Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 3, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 29
- +1 vs. Q2 2022
- Portfolio value
- $4.28B
- −$362.6M (−7.8%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 711,704 | $361.0M | 8.4% | −5,932−0.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,466,245 | $341.5M | 8.0% | −9,206−0.6% | Reduced | History |
| MAMastercard Inc | Stock | 1,198,759 | $340.9M | 8.0% | −6,391−0.5% | Reduced | History |
| LLYEli Lilly & Co | Stock | 838,135 | $271.0M | 6.3% | −3,572−0.4% | Reduced | History |
| ECLEcolab Inc. | Stock | 1,788,503 | $258.3M | 6.0% | −6,115−0.3% | Reduced | History |
| EBAYeBay Inc | COM | 6,401,022 | $235.6M | 5.5% | −16,362−0.3% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 634,077 | $228.0M | 5.3% | −2,054−0.3% | Reduced | History |
| VVisa Inc. | Stock | 1,250,657 | $222.2M | 5.2% | −3,135−0.3% | Reduced | History |
| DHRDanaher Corp | Stock | 834,895 | $215.6M | 5.0% | −317,596−27.6% | Reduced | History |
| NEENextera Energy Inc | Stock | 2,456,366 | $192.6M | 4.5% | −13,974−0.6% | Reduced | History |
| ADBEAdobe Inc. | Stock | 641,798 | $176.6M | 4.1% | −2,577−0.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,335,834 | $160.1M | 3.7% | −52,417−2.2% | Reduced | History |
| MELIMercadolibre Inc | COM | 180,239 | $149.2M | 3.5% | −3,853−2.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 979,137 | $118.9M | 2.8% | −5,970−0.6% | Reduced | History |
| XYLXylem Inc. | COM | 1,292,337 | $112.9M | 2.6% | −5,868−0.5% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 818,232 | $106.5M | 2.5% | −3,019−0.4% | Reduced | History |
| VZVerizon Communications Inc | Stock | 2,688,049 | $102.1M | 2.4% | −12,367−0.5% | Reduced | History |
| Signature BK New York N Y82669G104 | COM | 643,123 | $97.1M | 2.3% | −2,962−0.5% | Reduced | – |
| ELEstee Lauder Companies Inc | CL A | 387,049 | $83.6M | 2.0% | −1,338−0.3% | Reduced | History |
| WTSWatts Water Technologies Inc | CL A | 646,281 | $81.3M | 1.9% | −2,319−0.4% | Reduced | History |
| BALLBALL Corp | COM | 1,669,134 | $80.7M | 1.9% | −45,043−2.6% | Reduced | History |
| DEDeere & Co | Stock | 215,034 | $71.8M | 1.7% | +215,034 | New | History |
| RUNSunrun Inc. | COM | 2,587,203 | $71.4M | 1.7% | −102,277−3.8% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 783,459 | $64.7M | 1.5% | +783,459 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 344,607 | $64.6M | 1.5% | −1,340−0.4% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 684,806 | $39.5M | 0.9% | −2,995−0.4% | Reduced | History |
| SIVBSVB Financial Group | COM | 81,526 | $27.4M | 0.6% | −403−0.5% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 43,650 | $5.77M | 0.1% | −141−0.3% | Reduced | History |
| WMWaste Management Inc | Stock | 3,214 | $514.0K | <0.1% | −514−13.8% | Reduced | History |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.