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Mirova US LLC 13F holdings

Filed 2026-08-14 · Mirova US LLC · 45 positions · $9.3B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION4.3M$862.3M9.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.1M$543.1M5.8%
MAMASTERCARD INCORPORATED924.6K$474.9M5.1%
MSFTMICROSOFT CORP1.2M$449.9M4.8%
PANWPALO ALTO NETWORKS INC1.3M$445.1M4.8%
LLYELI LILLY & CO354.0K$424.6M4.6%
EBAYEBAY INC.3.2M$358.3M3.9%
AVGOBROADCOM INC919.4K$347.3M3.7%
VRTVERTIV HOLDINGS CO988.3K$330.9M3.6%
NEENEXTERA ENERGY INC3.6M$312.1M3.4%
ECLECOLAB INC1.1M$310.4M3.3%
SHOPSHOPIFY INC2.6M$296.9M3.2%
TMOTHERMO FISHER SCIENTIFIC INC591.3K$296.4M3.2%
HUBBHUBBELL INC561.8K$293.9M3.2%
WMWASTE MGMT INC DEL1.3M$292.6M3.1%
TJXTJX COS INC NEW1.9M$288.1M3.1%
EWEDWARDS LIFESCIENCES CORP2.5M$229.8M2.5%
CPCANADIAN PACIFIC KANSAS CITY2.6M$224.1M2.4%
XYLXYLEM INC1.7M$201.8M2.2%
LOWLOWES COS INC907.8K$200.2M2.2%
ISRGINTUITIVE SURGICAL INC492.3K$195.8M2.1%
DHRDANAHER CORP DEL1000.0K$190.5M2.0%
AGCOAGCO CORP1.5M$182.9M2.0%
WTSWATTS WATER TECHNOLOGIES INC412.1K$161.3M1.7%
FSLRFIRST SOLAR INC655.6K$154.7M1.7%
BALLBALL CORP2.4M$149.7M1.6%
AMDADVANCED MICRO DEVICES INC249.8K$145.1M1.6%
VLTOVERALTO CORP1.6M$144.4M1.6%
BSXBOSTON SCIENTIFIC CORP3.1M$132.4M1.4%
—SMURFIT WESTROCK PLC2.4M$109.3M1.2%
VVISA INC293.7K$100.8M1.1%
WMSADVANCED DRAIN SYS INC DEL619.1K$97.2M1.0%
AWKAMERICAN WTR WKS CO INC NEW697.2K$91.7M1.0%
CRMSALESFORCE INC563.5K$88.3M0.9%
ORCLORACLE CORP429.4K$62.9M0.7%
—ACCENTURE PLC IRELAND337.0K$41.9M0.5%
GOOGLALPHABET INC67.1K$24.0M0.3%
AAPLAPPLE INC40.2K$11.6M0.1%
JPMJPMORGAN CHASE & CO31.7K$10.4M0.1%
ORLYOREILLY AUTOMOTIVE INC82.1K$7.6M0.1%
—JOHNSON CONTROLS INTERNATION37.6K$5.5M0.1%
NDAQNASDAQ INC40.0K$3.2M0.0%
CLCOLGATE PALMOLIVE CO29.0K$2.7M0.0%
ESEVERSOURCE ENERGY33.7K$2.4M0.0%
ISRGINTUIT4.9K$1.3M0.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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