Mirova US LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings45 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 4.3M | $862.3M | 9.3% | $121.23 | +72.94% | 27 qtrssince 2019-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.1M | $543.1M | 5.8% | $86.50 | +382.85% | 27 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INC - A | 924,618 | $474.9M | 5.1% | $341.10 | +75.45% | 27 qtrssince 2019-Q4 | Decreased 0 |
MICROSOFT CORP | 1.2M | $449.9M | 4.8% | $302.03 | +64.34% | 27 qtrssince 2019-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 1.3M | $445.1M | 4.8% | $165.83 | +104.61% | 11 qtrssince 2023-Q4 | Decreased 0 |
ELI LILLY & CO | 354,043 | $424.6M | 4.6% | $279.19 | +326.02% | 22 qtrssince 2021-Q1 | Decreased 0 |
EBAY INC | 3.2M | $358.3M | 3.9% | $46.61 | +123.54% | 27 qtrssince 2019-Q4 | Decreased 0 |
BROADCOM INC | 919,362 | $347.3M | 3.7% | $333.80 | +6.53% | 4 qtrssince 2025-Q3 | Decreased 0 |
VERTIV HOLDINGS CO-A | 988,313 | $330.9M | 3.6% | $183.20 | +44.00% | 3 qtrssince 2025-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 3.6M | $312.1M | 3.4% | — | — | — | Decreased 0 |
ECOLAB INC | 1.1M | $310.4M | 3.3% | $195.96 | +48.30% | 27 qtrssince 2019-Q4 | Decreased 0 |
SHOPIFY INC - CLASS A | 2.6M | $296.9M | 3.2% | $89.40 | +68.11% | 10 qtrssince 2024-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 591,257 | $296.4M | 3.2% | $455.60 | +39.09% | 27 qtrssince 2019-Q4 | Decreased 0 |
HUBBELL INC | 561,819 | $293.9M | 3.2% | $423.48 | +11.57% | 5 qtrssince 2025-Q2 | Decreased 0 |
WASTE MANAGEMENT INC | 1.3M | $292.6M | 3.1% | $189.18 | +16.94% | 17 qtrssince 2022-Q2 | Decreased 0 |
TJX COMPANIES INC | 1.9M | $288.1M | 3.1% | $120.35 | +13.69% | 7 qtrssince 2024-Q4 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 2.5M | $229.8M | 2.5% | $75.67 | +19.96% | 16 qtrssince 2022-Q3 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 2.6M | $224.1M | 2.4% | $79.72 | +18.80% | 9 qtrssince 2024-Q2 | Increased 68 |
XYLEM INC | 1.7M | $201.8M | 2.2% | $108.05 | +4.97% | 27 qtrssince 2019-Q4 | Decreased 0 |
LOWE'S COS INC | 907,806 | $200.2M | 2.2% | $237.47 | -11.42% | 3 qtrssince 2025-Q4 | Decreased 0 |
Mirova US LLC manages $9.3B across 45 positions as of Q2 2026. Top holdings: NVDA (9.3%), TSM (5.8%), MA (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 5 new positions, exited 2, increased 4, trimmed 36. Top move: CP (INCREASED, conviction 68). Portfolio: $9.3B across 45 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR