2026 Q3 Portfolio Activity
In 2026 Q3, MIROVA maintained a portfolio of 190 distinct positions. The most significant new addition was NEXTPOWER INC, now representing 1.03% of the total fund value. They heavily accumulated shares in FIRST SOLAR INC, increasing the position by 268.2%. Conversely, MIROVA completely exited their position in JBT MAREL CORPORATION.
Position History
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Total Positions
190
Quarter
2026 Q3
Top Holding
NVDA (7.6%)
Top 10 Concentration
32.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 190
MIROVA Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 7.62% | 6.69% |
#1
Prev: #1
|
5.5 |
—
|
-1,422 | -0.2% |
P
S
|
903,740 | $206,396,141 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.77% | 3.63% |
#2
1
Prev: #3
|
3.9 |
—
|
-11,491 | -4.4% |
P
S
|
251,663 | $129,077,953 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 3.77% | 3.76% |
#3
1
Prev: #2
|
4.5 |
—
|
37,486 | 13.8% |
P
S
|
308,998 | $102,026,505 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.12% | 3.10% |
#4
Prev: #4
|
3.7 |
—
|
18,370 | 8.3% |
P
S
|
240,229 | $84,366,023 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.95% | 2.67% |
#5
1
Prev: #6
|
2.2 |
—
|
6,202 | 5.0% |
P
S
|
130,694 | $79,953,361 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.77% | 2.85% |
#6
1
Prev: #5
|
1.6 |
—
|
2,622 | 1.2% |
P
S
|
218,327 | $75,121,954 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 2.17% | 2.05% |
#7
1
Prev: #8
|
2.9 |
—
|
10,287 | 8.3% |
P
S
|
134,838 | $58,646,440 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 2.06% | 2.32% |
#8
1
Prev: #7
|
0.8 |
—
|
-82,914 | -33.5% |
P
S
|
164,313 | $55,794,122 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
BSY
BENTLEY SYS INC
|
Technology | 1.76% | 1.52% |
#9
5
Prev: #14
|
2.7 |
—
|
119,063 | 8.7% |
P
S
|
1,492,067 | $47,671,541 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.73% | 1.88% |
#10
Prev: #10
|
3.7 |
—
|
110,036 | 164.7% |
P
S
|
176,836 | $46,817,331 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
KLAC
KLA CORP
|
Technology | 1.53% | 2.05% |
#11
2
Prev: #9
|
2.6 |
—
|
28,321 | 15.4% |
P
S
|
212,077 | $41,340,170 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MDB
MONGODB INC
|
Technology | 1.52% | 1.60% |
#12
1
Prev: #11
|
1.1 |
—
|
-10,804 | -8.4% |
P
S
|
118,061 | $41,157,245 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 1.45% | 1.47% |
#13
2
Prev: #15
|
2.6 |
—
|
5,708 | 10.3% |
P
S
|
61,106 | $39,261,216 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
VLTO
VERALTO CORP
|
Industrials | 1.42% | 1.37% |
#14
4
Prev: #18
|
1.1 |
—
|
-10,016 | -2.4% |
P
S
|
408,183 | $38,499,821 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 1.41% | 1.52% |
#15
2
Prev: #13
|
1.1 |
—
|
3,113 | 1.7% |
P
S
|
187,792 | $38,294,545 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.40% | 1.37% |
#16
1
Prev: #17
|
1.1 |
—
|
-21 | -0.0% |
P
S
|
93,395 | $37,977,209 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
NOW
SERVICENOW INC
|
Technology | 1.37% | 1.05% |
#17
9
Prev: #26
|
1.0 |
—
|
-9,205 | -3.2% |
P
S
|
276,386 | $37,038,488 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 1.35% | 1.44% |
#18
2
Prev: #16
|
1.0 |
—
|
-5,903 | -4.2% |
P
S
|
133,628 | $36,691,576 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
DDOG
DATADOG INC
|
Technology | 1.26% | 1.20% |
#19
1
Prev: #20
|
1.5 |
—
|
no change | no change |
P
S
|
124,696 | $34,148,000 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.25% | 1.18% |
#20
2
Prev: #22
|
0.5 |
—
|
-13,793 | -21.6% |
P
S
|
50,164 | $33,863,208 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IEX
IDEX CORP
|
Industrials | 1.21% | 1.27% |
#21
2
Prev: #19
|
1.0 |
—
|
-7,812 | -5.1% |
P
S
|
144,061 | $32,843,027 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.20% | 1.56% |
#22
10
Prev: #12
|
2.5 |
—
|
9,157 | 7.3% |
P
S
|
135,158 | $32,614,977 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.16% | 0.61% |
#23
26
Prev: #49
|
3.5 |
—
|
15,319 | 107.4% |
P
S
|
29,586 | $31,512,344 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.07% | 1.09% |
#24
1
Prev: #25
|
0.9 |
—
|
-13,526 | -15.6% |
P
S
|
72,935 | $28,977,805 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
NXT
NEXTPOWER INC
|
Technology | 1.03% | — |
#25
Prev: #—
|
3.9 |
—
|
357,960 | — |
NEW
|
357,960 | $27,895,823 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
XYL
XYLEM INC
|
Industrials | 1.00% | 1.11% |
#26
2
Prev: #24
|
2.4 |
—
|
12,750 | 5.0% |
P
S
|
266,586 | $26,997,164 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
V
VISA INC
|
Financial Services | 0.99% | 1.00% |
#27
2
Prev: #29
|
0.9 |
—
|
-4,388 | -5.6% |
P
S
|
74,303 | $26,699,297 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CLH
CLEAN HARBORS I...
