Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 31, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 29
- +2 vs. Q1 2024
- Portfolio value
- $8.03B
- +$594.7M (+8.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 5,777,147 | $713.7M | 8.9% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| MSFTMicrosoft Corp | Stock | 1,289,467 | $576.3M | 7.2% | +25,119+2.0% | Added | History |
| LLYEli Lilly & Co | Stock | 602,929 | $545.9M | 6.8% | +12,634+2.1% | Added | History |
| MAMastercard Inc | Stock | 1,190,467 | $525.2M | 6.5% | +23,241+2.0% | Added | History |
| EBAYeBay Inc | COM | 9,170,829 | $492.7M | 6.1% | +189,505+2.1% | Added | History |
| ECLEcolab Inc. | Stock | 1,975,415 | $470.1M | 5.9% | +43,553+2.3% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 781,008 | $431.9M | 5.4% | +16,189+2.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,354,043 | $409.2M | 5.1% | +13,751+0.6% | Added | History |
| ROPRoper Technologies Inc | Stock | 700,651 | $394.9M | 4.9% | +14,501+2.1% | Added | History |
| WMWaste Management Inc | Stock | 1,442,917 | $307.8M | 3.8% | +28,180+2.0% | Added | History |
| DHRDanaher Corp | Stock | 1,187,799 | $296.8M | 3.7% | +27,486+2.4% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 843,447 | $285.9M | 3.6% | +17,060+2.1% | Added | History |
| ADBEAdobe Inc. | Stock | 499,202 | $277.3M | 3.5% | +9,708+2.0% | Added | History |
| NEENextera Energy Inc | Stock | 3,829,237 | $271.1M | 3.4% | +67,250+1.8% | Added | History |
| XYLXylem Inc. | COM | 1,876,618 | $254.5M | 3.2% | +36,013+2.0% | Added | History |
| VVisa Inc. | Stock | 806,622 | $211.7M | 2.6% | −396,163−32.9% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,588,109 | $205.1M | 2.6% | +32,764+2.1% | Added | History |
| APTVAptiv PLC | SHS | 2,667,362 | $187.8M | 2.3% | +48,393+1.8% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,134,680 | $168.1M | 2.1% | +2,134,680 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 377,745 | $168.0M | 2.1% | +7,933+2.1% | Added | History |
| BALLBALL Corp | COM | 2,495,497 | $149.8M | 1.9% | +13,320+0.5% | Added | History |
| SHOPShopify Inc. | Stock | 2,026,379 | $133.8M | 1.7% | +34,600+1.7% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 715,674 | $131.2M | 1.6% | +15,462+2.2% | Added | History |
| AGCOAGCO Corp | COM | 1,198,024 | $117.3M | 1.5% | +23,536+2.0% | Added | History |
| VLTOVeralto Corp | Stock | 1,055,767 | $100.8M | 1.3% | +22,324+2.2% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 863,066 | $79.7M | 1.0% | +17,365+2.1% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 579,241 | $57.8M | 0.7% | +15,444+2.7% | Added | History |
| ACNAccenture plc | Stock | 187,048 | $56.8M | 0.7% | +187,048 | New | History |
| FSLRFirst Solar, Inc. | Stock | 52,860 | $11.9M | 0.1% | −638−1.2% | Reduced | History |