Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 27
- +1 vs. Q2 2021
- Portfolio value
- $4.28B
- +$556.0M (+14.9%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVLRAvalara, Inc. | COM | 4,155 | $726.0K | <0.1% | +4,155 | New | History |
| WMWaste Management Inc | Stock | 8,540 | $1.27M | <0.1% | −3,044−26.3% | Reduced | History |
| XYLXylem Inc. | COM | 13,991 | $1.73M | <0.1% | −5,336−27.6% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 40,569 | $3.87M | 0.1% | +40,569 | New | History |
| RUNSunrun Inc. | COM | 106,407 | $4.68M | 0.1% | +106,407 | New | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 537,358 | $74.9M | 1.7% | +57,310+11.9% | Added | History |
| ORCLOracle Corp | Stock | 887,816 | $77.4M | 1.8% | +83,119+10.3% | Added | History |
| BALLBALL Corp | COM | 883,929 | $79.5M | 1.9% | +98,260+12.5% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 506,665 | $85.2M | 2.0% | +52,935+11.7% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 91,004 | $90.5M | 2.1% | +8,953+10.9% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 307,274 | $92.2M | 2.2% | +29,059+10.4% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 654,570 | $110.6M | 2.6% | +59,007+9.9% | Added | History |
| NEENextera Energy Inc | Stock | 1,463,445 | $114.9M | 2.7% | +100,328+7.4% | Added | History |
| LLYEli Lilly & Co | Stock | 576,490 | $133.2M | 3.1% | +62,815+12.2% | Added | History |
| Signature BK New York N Y82669G104 | COM | 505,799 | $137.7M | 3.2% | +49,935+11.0% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,867,843 | $208.5M | 4.9% | +191,556+11.4% | Added | History |
| VVisa Inc. | Stock | 976,837 | $217.6M | 5.1% | +104,192+11.9% | Added | History |
| NVDANVIDIA Corp | Stock | 1,060,818 | $219.8M | 5.1% | +106,822+11.2% | AddedConverted for a 4-for-1 split | History |
| ROPRoper Technologies Inc | Stock | 494,194 | $220.5M | 5.1% | +54,381+12.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 87,688 | $234.4M | 5.5% | +9,741+12.5% | Added | History |
| ADBEAdobe Inc. | Stock | 429,042 | $247.0M | 5.8% | +43,666+11.3% | Added | History |
| ECLEcolab Inc. | Stock | 1,309,025 | $273.1M | 6.4% | +138,917+11.9% | Added | History |
| MAMastercard Inc | Stock | 829,235 | $288.3M | 6.7% | +89,634+12.1% | Added | History |
| DHRDanaher Corp | Stock | 1,031,302 | $314.0M | 7.3% | +108,448+11.8% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 558,687 | $319.2M | 7.5% | +60,738+12.2% | Added | History |
| EBAYeBay Inc | COM | 4,967,223 | $346.1M | 8.1% | +521,738+11.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,373,876 | $387.3M | 9.0% | +150,054+12.3% | Added | History |
Sold out since Q2 2021 (2)
Positions held at the end of Q2 2021 that are gone from this filing.