Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 30, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 27
- +1 vs. Q3 2023
- Portfolio value
- $6.64B
- +$738.4M (+12.5%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 53,498 | $9.22M | 0.1% | −877−1.6% | Reduced | History |
| VLTOVeralto Corp | Stock | 394,768 | $32.5M | 0.5% | +394,768 | New | History |
| EWEdwards Lifesciences Corp | Stock | 860,400 | $65.6M | 1.0% | −5,150−0.6% | Reduced | History |
| ENPHEnphase Energy, Inc. | Stock | 573,770 | $75.8M | 1.1% | −3,765−0.7% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 674,940 | $98.7M | 1.5% | −4,479−0.7% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 361,633 | $106.6M | 1.6% | +361,633 | New | History |
| AWKAmerican Water Works Company, Inc. | Stock | 900,953 | $118.9M | 1.8% | −6,016−0.7% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 376,589 | $127.0M | 1.9% | −2,518−0.7% | Reduced | History |
| AGCOAGCO Corp | COM | 1,194,810 | $145.1M | 2.2% | −7,568−0.6% | Reduced | History |
| BALLBALL Corp | COM | 2,527,925 | $145.4M | 2.2% | +833,494+49.2% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 712,787 | $148.5M | 2.2% | −4,441−0.6% | Reduced | History |
| WMWaste Management Inc | Stock | 913,904 | $163.7M | 2.5% | +910,418+26,116.4% | Added | History |
| XYLXylem Inc. | COM | 1,872,588 | $214.1M | 3.2% | −12,029−0.6% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,825,684 | $232.4M | 3.5% | +1,120,051+41.4% | Added | History |
| APTVAptiv PLC | SHS | 2,666,073 | $239.2M | 3.6% | −19,083−0.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,387,973 | $248.3M | 3.7% | −35,050−1.4% | Reduced | History |
| DHRDanaher Corp | Stock | 1,181,875 | $273.4M | 4.1% | −5,496−0.5% | Reduced | History |
| VVisa Inc. | Stock | 1,222,766 | $318.3M | 4.8% | −6,814−0.6% | Reduced | History |
| LLYEli Lilly & Co | Stock | 600,966 | $350.3M | 5.3% | −89,499−13.0% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 698,469 | $380.8M | 5.7% | −3,939−0.6% | Reduced | History |
| ECLEcolab Inc. | Stock | 1,966,508 | $390.1M | 5.9% | −11,422−0.6% | Reduced | History |
| EBAYeBay Inc | COM | 9,141,027 | $398.7M | 6.0% | −57,988−0.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 778,434 | $413.2M | 6.2% | −5,018−0.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 939,647 | $465.3M | 7.0% | −6,424−0.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,286,610 | $483.8M | 7.3% | −164,646−11.3% | Reduced | History |
| ADBEAdobe Inc. | Stock | 812,844 | $484.9M | 7.3% | −11,979−1.5% | Reduced | History |
| MAMastercard Inc | Stock | 1,188,149 | $506.8M | 7.6% | −9,036−0.8% | Reduced | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.