Filed: 2/13/2025ACC: 0001104659-25-012934
📋 What this filing means
MIROVA filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $579.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$579.52M
Total AUM (reported)
4.77M
Total Shares
Allocation by class
COMMON STOCK$579.52M100.0%
Portfolio Concentration
Top 3$166.43M28.7%
4–10$128.37M22.2%
11–25$109.69M18.9%
Rest$175.03M30.2%
Top 3 weight
28.7%
Top 10 weight
50.9%
Voting Authority Distribution
Total shares with voting rights: 4.77M
Sole
Full voting authority
4.73M
shares
% of voting shares99.2%
Shared
Joint voting authority
38.29K
shares
% of voting shares0.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other129
Dominant voting typeSole · 99.2% of voting shares
Institutional Holdings129
Rows:
THERMO FISHER SCIENTIFIC INC
DFNDShares161.86K
TypeSH
Market value$84.20M
14.53%
Sole
139.91K
Shared
21.95K
None
0.00
ACCENTURE PLC IRELAND
DFNDShares124.14K
TypeSH
Market value$43.67M
7.54%
Sole
124.14K
Shared
0.00
None
0.00
ECOLAB INC
DFNDShares164.56K
TypeSH
Market value$38.56M
6.65%
Sole
148.22K
Shared
16.34K
None
0.00
NVIDIA CORPORATION
DFNDShares231.19K
TypeSH
Market value$31.05M
5.36%
Sole
231.19K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares65.58K
TypeSH
Market value$27.64M
4.77%
Sole
65.58K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares25.70K
TypeSH
Market value$19.84M
3.42%
Sole
25.70K
Shared
0.00
None
0.00
VISA INC
DFNDShares43.99K
TypeSH
Market value$13.90M
2.40%
Sole
43.99K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
DFNDShares63.44K
TypeSH
Market value$12.80M
2.21%
Sole
63.44K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
DFNDShares42.90K
TypeSH
Market value$12.73M
2.20%
Sole
42.90K
Shared
0.00
None
0.00
TRIMBLE INC
DFNDShares147.29K
TypeSH
Market value$10.41M
1.80%
Sole
147.29K
Shared
0.00
None
0.00
XYLEM INC
DFNDShares83.98K
TypeSH
Market value$9.74M
1.68%
Sole
83.98K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
DFNDShares77.14K
TypeSH
Market value$9.60M
1.66%
Sole
77.14K
Shared
0.00
None
0.00
STRYKER CORPORATION
DFNDShares25.78K
TypeSH
Market value$9.28M
1.60%
Sole
25.78K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
DFNDShares93.35K
TypeSH
Market value$8.49M
1.46%
Sole
93.35K
Shared
0.00
None
0.00
BENTLEY SYS INC
DFNDShares168.46K
TypeSH
Market value$7.87M
1.36%
Sole
168.46K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares42.71K
TypeSH
Market value$7.16M
1.24%
Sole
42.71K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
DFNDShares13.70K
TypeSH
Market value$7.15M
1.23%
Sole
13.70K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
DFNDShares19.12K
TypeSH
Market value$7.06M
1.22%
Sole
19.12K
Shared
0.00
None
0.00
GENERAL MTRS CO
DFNDShares128.68K
TypeSH
Market value$6.85M
1.18%
Sole
128.68K
Shared
0.00
None
0.00
INTERNATIONAL FLAVORS&FRAGRA
DFNDShares77.30K
TypeSH
Market value$6.54M
1.13%
Sole
77.30K
Shared
0.00
None
0.00
UNION PAC CORP
DFNDShares26.84K
TypeSH
Market value$6.12M
1.06%
Sole
26.84K
Shared
0.00
None
0.00
SERVICENOW INC
DFNDShares5.75K
TypeSH
Market value$6.09M
1.05%
Sole
5.75K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
DFNDShares15.65K
TypeSH
Market value$5.99M
1.03%
Sole
15.65K
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares17.84K
TypeSH
Market value$5.97M
1.03%
Sole
17.84K
Shared
0.00
None
0.00
EBAY INC.
DFNDShares93.21K
TypeSH
Market value$5.77M
1.00%
Sole
93.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
THERMO FISHER SCIENTIFIC INCDFND | Common Stock | 161.86K | SH | $84.20M 14.53% | 139.91K | 21.95K | 0.00 |
ACCENTURE PLC IRELANDDFND | Common Stock | 124.14K | SH | $43.67M 7.54% | 124.14K | 0.00 | 0.00 |
ECOLAB INCDFND | Common Stock | 164.56K | SH | $38.56M 6.65% | 148.22K | 16.34K | 0.00 |
NVIDIA CORPORATIONDFND | Common Stock | 231.19K | SH | $31.05M 5.36% | 231.19K | 0.00 | 0.00 |
MICROSOFT CORPDFND | Common Stock | 65.58K | SH | $27.64M 4.77% | 65.58K | 0.00 | 0.00 |
ELI LILLY & CODFND | Common Stock | 25.70K | SH | $19.84M 3.42% | 25.70K | 0.00 | 0.00 |
VISA INCDFND | Common Stock | 43.99K | SH | $13.90M 2.40% | 43.99K | 0.00 | 0.00 |
WASTE MGMT INC DELDFND | Common Stock | 63.44K | SH | $12.80M 2.21% | 63.44K | 0.00 | 0.00 |
AMERICAN EXPRESS CODFND | Common Stock | 42.90K | SH | $12.73M 2.20% | 42.90K | 0.00 | 0.00 |
TRIMBLE INCDFND | Common Stock | 147.29K | SH | $10.41M 1.80% | 147.29K | 0.00 | 0.00 |
XYLEM INCDFND | Common Stock | 83.98K | SH | $9.74M 1.68% | 83.98K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWDFND | Common Stock | 77.14K | SH | $9.60M 1.66% | 77.14K | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | Common Stock | 25.78K | SH | $9.28M 1.60% | 25.78K | 0.00 | 0.00 |
COLGATE PALMOLIVE CODFND | Common Stock | 93.35K | SH | $8.49M 1.46% | 93.35K | 0.00 | 0.00 |
BENTLEY SYS INCDFND | Common Stock | 168.46K | SH | $7.87M 1.36% | 168.46K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | Common Stock | 42.71K | SH | $7.16M 1.24% | 42.71K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | Common Stock | 13.70K | SH | $7.15M 1.23% | 13.70K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCDFND | Common Stock | 19.12K | SH | $7.06M 1.22% | 19.12K | 0.00 | 0.00 |
GENERAL MTRS CODFND | Common Stock | 128.68K | SH | $6.85M 1.18% | 128.68K | 0.00 | 0.00 |
INTERNATIONAL FLAVORS&FRAGRADFND | Common Stock | 77.30K | SH | $6.54M 1.13% | 77.30K | 0.00 | 0.00 |
UNION PAC CORPDFND | Common Stock | 26.84K | SH | $6.12M 1.06% | 26.84K | 0.00 | 0.00 |
SERVICENOW INCDFND | Common Stock | 5.75K | SH | $6.09M 1.05% | 5.75K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCDFND | Common Stock | 15.65K | SH | $5.99M 1.03% | 15.65K | 0.00 | 0.00 |
SALESFORCE INCDFND | Common Stock | 17.84K | SH | $5.97M 1.03% | 17.84K | 0.00 | 0.00 |
EBAY INC.DFND | Common Stock | 93.21K | SH | $5.77M 1.00% | 93.21K | 0.00 | 0.00 |
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