Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 2, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 27
- −4 vs. Q4 2022
- Portfolio value
- $5.51B
- +$533.8M (+10.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,632,056 | $453.3M | 8.2% | +12,263+0.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,519,086 | $437.9M | 7.9% | +17,657+1.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 737,856 | $425.3M | 7.7% | +9,747+1.3% | Added | History |
| MAMastercard Inc | Stock | 1,142,737 | $415.3M | 7.5% | +14,867+1.3% | Added | History |
| EBAYeBay Inc | COM | 8,631,723 | $383.0M | 6.9% | +405,855+4.9% | Added | History |
| ECLEcolab Inc. | Stock | 1,854,710 | $307.0M | 5.6% | +21,578+1.2% | Added | History |
| ADBEAdobe Inc. | Stock | 784,204 | $302.2M | 5.5% | +127,267+19.4% | Added | History |
| ROPRoper Technologies Inc | Stock | 658,503 | $290.2M | 5.3% | +8,040+1.2% | Added | History |
| APTVAptiv PLC | SHS | 2,541,935 | $285.2M | 5.2% | +2,541,935 | New | History |
| VVisa Inc. | Stock | 1,154,204 | $260.2M | 4.7% | −7,854−0.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,397,470 | $223.0M | 4.0% | +30,298+1.3% | Added | History |
| LLYEli Lilly & Co | Stock | 648,107 | $222.6M | 4.0% | +7,556+1.2% | Added | History |
| DHRDanaher Corp | Stock | 820,791 | $206.9M | 3.8% | −20,137−2.4% | Reduced | History |
| NEENextera Energy Inc | Stock | 2,535,379 | $195.4M | 3.5% | +12,424+0.5% | Added | History |
| XYLXylem Inc. | COM | 1,771,182 | $185.4M | 3.4% | +446,712+33.7% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 847,290 | $124.1M | 2.3% | +9,280+1.1% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 671,625 | $113.0M | 2.1% | +7,979+1.2% | Added | History |
| VZVerizon Communications Inc | Stock | 2,785,493 | $108.3M | 2.0% | +31,508+1.1% | Added | History |
| AGCOAGCO Corp | COM | 737,338 | $99.7M | 1.8% | +118,750+19.2% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 401,043 | $98.8M | 1.8% | +4,865+1.2% | Added | History |
| BALLBALL Corp | COM | 1,735,776 | $95.7M | 1.7% | +10,734+0.6% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 357,026 | $91.2M | 1.7% | +4,469+1.3% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 812,093 | $67.2M | 1.2% | +9,211+1.1% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 709,932 | $54.7M | 1.0% | +8,170+1.2% | Added | History |
| RUNSunrun Inc. | COM | 2,661,338 | $53.6M | 1.0% | +29,059+1.1% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 54,300 | $11.8M | 0.2% | +10,435+23.8% | Added | History |
| WMWaste Management Inc | Stock | 3,401 | $554.9K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (5)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| SIVBSVB Financial Group | COM | 718,972 | $165.5M | 3.3% | History |
| MELIMercadolibre Inc | COM | 107,365 | $90.9M | 1.8% | History |
| Signature BK New York N Y82669G104 | COM | 514,969 | $59.3M | 1.2% | – |
| DEDeere & Co | Stock | 129,665 | $55.6M | 1.1% | History |
| CLColgate Palmolive Co | Stock | 2,545 | $200.5K | <0.1% | History |