Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 43
- +7 vs. Q3 2025
- Portfolio value
- $9.96B
- +$57.9M (+0.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 5,255,403 | $980.1M | 9.8% | −1,106,827−17.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,621,063 | $784.0M | 7.9% | −263,995−14.0% | Reduced | History |
| MAMastercard Inc | Stock | 996,782 | $569.0M | 5.7% | −31,819−3.1% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,680,068 | $510.6M | 5.1% | −52,353−3.0% | Reduced | History |
| SHOPShopify Inc. | Stock | 2,785,943 | $448.5M | 4.5% | −96,536−3.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 384,274 | $413.0M | 4.1% | +3,607+0.9% | Added | History |
| TJXTJX Companies Inc | Stock | 2,510,145 | $385.6M | 3.9% | −84,527−3.3% | Reduced | History |
| ECLEcolab Inc. | Stock | 1,437,641 | $377.4M | 3.8% | −387,231−21.2% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 641,259 | $371.6M | 3.7% | −19,530−3.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 929,660 | $321.8M | 3.2% | +589,713+173.5% | Added | History |
| WMWaste Management Inc | Stock | 1,419,444 | $311.9M | 3.1% | −42,593−2.9% | Reduced | History |
| EBAYeBay Inc | COM | 3,548,645 | $309.1M | 3.1% | −126,910−3.5% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 1,667,837 | $307.2M | 3.1% | −49,457−2.9% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 534,129 | $302.5M | 3.0% | −14,470−2.6% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,722,211 | $298.8M | 3.0% | −113,123−2.9% | Reduced | History |
| VVisa Inc. | Stock | 772,710 | $271.0M | 2.7% | −23,216−2.9% | Reduced | History |
| XYLXylem Inc. | COM | 1,881,190 | $256.2M | 2.6% | −51,944−2.7% | Reduced | History |
| DHRDanaher Corp | Stock | 1,094,872 | $250.6M | 2.5% | −31,919−2.8% | Reduced | History |
| LOWLowes Companies Inc | Stock | 981,128 | $236.6M | 2.4% | +981,128 | New | History |
| EWEdwards Lifesciences Corp | Stock | 2,739,071 | $233.5M | 2.3% | −83,021−2.9% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 889,077 | $232.3M | 2.3% | −22,840−2.5% | Reduced | History |
| HUBBHubbell Inc | COM | 478,760 | $212.6M | 2.1% | −6,405−1.3% | Reduced | History |
| ACNAccenture plc | Stock | 711,254 | $190.8M | 1.9% | −29,116−3.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 634,559 | $168.1M | 1.7% | −17,045−2.6% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,029,319 | $149.4M | 1.5% | −64,383−3.1% | Reduced | History |
| BALLBALL Corp | COM | 2,516,026 | $133.3M | 1.3% | −55,215−2.1% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 1,370,029 | $130.6M | 1.3% | +1,370,029 | New | History |
| WTSWatts Water Technologies Inc | CL A | 460,428 | $127.1M | 1.3% | −11,394−2.4% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 781,858 | $126.7M | 1.3% | +781,858 | New | History |
| AGCOAGCO Corp | COM | 1,164,618 | $121.5M | 1.2% | −41,923−3.5% | Reduced | History |
| VLTOVeralto Corp | Stock | 1,052,890 | $105.1M | 1.1% | −31,558−2.9% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 781,818 | $102.0M | 1.0% | −844,835−51.9% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 660,992 | $95.7M | 1.0% | −20,405−3.0% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 193,763 | $86.2M | 0.9% | −511,732−72.5% | Reduced | History |
| NDAQNasdaq, Inc. | COM | 85,671 | $8.32M | 0.1% | +7,499+9.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 19,424 | $6.08M | 0.1% | +19,424 | New | History |
| JCIJohnson Controls International plc | Stock | 44,049 | $5.27M | 0.1% | +7,056+19.1% | Added | History |
| AAPLApple Inc. | Stock | 15,420 | $4.19M | <0.1% | +15,420 | New | History |
| INTUIntuit Inc. | Stock | 5,775 | $3.83M | <0.1% | +924+19.0% | Added | History |
| ESEversource Energy | Stock | 54,037 | $3.64M | <0.1% | −3,271−5.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 15,144 | $3.50M | <0.1% | +15,144 | New | History |
| CLColgate Palmolive Co | Stock | 33,928 | $2.68M | <0.1% | +5,434+19.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 3,798 | $2.51M | <0.1% | +3,798 | New | History |