13F COMBINATION REPORT
MIROVA
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001104659-26-015190
Total Value
$693.5M
Positions
92
Other Managers
1
Confidential Omitted
No
Holdings (92)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 256,949 | $47.9M | 6.91% |
| 2 | MICROSOFT CORP | MSFT | 87,459 | $42.3M | 6.10% |
| 3 | ECOLAB INC | ECL | 150,020 | $39.4M | 5.68% |
| 4 | ACCENTURE PLC IRELAND | ACN | 115,338 | $30.9M | 4.46% |
| 5 | FIRST SOLAR INC | FSLR | 105,758 | $27.6M | 3.98% |
| 6 | XYLEM INC | XYL | 152,226 | $20.7M | 2.99% |
| 7 | ELI LILLY & CO | LLY | 18,944 | $20.4M | 2.94% |
| 8 | TRIMBLE INC | TRMB | 244,717 | $19.2M | 2.76% |
| 9 | WASTE MGMT INC DEL | 94106L109 | 81,971 | $18.0M | 2.60% |
| 10 | VISA INC | V | 50,619 | $17.8M | 2.56% |
| 11 | AMERICAN EXPRESS CO | AXP | 47,468 | $17.6M | 2.53% |
| 12 | AMERICAN WTR WKS CO INC NEW | 030420103 | 124,136 | $16.2M | 2.34% |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 43,291 | $13.5M | 1.95% |
| 14 | EBAY INC. | EBAY | 136,383 | $11.9M | 1.71% |
| 15 | ITRON INC | ITRI | 122,892 | $11.4M | 1.65% |
| 16 | BENTLEY SYS INC | BSY | 288,530 | $11.0M | 1.59% |
| 17 | COLGATE PALMOLIVE CO | CL | 137,998 | $10.9M | 1.57% |
| 18 | ZOETIS INC | ZTS | 80,552 | $10.1M | 1.46% |
| 19 | STRYKER CORPORATION | SYK | 28,617 | $10.1M | 1.45% |
| 20 | ENERSYS | ENS | 67,981 | $10.0M | 1.44% |
| 21 | PROCTER AND GAMBLE CO | 742718109 | 68,767 | $9.9M | 1.42% |
| 22 | INTUITIVE SURGICAL INC | ISRG | 17,375 | $9.8M | 1.42% |
| 23 | LINDE PLC | LIN | 22,994 | $9.8M | 1.41% |
| 24 | EMERSON ELEC CO | EMR | 71,051 | $9.4M | 1.36% |
| 25 | UNION PAC CORP | UNP | 40,467 | $9.4M | 1.35% |
| 26 | IDEX CORP | 45167R104 | 51,448 | $9.2M | 1.32% |
| 27 | TETRA TECH INC NEW | TTEK | 269,697 | $9.0M | 1.30% |
| 28 | BADGER METER INC C | BMI | 48,840 | $8.5M | 1.23% |
| 29 | FLEX LTD | FLEX | 125,441 | $7.6M | 1.09% |
| 30 | PENTAIR PLC | PNR | 72,181 | $7.5M | 1.08% |
| 31 | GENERAL MTRS CO | 37045V100 | 91,134 | $7.4M | 1.07% |
| 32 | SUNRUN INC | RUN | 390,143 | $7.2M | 1.04% |
| 33 | PALO ALTO NETWORKS INC | PANW | 38,493 | $7.1M | 1.02% |
| 34 | TJX COS INC NEW | 872540109 | 44,620 | $6.9M | 0.99% |
| 35 | AVERY DENNISON CORP | AVY | 36,533 | $6.6M | 0.96% |
| 36 | KEYSIGHT TECHNOLOGIES INC C | KEYS | 31,708 | $6.4M | 0.93% |
| 37 | GODADDY INC | GDDY | 51,358 | $6.4M | 0.92% |
| 38 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 93,295 | $6.3M | 0.91% |
| 39 | SALESFORCE INC | CRM | 23,631 | $6.3M | 0.90% |
| 40 | SERVICENOW INC | NOW | 38,904 | $6.0M | 0.86% |
| 41 | PLANET LABS PBC | PL-WT | 302,140 | $6.0M | 0.86% |
| 42 | THERMO FISHER SCIENTIFIC INC | TMO | 10,189 | $5.9M | 0.85% |
| 43 | QUANTA SVCS INC | 74762E102 | 13,743 | $5.8M | 0.84% |
| 44 | LAUDER ESTEE COS INC | 518439104 | 53,289 | $5.6M | 0.80% |
| 45 | LITTELFUSE INC | LFUS | 21,733 | $5.5M | 0.79% |
