Mirova US LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings25 positions
Microsoft Corp | 546,186 | $111.2M | 9.7% | $153.11 | +26.10% | 3 qtrssince 2019-Q4 | Increased 66 |
eBay Inc | 2M | $103.3M | 9.0% | $34.20 | +38.42% | 3 qtrssince 2019-Q4 | Increased 71 |
Thermo Fisher Scientific Inc | 272,219 | $98.6M | 8.6% | $315.48 | +12.93% | 3 qtrssince 2019-Q4 | Increased 65 |
Mastercard Inc | 328,135 | $97M | 8.5% | $281.20 | +1.47% | 3 qtrssince 2019-Q4 | Increased 71 |
Danaher Corp | 519,686 | $91.9M | 8.0% | $131.24 | +15.96% | 3 qtrssince 2019-Q4 | Increased 64 |
Ecolab Inc | 396,492 | $78.9M | 6.9% | $175.60 | +5.93% | 3 qtrssince 2019-Q4 | Increased 70 |
Roper Technologies Inc | 195,683 | $76M | 6.6% | $342.73 | +8.84% | 3 qtrssince 2019-Q4 | Increased 70 |
Visa Inc | 387,397 | $74.8M | 6.5% | $176.07 | +4.86% | 3 qtrssince 2019-Q4 | Increased 70 |
Alphabet Inc | 47,801 | $67.8M | 5.9% | $65.65 | +6.99% | 3 qtrssince 2019-Q4 | Increased 70 |
Adobe Systems Inc | 141,845 | $61.7M | 5.4% | $343.53 | +23.48% | 3 qtrssince 2019-Q4 | Increased 69 |
Taiwan Semiconductor Manufactu | 868,828 | $49.2M | 4.3% | $50.76 | +1.09% | 3 qtrssince 2019-Q4 | Increased 66 |
NextEra Energy Inc | 158,300 | $38M | 3.3% | $51.10 | +0.22% | 3 qtrssince 2019-Q4 | Increased 64 |
American Water Works Co Inc | 275,167 | $35.4M | 3.1% | $108.46 | +4.61% | 3 qtrssince 2019-Q4 | Increased 64 |
Signature Bank/New York NY | 298,856 | $32M | 2.8% | — | — | 3 qtrssince 2019-Q4 | Increased 60 |
Gilead Sciences Inc | 349,192 | $26.9M | 2.3% | $53.00 | +13.62% | 3 qtrssince 2019-Q4 | Increased 60 |
Estee Lauder Cos Inc/The | 127,975 | $24.1M | 2.1% | $182.03 | -5.49% | 3 qtrssince 2019-Q4 | Increased 60 |
Intuitive Surgical Inc | 37,874 | $21.6M | 1.9% | $190.79 | -0.44% | 3 qtrssince 2019-Q4 | Increased 73 |
Oracle Corp | 375,174 | $20.7M | 1.8% | $47.94 | +5.63% | 3 qtrssince 2019-Q4 | Increased 54 |
Watts Water Technologies Inc | 204,446 | $16.6M | 1.4% | $89.49 | -13.75% | 3 qtrssince 2019-Q4 | Increased 54 |
BRIGHT HORIZONS FAMILY SOLUTIONS INC | 99,551 | $11.7M | 1.0% | $120.90 | -4.43% | 3 qtrssince 2019-Q4 | Increased 72 |
Mirova US LLC manages $1.1B across 25 positions as of Q2 2020. Top holdings: MSFT (9.7%), EBAY (9.0%), TMO (8.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 1 new position, exited 1, increased 23. Top move: ISRG (INCREASED, conviction 73). Portfolio: $1.1B across 25 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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