Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 34
- +1 vs. Q3 2024
- Portfolio value
- $8.34B
- −$379.3M (−4.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 5,209,444 | $699.6M | 8.4% | −157,460−2.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,546,921 | $652.0M | 7.8% | −46,448−2.9% | Reduced | History |
| MAMastercard Inc | Stock | 1,164,697 | $613.3M | 7.4% | −33,401−2.8% | Reduced | History |
| LLYEli Lilly & Co | Stock | 589,921 | $455.4M | 5.5% | −18,023−3.0% | Reduced | History |
| ECLEcolab Inc. | Stock | 1,916,391 | $449.0M | 5.4% | −71,305−3.6% | Reduced | History |
| EBAYeBay Inc | COM | 7,019,402 | $434.9M | 5.2% | −213,266−2.9% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 762,525 | $396.7M | 4.8% | −23,283−3.0% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 685,167 | $356.2M | 4.3% | −20,732−2.9% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,699,845 | $335.7M | 4.0% | −344,100−16.8% | Reduced | History |
| DHRDanaher Corp | Stock | 1,377,202 | $316.1M | 3.8% | −41,191−2.9% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 1,651,964 | $300.6M | 3.6% | −49,616−2.9% | ReducedConverted for a 2-for-1 split | History |
| WMWaste Management Inc | Stock | 1,413,109 | $285.2M | 3.4% | −42,505−2.9% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,794,690 | $272.0M | 3.3% | −65,577−1.7% | Reduced | History |
| ACNAccenture plc | Stock | 713,474 | $251.0M | 3.0% | +149,119+26.4% | Added | History |
| VVisa Inc. | Stock | 770,794 | $243.6M | 2.9% | −41,868−5.2% | Reduced | History |
| XYLXylem Inc. | COM | 1,841,615 | $213.7M | 2.6% | −54,551−2.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 627,829 | $209.9M | 2.5% | +155,163+32.8% | Added | History |
| SHOPShopify Inc. | Stock | 1,971,701 | $209.7M | 2.5% | −57,162−2.8% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,559,036 | $194.1M | 2.3% | −45,340−2.8% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 370,096 | $193.2M | 2.3% | −11,590−3.0% | Reduced | History |
| APTVAptiv PLC | Stock | 2,599,731 | $157.2M | 1.9% | −80,114−3.0% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,084,949 | $150.9M | 1.8% | −63,753−3.0% | Reduced | History |
| WTSWatts Water Technologies Inc | CL A | 703,906 | $143.1M | 1.7% | −20,476−2.8% | Reduced | History |
| BALLBALL Corp | COM | 2,431,399 | $134.0M | 1.6% | −87,598−3.5% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 1,809,222 | $133.9M | 1.6% | −53,910−2.9% | Reduced | History |
| TJXTJX Companies Inc | Stock | 985,095 | $119.0M | 1.4% | +985,095 | New | History |
| FSLRFirst Solar, Inc. | Stock | 646,310 | $113.9M | 1.4% | +585,394+961.0% | Added | History |
| AGCOAGCO Corp | COM | 1,172,381 | $109.6M | 1.3% | −34,807−2.9% | Reduced | History |
| VLTOVeralto Corp | Stock | 1,032,125 | $105.1M | 1.3% | −31,201−2.9% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 407,588 | $47.1M | 0.6% | +63,625+18.5% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 568,829 | $39.1M | 0.5% | −16,659−2.8% | Reduced | History |
| CLColgate Palmolive Co | Stock | 11,849 | $1.08M | <0.1% | +1,659+16.3% | Added | History |
| JCIJohnson Controls International plc | Stock | 10,631 | $839.1K | <0.1% | +10,631 | New | History |
| CSCOCisco Systems, Inc. | Stock | 13,467 | $797.2K | <0.1% | +1,888+16.3% | Added | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.