Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 26
- No 13F data for Q4 2020
- Portfolio value
- $2.87B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,084,827 | $255.8M | 8.9% | – | – | History |
| EBAYeBay Inc | COM | 3,937,092 | $241.1M | 8.4% | – | – | History |
| MAMastercard Inc | Stock | 655,195 | $233.3M | 8.1% | – | – | History |
| ECLEcolab Inc. | Stock | 1,037,129 | $222.0M | 7.7% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 441,696 | $201.6M | 7.0% | – | – | History |
| DHRDanaher Corp | Stock | 818,795 | $184.3M | 6.4% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,483,857 | $175.5M | 6.1% | – | – | History |
| VVisa Inc. | Stock | 772,997 | $163.7M | 5.7% | – | – | History |
| ADBEAdobe Inc. | Stock | 341,963 | $162.6M | 5.7% | – | – | History |
| ROPRoper Technologies Inc | Stock | 389,774 | $157.2M | 5.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 68,993 | $142.3M | 5.0% | – | – | History |
| NEENextera Energy Inc | Stock | 1,213,551 | $91.8M | 3.2% | – | – | History |
| Signature BK New York N Y82669G104 | COM | 404,005 | $91.3M | 3.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 454,879 | $85.0M | 3.0% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 530,006 | $79.5M | 2.8% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 247,357 | $71.9M | 2.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 120,447 | $64.3M | 2.2% | – | – | History |
| BALLBALL Corp | COM | 695,941 | $59.0M | 2.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 73,039 | $54.0M | 1.9% | – | – | History |
| ORCLOracle Corp | Stock | 715,933 | $50.2M | 1.7% | – | – | History |
| WTSWatts Water Technologies Inc | CL A | 402,693 | $47.8M | 1.7% | – | – | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 188,033 | $32.2M | 1.1% | – | – | History |
| ORAOrmat Technologies, Inc. | COM | 27,699 | $2.17M | 0.1% | – | – | History |
| XYLXylem Inc. | COM | 19,454 | $2.05M | 0.1% | – | – | History |
| WMWaste Management Inc | Stock | 11,653 | $1.50M | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 454 | $939.0K | <0.1% | – | – | History |