Mirova US LLC
- SEC CIK
- 0001802900
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 11, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 42
- −1 vs. Q4 2025
- Portfolio value
- $8.81B
- −$1.15B (−11.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 5,055,799 | $881.7M | 10.0% | −199,604−3.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,555,616 | $575.8M | 6.5% | −65,447−4.0% | Reduced | History |
| MAMastercard Inc | Stock | 957,746 | $478.5M | 5.4% | −39,036−3.9% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,281,550 | $433.1M | 4.9% | −398,518−23.7% | Reduced | History |
| TJXTJX Companies Inc | Stock | 2,408,310 | $384.6M | 4.4% | −101,835−4.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 1,113,510 | $344.6M | 3.9% | +183,850+19.8% | Added | History |
| LLYEli Lilly & Co | Stock | 368,438 | $338.9M | 3.8% | −15,836−4.1% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,623,477 | $336.5M | 3.8% | −98,734−2.7% | Reduced | History |
| SHOPShopify Inc. | Stock | 2,671,242 | $316.9M | 3.6% | −114,701−4.1% | Reduced | History |
| WMWaste Management Inc | Stock | 1,362,167 | $313.0M | 3.6% | −57,277−4.0% | Reduced | History |
| EBAYeBay Inc | COM | 3,432,531 | $312.4M | 3.5% | −116,114−3.3% | Reduced | History |
| ECLEcolab Inc. | Stock | 1,169,995 | $311.2M | 3.5% | −267,646−18.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 615,090 | $302.3M | 3.4% | −26,169−4.1% | Reduced | History |
| HUBBHubbell Inc | COM | 575,911 | $282.6M | 3.2% | +97,151+20.3% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 1,602,712 | $256.9M | 2.9% | −65,125−3.9% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 1,022,714 | $256.3M | 2.9% | +240,856+30.8% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 512,363 | $236.2M | 2.7% | −21,766−4.1% | Reduced | History |
| LOWLowes Companies Inc | Stock | 941,425 | $222.4M | 2.5% | −39,703−4.0% | Reduced | History |
| XYLXylem Inc. | COM | 1,807,448 | $216.0M | 2.5% | −73,742−3.9% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 2,627,315 | $210.4M | 2.4% | −111,756−4.1% | Reduced | History |
| DHRDanaher Corp | Stock | 1,051,430 | $199.4M | 2.3% | −43,442−4.0% | Reduced | History |
| AGCOAGCO Corp | COM | 1,586,652 | $183.8M | 2.1% | +422,034+36.2% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,944,162 | $152.9M | 1.7% | −85,157−4.2% | Reduced | History |
| VLTOVeralto Corp | Stock | 1,689,337 | $149.4M | 1.7% | +636,447+60.4% | Added | History |
| BALLBALL Corp | COM | 2,407,018 | $142.3M | 1.6% | −109,008−4.3% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 2,203,401 | $138.3M | 1.6% | +833,372+60.8% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 698,552 | $137.8M | 1.6% | −190,525−21.4% | Reduced | History |
| ACNAccenture plc | Stock | 682,706 | $135.4M | 1.5% | −28,548−4.0% | Reduced | History |
| WTSWatts Water Technologies Inc | CL A | 437,865 | $127.1M | 1.4% | −22,563−4.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 609,451 | $113.8M | 1.3% | −25,108−4.0% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 750,695 | $102.2M | 1.2% | −31,123−4.0% | Reduced | History |
| VVisa Inc. | Stock | 325,764 | $98.5M | 1.1% | −446,946−57.8% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 628,843 | $86.2M | 1.0% | −32,149−4.9% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 43,967 | $5.76M | 0.1% | −82−0.2% | Reduced | History |
| NDAQNasdaq, Inc. | COM | 66,207 | $5.62M | 0.1% | −19,464−22.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 19,424 | $5.59M | 0.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 15,420 | $3.91M | <0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 15,144 | $3.15M | <0.1% | 00.0% | Unchanged | History |
| ESEversource Energy | Stock | 43,842 | $3.04M | <0.1% | −10,195−18.9% | Reduced | History |
| CLColgate Palmolive Co | Stock | 33,866 | $2.89M | <0.1% | −62−0.2% | Reduced | History |
| INTUIntuit Inc. | Stock | 5,763 | $2.49M | <0.1% | −12−0.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,798 | $2.17M | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.