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Livermore
Livermore
ZHEN

Mirova US LLC

SEC CIK
0001802900
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
45
+3 vs. Q1 2026
Portfolio value
$9.30B
+$488.0M (+5.5%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Mirova US LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock4,309,689$862.3M9.3%−746,110−14.8%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,137,112$543.1M5.8%−144,438−11.3%ReducedHistory
MAMastercard IncStock924,618$474.9M5.1%−33,128−3.5%ReducedHistory
MSFTMicrosoft CorpStock1,206,161$449.9M4.8%−349,455−22.5%ReducedHistory
PANWPalo Alto Networks IncStock1,305,090$445.1M4.8%−297,622−18.6%ReducedHistory
LLYEli Lilly & CoStock354,043$424.6M4.6%−14,395−3.9%ReducedHistory
EBAYeBay IncCOM3,206,010$358.3M3.9%−226,521−6.6%ReducedHistory
AVGOBroadcom Inc.Stock919,362$347.3M3.7%−194,148−17.4%ReducedHistory
VRTVertiv Holdings CoCOM CL A988,313$330.9M3.6%−34,401−3.4%ReducedHistory
NEENextera Energy IncStock3,556,095$312.1M3.4%−67,382−1.9%ReducedHistory
ECLEcolab Inc.Stock1,113,930$310.4M3.3%−56,065−4.8%ReducedHistory
SHOPShopify Inc.Stock2,600,237$296.9M3.2%−71,005−2.7%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock591,257$296.4M3.2%−23,833−3.9%ReducedHistory
HUBBHubbell IncCOM561,819$293.9M3.2%−14,092−2.4%ReducedHistory
WMWaste Management IncStock1,312,962$292.6M3.1%−49,205−3.6%ReducedHistory
TJXTJX Companies IncStock1,901,496$288.1M3.1%−506,814−21.0%ReducedHistory
EWEdwards Lifesciences CorpStock2,540,381$229.8M2.5%−86,934−3.3%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM2,586,427$224.1M2.4%+642,265+33.0%AddedHistory
XYLXylem Inc.COM1,707,194$201.8M2.2%−100,254−5.5%ReducedHistory
LOWLowes Companies IncStock907,806$200.2M2.2%−33,619−3.6%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW492,324$195.8M2.1%−20,039−3.9%ReducedHistory
DHRDanaher CorpStock999,996$190.5M2.0%−51,434−4.9%ReducedHistory
AGCOAGCO CorpCOM1,528,332$182.9M2.0%−58,320−3.7%ReducedHistory
WTSWatts Water Technologies IncCL A412,095$161.3M1.7%−25,770−5.9%ReducedHistory
FSLRFirst Solar, Inc.Stock655,621$154.7M1.7%−42,931−6.1%ReducedHistory
BALLBALL CorpCOM2,399,395$149.7M1.6%−7,623−0.3%ReducedHistory
AMDAdvanced Micro Devices IncStock249,822$145.1M1.6%+249,822NewHistory
VLTOVeralto CorpStock1,628,033$144.4M1.6%−61,304−3.6%ReducedHistory
BSXBoston Scientific CorpStock3,101,478$132.4M1.4%+898,077+40.8%AddedHistory
SWSmurfit Westrock plcStock2,363,387$109.3M1.2%+2,363,387NewHistory
VVisa Inc.Stock293,703$100.8M1.1%−32,061−9.8%ReducedHistory
WMSAdvanced Drainage Systems, Inc.COM619,117$97.2M1.0%−9,726−1.5%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock697,230$91.7M1.0%−53,465−7.1%ReducedHistory
CRMSalesforce, Inc.Stock563,506$88.3M0.9%−45,945−7.5%ReducedHistory
ORCLOracle CorpStock429,354$62.9M0.7%+429,354NewHistory
ACNAccenture plcStock337,013$41.9M0.5%−345,693−50.6%ReducedHistory
GOOGLAlphabet Inc.Stock67,085$24.0M0.3%+47,661+245.4%AddedHistory
AAPLApple Inc.Stock40,220$11.6M0.1%+24,800+160.8%AddedHistory
JPMJPMorgan Chase & CoStock31,658$10.4M0.1%+31,658NewHistory
ORLYO Reilly Automotive IncStock82,108$7.56M0.1%+82,108NewHistory
JCIJohnson Controls International plcStock37,625$5.50M0.1%−6,342−14.4%ReducedHistory
NDAQNasdaq, Inc.COM39,990$3.15M<0.1%−26,217−39.6%ReducedHistory
CLColgate Palmolive CoStock28,979$2.66M<0.1%−4,887−14.4%ReducedHistory
ESEversource EnergyStock33,715$2.44M<0.1%−10,127−23.1%ReducedHistory
INTUIntuit Inc.Stock4,931$1.29M<0.1%−832−14.4%ReducedHistory

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Mirova US LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
AMZNAmazon Com IncStock15,144$3.15M<0.1%History
METAMeta Platforms, Inc.Stock3,798$2.17M<0.1%History