Mirova Portfolio Stock Holdings
Mirova disclosed 179 stock positions valued at approximately $2.5 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and CADENCE DESIGN SYSTEM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 179
- Portfolio Value
- $2.5B
Holdings by Sector
Mirova Portfolio Holdings in Q1 2026
176 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 6.16% | 869,338 | +612,389 | +238.33% | $151,612,547 |
| MICROSOFT CORP | MSFT | Technology | 2.84% | 188,849 | +101,390 | +115.93% | $69,906,234 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 2.62% | 232,032 | +188,741 | +435.98% | $64,474,732 |
| SERVICENOW INC | NOW | Technology | 2.60% | 611,772 | +572,868 | +1472.52% | $63,960,763 |
| SYNOPSYS INC | SNPS | Technology | 2.45% | 151,873 | +151,873 | +100.00% | $60,214,607 |
| ECOLAB INC | ECL | Basic Materials | 2.19% | 202,638 | +52,618 | +35.07% | $53,905,761 |
| BROADCOM INC | AVGO | Technology | 2.13% | 169,717 | +157,011 | +1235.72% | $52,529,109 |
| ALPHABET INC | GOOGL | Communication Services | 2.11% | 180,834 | +180,834 | +100.00% | $52,000,625 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.86% | 117,624 | +117,624 | +100.00% | $45,921,586 |
| BENTLEY SYS INC | BSY | Technology | 1.79% | 1,257,702 | +969,172 | +335.90% | $44,170,494 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.71% | 91,279 | +73,904 | +425.35% | $42,078,706 |
| SNOWFLAKE INC | SNOW | Technology | 1.58% | 257,688 | +257,688 | +100.00% | $38,864,504 |
| WASTE MGMT INC DEL | WM | Industrials | 1.55% | 166,449 | +84,478 | +103.06% | $38,248,316 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.54% | 151,388 | +120,563 | +391.12% | $37,934,805 |
| NVENT ELEC PLC | NVT | Other | 1.54% | 320,522 | +320,522 | +100.00% | $37,911,342 |
| CLEAN HARBORS INC | CLH | Industrials | 1.52% | 130,675 | +130,675 | +100.00% | $37,468,443 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.51% | 182,667 | +182,667 | +100.00% | $37,159,948 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.46% | 73,275 | +63,086 | +619.16% | $36,016,861 |
| FIRST SOLAR INC | FSLR | Technology | 1.29% | 161,443 | +55,685 | +52.65% | $31,846,246 |
| VERALTO CORP | VLTO | Industrials | 1.27% | 354,189 | +313,687 | +774.50% | $31,317,391 |
| IDEX CORP | IEX | Industrials | 1.24% | 160,700 | +109,252 | +212.35% | $30,460,685 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.21% | 186,566 | +148,073 | +384.68% | $29,910,261 |
| XYLEM INC | XYL | Industrials | 1.19% | 244,505 | +92,279 | +60.62% | $29,218,348 |
| KLA CORP | KLAC | Technology | 1.17% | 19,632 | +19,632 | +100.00% | $28,906,353 |
| JBT MAREL CORPORATION | JBT | Industrials | 1.01% | 194,430 | +194,430 | +100.00% | $24,861,764 |
| DANAHER CORP DEL | DHR | Healthcare | 1.01% | 130,964 | +111,390 | +569.07% | $24,830,774 |
| PTC INC | PTC | Technology | 1.00% | 173,039 | +151,017 | +685.76% | $24,656,327 |
| WASTE CONNECTIONS INC | WCN | Industrials | 0.98% | 148,126 | +148,126 | +100.00% | $24,061,587 |
| ELASTIC N V | N14506104 | Other | 0.97% | 479,093 | +479,093 | +100.00% | $23,949,859 |
| MONGODB INC | MDB | Technology | 0.97% | 97,300 | +97,300 | +100.00% | $23,816,121 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 0.96% | 172,152 | +162,424 | +1669.65% | $23,607,204 |
