Titelia

Holdings of MIROVA

160 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 29.6 % of the equity sleeve

Sector breakdown

  • Technology 33.8 %
  • Health care 12.4 %
  • Industrials 9.1 %
  • Communication 3.8 %
  • Materials 2.8 %
  • Real estate 2.2 %
  • Financials 2.2 %
  • Consumer discretionary 1.6 %
  • Consumer staples 1.2 %
  • Utilities 1.0 %
  • Unattributed 30.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • NL 0.7 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1582.2B $99.32 %
2NL114.5M $0.65 %
3TW1554.9K $0.02 %

Positions

RankCompanySharesValueWeight
101T-Mobile US Inc 26,1005.5M $
102Merck & Co Inc 43,6985.3M $
103S&P Global Inc 11,9925.1M $
104BJ's Wholesale Club Holdings Inc 51,3695.1M $
105Gilead Sciences Inc 35,8215M $
106MSCI Inc 9,0744.9M $
107Hubbell Inc 9,8874.9M $
108Uniti Group Inc 514,6754.8M $
109Vertex Pharmaceuticals Inc 10,3834.6M $
110Planet Fitness Inc 61,9864.6M $
111Alnylam Pharmaceuticals Inc 13,6784.5M $
112Labcorp Holdings Inc 15,9864.3M $
113Neurocrine Biosciences Inc 29,8443.9M $
114Guidewire Software Inc 25,5153.8M $
115IQVIA Holdings Inc 21,9813.7M $
116Mettler-Toledo International Inc 2,9403.7M $
117New York Times Co/The 44,1553.7M $
118Mastercard Inc 6,8153.4M $
119Walt Disney Co/The 33,9723.3M $
120CoStar Group Inc 78,5503.2M $
121Oracle Corp 21,3893.1M $
122Sprouts Farmers Market Inc 39,5303M $
123Lululemon Athletica Inc 19,8843M $
124Owens Corning 27,8883M $
125Amazon.com Inc 14,0742.9M $
126Intuit Inc 6,6862.9M $
127MP Materials Corp 58,6912.8M $
128Alarm.com Holdings Inc 62,1012.7M $
129ServiceTitan Inc 39,7042.5M $
130Amphenol Corp 19,2002.4M $
131Toast Inc 86,8772.3M $
132HubSpot Inc 9,1542.2M $
133UnitedHealth Group Inc 8,0682.2M $
134Verisk Analytics Inc 11,4522.2M $
135CVS Health Corp 30,0452.2M $
136Union Pacific Corp 8,3652M $
137Monolithic Power Systems Inc 1,8082M $
138Crown Holdings Inc 17,9771.8M $
139Exponent Inc 27,1601.8M $
140GoDaddy Inc 20,8681.7M $
141Ziff Davis Inc 40,1371.7M $
142Bridgebio Pharma Inc 21,6511.6M $
143Trex Co Inc 32,7971.2M $
144General Motors Co 15,7411.2M $
145Hewlett Packard Enterprise Co 32,179766.2K $
146Watts Water Technologies Inc 2,528733.9K $
147Embecta Corp 80,139708.4K $
148NextEra Energy Inc 6,907641.5K $
149AGCO Corp 5,417627.7K $
150Vital Farms Inc 42,096594.4K $
151Taiwan Semiconductor Manufacturing Co Ltd 1,642554.9K $
152Graphic Packaging Holding Co 51,936516.2K $
153Salesforce Inc 2,715506.8K $
154Array Technologies Inc 47,530343.6K $
155Edwards Lifesciences Corp 4,244339.9K $
156Bank of New York Mellon Corp/The 2,643313.5K $
157Mueller Water Products Inc 9,994274.7K $
158Autoliv Inc 2,319243.9K $
159YETI Holdings Inc 1,47554K $
160LKQ Corp 1,79452.7K $