Activity Feed

Free — 5 of 43

Data as of Q4 2025

All position changes for Mirova US LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	NVDA NVIDIA Corp	Decreased	5.3M	-17.4%	$980.1M	9.8%	0
2025-Q4	MSFT Microsoft Corp	Decreased	1.6M	-14.0%	$784M	7.9%	0
2025-Q4	MA Mastercard Inc	Decreased	996,782	-3.1%	$569M	5.7%	0
2025-Q4	TSM TAIWAN SEMICONDUCTOR MFG LTD	Decreased	1.7M	-3.0%	$510.6M	5.1%	0
2025-Q4	SHOP Shopify Inc	Decreased	2.8M	-3.4%	$448.5M	4.5%	0
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