| EQUINIX INC | EQIX | Real Estate | 0.90% | 22,604 | +22,604 | +100.00% | $22,157,345 |
| AMERICAN WTR WKS CO INC NEW | AWK | Utilities | 0.87% | 156,590 | +32,454 | +26.14% | $21,310,333 |
| CORE & MAIN INC | CNM | Industrials | 0.84% | 418,000 | +418,000 | +100.00% | $20,649,200 |
| ELI LILLY & CO | LLY | Healthcare | 0.83% | 22,170 | +3,226 | +17.03% | $20,391,301 |
| PENTAIR PLC | G7S00T104 | Other | 0.81% | 228,918 | +156,737 | +217.14% | $19,941,047 |
| MANHATTAN ASSOCIATES INC | MANH | Technology | 0.80% | 148,622 | +148,622 | +100.00% | $19,784,561 |
| API GROUP CORP | APG | Industrials | 0.79% | 482,616 | +482,616 | +100.00% | $19,555,600 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.77% | 105,387 | +105,387 | +100.00% | $18,991,791 |
| TETRA TECH INC NEW | TTEK | Industrials | 0.75% | 611,722 | +342,025 | +126.82% | $18,425,067 |
| DEXCOM INC | DXCM | Healthcare | 0.75% | 292,754 | +292,754 | +100.00% | $18,384,951 |
| PROCEPT BIOROBOTICS CORP | PRCT | Healthcare | 0.74% | 723,842 | +723,842 | +100.00% | $18,103,288 |
| TRIMBLE INC | TRMB | Technology | 0.70% | 265,711 | +20,994 | +8.58% | $17,332,329 |
| OSI SYSTEMS INC | OSIS | Technology | 0.70% | 65,007 | +65,007 | +100.00% | $17,260,009 |
| MEDTRONIC PLC | MDT | Other | 0.69% | 195,560 | +195,560 | +100.00% | $16,945,274 |
| STERIS PLC | G8473T100 | Other | 0.67% | 74,230 | +74,230 | +100.00% | $16,414,480 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.67% | 37,823 | +37,823 | +100.00% | $16,414,047 |
| LITTELFUSE INC | LFUS | Technology | 0.65% | 47,410 | +25,677 | +118.15% | $16,088,583 |
| ESSENTIAL UTILS INC | WTRG | Utilities | 0.64% | 392,726 | +392,726 | +100.00% | $15,815,076 |
| NETFLIX INC. | NFLX | Communication Services | 0.63% | 160,622 | +155,869 | +3279.38% | $15,443,805 |
| WABTEC | WAB | Industrials | 0.62% | 61,481 | +61,481 | +100.00% | $15,364,717 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.62% | 43,035 | +32,668 | +315.12% | $15,228,365 |
| ZSCALER INC | ZS | Technology | 0.60% | 105,882 | +105,882 | +100.00% | $14,854,186 |
| ARGENX SE | ARGX | Healthcare | 0.59% | 19,833 | +19,833 | +100.00% | $14,483,048 |
| STRYKER CORPORATION | SYK | Healthcare | 0.59% | 43,973 | +15,356 | +53.66% | $14,449,088 |
| NASDAQ INC | NDAQ | Financial Services | 0.57% | 165,715 | +165,715 | +100.00% | $14,067,546 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.55% | 57,804 | +57,804 | +100.00% | $13,483,361 |
| LINDE PLC | LIN | Other | 0.55% | 27,136 | +4,142 | +18.01% | $13,452,943 |
| MSA SAFETY INC | MSA | Industrials | 0.54% | 80,640 | +80,640 | +100.00% | $13,220,928 |
| ITRON INC | ITRI | Technology | 0.51% | 139,570 | +16,678 | +13.57% | $12,509,659 |
| EMERSON ELEC CO | EMR | Industrials | 0.51% | 95,408 | +24,357 | +34.28% | $12,500,356 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.51% | 63,016 | -52,322 | -45.36% | $12,495,443 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.49% | 28,564 | +28,564 | +100.00% | $12,130,845 |
| APPLIED INDL TECHNOLOGIES IN | AIT | Industrials | 0.49% | 45,585 | +45,585 | +100.00% | $12,094,612 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 0.49% | 35,170 | +35,170 | +100.00% | $12,041,505 |
