Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 9, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 27
- 0 vs. Q4 2023
- Portfolio value
- $7.44B
- +$801.7M (+12.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 1,167,226 | $562.1M | 7.6% | −20,923−1.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,264,348 | $531.9M | 7.2% | −22,262−1.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 575,732 | $520.2M | 7.0% | −363,915−38.7% | Reduced | History |
| EBAYeBay Inc | COM | 8,981,324 | $474.0M | 6.4% | −159,703−1.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 590,295 | $459.2M | 6.2% | −10,671−1.8% | Reduced | History |
| ECLEcolab Inc. | Stock | 1,931,862 | $446.1M | 6.0% | −34,646−1.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 764,819 | $444.5M | 6.0% | −13,615−1.7% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 686,150 | $384.8M | 5.2% | −12,319−1.8% | Reduced | History |
| VVisa Inc. | Stock | 1,202,785 | $335.7M | 4.5% | −19,981−1.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,340,292 | $318.4M | 4.3% | −47,681−2.0% | Reduced | History |
| WMWaste Management Inc | Stock | 1,414,737 | $301.6M | 4.1% | +500,833+54.8% | Added | History |
| DHRDanaher Corp | Stock | 1,160,313 | $289.8M | 3.9% | −21,562−1.8% | Reduced | History |
| ADBEAdobe Inc. | Stock | 489,494 | $247.0M | 3.3% | −323,350−39.8% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,761,987 | $240.4M | 3.2% | −63,697−1.7% | Reduced | History |
| XYLXylem Inc. | COM | 1,840,605 | $237.9M | 3.2% | −31,983−1.7% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 826,387 | $234.8M | 3.2% | +464,754+128.5% | Added | History |
| APTVAptiv PLC | SHS | 2,618,969 | $208.6M | 2.8% | −47,104−1.8% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,555,345 | $190.1M | 2.6% | +654,392+72.6% | Added | History |
| BALLBALL Corp | COM | 2,482,177 | $167.2M | 2.2% | −45,748−1.8% | Reduced | History |
| SHOPShopify Inc. | Stock | 1,991,779 | $153.7M | 2.1% | +1,991,779 | New | History |
| WTSWatts Water Technologies Inc | CL A | 700,212 | $148.8M | 2.0% | −12,575−1.8% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 369,812 | $147.6M | 2.0% | −6,777−1.8% | Reduced | History |
| AGCOAGCO Corp | COM | 1,174,488 | $144.5M | 1.9% | −20,322−1.7% | Reduced | History |
| VLTOVeralto Corp | Stock | 1,033,443 | $91.6M | 1.2% | +638,675+161.8% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 845,701 | $80.8M | 1.1% | −14,699−1.7% | Reduced | History |
| ENPHEnphase Energy, Inc. | Stock | 563,797 | $68.2M | 0.9% | −9,973−1.7% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 53,498 | $9.03M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.