Mirova US LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings45 positions
NVIDIA CORPORATION | 4.3M | $862.3M | 9.3% | $45.63 | +376.06% | 27 qtrssince 2019-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.1M | $543.1M | 5.8% | $86.00 | +391.01% | 27 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 924,618 | $474.9M | 5.1% | $339.18 | +81.71% | 27 qtrssince 2019-Q4 | Decreased 0 |
MICROSOFT CORP | 1.2M | $449.9M | 4.8% | $302.03 | +78.60% | 27 qtrssince 2019-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 1.3M | $445.1M | 4.8% | $148.39 | +149.53% | 11 qtrssince 2023-Q4 | Decreased 0 |
ELI LILLY & CO | 354,043 | $424.6M | 4.6% | $279.19 | +348.29% | 22 qtrssince 2021-Q1 | Decreased 0 |
eBay Inc | 3.2M | $358.3M | 3.9% | $46.09 | +166.69% | 27 qtrssince 2019-Q4 | Decreased 0 |
BROADCOM INC | 919,362 | $347.3M | 3.7% | $333.80 | +3.15% | 4 qtrssince 2025-Q3 | Decreased 0 |
Vertiv Holdings Co | 988,313 | $330.9M | 3.6% | $182.76 | +17.51% | 3 qtrssince 2025-Q4 | Decreased 0 |
NextEra Energy Inc | 3.6M | $312.1M | 3.4% | $62.89 | +25.55% | 27 qtrssince 2019-Q4 | Decreased 0 |
ECOLAB INC | 1.1M | $310.4M | 3.3% | $194.52 | +49.50% | 27 qtrssince 2019-Q4 | Decreased 0 |
SHOPIFY INC | 2.6M | $296.9M | 3.2% | $89.93 | +98.09% | 10 qtrssince 2024-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 591,257 | $296.4M | 3.2% | $455.41 | +52.94% | 27 qtrssince 2019-Q4 | Decreased 0 |
HUBBELL INC | 561,819 | $293.9M | 3.2% | $423.48 | +9.74% | 5 qtrssince 2025-Q2 | Decreased 0 |
WASTE MGMT INC DEL | 1.3M | $292.6M | 3.1% | $189.18 | +18.50% | 17 qtrssince 2022-Q2 | Decreased 0 |
TJX COS INC NEW | 1.9M | $288.1M | 3.1% | $120.35 | +20.13% | 7 qtrssince 2024-Q4 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 2.5M | $229.8M | 2.5% | $75.23 | +17.11% | 16 qtrssince 2022-Q3 | Decreased 0 |
CANADIAN PACIFIC KANSAS CITY | 2.6M | $224.1M | 2.4% | $79.55 | +9.26% | 9 qtrssince 2024-Q2 | Increased 68 |
XYLEM INC | 1.7M | $201.8M | 2.2% | $107.72 | -4.04% | 27 qtrssince 2019-Q4 | Decreased 0 |
LOWES COS INC | 907,806 | $200.2M | 2.2% | $237.47 | -17.58% | 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: Concentrated Value. 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
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