Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 27
- 0 vs. Q3 2021
- Portfolio value
- $5.32B
- +$1.04B (+24.2%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVLRAvalara, Inc. | COM | 10,707 | $1.38M | <0.1% | +6,552+157.7% | Added | History |
| WMWaste Management Inc | Stock | 10,713 | $1.79M | <0.1% | +2,173+25.4% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 41,550 | $3.62M | 0.1% | +981+2.4% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 600,864 | $75.6M | 1.4% | +63,506+11.8% | Added | History |
| RUNSunrun Inc. | COM | 2,340,741 | $80.3M | 1.5% | +2,234,334+2,099.8% | Added | History |
| MELIMercadolibre Inc | COM | 75,576 | $101.9M | 1.9% | +75,576 | New | History |
| ORCLOracle Corp | Stock | 1,257,322 | $109.7M | 2.1% | +369,506+41.6% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 566,426 | $110.0M | 2.1% | +59,761+11.8% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 306,241 | $110.0M | 2.1% | +33,229+12.2% | AddedConverted for a 3-for-1 split | History |
| ELEstee Lauder Companies Inc | CL A | 343,324 | $127.1M | 2.4% | +36,050+11.7% | Added | History |
| XYLXylem Inc. | COM | 1,140,405 | $136.8M | 2.6% | +1,126,414+8,051.0% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 729,767 | $137.8M | 2.6% | +75,197+11.5% | Added | History |
| BALLBALL Corp | COM | 1,490,331 | $143.5M | 2.7% | +606,402+68.6% | Added | History |
| NEENextera Energy Inc | Stock | 1,641,882 | $153.3M | 2.9% | +178,437+12.2% | Added | History |
| Signature BK New York N Y82669G104 | COM | 563,595 | $182.3M | 3.4% | +57,796+11.4% | Added | – |
| LLYEli Lilly & Co | Stock | 728,983 | $201.4M | 3.8% | +152,493+26.5% | Added | History |
| VVisa Inc. | Stock | 1,089,488 | $236.1M | 4.4% | +112,651+11.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,093,740 | $251.9M | 4.7% | +225,897+12.1% | Added | History |
| NVDANVIDIA Corp | Stock | 875,840 | $257.6M | 4.8% | −184,978−17.4% | Reduced | History |
| ADBEAdobe Inc. | Stock | 479,293 | $271.8M | 5.1% | +50,251+11.7% | Added | History |
| ROPRoper Technologies Inc | Stock | 555,987 | $273.5M | 5.1% | +61,793+12.5% | Added | History |
| ECLEcolab Inc. | Stock | 1,561,842 | $366.4M | 6.9% | +252,817+19.3% | Added | History |
| EBAYeBay Inc | COM | 5,541,774 | $368.5M | 6.9% | +574,551+11.6% | Added | History |
| MAMastercard Inc | Stock | 1,052,110 | $378.0M | 7.1% | +222,875+26.9% | Added | History |
| DHRDanaher Corp | Stock | 1,152,609 | $379.2M | 7.1% | +121,307+11.8% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 624,647 | $416.8M | 7.8% | +65,960+11.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,328,478 | $446.8M | 8.4% | −45,398−3.3% | Reduced | History |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.