13F-HR filed by MIROVA
MIROVA filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 185 holding rows worth $2,707,785,966.
- Accession
- 0001104659-26-095902
- Filer
- CIK 1767843
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A combination report, 185 entries on the cover page, a total value of $2,707,785,966 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,707,785,966 with VALUE read as dollars as filed, 13F file number 028-19315. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerMirova US LLC028-20101
- included managerNatixis Investment Managers SA028-19314
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 905,162 | $181,113,865 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 271,512 | $101,903,884 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 263,154 | $98,161,705 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 221,859 | $83,807,237 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 215,705 | $77,086,496 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 124,492 | $72,318,648 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 247,227 | $62,919,272 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 124,551 | $55,558,465 | dollars as filed | |
| KLA CORP | 482480100 | COM | 183,756 | $55,441,023 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 66,800 | $50,977,752 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 128,865 | $43,285,754 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 126,001 | $42,187,655 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 184,679 | $41,161,256 | dollars as filed | |
| BENTLEY SYS INC COM CL B | 08265T208 | Stock | 1,373,004 | $41,039,090 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 55,398 | $39,888,776 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 139,531 | $38,874,732 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 93,416 | $37,149,675 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 418,199 | $37,085,887 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 151,873 | $34,467,577 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 124,696 | $32,465,851 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 190,204 | $32,260,500 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 63,957 | $32,065,482 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 208,212 | $30,190,740 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 253,836 | $30,005,954 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 86,461 | $29,484,930 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 285,591 | $28,353,474 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 92,631 | $27,673,511 | dollars as filed | |
| ADVANCED DRAIN SYS INC DEL COM | 00790R104 | Stock | 173,559 | $27,241,821 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 78,691 | $26,998,095 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 155,716 | $25,236,892 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 141,587 | $23,601,137 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 253,811 | $23,269,392 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 118,203 | $22,515,307 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 160,627 | $22,367,310 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 280,319 | $21,489,255 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 232,115 | $21,094,611 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 480,731 | $20,354,151 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 669,611 | $19,345,062 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 399,233 | $19,262,992 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 53,821 | $18,841,117 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 144,550 | $18,574,675 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 158,736 | $18,033,997 | dollars as filed | |
| ENERSYS COM | 29275Y102 | Stock | 75,268 | $17,599,164 | dollars as filed | |
| Linde plc | G54950103 | COM | 33,473 | $17,370,479 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 337,734 | $17,285,226 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 68,391 | $17,209,911 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 118,071 | $16,901,864 | dollars as filed | |
| LITTELFUSE INC COM | 537008104 | Stock | 36,765 | $16,740,207 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 14,267 | $16,468,255 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 243,519 | $16,401,005 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 154,532 | $15,986,335 | dollars as filed | |
| American Express Company | 025816109 | COM | 46,729 | $15,806,084 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 398,722 | $15,275,040 | dollars as filed | |
| H2O AMERICA | 784305104 | COM | 244,550 | $14,861,304 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 15,891 | $14,743,193 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 43,124 | $14,592,730 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 59,932 | $14,223,662 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 230,148 | $13,850,307 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 97,819 | $13,807,152 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 123,194 | $13,766,930 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 324,405 | $13,738,552 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 33,035 | $13,719,105 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 43,499 | $13,695,225 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 101,789 | $13,520,633 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 24,000 | $13,454,640 | dollars as filed | |
| ITRON INC COM | 465741106 | Stock | 151,285 | $13,090,691 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 84,803 | $12,847,655 | dollars as filed | |
| MSA SAFETY INC COM | 553498106 | Stock | 72,622 | $12,678,349 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 175,462 | $12,527,987 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 68,421 | $12,063,991 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 151,934 | $11,975,438 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 34,996 | $11,833,897 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 69,080 | $11,749,126 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 188,538 | $11,572,462 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 84,853 | $11,164,958 | dollars as filed | |
| SMITH A O CORP COM | 831865209 | Stock | 177,589 | $11,138,382 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 40,825 | $11,006,420 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 10,262 | $10,697,006 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 313,869 | $10,398,480 | dollars as filed | |
| OSI SYSTEMS INC | 671044105 | COM | 46,000 | $10,060,200 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 56,000 | $10,056,480 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 10,598 | $9,914,111 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 67,228 | $9,858,314 | dollars as filed | |
| AECOM COM | 00766T100 | Stock | 140,048 | $9,775,350 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 216,854 | $9,747,587 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 298,000 | $9,664,140 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 35,804 | $9,560,384 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 46,305 | $9,002,618 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 38,054 | $8,979,222 | dollars as filed | |