| ROLLINS INC | ROL | Consumer Cyclical | 0.49% | 224,568 | +224,568 | +100.00% | $11,994,177 |
| EBAY INC. | EBAY | Consumer Cyclical | 0.49% | 131,297 | -5,086 | -3.73% | $11,950,653 |
| AUTODESK INC | ADSK | Technology | 0.49% | 49,886 | +49,886 | +100.00% | $11,942,708 |
| APTIV PLC | APTV | Other | 0.48% | 170,445 | +158,027 | +1272.56% | $11,835,701 |
| ENERSYS | ENS | Industrials | 0.48% | 67,438 | -543 | -0.80% | $11,715,329 |
| VISA INC | V | Financial Services | 0.47% | 37,929 | -12,690 | -25.07% | $11,463,661 |
| H2O AMERICA | SJW | Utilities | 0.47% | 195,246 | +195,246 | +100.00% | $11,455,083 |
| SMITH A O CORP | AOS | Industrials | 0.46% | 172,000 | +172,000 | +100.00% | $11,341,680 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.46% | 39,821 | +8,113 | +25.59% | $11,244,256 |
| TRANSUNION | TRU | Financial Services | 0.43% | 154,637 | +154,637 | +100.00% | $10,699,334 |
| AECOM | ACM | Industrials | 0.43% | 123,635 | +123,635 | +100.00% | $10,486,721 |
| GENERAC HLDGS INC | GNRC | Industrials | 0.42% | 53,187 | +53,187 | +100.00% | $10,389,017 |
| MIDDLESEX WTR CO | MSEX | Utilities | 0.41% | 196,000 | +196,000 | +100.00% | $10,201,800 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 0.41% | 88,559 | +88,559 | +100.00% | $10,093,955 |
| SYMBOTIC INC | SYM | Industrials | 0.41% | 189,642 | +189,642 | +100.00% | $10,088,954 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.40% | 114,813 | -23,185 | -16.80% | $9,785,512 |
| BRUKER CORP | BRKR | Healthcare | 0.40% | 269,877 | +269,877 | +100.00% | $9,747,957 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.39% | 31,878 | -15,590 | -32.84% | $9,642,457 |
| CRYOPORT INC | CYRX | Industrials | 0.39% | 1,158,277 | +1,158,277 | +100.00% | $9,590,534 |
| CINTAS CORP | CTAS | Industrials | 0.39% | 56,593 | +56,593 | +100.00% | $9,572,140 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.39% | 66,256 | -2,511 | -3.65% | $9,570,017 |
| ZOETIS INC | ZTS | Healthcare | 0.37% | 76,968 | -3,584 | -4.45% | $9,098,387 |
| FLEXTRONICS INTL LTD | FLEX | Other | 0.36% | 136,090 | +10,649 | +8.49% | $8,908,451 |
| QUANTA SVCS INC | PWR | Industrials | 0.36% | 16,013 | +2,270 | +16.52% | $8,791,457 |
| DATADOG INC | DDOG | Technology | 0.35% | 72,649 | +72,649 | +100.00% | $8,576,214 |
| IRON MTN INC DEL | IRM | Real Estate | 0.34% | 83,040 | +83,040 | +100.00% | $8,481,706 |
| PLANET LABS PBC | PL | Industrials | 0.34% | 295,208 | -6,932 | -2.29% | $8,251,064 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.33% | 161,329 | +150,031 | +1327.94% | $8,098,716 |
| MODINE MFG CO | MOD | Consumer Cyclical | 0.32% | 36,500 | +36,500 | +100.00% | $7,909,915 |
| WEYERHAEUSER CO | WY | Real Estate | 0.32% | 322,593 | +173,719 | +116.69% | $7,880,947 |
| ZURN ELKAY WATER SOLNS CORP | ZWS | Industrials | 0.30% | 167,277 | +167,277 | +100.00% | $7,500,701 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.29% | 30,301 | +30,301 | +100.00% | $7,159,520 |
| BEST BUY INC | BBY | Consumer Cyclical | 0.28% | 107,977 | +107,977 | +100.00% | $6,932,123 |
| MIRION TECHNOLOGIES INC | MIR | Industrials | 0.28% | 368,380 | +368,380 | +100.00% | $6,848,184 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.27% | 80,608 | +80,608 | +100.00% | $6,736,411 |