Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 20, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 36
- +1 vs. Q2 2025
- Portfolio value
- $9.90B
- +$241.5M (+2.5%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 6,362,230 | $1.19B | 12.0% | −279,887−4.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,885,058 | $976.4M | 9.9% | −78,741−4.0% | Reduced | History |
| MAMastercard Inc | Stock | 1,028,601 | $585.1M | 5.9% | −42,095−3.9% | Reduced | History |
| ECLEcolab Inc. | Stock | 1,824,872 | $499.8M | 5.0% | −227,931−11.1% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,732,421 | $483.8M | 4.9% | −64,663−3.6% | Reduced | History |
| SHOPShopify Inc. | Stock | 2,882,479 | $428.4M | 4.3% | −142,276−4.7% | Reduced | History |
| TJXTJX Companies Inc | Stock | 2,594,672 | $375.0M | 3.8% | −104,484−3.9% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 705,495 | $351.8M | 3.6% | −28,049−3.8% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 1,717,294 | $349.7M | 3.5% | −65,280−3.7% | Reduced | History |
| EBAYeBay Inc | COM | 3,675,555 | $334.3M | 3.4% | −157,368−4.1% | Reduced | History |
| WMWaste Management Inc | Stock | 1,462,037 | $322.9M | 3.3% | −55,752−3.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 660,789 | $320.5M | 3.2% | −26,277−3.8% | Reduced | History |
| LLYEli Lilly & Co | Stock | 380,667 | $290.4M | 2.9% | −14,588−3.7% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,835,334 | $289.5M | 2.9% | −155,857−3.9% | Reduced | History |
| XYLXylem Inc. | COM | 1,933,134 | $285.1M | 2.9% | −67,365−3.4% | Reduced | History |
| VVisa Inc. | Stock | 795,926 | $271.7M | 2.7% | −30,014−3.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 548,599 | $245.3M | 2.5% | −19,524−3.4% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,626,653 | $226.4M | 2.3% | −53,521−3.2% | Reduced | History |
| DHRDanaher Corp | Stock | 1,126,791 | $223.4M | 2.3% | −42,414−3.6% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 2,822,092 | $219.5M | 2.2% | −109,205−3.7% | Reduced | History |
| HUBBHubbell Inc | COM | 485,165 | $208.8M | 2.1% | +143,876+42.2% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 911,917 | $201.1M | 2.0% | −33,014−3.5% | Reduced | History |
| ACNAccenture plc | Stock | 740,370 | $182.6M | 1.8% | −30,865−4.0% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,093,702 | $156.0M | 1.6% | −89,178−4.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 651,604 | $154.4M | 1.6% | −27,609−4.1% | Reduced | History |
| WTSWatts Water Technologies Inc | CL A | 471,822 | $131.8M | 1.3% | −276,506−36.9% | Reduced | History |
| BALLBALL Corp | COM | 2,571,241 | $129.6M | 1.3% | −97,840−3.7% | Reduced | History |
| AGCOAGCO Corp | COM | 1,206,541 | $129.2M | 1.3% | −46,717−3.7% | Reduced | History |
| VLTOVeralto Corp | Stock | 1,084,448 | $115.6M | 1.2% | −42,138−3.7% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 339,947 | $112.2M | 1.1% | +339,947 | New | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 681,397 | $94.5M | 1.0% | −26,913−3.8% | Reduced | History |
| NDAQNasdaq, Inc. | COM | 78,172 | $6.91M | 0.1% | +13,265+20.4% | Added | History |
| ESEversource Energy | Stock | 57,308 | $4.08M | <0.1% | −481−0.8% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 36,993 | $4.07M | <0.1% | +12,479+50.9% | Added | History |
| INTUIntuit Inc. | Stock | 4,851 | $3.31M | <0.1% | +1,633+50.7% | Added | History |
| CLColgate Palmolive Co | Stock | 28,494 | $2.28M | <0.1% | +9,614+50.9% | Added | History |