|
Industrials | 0.97% | 1.02% |
#28
1
Prev: #27
|
0.9 |
—
|
-7,824 | -8.4% |
P
S
|
84,807 | $26,309,676 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.96% | 0.83% |
#29
4
Prev: #33
|
0.9 |
—
|
-1,150 | -1.0% |
P
S
|
117,053 | $25,933,092 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MANH
MANHATTAN ASSOC...
|
Technology | 0.94% | 0.83% |
#30
4
Prev: #34
|
0.4 |
—
|
-33,127 | -20.6% |
P
S
|
127,500 | $25,334,250 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 0.91% | 0.33% |
#31
58
Prev: #89
|
3.4 |
—
|
102,049 | 268.2% |
P
S
|
140,103 | $24,540,441 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
WCN
WASTE CONNECTIO...
|
Industrials | 0.85% | 0.87% |
#32
1
Prev: #31
|
2.3 |
—
|
8,030 | 5.7% |
P
S
|
149,617 | $23,030,545 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
WTRG
ESSENTIAL UTILS...
|
Utilities | 0.82% | 0.56% |
#33
20
Prev: #53
|
2.8 |
—
|
167,644 | 42.0% |
P
S
|
566,366 | $22,195,884 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TTEK
TETRA TECH INC ...
|
Industrials | 0.81% | 0.71% |
#34
4
Prev: #38
|
0.8 |
—
|
-227 | -0.0% |
P
S
|
669,384 | $22,056,203 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.80% | 0.75% |
#35
2
Prev: #37
|
0.8 |
—
|
-6,945 | -1.4% |
P
S
|
473,786 | $21,732,564 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.79% | 0.86% |
#36
4
Prev: #32
|
0.8 |
—
|
-3,603 | -1.4% |
P
S
|
250,208 | $21,347,747 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
WMS
ADVANCED DRAIN ...
|
Industrials | 0.76% | 1.01% |
#37
9
Prev: #28
|
0.8 |
—
|
-10,220 | -5.9% |
P
S
|
163,339 | $20,696,685 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.73% | 0.69% |
#38
3
Prev: #41
|
0.8 |
—
|
-9,102 | -6.3% |
P
S
|
135,448 | $19,681,949 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.73% | 0.64% |
#39
7
Prev: #46
|
2.3 |
—
|
6,697 | 9.8% |
P
S
|
75,088 | $19,642,270 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TRMB
TRIMBLE INC
|
Technology | 0.71% | 0.64% |
#40
5
Prev: #45
|
0.8 |
—
|
916 | 0.3% |
P
S
|
338,650 | $19,340,302 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
NVT
NVENT ELEC PLC
|
Industrials | 0.71% | 1.19% |
#41
20
Prev: #21
|
0.3 |
—
|
-69,947 | -36.8% |
P
S
|
120,257 | $19,285,615 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
DXCM
DEXCOM INC
|
Healthcare | 0.70% | 0.61% |
#42
8
Prev: #50
|
0.8 |
—
|
-24,373 | -10.0% |
P
S
|
219,146 | $18,910,108 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
A
AGILENT TECHNOL...
|
Healthcare | 0.69% | 0.50% |
#43
21
Prev: #64
|
2.3 |
—
|
7,157 | 7.0% |
P
S
|
108,946 | $18,772,485 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
KEYS
KEYSIGHT TECHNO...
|
Technology | 0.68% | 0.70% |
#44
4
Prev: #40
|
0.8 |
—
|
-3,220 | -6.0% |
P
S
|
50,601 | $18,420,788 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.67% | 0.33% |
#45
47
Prev: #92
|
3.3 |
—
|
15,667 | 91.3% |
P
S
|
32,835 | $18,107,517 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.66% | 0.62% |
#46
1
Prev: #47
|
0.8 |
—
|
-2,656 | -2.2% |
P
S
|
115,415 | $17,900,867 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
FLEX
FLEX LTD
|
Technology | 0.64% | 0.93% |
#47
17
Prev: #30
|
0.8 |
—
|
2,038 | 1.3% |
P
S
|
157,754 | $17,351,362 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 0.63% | 0.71% |
#48
9
Prev: #39
|
0.8 |
—
|
13,006 | 3.3% |
P
S
|
412,239 | $17,099,674 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
PNR
PENTAIR PLC
|
Industrials | 0.62% | 0.79% |
#49
14
Prev: #35
|
2.2 |
—
|
38,668 | 13.8% |
P
S
|
318,987 | $16,903,121 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
BBY
BEST BUY INC
|
Consumer Cyclical | 0.61% | 0.30% |
#50
51
Prev: #101
|
3.2 |
—
|
79,813 | 74.6% |
P
S
|
186,733 | $16,477,320 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 |
Showing 1-50 of 190 holdings