Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 24, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 28
- +1 vs. Q1 2023
- Portfolio value
- $6.01B
- +$495.8M (+9.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,134,505 | $479.9M | 8.0% | −497,551−30.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,409,071 | $479.8M | 8.0% | −110,015−7.2% | Reduced | History |
| MAMastercard Inc | Stock | 1,167,737 | $459.3M | 7.6% | +25,000+2.2% | Added | History |
| EBAYeBay Inc | COM | 8,834,501 | $394.8M | 6.6% | +202,778+2.3% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 754,155 | $393.5M | 6.5% | +16,299+2.2% | Added | History |
| ADBEAdobe Inc. | Stock | 803,296 | $392.8M | 6.5% | +19,092+2.4% | Added | History |
| ECLEcolab Inc. | Stock | 1,902,142 | $355.1M | 5.9% | +47,432+2.6% | Added | History |
| ROPRoper Technologies Inc | Stock | 675,259 | $324.7M | 5.4% | +16,756+2.5% | Added | History |
| LLYEli Lilly & Co | Stock | 664,314 | $311.5M | 5.2% | +16,207+2.5% | Added | History |
| DHRDanaher Corp | Stock | 1,193,862 | $286.5M | 4.8% | +373,071+45.5% | Added | History |
| VVisa Inc. | Stock | 1,181,894 | $280.7M | 4.7% | +27,690+2.4% | Added | History |
| APTVAptiv PLC | SHS | 2,596,200 | $265.0M | 4.4% | +54,265+2.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,390,183 | $241.2M | 4.0% | −7,287−0.3% | Reduced | History |
| XYLXylem Inc. | COM | 1,813,888 | $204.3M | 3.4% | +42,706+2.4% | Added | History |
| NEENextera Energy Inc | Stock | 2,599,813 | $192.9M | 3.2% | +64,434+2.5% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 653,617 | $128.4M | 2.1% | +252,574+63.0% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 688,464 | $126.5M | 2.1% | +16,839+2.5% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 365,674 | $125.0M | 2.1% | +8,648+2.4% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 870,648 | $124.3M | 2.1% | +23,358+2.8% | Added | History |
| VZVerizon Communications Inc | Stock | 2,852,764 | $106.1M | 1.8% | +67,271+2.4% | Added | History |
| AGCOAGCO Corp | COM | 754,279 | $99.1M | 1.7% | +16,941+2.3% | Added | History |
| BALLBALL Corp | COM | 1,673,785 | $97.4M | 1.6% | −61,991−3.6% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 831,909 | $78.5M | 1.3% | +19,816+2.4% | Added | History |
| RUNSunrun Inc. | COM | 2,729,909 | $48.8M | 0.8% | +68,571+2.6% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 54,391 | $10.3M | 0.2% | +91+0.2% | Added | History |
| WMWaste Management Inc | Stock | 3,503 | $607.5K | <0.1% | +102+3.0% | Added | History |
| CLColgate Palmolive Co | Stock | 2,622 | $202.0K | <0.1% | +2,622 | New | History |
| ACNAccenture plc | Stock | 654 | $201.8K | <0.1% | +654 | New | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.