Filed: 12/29/2025ACC: 0001104659-25-124680
📋 What this filing means
MIROVA filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $707.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
111
Positions
$707.43M
Total AUM (reported)
6.11M
Total Shares
Allocation by class
COMMON STOCK$706.98M99.9%
AMERICAN DEPOSITORY RECEIPT$458.6K0.1%
Portfolio Concentration
Top 3$135.57M19.2%
4–10$153.82M21.7%
11–25$172.21M24.3%
Rest$245.83M34.7%
Top 3 weight
19.2%
Top 10 weight
40.9%
Voting Authority Distribution
Total shares with voting rights: 6.11M
Sole
Full voting authority
6.11M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other111
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings111
Rows:
NVIDIA CORPORATION
DFNDShares255.16K
TypeSH
Market value$47.61M
6.73%
Sole
255.16K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares87.19K
TypeSH
Market value$45.16M
6.38%
Sole
87.19K
Shared
0.00
None
0.00
ECOLAB INC
DFNDShares156.30K
TypeSH
Market value$42.80M
6.05%
Sole
156.30K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
DFNDShares121.63K
TypeSH
Market value$29.99M
4.24%
Sole
121.63K
Shared
0.00
None
0.00
FIRST SOLAR INC
DFNDShares132.54K
TypeSH
Market value$29.23M
4.13%
Sole
132.54K
Shared
0.00
None
0.00
XYLEM INC
DFNDShares152.21K
TypeSH
Market value$22.45M
3.17%
Sole
152.21K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
DFNDShares85.21K
TypeSH
Market value$18.82M
2.66%
Sole
85.21K
Shared
0.00
None
0.00
TRIMBLE INC
DFNDShares228.26K
TypeSH
Market value$18.64M
2.63%
Sole
228.26K
Shared
0.00
None
0.00
VISA INC
DFNDShares52.17K
TypeSH
Market value$17.81M
2.52%
Sole
52.17K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares22.13K
TypeSH
Market value$16.88M
2.39%
Sole
22.13K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
DFNDShares50.01K
TypeSH
Market value$16.61M
2.35%
Sole
50.01K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
DFNDShares118.33K
TypeSH
Market value$16.47M
2.33%
Sole
118.33K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
DFNDShares40.29K
TypeSH
Market value$14.15M
2.00%
Sole
40.29K
Shared
0.00
None
0.00
BENTLEY SYS INC
DFNDShares271.68K
TypeSH
Market value$13.99M
1.98%
Sole
271.68K
Shared
0.00
None
0.00
EBAY INC.
DFNDShares131.33K
TypeSH
Market value$11.94M
1.69%
Sole
131.33K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
DFNDShares142.19K
TypeSH
Market value$11.37M
1.61%
Sole
142.19K
Shared
0.00
None
0.00
ZOETIS INC
DFNDShares76.06K
TypeSH
Market value$11.13M
1.57%
Sole
76.06K
Shared
0.00
None
0.00
STRYKER CORPORATION
DFNDShares28.98K
TypeSH
Market value$10.71M
1.51%
Sole
28.98K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares69.03K
TypeSH
Market value$10.61M
1.50%
Sole
69.03K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
DFNDShares19.97K
TypeSH
Market value$9.68M
1.37%
Sole
19.97K
Shared
0.00
None
0.00
LINDE PLC
DFNDShares20.21K
TypeSH
Market value$9.60M
1.36%
Sole
20.21K
Shared
0.00
None
0.00
EMERSON ELEC CO
DFNDShares71.05K
TypeSH
Market value$9.32M
1.32%
Sole
71.05K
Shared
0.00
None
0.00
TJX COS INC NEW
DFNDShares62.45K
TypeSH
Market value$9.03M
1.28%
Sole
62.45K
Shared
0.00
None
0.00
SUNRUN INC
DFNDShares510.20K
TypeSH
Market value$8.82M
1.25%
Sole
510.20K
Shared
0.00
None
0.00
BADGER METER INC
DFNDShares49.17K
TypeSH
Market value$8.78M
1.24%
Sole
49.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | Common Stock | 255.16K | SH | $47.61M 6.73% | 255.16K | 0.00 | 0.00 |
MICROSOFT CORPDFND | Common Stock | 87.19K | SH | $45.16M 6.38% | 87.19K | 0.00 | 0.00 |
ECOLAB INCDFND | Common Stock | 156.30K | SH | $42.80M 6.05% | 156.30K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDDFND | Common Stock | 121.63K | SH | $29.99M 4.24% | 121.63K | 0.00 | 0.00 |
FIRST SOLAR INCDFND | Common Stock | 132.54K | SH | $29.23M 4.13% | 132.54K | 0.00 | 0.00 |
XYLEM INCDFND | Common Stock | 152.21K | SH | $22.45M 3.17% | 152.21K | 0.00 | 0.00 |
WASTE MGMT INC DELDFND | Common Stock | 85.21K | SH | $18.82M 2.66% | 85.21K | 0.00 | 0.00 |
TRIMBLE INCDFND | Common Stock | 228.26K | SH | $18.64M 2.63% | 228.26K | 0.00 | 0.00 |
VISA INCDFND | Common Stock | 52.17K | SH | $17.81M 2.52% | 52.17K | 0.00 | 0.00 |
ELI LILLY & CODFND | Common Stock | 22.13K | SH | $16.88M 2.39% | 22.13K | 0.00 | 0.00 |
AMERICAN EXPRESS CODFND | Common Stock | 50.01K | SH | $16.61M 2.35% | 50.01K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWDFND | Common Stock | 118.33K | SH | $16.47M 2.33% | 118.33K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCDFND | Common Stock | 40.29K | SH | $14.15M 2.00% | 40.29K | 0.00 | 0.00 |
BENTLEY SYS INCDFND | Common Stock | 271.68K | SH | $13.99M 1.98% | 271.68K | 0.00 | 0.00 |
EBAY INC.DFND | Common Stock | 131.33K | SH | $11.94M 1.69% | 131.33K | 0.00 | 0.00 |
COLGATE PALMOLIVE CODFND | Common Stock | 142.19K | SH | $11.37M 1.61% | 142.19K | 0.00 | 0.00 |
ZOETIS INCDFND | Common Stock | 76.06K | SH | $11.13M 1.57% | 76.06K | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | Common Stock | 28.98K | SH | $10.71M 1.51% | 28.98K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | Common Stock | 69.03K | SH | $10.61M 1.50% | 69.03K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCDFND | Common Stock | 19.97K | SH | $9.68M 1.37% | 19.97K | 0.00 | 0.00 |
LINDE PLCDFND | Common Stock | 20.21K | SH | $9.60M 1.36% | 20.21K | 0.00 | 0.00 |
EMERSON ELEC CODFND | Common Stock | 71.05K | SH | $9.32M 1.32% | 71.05K | 0.00 | 0.00 |
TJX COS INC NEWDFND | Common Stock | 62.45K | SH | $9.03M 1.28% | 62.45K | 0.00 | 0.00 |
SUNRUN INCDFND | Common Stock | 510.20K | SH | $8.82M 1.25% | 510.20K | 0.00 | 0.00 |
BADGER METER INCDFND | Common Stock | 49.17K | SH | $8.78M 1.24% | 49.17K | 0.00 | 0.00 |
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