Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 26
- 0 vs. Q1 2021
- Portfolio value
- $3.73B
- +$855.1M (+29.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,223,822 | $331.5M | 8.9% | +138,995+12.8% | Added | History |
| EBAYeBay Inc | COM | 4,445,485 | $312.1M | 8.4% | +508,393+12.9% | Added | History |
| MAMastercard Inc | Stock | 739,601 | $270.0M | 7.2% | +84,406+12.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 497,949 | $251.2M | 6.7% | +56,253+12.7% | Added | History |
| DHRDanaher Corp | Stock | 922,854 | $247.7M | 6.6% | +104,059+12.7% | Added | History |
| ECLEcolab Inc. | Stock | 1,170,108 | $241.0M | 6.5% | +132,979+12.8% | Added | History |
| ADBEAdobe Inc. | Stock | 385,376 | $225.7M | 6.1% | +43,413+12.7% | Added | History |
| ROPRoper Technologies Inc | Stock | 439,813 | $206.8M | 5.5% | +50,039+12.8% | Added | History |
| VVisa Inc. | Stock | 872,645 | $204.0M | 5.5% | +99,648+12.9% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,676,287 | $201.4M | 5.4% | +192,430+13.0% | Added | History |
| NVDANVIDIA Corp | Stock | 238,499 | $190.8M | 5.1% | +118,052+98.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 77,947 | $190.3M | 5.1% | +8,954+13.0% | Added | History |
| LLYEli Lilly & Co | Stock | 513,675 | $117.9M | 3.2% | +58,796+12.9% | Added | History |
| Signature BK New York N Y82669G104 | COM | 455,864 | $112.0M | 3.0% | +51,859+12.8% | Added | – |
| NEENextera Energy Inc | Stock | 1,363,117 | $99.9M | 2.7% | +149,566+12.3% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 595,563 | $91.8M | 2.5% | +65,557+12.4% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 278,215 | $88.5M | 2.4% | +30,858+12.5% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 82,051 | $75.5M | 2.0% | +9,012+12.3% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 480,048 | $70.6M | 1.9% | +292,015+155.3% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 453,730 | $66.2M | 1.8% | +51,037+12.7% | Added | History |
| BALLBALL Corp | COM | 785,669 | $63.7M | 1.7% | +89,728+12.9% | Added | History |
| ORCLOracle Corp | Stock | 804,697 | $62.6M | 1.7% | +88,764+12.4% | Added | History |
| XYLXylem Inc. | COM | 19,327 | $2.32M | 0.1% | −127−0.7% | Reduced | History |
| ORAOrmat Technologies, Inc. | COM | 26,097 | $1.81M | <0.1% | −1,602−5.8% | Reduced | History |
| WMWaste Management Inc | Stock | 11,584 | $1.62M | <0.1% | −69−0.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 444 | $1.11M | <0.1% | −10−2.2% | Reduced | History |