| MIDDLESEX WTR CO | 596680108 | COM | 159,067 | $8,933,203 | dollars as filed | |
| RUBRIK INC. | 781154109 | CL A | 110,000 | $8,830,800 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 17,168 | $8,817,485 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 58,026 | $8,493,846 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 165,567 | $8,366,101 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 91,821 | $8,306,128 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 295,993 | $8,234,525 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 343,409 | $8,221,211 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 28,000 | $8,198,680 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 196,000 | $8,181,040 | dollars as filed | |
| CRYOPORT INC COM PAR $0.001 | 229050307 | Stock | 518,000 | $8,132,600 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 106,920 | $8,113,090 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 16,508 | $8,108,069 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 15,172 | $7,937,990 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 6,467 | $7,756,714 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 61,855 | $7,697,236 | dollars as filed | |
| FORTUNE BRANDS INNOVATIONS INC COM | 34964C106 | Stock | 137,614 | $7,555,009 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 516,000 | $7,533,600 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 65,742 | $7,506,422 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 103,000 | $7,430,420 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 56,000 | $7,073,360 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 32,499 | $6,843,314 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 30,004 | $6,615,582 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 35,338 | $6,344,231 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 150,000 | $6,294,000 | dollars as filed | |
| OWENS CORNING NEW | 690742101 | COM | 38,350 | $6,096,116 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 446,791 | $5,978,064 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 36,533 | $5,931,133 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 103,833 | $5,920,558 | dollars as filed | |
| BADGER METER INC COM | 056525108 | Stock | 39,132 | $5,806,406 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 20,000 | $5,265,200 | dollars as filed | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 130,361 | $4,839,000 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 246,000 | $4,410,780 | dollars as filed | |
| BALL CORP | 058498106 | COM | 69,561 | $4,340,606 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 15,952 | $4,163,472 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 46,372 | $4,018,134 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 6,948 | $3,891,158 | dollars as filed | |
| CROWN HLDGS INC COM | 228368106 | Stock | 33,204 | $3,712,871 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 53,882 | $3,615,482 | dollars as filed | |
| METTLER TOLEDO INTERNATIONAL COM | 592688105 | Stock | 2,824 | $3,607,688 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 7,071 | $3,512,378 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 61,848 | $3,464,106 | dollars as filed | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 49,460 | $3,461,211 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 8,298 | $3,379,443 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 34,335 | $2,994,699 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 17,634 | $2,971,946 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 39,649 | $2,803,581 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 19,689 | $2,248,090 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 7,707 | $2,096,304 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 1,262 | $1,744,538 | dollars as filed | |
| EXPONENT INC | 30214U102 | COM | 28,064 | $1,649,041 | dollars as filed | |
| GODADDY INC CL A | 380237107 | Stock | 18,927 | $1,606,524 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 17,879 | $1,512,206 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 32,179 | $1,451,595 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 19,449 | $1,397,605 | dollars as filed | |
| Intel Corp | 458140100 | COM | 9,574 | $1,336,818 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 4,673 | $1,268,486 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 10,020 | $1,265,927 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 16,066 | $1,238,367 | dollars as filed | |
| ZIFF DAVIS INC | 48123V102 | COM | 23,191 | $1,214,513 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 28,021 | $1,195,936 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 12,875 | $1,162,870 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 9,237 | $1,136,613 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 5,970 | $1,001,348 | dollars as filed | |
| WATTS WATER TECHNOLOGIES INC CL A | 942749102 | Stock | 2,383 | $932,825 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,831 | $874,431 | dollars as filed | |
| UNITI GROUP LLC | 912932100 | COM SHS | 72,004 | $825,886 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,117 | $791,624 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 9,304 | $692,962 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 2,474 | $692,720 | dollars as filed | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 9,557 | $661,727 | dollars as filed | |
| AGCO CORP | 001084102 | COM | 5,417 | $648,415 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 12,093 | $630,892 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 2,039 | $613,800 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 6,236 | $600,215 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 6,806 | $597,363 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 4,052 | $593,821 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 51,936 | $548,964 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 1,175 | $539,478 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 2,140 | $524,899 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,246 | $517,875 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 42,096 | $489,576 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 2,449 | $473,196 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 14,420 | $408,374 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 2,798 | $404,619 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 1,618 | $389,889 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,363 | $370,188 | dollars as filed | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 47,530 | $352,197 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 3,350 | $333,459 | dollars as filed | |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | PARTNERSHIP UNIT | 9,322 | $323,753 | dollars as filed | |
| PROCEPT BIOROBOTICS CORP COM | 74276L105 | Stock | 13,112 | $296,069 | dollars as filed | |
| AUTOLIV INC | 052800109 | COM | 2,319 | $269,398 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 80,139 | $261,253 | dollars as filed | |
| MUELLER WTR PRODS INC COM SER A | 624758108 | Stock | 9,994 | $258,145 | dollars as filed | |
| VERSIGENT PLC ORDINARY SHARES | G9600F104 | Stock | 1,190 | $49,992 | dollars as filed | |
| LKQ CORP COM | 501889208 | Stock | 1,794 | $47,236 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-095902 | this filing | 2026-08-13 | acceptance time not in the bulk data set |