Mirova reports 52.65% increase in ownership of FSLR / First Solar, Inc.

第一太陽能公司

MX ˙ BMV ˙ US3364331070

Security	MX:FSLR / First Solar, Inc.
Institution	Mirova
Latest Disclosed Ownership	161,443 shares
Latest Disclosed Value	$ 31,846,246

On May 14, 2026 - Mirova filed a 13F-HR form disclosing ownership of 161,443 shares of First Solar, Inc. (MX:FSLR) valued at $31,846,246 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 105,758 shares of First Solar, Inc.. This represents a change in shares of 52.65% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	FIRST SOLAR	Common Stock	336433107	161,443	55,685	52.65	31,846	15.27	1.2934
2026-02-13	2025-12-31	13F	FIRST SOLAR	Common Stock	336433107	105,758	-26,778	-20.20	27,627	-5.48	3.9836
2025-12-29	2025-09-30	13F	FIRST SOLAR	Common Stock	336433107	132,536	84,025	173.21	29,228	263.99	4.1316
2025-08-13	2025-06-30	13F	FIRST SOLAR	Common Stock	336433107	48,511	23,228	91.87	8,031	151.25	1.1330
2025-05-14	2025-03-31	13F	FIRST SOLAR	Common Stock	336433107	25,283	0	0.00	3,197	-28.26	0.5750
2025-02-13	2024-12-31	13F	FIRST SOLAR	Common Stock	336433107	25,283	-990	-3.77	4,456	-32.02	0.7689
2024-11-13	2024-09-30	13F	FIRST SOLAR	Common Stock	336433107	26,273	3,450	15.12	6,554	27.37	1.1325
2024-08-13	2024-06-30	13F	FIRST SOLAR	Common Stock	336433107	22,823	-8,913	-28.08	5,146	-3.96	0.9403
2024-05-13	2024-03-31	13F	FIRST SOLAR	Common Stock	336433107	31,736	11,502	56.84	5,357	53.72	0.9490
2024-02-13	2023-12-31	13F	FIRST SOLAR	Common Stock	336433107	20,234	-3,677	-15.38	3,486	-9.79	0.7140
2023-11-14	2023-09-30	13F	FIRST SOLAR	Common Stock	336433107	23,911	11,920	99.41	3,864	69.50	0.7780
2023-08-11	2023-06-30	13F	FIRST SOLAR	Common Stock	336433107	11,991	-932	-7.21	2,279	-18.90	0.4012
2023-05-12	2023-03-31	13F	FIRST SOLAR	Common Stock	336433107	12,923	-2,077	-13.85	2,811	25.11	0.4054
2023-02-13	2022-12-31	13F	FIRST SOLAR	Common Stock	336433107	15,000	0	0.00	2,247	13.21	0.3518
2022-11-14	2022-09-30	13F	FIRST SOLAR	Common Stock	336433107	15,000	15,000		1,984		0.3338
2022-08-12	2022-06-30	13F	FIRST SOLAR	Common Stock	336433107	0	-18,792	-100.00	0	-100.00
2022-05-13	2022-03-31	13F	FIRST SOLAR	Common Stock	336433107	18,792	-136,001	-87.86	1,573	-88.34	0.2106
2022-02-14	2021-12-31	13F	FIRST SOLAR	Common Stock	336433107	154,793	3,280	2.16	13,491	-6.72	1.6155
2021-11-12	2021-09-30	13F	FIRST SOLAR	Common Stock	336433107	151,513	-273,560	-64.36	14,463	-62.41	1.8611
2021-08-13	2021-06-30	13F	FIRST SOLAR	Common Stock	336433107	425,073	-41,387	-8.87	38,473	-5.52	4.6118
2021-05-14	2021-03-31	13F	FIRST SOLAR	Common Stock	336433107	466,460	-121,174	-20.62	40,721	-29.95	4.8578
2021-02-12	2020-12-31	13F	FIRST SOLAR	Common Stock	336433107	587,634	-36,978	-5.92	58,128	40.58	7.4745
2020-11-12	2020-09-30	13F	FIRST SOLAR	Common Stock	336433107	624,612	8,121	1.32	41,349	35.50	6.6558
2020-08-13	2020-06-30	13F	FIRST SOLAR	Common Stock	336433107	616,491	-23,596	-3.69	30,516	32.21	7.0061
2020-05-14	2020-03-31	13F	FIRST SOLAR	Common Stock	336433107	640,087	265,472	70.87	23,082	10.11	8.7353
2020-02-14	2019-12-31	13F	FIRST SOLAR	Common Stock	336433107	374,615	239,055	176.35	20,963	166.57	7.2953
2019-11-13	2019-09-30	13F	FIRST SOLAR	Common Stock	336433107	135,560	-2,119	-1.54	7,864	-13.04	0.9697
2019-08-13	2019-06-30	13F	FIRST SOLAR	Common Stock	336433107	137,679	-27,044	-16.42	9,043	3.89	0.7992
2019-05-15	2019-03-31	13F	FIRST SOLAR	Common Stock	336433107	164,723	680	0.41	8,704	24.99	4.7177
2019-02-14	2018-12-31	13F	FIRST SOLAR	Common Stock	336433107	164,043	164,043		6,964		3.1836

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.