Mirova

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "ITRI",
  "FLEX",
  "MPWR",
  "NOVT",
  "NEO",
  "KAI",
  "MP",
  "BEPC",
  "ONON",
  "ACN",
  "ADBE",
  "A",
  "MWA",
  "AXP",
  "ARRY",
  "CP.TO",
  "FLNC",
  "BSX",
  "EBAY",
  "PL",
  "PNR",
  "GILD",
  "GIS",
  "UNP",
  "ISRG",
  "EMR",
  "LIN",
  "PWR",
  "MA",
  "BMI",
  "MSFT",
  "ENPH",
  "EXPO",
  "OMC",
  "EMN",
  "ANSS",
  "ORCL",
  "PANW",
  "ECL",
  "NVDA",
  "HPE",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "ROK",
  "NOW",
  "SHOP",
  "ROP",
  "AMT",
  "STLD",
  "SYK",
  "TMO",
  "TJX",
  "LKQ",
  "WY",
  "MTD",
  "GDDY",
  "RMD",
  "GEF",
  "EW",
  "TT",
  "AGCO",
  "GPK",
  "VRT",
  "HASI",
  "ST",
  "VOYA",
  "ADSK",
  "SFM",
  "GM",
  "WTS",
  "APTV",
  "AVY",
  "EL",
  "DOV",
  "WM",
  "FSLR",
  "HAIN",
  "IFF",
  "IEX",
  "SG",
  "VLTO",
  "V",
  "VITL",
  "WAT",
  "WST",
  "WDAY",
  "YETI",
  "XYL",
  "ENS",
  "OC",
  "PTC",
  "NSC",
  "EMBC",
  "ON",
  "TPC",
  "TRMB",
  "OTIS",
  "SW",
  "CRM",
  "RUN",
  "ZWS",
  "NUE",
  "LULU",
  "ALV",
  "BALL",
  "BK",
  "BDX",
  "BSY",
  "BCC",
  "BMY",
  "BFAM",
  "CNI",
  "CDNS",
  "CMG",
  "CSCO",
  "CL",
  "CNM",
  "CSX",
  "CCK",
  "CYBR",
  "DHR",
  "DAR",
  "DXCM",
  "DCI",
  "TTEK",
  "NEE",
  "LLY",
  "NFLX",
  "AWK",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 134
Total Value: 555884538
Accession Number: 0001104659-25-048487
Form Type: 13F-HR
CIK: mirova
Manager Name: Mirova

Data Enrichment

100% identified

134 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

134 positions • $555.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:82.0K

Value:$6.4M

% of Portfolio:1.1% ($6.4M/$555.9M)

General Motors Co

GM|37045V100

Shares:134.0K

Value:$6.3M

% of Portfolio:1.1% ($6.3M/$555.9M)

EBAY INC

EBAY|278642103

Shares:89.4K

Value:$6.1M

% of Portfolio:1.1% ($6.1M/$555.9M)

Workday, Inc.

WDAY|98138H101

Shares:22.5K

Value:$5.2M

% of Portfolio:0.9% ($5.2M/$555.9M)

Zoetis Inc.

ZTS|98978V103

Shares:31.2K

Value:$5.1M

% of Portfolio:0.9% ($5.1M/$555.9M)

Salesforce, Inc.

CRM|79466L302

Shares:18.9K

Value:$5.1M

% of Portfolio:0.9% ($5.1M/$555.9M)

Mastercard Inc

MA|57636Q104

Shares:8.8K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$555.9M)

BADGER METER INC

BMI|056525108

Shares:25.1K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$555.9M)

ServiceNow, Inc.

NOW|81762P102

Shares:6.0K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$555.9M)

Sunrun Inc.

RUN|86771W105

Shares:798.1K

Value:$4.7M

% of Portfolio:0.8% ($4.7M/$555.9M)

IDEX CORP /DE/

IEX|45167R104

Shares:25.3K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$555.9M)

EXPONENT INC

EXPO|30214U102

Shares:56.4K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$555.9M)

GoDaddy Inc.

GDDY|380237107

Shares:25.3K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$555.9M)

Trane Technologies plc

TT|G8994E103

Shares:13.3K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$555.9M)

lululemon athletica inc.

LULU|550021109

Shares:15.7K

Value:$4.4M

% of Portfolio:0.8% ($4.4M/$555.9M)

EnerSys

ENS|29275Y102

Shares:43.4K

Value:$4.0M

% of Portfolio:0.7% ($4.0M/$555.9M)

GRAPHIC PACKAGING HOLDING CO

GPK|388689101

Shares:151.0K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$555.9M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:6.6K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$555.9M)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:25.4K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$555.9M)

