Portfolio (Quarterly) Guide ↗

MIROVA

· CIK 0001767843

13F Portfolio $2.5B AUM 179 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 93 New 51 Added 29 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IFF	INTERNATIONAL FLAVORS&FRAGRA	Basic Materials	93,295	$6.3M	0.91%	SOLD
2	EL	LAUDER ESTEE COS INC	Consumer Defensive	53,289	$5.6M	0.81%	SOLD
3	WDAY	WORKDAY INC	Technology	24,104	$5.2M	0.75%	SOLD
4	—	CYBERARK SOFTWARE LTD	—	9,982	$4.5M	0.64%	SOLD
5	BFAM	BRIGHT HORIZONS FAM SOL IN D	Consumer Cyclical	36,245	$3.7M	0.53%	SOLD
6	ADBE	ADOBE INC	Technology	782	$274K	0.04%	SOLD

Sector Allocation

Technology 41.8%

Industrials 25.0%

Healthcare 13.2%

Communication Services 3.8%

Consumer Cyclical 3.0%

Basic Materials 2.9%

Real Estate 2.7%

Utilities 2.6%

Financial Services 2.0%

Energy 1.6%