Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 26
- −2 vs. Q2 2023
- Portfolio value
- $5.90B
- −$109.0M (−1.8%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 1,197,185 | $474.0M | 8.0% | +29,448+2.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,451,256 | $458.2M | 7.8% | +42,185+3.0% | Added | History |
| ADBEAdobe Inc. | Stock | 824,823 | $420.6M | 7.1% | +21,527+2.7% | Added | History |
| NVDANVIDIA Corp | Stock | 946,071 | $411.5M | 7.0% | −188,434−16.6% | Reduced | History |
| EBAYeBay Inc | COM | 9,199,015 | $405.6M | 6.9% | +364,514+4.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 783,452 | $396.6M | 6.7% | +29,297+3.9% | Added | History |
| LLYEli Lilly & Co | Stock | 690,465 | $370.9M | 6.3% | +26,151+3.9% | Added | History |
| ROPRoper Technologies Inc | Stock | 702,408 | $340.2M | 5.8% | +27,149+4.0% | Added | History |
| ECLEcolab Inc. | Stock | 1,977,930 | $335.1M | 5.7% | +75,788+4.0% | Added | History |
| DHRDanaher Corp | Stock | 1,187,371 | $294.6M | 5.0% | −6,491−0.5% | Reduced | History |
| VVisa Inc. | Stock | 1,229,580 | $282.8M | 4.8% | +47,686+4.0% | Added | History |
| APTVAptiv PLC | SHS | 2,685,156 | $264.7M | 4.5% | +88,956+3.4% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,423,023 | $210.6M | 3.6% | +32,840+1.4% | Added | History |
| XYLXylem Inc. | COM | 1,884,617 | $171.6M | 2.9% | +70,729+3.9% | Added | History |
| NEENextera Energy Inc | Stock | 2,705,633 | $155.0M | 2.6% | +105,820+4.1% | Added | History |
| AGCOAGCO Corp | COM | 1,202,378 | $142.2M | 2.4% | +448,099+59.4% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 717,228 | $124.0M | 2.1% | +28,764+4.2% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 906,969 | $112.3M | 1.9% | +36,321+4.2% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 379,107 | $110.8M | 1.9% | +13,433+3.7% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 679,419 | $98.2M | 1.7% | +25,802+3.9% | Added | History |
| VZVerizon Communications Inc | Stock | 2,966,349 | $96.1M | 1.6% | +113,585+4.0% | Added | History |
| BALLBALL Corp | COM | 1,694,431 | $84.3M | 1.4% | +20,646+1.2% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 577,535 | $69.4M | 1.2% | +577,535 | New | History |
| EWEdwards Lifesciences Corp | Stock | 865,550 | $60.0M | 1.0% | +33,641+4.0% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 54,375 | $8.79M | 0.1% | −160.0% | Reduced | History |
| WMWaste Management Inc | Stock | 3,486 | $531.4K | <0.1% | −17−0.5% | Reduced | History |
Sold out since Q2 2023 (3)
Positions held at the end of Q2 2023 that are gone from this filing.