Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 33
- +4 vs. Q2 2024
- Portfolio value
- $8.72B
- +$683.6M (+8.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Stock | 11,579 | $616.2K | <0.1% | +11,579 | New | History |
| CLColgate Palmolive Co | Stock | 10,190 | $1.06M | <0.1% | +10,190 | New | History |
| FSLRFirst Solar, Inc. | Stock | 60,916 | $15.2M | 0.2% | +8,056+15.2% | Added | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 343,963 | $54.1M | 0.6% | +343,963 | New | History |
| ENPHEnphase Energy, Inc. | Stock | 585,488 | $66.2M | 0.8% | +6,247+1.1% | Added | History |
| AGCOAGCO Corp | COM | 1,207,188 | $118.1M | 1.4% | +9,164+0.8% | Added | History |
| VLTOVeralto Corp | Stock | 1,063,326 | $118.9M | 1.4% | +7,559+0.7% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 1,863,132 | $122.9M | 1.4% | +1,000,066+115.9% | Added | History |
| CRMSalesforce, Inc. | Stock | 472,666 | $129.4M | 1.5% | +472,666 | New | History |
| ADBEAdobe Inc. | Stock | 261,124 | $135.2M | 1.6% | −238,078−47.7% | Reduced | History |
| WTSWatts Water Technologies Inc | CL A | 724,382 | $150.1M | 1.7% | +8,708+1.2% | Added | History |
| SHOPShopify Inc. | Stock | 2,028,863 | $162.6M | 1.9% | +2,484+0.1% | Added | History |
| BALLBALL Corp | COM | 2,518,997 | $171.1M | 2.0% | +23,500+0.9% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,148,702 | $183.8M | 2.1% | +14,022+0.7% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 381,686 | $187.5M | 2.2% | +3,941+1.0% | Added | History |
| APTVAptiv PLC | SHS | 2,679,845 | $193.0M | 2.2% | +12,483+0.5% | Added | History |
| ACNAccenture plc | Stock | 564,355 | $199.5M | 2.3% | +377,307+201.7% | Added | History |
| VVisa Inc. | Stock | 812,662 | $223.4M | 2.6% | +6,040+0.7% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,604,376 | $234.6M | 2.7% | +16,267+1.0% | Added | History |
| XYLXylem Inc. | COM | 1,896,166 | $256.0M | 2.9% | +19,548+1.0% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 850,790 | $290.8M | 3.3% | +7,343+0.9% | Added | History |
| WMWaste Management Inc | Stock | 1,455,614 | $302.2M | 3.5% | +12,697+0.9% | Added | History |
| NEENextera Energy Inc | Stock | 3,860,267 | $326.3M | 3.7% | +31,030+0.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,043,945 | $355.0M | 4.1% | −310,098−13.2% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 705,899 | $392.8M | 4.5% | +5,248+0.7% | Added | History |
| DHRDanaher Corp | Stock | 1,418,393 | $394.3M | 4.5% | +230,594+19.4% | Added | History |
| EBAYeBay Inc | COM | 7,232,668 | $470.9M | 5.4% | −1,938,161−21.1% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 785,808 | $486.1M | 5.6% | +4,800+0.6% | Added | History |
| ECLEcolab Inc. | Stock | 1,987,696 | $507.5M | 5.8% | +12,281+0.6% | Added | History |
| LLYEli Lilly & Co | Stock | 607,944 | $538.6M | 6.2% | +5,015+0.8% | Added | History |
| MAMastercard Inc | Stock | 1,198,098 | $591.6M | 6.8% | +7,631+0.6% | Added | History |
| NVDANVIDIA Corp | Stock | 5,366,904 | $651.8M | 7.5% | −410,243−7.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,593,369 | $685.6M | 7.9% | +303,902+23.6% | Added | History |