Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 28, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 28
- +3 vs. Q1 2022
- Portfolio value
- $4.64B
- −$563.2M (−10.8%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CLColgate Palmolive Co | Stock | 2,592 | $207.0K | <0.1% | +2,592 | New | History |
| WMWaste Management Inc | Stock | 3,728 | $570.0K | <0.1% | +3,728 | New | History |
| FSLRFirst Solar, Inc. | Stock | 43,791 | $2.98M | 0.1% | +2,241+5.4% | Added | History |
| SIVBSVB Financial Group | COM | 81,929 | $32.4M | 0.7% | +81,929 | New | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 687,801 | $58.1M | 1.3% | +40,531+6.3% | Added | History |
| RUNSunrun Inc. | COM | 2,689,480 | $62.8M | 1.4% | +146,944+5.8% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 345,947 | $69.4M | 1.5% | +21,405+6.6% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 648,600 | $79.7M | 1.7% | +38,553+6.3% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 388,387 | $98.9M | 2.1% | +22,932+6.3% | Added | History |
| XYLXylem Inc. | COM | 1,298,205 | $101.5M | 2.2% | +76,415+6.3% | Added | History |
| Signature BK New York N Y82669G104 | COM | 646,085 | $115.8M | 2.5% | +37,716+6.2% | Added | – |
| MELIMercadolibre Inc | COM | 184,092 | $117.2M | 2.5% | +101,244+122.2% | Added | History |
| BALLBALL Corp | COM | 1,714,177 | $117.9M | 2.5% | +97,671+6.0% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 821,251 | $122.2M | 2.6% | +49,891+6.5% | Added | History |
| VZVerizon Communications Inc | Stock | 2,700,416 | $137.0M | 3.0% | +158,933+6.3% | Added | History |
| NVDANVIDIA Corp | Stock | 985,107 | $149.3M | 3.2% | +62,171+6.7% | Added | History |
| NEENextera Energy Inc | Stock | 2,470,340 | $191.4M | 4.1% | +150,530+6.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,388,251 | $195.2M | 4.2% | +135,549+6.0% | Added | History |
| ADBEAdobe Inc. | Stock | 644,375 | $235.9M | 5.1% | +38,272+6.3% | Added | History |
| VVisa Inc. | Stock | 1,253,792 | $246.9M | 5.3% | +71,209+6.0% | Added | History |
| ROPRoper Technologies Inc | Stock | 636,131 | $251.0M | 5.4% | +37,668+6.3% | Added | History |
| EBAYeBay Inc | COM | 6,417,384 | $267.4M | 5.8% | +394,840+6.6% | Added | History |
| LLYEli Lilly & Co | Stock | 841,707 | $272.9M | 5.9% | +50,381+6.4% | Added | History |
| ECLEcolab Inc. | Stock | 1,794,618 | $275.9M | 5.9% | +103,590+6.1% | Added | History |
| DHRDanaher Corp | Stock | 1,152,491 | $292.2M | 6.3% | −89,949−7.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,475,451 | $378.9M | 8.2% | +86,432+6.2% | Added | History |
| MAMastercard Inc | Stock | 1,205,150 | $380.2M | 8.2% | +63,420+5.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 717,636 | $389.9M | 8.4% | +42,260+6.3% | Added | History |