com/stocks/APTV/) | $11.6M | 188,538 | 0.4% | 7 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $11.2M | 84,853 | 0.4% | 31 |
| SMITH A O CORP | [AOS](https://holderbook.com/stocks/AOS/) | $11.1M | 177,589 | 0.4% | 2 |
| WABTEC | [WAB](https://holderbook.com/stocks/WAB/) | $11.0M | 40,825 | 0.4% | 2 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $10.7M | 10,262 | 0.4% | 2 |
| PLANET LABS PBC | [PL](https://holderbook.com/stocks/PL/) | $10.4M | 313,869 | 0.4% | 6 |
| OSI SYSTEMS INC | [OSIS](https://holderbook.com/stocks/OSIS/) | $10.1M | 46,000 | 0.4% | 2 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $10.1M | 56,000 | 0.4% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $9.9M | 10,598 | 0.4% | 2 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $9.9M | 67,228 | 0.4% | 31 |
| AECOM | [ACM](https://holderbook.com/stocks/ACM/) | $9.8M | 140,048 | 0.4% | 2 |
| SYMBOTIC INC | [SYM](https://holderbook.com/stocks/SYM/) | $9.7M | 216,854 | 0.4% | 2 |
| SAMSARA INC | [IOT](https://holderbook.com/stocks/IOT/) | $9.7M | 298,000 | 0.4% | 1 |
| MODINE MFG CO | [MOD](https://holderbook.com/stocks/MOD/) | $9.6M | 35,804 | 0.4% | 2 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $9.0M | 46,305 | 0.3% | 2 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $9.0M | 38,054 | 0.3% | 16 |
| MIDDLESEX WTR CO | [MSEX](https://holderbook.com/stocks/MSEX/) | $8.9M | 159,067 | 0.3% | 2 |
| RUBRIK INC. | [RBRK](https://holderbook.com/stocks/RBRK/) | $8.8M | 110,000 | 0.3% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $8.8M | 17,168 | 0.3% | 31 |
| TAPESTRY INC | [TPR](https://holderbook.com/stocks/TPR/) | $8.5M | 58,026 | 0.3% | 2 |
| ZURN ELKAY WATER SOLNS CORP | [ZWS](https://holderbook.com/stocks/ZWS/) | $8.4M | 165,567 | 0.3% | 2 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $8.3M | 91,821 | 0.3% | 27 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $8.2M | 295,993 | 0.3% | 2 |
| WEYERHAEUSER CO | [WY](https://holderbook.com/stocks/WY/) | $8.2M | 343,409 | 0.3% | 19 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $8.2M | 28,000 | 0.3% | 2 |
| ROLLINS INC | [ROL](https://holderbook.com/stocks/ROL/) | $8.2M | 196,000 | 0.3% | 2 |
| CRYOPORT INC | [CYRX](https://holderbook.com/stocks/CYRX/) | $8.1M | 518,000 | 0.3% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +16.4% | +14.8% | +1.6% | 100% |
| Q1 2026 | -7.6% | -4.6% | -3.0% | 99% |
| Q4 2025 | +0.7% | +2.4% | -1.7% | 100% |
| Q3 2025 | +3.3% | +7.8% | -4.5% | 100% |
| Q2 2025 | +5.9% | +10.5% | -4.5% | 100% |
| Q1 2025 | -4.7% | -4.6% | -0.2% | 100% |
| Q4 2024 | -5.5% | +2.1% | -7.7% | 100% |
| Q3 2024 | +7.9% | +5.4% | +2.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.7B | 185 |
| Q1 2026 | $2.5B | 179 |
| Q4 2025 | $693.5M | 92 |
| Q3 2025 | $707.4M | 111 |
| Q2 2025 | $708.8M | 119 |
| Q1 2025 | $555.9M | 134 |
| Q4 2024 | $579.5M | 129 |
| Q3 2024 | $578.7M | 120 |
| Q2 2024 | $547.3M | 123 |
| Q1 2024 | $564.5M | 135 |
| Q4 2023 | $488.2M | 126 |
| Q3 2023 | $496.6M | 126 |