MIROVA
CIK 1767843 · Holdings on Jun 30, 2025 · First reported Aug 13, 2025
Top ten holdings
Q2 2025- TMO7.91%
- ECL6.22%
- NVDA5.90%
- MSFT5.50%
- ACN5.31%
- LLY3.17%
- WM2.70%
- XYL2.63%
- TRMB2.51%
- V2.50%
Share classes counted separately44.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TMOWeight decreased · -5.65 pp13.56% → 7.91%Shares -13.18K (-8.70%)
- ACNWeight decreased · -1.41 pp6.72% → 5.31%Shares +6.23K (+5.21%)
- NVDAWeight increased · +1.28 pp4.62% → 5.90%Shares +27.78K (+11.72%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TMOTHERMO FISHER SCIENTIFIC INCCommon Stock View history and evidence | $56.06M | 7.91% | 138.27K shares | 13.56% → 7.91%-5.65 pp -13.18K (-8.70%) | Reduced | ↗▾ |
| 02 | ECLECOLAB INCCommon Stock View history and evidence | $44.10M | 6.22% | 163.66K shares | 7.25% → 6.22%-1.03 pp +4.59K (+2.88%) | Added | ↗▾ |
| 03 | NVDANVIDIA CORPCommon Stock View history and evidence | $41.85M | 5.90% | 264.88K shares | 4.62% → 5.90%+1.28 pp +27.78K (+11.72%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $38.96M | 5.50% | 78.33K shares | 4.58% → 5.50%+0.92 pp +10.51K (+15.50%) | Added | ↗▾ |
| 05 | ACNACCENTURE PLC-CL ACommon Stock View history and evidence | $37.63M | 5.31% | 125.91K shares | 6.72% → 5.31%-1.41 pp +6.23K (+5.21%) | Added | ↗▾ |
| 06 | LLYELI LILLY & COCommon Stock View history and evidence | $22.49M | 3.17% | 28.85K shares | 3.97% → 3.17%-0.80 pp +2.13K (+7.95%) | Added | ↗▾ |
| 07 | WMWASTE MANAGEMENT INCCommon Stock View history and evidence | $19.15M | 2.70% | 83.69K shares | 2.71% → 2.70%-0.01 pp +18.62K (+28.61%) | Added | ↗▾ |
| 08 | XYLXYLEM INCCommon Stock View history and evidence | $18.66M | 2.63% | 144.27K shares | 1.85% → 2.63%+0.78 pp +58.05K (+67.32%) | Added | ↗▾ |
| 09 | TRMBTRIMBLE INCCommon Stock View history and evidence | $17.82M | 2.51% | 234.60K shares | 1.62% → 2.51%+0.89 pp +97.35K (+70.93%) | Added | ↗▾ |
| 10 | VVISA INC-CLASS A SHARESCommon Stock View history and evidence | $17.74M | 2.50% | 49.95K shares | 2.84% → 2.50%-0.34 pp +4.98K (+11.07%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| OMC OMNICOM GROUP | Non-derivative | -7,954 | -$659.47K | SEC filing ↗ | SEC filing ↗ |
| KAI KADANT INC | Non-derivative | -1,864 | -$628.00K | SEC filing ↗ | SEC filing ↗ |
| GEF GREIF INC-CL A | Non-derivative | -8,228 | -$452.46K | SEC filing ↗ | SEC filing ↗ |
3 / 22 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1767843 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 708801500
}Research all 119 reported holdings.
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