Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 34
- 0 vs. Q4 2024
- Portfolio value
- $8.42B
- +$82.3M (+1.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,602,280 | $601.5M | 7.1% | +55,359+3.6% | Added | History |
| NVDANVIDIA Corp | Stock | 5,399,484 | $585.2M | 7.0% | +190,040+3.6% | Added | History |
| MAMastercard Inc | Stock | 1,033,252 | $566.3M | 6.7% | −131,445−11.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 610,755 | $504.4M | 6.0% | +20,834+3.5% | Added | History |
| ECLEcolab Inc. | Stock | 1,979,175 | $501.8M | 6.0% | +62,784+3.3% | Added | History |
| EBAYeBay Inc | COM | 7,249,272 | $491.0M | 5.8% | +229,870+3.3% | Added | History |
| ROPRoper Technologies Inc | Stock | 708,549 | $417.7M | 5.0% | +23,382+3.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 788,939 | $392.6M | 4.7% | +26,414+3.5% | Added | History |
| WMWaste Management Inc | Stock | 1,463,261 | $338.8M | 4.0% | +50,152+3.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,767,831 | $293.5M | 3.5% | +67,986+4.0% | Added | History |
| DHRDanaher Corp | Stock | 1,426,756 | $292.5M | 3.5% | +49,554+3.6% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 1,710,686 | $291.9M | 3.5% | +58,722+3.6% | Added | History |
| VVisa Inc. | Stock | 796,640 | $279.2M | 3.3% | +25,846+3.4% | Added | History |
| NEENextera Energy Inc | Stock | 3,919,486 | $277.9M | 3.3% | +124,796+3.3% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,616,705 | $238.5M | 2.8% | +57,669+3.7% | Added | History |
| ACNAccenture plc | Stock | 739,285 | $230.7M | 2.7% | +25,811+3.6% | Added | History |
| XYLXylem Inc. | COM | 1,906,271 | $227.7M | 2.7% | +64,656+3.5% | Added | History |
| SHOPShopify Inc. | Stock | 2,034,159 | $194.2M | 2.3% | +62,458+3.2% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 384,492 | $190.4M | 2.3% | +14,396+3.9% | Added | History |
| CRMSalesforce, Inc. | Stock | 650,395 | $174.5M | 2.1% | +22,566+3.6% | Added | History |
| APTVAptiv PLC | Stock | 2,690,741 | $160.1M | 1.9% | +91,010+3.5% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,157,535 | $151.5M | 1.8% | +72,586+3.5% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 728,984 | $148.7M | 1.8% | +25,078+3.6% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 1,876,996 | $136.0M | 1.6% | +67,774+3.7% | Added | History |
| BALLBALL Corp | COM | 2,544,267 | $132.5M | 1.6% | +112,868+4.6% | Added | History |
| TJXTJX Companies Inc | Stock | 1,020,491 | $124.3M | 1.5% | +35,396+3.6% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 894,616 | $113.1M | 1.3% | +248,306+38.4% | Added | History |
| AGCOAGCO Corp | COM | 1,213,995 | $112.4M | 1.3% | +41,614+3.5% | Added | History |
| VLTOVeralto Corp | Stock | 1,068,326 | $104.1M | 1.2% | +36,201+3.5% | Added | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 690,435 | $75.0M | 0.9% | +282,847+69.4% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 1,096,831 | $68.1M | 0.8% | +528,002+92.8% | Added | History |
| CLColgate Palmolive Co | Stock | 16,111 | $1.51M | <0.1% | +4,262+36.0% | Added | History |
| JCIJohnson Controls International plc | Stock | 14,455 | $1.16M | <0.1% | +3,824+36.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 18,315 | $1.13M | <0.1% | +4,848+36.0% | Added | History |