Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 9, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 31
- +2 vs. Q3 2022
- Portfolio value
- $4.98B
- +$696.6M (+16.3%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 728,109 | $401.0M | 8.1% | +16,405+2.3% | Added | History |
| MAMastercard Inc | Stock | 1,127,870 | $392.2M | 7.9% | −70,889−5.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,501,429 | $360.1M | 7.2% | +35,184+2.4% | Added | History |
| EBAYeBay Inc | COM | 8,225,868 | $341.1M | 6.9% | +1,824,846+28.5% | Added | History |
| ROPRoper Technologies Inc | Stock | 650,463 | $281.1M | 5.6% | +16,386+2.6% | Added | History |
| ECLEcolab Inc. | Stock | 1,833,132 | $266.8M | 5.4% | +44,629+2.5% | Added | History |
| VVisa Inc. | Stock | 1,162,058 | $241.4M | 4.9% | −88,599−7.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,619,793 | $236.7M | 4.8% | +640,656+65.4% | Added | History |
| LLYEli Lilly & Co | Stock | 640,551 | $234.3M | 4.7% | −197,584−23.6% | Reduced | History |
| DHRDanaher Corp | Stock | 840,928 | $223.2M | 4.5% | +6,033+0.7% | Added | History |
| ADBEAdobe Inc. | Stock | 656,937 | $221.1M | 4.4% | +15,139+2.4% | Added | History |
| NEENextera Energy Inc | Stock | 2,522,955 | $210.9M | 4.2% | +66,589+2.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,367,172 | $176.3M | 3.5% | +31,338+1.3% | Added | History |
| SIVBSVB Financial Group | COM | 718,972 | $165.5M | 3.3% | +637,446+781.9% | Added | History |
| XYLXylem Inc. | COM | 1,324,470 | $146.4M | 2.9% | +32,133+2.5% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 838,010 | $127.7M | 2.6% | +19,778+2.4% | Added | History |
| VZVerizon Communications Inc | Stock | 2,753,985 | $108.5M | 2.2% | +65,936+2.5% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 396,178 | $98.3M | 2.0% | +9,129+2.4% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 663,646 | $97.0M | 1.9% | +17,365+2.7% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 352,557 | $93.6M | 1.9% | +7,950+2.3% | Added | History |
| MELIMercadolibre Inc | COM | 107,365 | $90.9M | 1.8% | −72,874−40.4% | Reduced | History |
| BALLBALL Corp | COM | 1,725,042 | $88.2M | 1.8% | +55,908+3.3% | Added | History |
| AGCOAGCO Corp | COM | 618,588 | $85.8M | 1.7% | +618,588 | New | History |
| RUNSunrun Inc. | COM | 2,632,279 | $63.2M | 1.3% | +45,076+1.7% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 802,882 | $59.9M | 1.2% | +19,423+2.5% | Added | History |
| Signature BK New York N Y82669G104 | COM | 514,969 | $59.3M | 1.2% | −128,154−19.9% | Reduced | – |
| DEDeere & Co | Stock | 129,665 | $55.6M | 1.1% | −85,369−39.7% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 701,762 | $44.3M | 0.9% | +16,956+2.5% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 43,865 | $6.57M | 0.1% | +215+0.5% | Added | History |
| WMWaste Management Inc | Stock | 3,401 | $533.5K | <0.1% | +187+5.8% | Added | History |
| CLColgate Palmolive Co | Stock | 2,545 | $200.5K | <0.1% | +2,545 | New | History |