Filed: 2/13/2026ACC: 0001104659-26-015190
📋 What this filing means
MIROVA filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $693.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$693.52M
Total AUM (reported)
5.54M
Total Shares
Allocation by class
COMMON STOCK$693.02M99.9%
AMERICAN DEPOSITORY RECEIPT$499.0K0.1%
Portfolio Concentration
Top 3$129.60M18.7%
4–10$154.60M22.3%
11–25$170.96M24.7%
Rest$238.36M34.4%
Top 3 weight
18.7%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 5.54M
Sole
Full voting authority
5.54M
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
Other92
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings92
Rows:
NVIDIA CORPORATION
DFNDShares256.95K
TypeSH
Market value$47.92M
6.91%
Sole
256.95K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares87.46K
TypeSH
Market value$42.30M
6.10%
Sole
87.46K
Shared
0.00
None
0.00
ECOLAB INC
DFNDShares150.02K
TypeSH
Market value$39.38M
5.68%
Sole
150.02K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
DFNDShares115.34K
TypeSH
Market value$30.95M
4.46%
Sole
115.34K
Shared
0.00
None
0.00
FIRST SOLAR INC
DFNDShares105.76K
TypeSH
Market value$27.63M
3.98%
Sole
105.76K
Shared
0.00
None
0.00
XYLEM INC
DFNDShares152.23K
TypeSH
Market value$20.73M
2.99%
Sole
152.23K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares18.94K
TypeSH
Market value$20.36M
2.94%
Sole
18.94K
Shared
0.00
None
0.00
TRIMBLE INC
DFNDShares244.72K
TypeSH
Market value$19.17M
2.76%
Sole
244.72K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
DFNDShares81.97K
TypeSH
Market value$18.01M
2.60%
Sole
81.97K
Shared
0.00
None
0.00
VISA INC
DFNDShares50.62K
TypeSH
Market value$17.75M
2.56%
Sole
50.62K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
DFNDShares47.47K
TypeSH
Market value$17.56M
2.53%
Sole
47.47K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
DFNDShares124.14K
TypeSH
Market value$16.20M
2.34%
Sole
124.14K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
DFNDShares43.29K
TypeSH
Market value$13.53M
1.95%
Sole
43.29K
Shared
0.00
None
0.00
EBAY INC.
DFNDShares136.38K
TypeSH
Market value$11.88M
1.71%
Sole
136.38K
Shared
0.00
None
0.00
ITRON INC
DFNDShares122.89K
TypeSH
Market value$11.41M
1.65%
Sole
122.89K
Shared
0.00
None
0.00
BENTLEY SYS INC
DFNDShares288.53K
TypeSH
Market value$11.01M
1.59%
Sole
288.53K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
DFNDShares138K
TypeSH
Market value$10.90M
1.57%
Sole
138K
Shared
0.00
None
0.00
ZOETIS INC
DFNDShares80.55K
TypeSH
Market value$10.14M
1.46%
Sole
80.55K
Shared
0.00
None
0.00
STRYKER CORPORATION
DFNDShares28.62K
TypeSH
Market value$10.06M
1.45%
Sole
28.62K
Shared
0.00
None
0.00
ENERSYS
DFNDShares67.98K
TypeSH
Market value$9.98M
1.44%
Sole
67.98K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares68.77K
TypeSH
Market value$9.85M
1.42%
Sole
68.77K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
DFNDShares17.38K
TypeSH
Market value$9.84M
1.42%
Sole
17.38K
Shared
0.00
None
0.00
LINDE PLC
DFNDShares22.99K
TypeSH
Market value$9.80M
1.41%
Sole
22.99K
Shared
0.00
None
0.00
EMERSON ELEC CO
DFNDShares71.05K
TypeSH
Market value$9.43M
1.36%
Sole
71.05K
Shared
0.00
None
0.00
UNION PAC CORP
DFNDShares40.47K
TypeSH
Market value$9.36M
1.35%
Sole
40.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | Common Stock | 256.95K | SH | $47.92M 6.91% | 256.95K | 0.00 | 0.00 |
MICROSOFT CORPDFND | Common Stock | 87.46K | SH | $42.30M 6.10% | 87.46K | 0.00 | 0.00 |
ECOLAB INCDFND | Common Stock | 150.02K | SH | $39.38M 5.68% | 150.02K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDDFND | Common Stock | 115.34K | SH | $30.95M 4.46% | 115.34K | 0.00 | 0.00 |
FIRST SOLAR INCDFND | Common Stock | 105.76K | SH | $27.63M 3.98% | 105.76K | 0.00 | 0.00 |
XYLEM INCDFND | Common Stock | 152.23K | SH | $20.73M 2.99% | 152.23K | 0.00 | 0.00 |
ELI LILLY & CODFND | Common Stock | 18.94K | SH | $20.36M 2.94% | 18.94K | 0.00 | 0.00 |
TRIMBLE INCDFND | Common Stock | 244.72K | SH | $19.17M 2.76% | 244.72K | 0.00 | 0.00 |
WASTE MGMT INC DELDFND | Common Stock | 81.97K | SH | $18.01M 2.60% | 81.97K | 0.00 | 0.00 |
VISA INCDFND | Common Stock | 50.62K | SH | $17.75M 2.56% | 50.62K | 0.00 | 0.00 |
AMERICAN EXPRESS CODFND | Common Stock | 47.47K | SH | $17.56M 2.53% | 47.47K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWDFND | Common Stock | 124.14K | SH | $16.20M 2.34% | 124.14K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCDFND | Common Stock | 43.29K | SH | $13.53M 1.95% | 43.29K | 0.00 | 0.00 |
EBAY INC.DFND | Common Stock | 136.38K | SH | $11.88M 1.71% | 136.38K | 0.00 | 0.00 |
ITRON INCDFND | Common Stock | 122.89K | SH | $11.41M 1.65% | 122.89K | 0.00 | 0.00 |
BENTLEY SYS INCDFND | Common Stock | 288.53K | SH | $11.01M 1.59% | 288.53K | 0.00 | 0.00 |
COLGATE PALMOLIVE CODFND | Common Stock | 138K | SH | $10.90M 1.57% | 138K | 0.00 | 0.00 |
ZOETIS INCDFND | Common Stock | 80.55K | SH | $10.14M 1.46% | 80.55K | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | Common Stock | 28.62K | SH | $10.06M 1.45% | 28.62K | 0.00 | 0.00 |
ENERSYSDFND | Common Stock | 67.98K | SH | $9.98M 1.44% | 67.98K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | Common Stock | 68.77K | SH | $9.85M 1.42% | 68.77K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | Common Stock | 17.38K | SH | $9.84M 1.42% | 17.38K | 0.00 | 0.00 |
LINDE PLCDFND | Common Stock | 22.99K | SH | $9.80M 1.41% | 22.99K | 0.00 | 0.00 |
EMERSON ELEC CODFND | Common Stock | 71.05K | SH | $9.43M 1.36% | 71.05K | 0.00 | 0.00 |
UNION PAC CORPDFND | Common Stock | 40.47K | SH | $9.36M 1.35% | 40.47K | 0.00 | 0.00 |
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