| 46 | SPROUTS FMRS MKT INC | 85208M102 | 68,439 | $5.5M | 0.79% |
| 47 | WORKDAY INC | WDAY | 24,104 | $5.2M | 0.75% |
| 48 | VERTIV HOLDINGS CO | VRT | 30,825 | $5.0M | 0.72% |
| 49 | ROPER TECHNOLOGIES INC | ROP | 10,367 | $4.6M | 0.67% |
| 50 | MASTERCARD INCORPORATED | MA | 7,977 | $4.6M | 0.66% |
| 51 | DANAHER CORPORATION | 235851102 | 19,574 | $4.5M | 0.65% |
| 52 | CYBERARK SOFTWARE LTD | M2682V108 | 9,982 | $4.5M | 0.64% |
| 53 | BROADCOM INC | AVGO | 12,706 | $4.4M | 0.63% |
| 54 | METTLER TOLEDO INTERNATIONAL | MTD | 2,970 | $4.1M | 0.60% |
| 55 | LULULEMON ATHLETICA INC | LULU | 19,884 | $4.1M | 0.60% |
| 56 | VERALTO CORP | VLTO | 40,502 | $4.0M | 0.58% |
| 57 | WATTS WATER TECHNOLOGIES INC | WTS | 14,571 | $4.0M | 0.58% |
| 58 | TRANE TECHNOLOGIES PLC | TT | 10,164 | $4.0M | 0.57% |
| 59 | PTC INC | PTC | 22,022 | $3.8M | 0.55% |
| 60 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 36,245 | $3.7M | 0.53% |
| 61 | WEYERHAEUSER CO MTN BE | WY | 148,874 | $3.5M | 0.51% |
| 62 | HUBBELL INC | HUBB | 6,902 | $3.1M | 0.44% |
| 63 | MP MATERIALS CORP | MP | 54,709 | $2.8M | 0.40% |
| 64 | BROOKFIELD RENEWABLE CORP | BEPC | 70,541 | $2.7M | 0.39% |
| 65 | CROWN HLDGS INC | CCK | 20,955 | $2.2M | 0.31% |
| 66 | MONOLITHIC PWR SYS INC | 609839105 | 2,046 | $1.9M | 0.27% |
| 67 | ZIFF DAVIS INC | ZD | 51,129 | $1.8M | 0.26% |
| 68 | BOSTON SCIENTIFIC CORP | BSX | 18,276 | $1.7M | 0.25% |
| 69 | EXPONENT INC C | EXPO | 24,166 | $1.7M | 0.24% |
| 70 | VITAL FARMS INC | VITL | 48,975 | $1.6M | 0.23% |
| 71 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 9,728 | $1.4M | 0.20% |
| 72 | ORACLE CORP | ORCL-PD | 6,047 | $1.2M | 0.17% |
| 73 | TREX CO INC | TREX | 32,797 | $1.2M | 0.17% |
| 74 | EMBECTA CORP | EMBC | 93,233 | $1.1M | 0.16% |
| 75 | ARRAY TECHNOLOGIES INC | ARRY | 109,624 | $1.0M | 0.15% |
| 76 | APTIV PLC | APTV | 12,418 | $944,886 | 0.14% |
| 77 | GRAPHIC PACKAGING HLDG CO | GPK | 60,422 | $909,955 | 0.13% |
| 78 | AGCO CORP | AGCO | 6,117 | $638,125 | 0.09% |
| 79 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,642 | $498,987 | 0.07% |
| 80 | VERIZON COMMUNICATIONS INC | VZ | 11,298 | $460,168 | 0.07% |
| 81 | GILEAD SCIENCES INC | GILD | 3,724 | $457,084 | 0.07% |
| 82 | NETFLIX INC | NFLX | 4,753 | $445,641 | 0.06% |
| 83 | NEXTERA ENERGY INC | NEE-PW | 5,047 | $405,173 | 0.06% |
| 84 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 13,573 | $326,023 | 0.05% |
| 85 | AUTOLIV INC | ALV | 2,698 | $320,253 | 0.05% |
| 86 | BANK NEW YORK MELLON CORP | 064058100 | 2,460 | $285,581 | 0.04% |
| 87 | MUELLER WTR PRODS INC | 624758108 | 11,628 | $276,979 | 0.04% |
| 88 | ADOBE INC | ADBE | 782 | $273,692 | 0.04% |
| 89 | EDWARDS LIFESCIENCES CORP | EW | 2,838 | $241,939 | 0.03% |
| 90 | SHOPIFY INC | SHOP | 407 | $65,515 | 0.01% |
| 91 | YETI HLDGS INC | YETI | 1,475 | $65,151 | 0.01% |
| 92 | LKQ CORP | LKQ | 1,794 | $54,179 | 0.01% |