Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 23, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 35
- +1 vs. Q1 2025
- Portfolio value
- $9.66B
- +$1.24B (+14.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CLColgate Palmolive Co | Stock | 18,880 | $1.72M | <0.1% | +2,769+17.2% | Added | History |
| INTUIntuit Inc. | Stock | 3,218 | $2.53M | <0.1% | +3,218 | New | History |
| JCIJohnson Controls International plc | Stock | 24,514 | $2.59M | <0.1% | +10,059+69.6% | Added | History |
| ESEversource Energy | Stock | 57,789 | $3.68M | <0.1% | +57,789 | New | History |
| NDAQNasdaq, Inc. | COM | 64,907 | $5.80M | 0.1% | +64,907 | New | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 708,310 | $81.4M | 0.8% | +17,875+2.6% | Added | History |
| VLTOVeralto Corp | Stock | 1,126,586 | $113.7M | 1.2% | +58,260+5.5% | Added | History |
| AGCOAGCO Corp | COM | 1,253,258 | $129.3M | 1.3% | +39,263+3.2% | Added | History |
| HUBBHubbell Inc | COM | 341,289 | $139.4M | 1.4% | +341,289 | New | History |
| BALLBALL Corp | COM | 2,669,081 | $149.7M | 1.5% | +124,814+4.9% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 944,931 | $156.4M | 1.6% | +50,315+5.6% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,182,880 | $173.0M | 1.8% | +25,345+1.2% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 748,328 | $184.0M | 1.9% | +19,344+2.7% | Added | History |
| CRMSalesforce, Inc. | Stock | 679,213 | $185.2M | 1.9% | +28,818+4.4% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 2,931,297 | $229.3M | 2.4% | +1,054,301+56.2% | Added | History |
| ACNAccenture plc | Stock | 771,235 | $230.5M | 2.4% | +31,950+4.3% | Added | History |
| DHRDanaher Corp | Stock | 1,169,205 | $231.0M | 2.4% | −257,551−18.1% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,680,174 | $233.7M | 2.4% | +63,469+3.9% | Added | History |
| XYLXylem Inc. | COM | 2,000,499 | $258.8M | 2.7% | +94,228+4.9% | Added | History |
| NEENextera Energy Inc | Stock | 3,991,191 | $277.1M | 2.9% | +71,705+1.8% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 687,066 | $278.6M | 2.9% | −101,873−12.9% | Reduced | History |
| EBAYeBay Inc | COM | 3,832,923 | $285.4M | 3.0% | −3,416,349−47.1% | Reduced | History |
| VVisa Inc. | Stock | 825,940 | $293.2M | 3.0% | +29,300+3.7% | Added | History |
| LLYEli Lilly & Co | Stock | 395,255 | $308.1M | 3.2% | −215,500−35.3% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 568,123 | $308.7M | 3.2% | +183,631+47.8% | Added | History |
| TJXTJX Companies Inc | Stock | 2,699,156 | $333.3M | 3.5% | +1,678,665+164.5% | Added | History |
| WMWaste Management Inc | Stock | 1,517,789 | $347.3M | 3.6% | +54,528+3.7% | Added | History |
| SHOPShopify Inc. | Stock | 3,024,755 | $348.9M | 3.6% | +990,596+48.7% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 1,782,574 | $364.8M | 3.8% | +71,888+4.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,797,084 | $407.0M | 4.2% | +29,253+1.7% | Added | History |
| ROPRoper Technologies Inc | Stock | 733,544 | $415.8M | 4.3% | +24,995+3.5% | Added | History |
| ECLEcolab Inc. | Stock | 2,052,803 | $553.1M | 5.7% | +73,628+3.7% | Added | History |
| MAMastercard Inc | Stock | 1,070,696 | $601.7M | 6.2% | +37,444+3.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,963,799 | $976.8M | 10.1% | +361,519+22.6% | Added | History |
| NVDANVIDIA Corp | Stock | 6,642,117 | $1.05B | 10.9% | +1,242,633+23.0% | Added | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.