Palo Alto Networks Inc

PANW|697435105

Shares:22.5K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$555.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	82.0K	QoQ +6.05% (-4.7K) YoY +55.21% (+29.2K)	All Managers (Combined)	$6.4M	1.1% ($6.4M/$555.9M)	QoQ -2.64% (-$172.9K) YoY +40.08% (+$1.8M)
General Motors Co(GMcusip37045V100)	134.0K	QoQ +4.11% (-5.3K) YoY -23.16% (-40.4K)	All Managers (Combined)	$6.3M	1.1% ($6.3M/$555.9M)	QoQ -8.08% (-$554.0K) YoY -20.32% (-$1.6M)
EBAY INC(EBAYcusip278642103)	89.4K	QoQ -4.09% (-3.8K) YoY +52.78% (+30.9K)	All Managers (Combined)	$6.1M	1.1% ($6.1M/$555.9M)	QoQ +4.85% (-$280.5K) YoY +96.06% (+$3.0M)
Workday, Inc.(WDAYcusip98138H101)	22.5K	QoQ +5.70% (-1.2K) YoY +37.18% (+6.1K)	All Managers (Combined)	$5.2M	0.9% ($5.2M/$555.9M)	QoQ -4.33% (-$237.4K) YoY +17.45% (+$779.3K)
Zoetis Inc.(ZTScusip98978V103)	31.2K	QoQ -1.10% (-349) YoY +71.44% (+13.0K)	All Managers (Combined)	$5.1M	0.9% ($5.1M/$555.9M)	QoQ -0.06% (-$3.2K) YoY +66.82% (+$2.1M)
Salesforce, Inc.(CRMcusip79466L302)	18.9K	QoQ +5.69% (-1.0K) YoY +25.01% (+3.8K)	All Managers (Combined)	$5.1M	0.9% ($5.1M/$555.9M)	QoQ -15.16% (-$904.4K) YoY +11.39% (+$517.7K)
Mastercard Inc(MAcusip57636Q104)	8.8K	QoQ -10.95% (-1.1K) YoY -22.75% (-2.6K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$555.9M)	QoQ -7.31% (-$378.5K) YoY -12.08% (-$659.1K)
BADGER METER INC(BMIcusip056525108)	25.1K	QoQ -0.82% (-210) YoY +284.97% (+18.6K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$555.9M)	QoQ -11.05% (-$594.4K) YoY +352.64% (+$3.7M)
ServiceNow, Inc.(NOWcusip81762P102)	6.0K	QoQ +4.21% (-242) YoY +14.92% (+778)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$555.9M)	QoQ -21.73% (-$1.3M) YoY +20.01% (+$795.3K)
Sunrun Inc.(RUNcusip86771W105)	798.1K	QoQ +39.90% (-227.7K) YoY +54.49% (-281.5K)	All Managers (Combined)	$4.7M	0.8% ($4.7M/$555.9M)	QoQ -11.36% (-$599.7K) YoY -31.30% (-$2.1M)
IDEX CORP /DE/(IEXcusip45167R104)	25.3K	QoQ -1.38% (-354) YoY +27.76% (-5.5K)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$555.9M)	QoQ -14.72% (-$790.5K) YoY -5.24% (-$253.6K)
EXPONENT INC(EXPOcusip30214U102)	56.4K	QoQ 0.00% (-0) YoY +65.28% (+22.3K)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$555.9M)	QoQ -9.02% (-$453.3K) YoY +62.03% (+$1.7M)
GoDaddy Inc.(GDDYcusip380237107)	25.3K	QoQ +5.13% (-1.2K) YoY +8.47% (+2.0K)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$555.9M)	QoQ -4.04% (-$191.9K) YoY +64.65% (+$1.8M)
Trane Technologies plc(TTcusipG8994E103)	13.3K	QoQ -30.48% (-5.8K) YoY -45.51% (-11.1K)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$555.9M)	QoQ -36.58% (-$2.6M) YoY -38.85% (-$2.8M)
lululemon athletica inc.(LULUcusip550021109)	15.7K	QoQ +0.21% (-33) YoY +90.43% (+7.4K)	All Managers (Combined)	$4.4M	0.8% ($4.4M/$555.9M)	QoQ -25.82% (-$1.5M) YoY +37.98% (+$1.2M)
EnerSys(ENScusip29275Y102)	43.4K	QoQ +69.25% (+17.7K) YoY NEW(+43.4K)	All Managers (Combined)	$4.0M	0.7% ($4.0M/$555.9M)	QoQ +67.70% (+$1.6M) YoY NEW(+$4.0M)
GRAPHIC PACKAGING HOLDING CO(GPKcusip388689101)	151.0K	QoQ -1.22% (-1.9K) YoY +3.31% (-4.8K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$555.9M)	QoQ -5.59% (-$232.2K) YoY -8.08% (-$344.8K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	6.6K	QoQ -0.31% (-21) YoY +147.59% (+4.0K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$555.9M)	QoQ +13.05% (-$452.3K) YoY +160.28% (+$2.4M)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	25.4K	QoQ -1.13% (-292) YoY +17.55% (+3.8K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$555.9M)	QoQ +18.75% (-$613.4K) YoY +178.28% (+$2.5M)
Palo Alto Networks Inc(PANWcusip697435105)	22.5K	QoQ +6.84% (+1.4K) YoY NEW(+22.5K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$555.9M)	QoQ +0.19% (+$7.6K) YoY NEW(+$3.8M)