Mirova Portfolio Holdings

Mirova

$685 Million
Q3 2025

Mirova has filed its 13F form on December 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $685 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $47.6M, Microsoft Corp with a value of $45.2M, Ecolab Inc. with a value of $42.8M, Accenture PLC with a value of $30M, and First Solar, Inc. with a value of $29.2M.

Examining the 13F form we can see an decrease of $6.94M in the current position value, from $692M to 685M.

Mirova is based out at Paris, I0

Below you can find more details about Mirova portfolio as well as his latest detailed transactions.

Portfolio value $685 Million

Technology: $276 Million

Industrials: $139 Million

Healthcare: $70.8 Million

Basic Materials: $52.8 Million

Consumer Cyclical: $42.5 Million

Financial Services: $40.2 Million

Consumer Defensive: $37 Million

Utilities: $16.7 Million

Other: $10.5 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
RUN Sunrun Inc. Technology	$3.96B	$8.82 Million 1.29% of portfolio	510,197	Q3 2025 Reduced 9.49%
BMI Badger Meter Inc Technology	$5.15B	$8.78 Million 1.28% of portfolio	49,171	Q3 2025 Added 1.56%
ENS Ener Sys Industrials	$5.59B	$7.68 Million 1.12% of portfolio	67,981	Q3 2025 Added 6.66%
SFM Sprouts Farmers Market, Inc. Consumer Defensive	$8.79B	$6.88 Million 1.0% of portfolio	63,256	Q3 2025 Added 5.47%
GPK Graphic Packaging Holding CO Consumer Cyclical	$4.93B	$5.28 Million 0.77% of portfolio	269,737	Q3 2025 Reduced 10.29%
ITRI Itron, Inc. Technology	$4.44B	$4.96 Million 0.72% of portfolio	39,854	Q2 2025 Added 142.83%
WTS Watts Water Technologies Inc Industrials	$7.37B	$4.77 Million 0.7% of portfolio	17,089	Q2 2025 Added 209.53%
BFAM Bright Horizons Family Solutions Inc. Consumer Cyclical	$5.75B	$4.53 Million 0.66% of portfolio	41,728	Q3 2025 Added 0.93%
PL Planet Labs Pbc Industrials	$2.84B	$4.16 Million 0.61% of portfolio	320,462	Q3 2025 Added 19.23%

TPC Tutor Perini Corp Industrials	$3.03B	$2.92 Million 0.43% of portfolio	44,544	Q3 2025 Reduced 18.92%
TREX Trex CO Inc Industrials	$3.5B	$1.97 Million 0.29% of portfolio	38,116	Q3 2025 Added 4.59%
EXPO Exponent Inc Industrials	$3.58B	$1.82 Million 0.27% of portfolio	26,245	Q3 2025 Reduced 11.5%
MWA Mueller Water Products, Inc. Industrials	$3.63B	$1 Million 0.15% of portfolio	39,335	Q1 2024 New
AGCO Agco Corp Industrials	$7.79B	$1.05 Million 0.15% of portfolio	9,787	Q2 2025 Reduced 1.7%
ZWS Zurn Water Solutions Corp Industrials	$8.19B	$791,000 0.12% of portfolio	16,826	Q3 2025 Reduced 65.31%
HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. Real Estate	$2.95B	$587,000 0.09% of portfolio	19,129	Q2 2024 Added 53.19%
VOYA Voya Financial, Inc. Financial Services	$6.93B	$439,000 0.06% of portfolio	5,871	Q2 2025 Added 38.37%
CNM Core & Main, Inc. Industrials	$8.12B	$281,000 0.04% of portfolio	5,223	Q3 2025 Reduced 85.5%

YETI Yeti Holdings, Inc. Consumer Cyclical	$3.21B	$48,000 0.01% of portfolio	1,475	Q1 2025 Reduced 79.21%
LKQ Lkq Corp Consumer Cyclical	$8.25B	$54,000 0.01% of portfolio	1,794	Q2 2025 Reduced 74.18%
EMN Eastman Chemical CO Basic Materials	$7.23B	$28,000 0.0% of portfolio	456	Q2 2025 Reduced 5.0%

Summary

Portfolio
No. of Stocks 111
Current Value $685 Million
Prior Value $692 Million
Filing
Period Q3 2025
Filing Date December 29, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 5 stocks
Additional Purchases 56 stocks
Sold out of 0 stocks
Reduced holdings in 24 stocks

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