Mirova US LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings42 positions
NVIDIA CORPORATION | 5.1M | $881.7M | 10.0% | $45.63 | +281.33% | 26 qtrssince 2019-Q4 | Decreased 0 |
MICROSOFT CORP | 1.6M | $575.8M | 6.5% | $302.03 | +22.06% | 26 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 957,746 | $478.5M | 5.4% | $339.18 | +46.82% | 26 qtrssince 2019-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.3M | $433.1M | 4.9% | $86.00 | +291.02% | 26 qtrssince 2019-Q4 | Decreased 0 |
TJX COS INC NEW | 2.4M | $384.6M | 4.4% | $120.35 | +31.84% | 6 qtrssince 2024-Q4 | Decreased 0 |
BROADCOM INC | 1.1M | $344.6M | 3.9% | $333.80 | -7.42% | 3 qtrssince 2025-Q3 | Increased 69 |
ELI LILLY & CO | 368,438 | $338.9M | 3.8% | $279.19 | +228.40% | 21 qtrssince 2021-Q1 | Decreased 0 |
NEXTERA ENERGY INC | 3.6M | $336.5M | 3.8% | $62.89 | +45.51% | 26 qtrssince 2019-Q4 | Decreased 0 |
SHOPIFY INC | 2.7M | $316.9M | 3.6% | $89.93 | +31.90% | 9 qtrssince 2024-Q1 | Decreased 0 |
WASTE MGMT INC DEL | 1.4M | $313M | 3.6% | $189.18 | +28.68% | 16 qtrssince 2022-Q2 | Decreased 0 |
EBAY INC. | 3.4M | $312.4M | 3.5% | $46.09 | +96.35% | 26 qtrssince 2019-Q4 | Decreased 0 |
ECOLAB INC | 1.2M | $311.2M | 3.5% | $194.52 | +36.03% | 26 qtrssince 2019-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 615,090 | $302.3M | 3.4% | $455.41 | +7.74% | 26 qtrssince 2019-Q4 | Decreased 0 |
HUBBELL INC | 575,911 | $282.6M | 3.2% | $423.48 | +15.35% | 4 qtrssince 2025-Q2 | Increased 68 |
PALO ALTO NETWORKS INC | 1.6M | $256.9M | 2.9% | $148.39 | +8.04% | 10 qtrssince 2023-Q4 | Decreased 0 |
VERTIV HOLDINGS CO | 1M | $256.3M | 2.9% | $182.76 | +37.05% | 2 qtrssince 2025-Q4 | Increased 68 |
INTUITIVE SURGICAL INC | 512,363 | $236.2M | 2.7% | $358.71 | +28.51% | 26 qtrssince 2019-Q4 | Decreased 0 |
LOWES COS INC | 941,425 | $222.4M | 2.5% | $237.47 | -1.58% | 2 qtrssince 2025-Q4 | Decreased 0 |
XYLEM INC | 1.8M | $216M | 2.5% | $107.72 | +10.09% | 26 qtrssince 2019-Q4 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 2.6M | $210.4M | 2.4% | $75.23 | +6.45% | 15 qtrssince 2022-Q3 | Decreased 0 |
Mirova US LLC manages $8.8B across 42 positions as of Q1 2026. Top holdings: NVDA (10.0%), MSFT (6.5%), MA (5.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Exited 1, increased 6, trimmed 32. Top move: AVGO (INCREASED, conviction 69). Portfolio: $8.8B across 42 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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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