Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 6, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 25
- −2 vs. Q4 2021
- Portfolio value
- $5.21B
- −$116.0M (−2.2%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,389,019 | $428.3M | 8.2% | +60,541+4.6% | Added | History |
| MAMastercard Inc | Stock | 1,141,730 | $408.0M | 7.8% | +89,620+8.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 675,376 | $398.9M | 7.7% | +50,729+8.1% | Added | History |
| DHRDanaher Corp | Stock | 1,242,440 | $364.4M | 7.0% | +89,831+7.8% | Added | History |
| EBAYeBay Inc | COM | 6,022,544 | $344.9M | 6.6% | +480,770+8.7% | Added | History |
| ECLEcolab Inc. | Stock | 1,691,028 | $298.6M | 5.7% | +129,186+8.3% | Added | History |
| ROPRoper Technologies Inc | Stock | 598,463 | $282.6M | 5.4% | +42,476+7.6% | Added | History |
| ADBEAdobe Inc. | Stock | 606,103 | $276.2M | 5.3% | +126,810+26.5% | Added | History |
| VVisa Inc. | Stock | 1,182,583 | $262.3M | 5.0% | +93,095+8.5% | Added | History |
| NVDANVIDIA Corp | Stock | 922,936 | $251.8M | 4.8% | +47,096+5.4% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,252,702 | $234.9M | 4.5% | +158,962+7.6% | Added | History |
| LLYEli Lilly & Co | Stock | 791,326 | $226.6M | 4.4% | +62,343+8.6% | Added | History |
| NEENextera Energy Inc | Stock | 2,319,810 | $196.5M | 3.8% | +677,928+41.3% | Added | History |
| Signature BK New York N Y82669G104 | COM | 608,369 | $178.6M | 3.4% | +44,774+7.9% | Added | – |
| BALLBALL Corp | COM | 1,616,506 | $145.5M | 2.8% | +126,175+8.5% | Added | History |
| VZVerizon Communications Inc | Stock | 2,541,483 | $129.5M | 2.5% | +2,541,483 | New | History |
| AWKAmerican Water Works Company, Inc. | Stock | 771,360 | $127.7M | 2.5% | +41,593+5.7% | Added | History |
| XYLXylem Inc. | COM | 1,221,790 | $104.2M | 2.0% | +81,385+7.1% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 365,455 | $99.5M | 1.9% | +22,131+6.4% | Added | History |
| MELIMercadolibre Inc | COM | 82,848 | $98.5M | 1.9% | +7,272+9.6% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 324,542 | $97.9M | 1.9% | +18,301+6.0% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 647,270 | $85.9M | 1.6% | +46,406+7.7% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 610,047 | $85.2M | 1.6% | +43,621+7.7% | Added | History |
| RUNSunrun Inc. | COM | 2,542,536 | $77.2M | 1.5% | +201,795+8.6% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 41,550 | $3.48M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (3)
Positions held at the end of Q4 2021 that are gone from this filing.