Mirova US LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings26 positions
Microsoft Corp | 1.2M | $331.5M | 8.9% | $190.95 | +35.90% | 7 qtrssince 2019-Q4 | Increased 69 |
eBay Inc | 4.4M | $312.1M | 8.4% | $44.26 | +44.94% | 7 qtrssince 2019-Q4 | Increased 69 |
Mastercard Inc | 739,601 | $270M | 7.2% | $314.78 | +12.47% | 7 qtrssince 2019-Q4 | Increased 69 |
Thermo Fisher Scientific Inc | 497,949 | $251.2M | 6.7% | $378.67 | +31.27% | 7 qtrssince 2019-Q4 | Increased 68 |
Danaher Corp | 922,854 | $247.7M | 6.6% | $161.96 | +43.10% | 7 qtrssince 2019-Q4 | Increased 68 |
Ecolab Inc | 1.2M | $241M | 6.5% | $190.67 | +1.91% | 7 qtrssince 2019-Q4 | Increased 68 |
Adobe Systems Inc | 385,376 | $225.7M | 6.1% | $441.14 | +33.92% | 7 qtrssince 2019-Q4 | Increased 68 |
Roper Technologies Inc | 439,813 | $206.8M | 5.5% | $379.12 | +19.95% | 7 qtrssince 2019-Q4 | Increased 68 |
Visa Inc | 872,645 | $204M | 5.5% | $192.68 | +16.68% | 7 qtrssince 2019-Q4 | Increased 68 |
Taiwan Semiconductor Manufactu | 1.7M | $201.4M | 5.4% | $71.77 | +53.93% | 7 qtrssince 2019-Q4 | Increased 68 |
NVIDIA Corp | 238,499 | $190.8M | 5.1% | $16.45 | +21.04% | 7 qtrssince 2019-Q4 | Increased 96 |
Alphabet Inc | 77,947 | $190.3M | 5.1% | $77.05 | +56.96% | 7 qtrssince 2019-Q4 | Increased 68 |
Eli Lilly & Co | 513,675 | $117.9M | 3.2% | $181.92 | +20.18% | 2 qtrssince 2021-Q1 | Increased 63 |
Signature Bank/New York NY | 455,864 | $112M | 3.0% | — | — | 7 qtrssince 2019-Q4 | Increased 63 |
NextEra Energy Inc | 1.4M | $99.9M | 2.7% | $57.78 | +10.38% | 7 qtrssince 2019-Q4 | Increased 59 |
American Water Works Co Inc | 595,563 | $91.8M | 2.5% | $121.95 | +13.08% | 7 qtrssince 2019-Q4 | Increased 58 |
Estee Lauder Cos Inc/The | 278,215 | $88.5M | 2.4% | $218.86 | +35.51% | 7 qtrssince 2019-Q4 | Increased 58 |
Intuitive Surgical Inc | 82,051 | $75.5M | 2.0% | $228.98 | +33.87% | 7 qtrssince 2019-Q4 | Increased 58 |
BRIGHT HORIZONS FAMILY SOLUTIONS INC | 480,048 | $70.6M | 1.9% | $143.80 | +1.55% | 7 qtrssince 2019-Q4 | Increased 76 |
Watts Water Technologies Inc | 453,730 | $66.2M | 1.8% | $103.29 | +35.72% | 7 qtrssince 2019-Q4 | Increased 53 |
Mirova US LLC manages $3.7B across 26 positions as of Q2 2021. Top holdings: MSFT (8.9%), EBAY (8.4%), MA (7.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Increased 22, trimmed 4. Top move: NVDA (INCREASED, conviction 96). Portfolio: $3.7B across 26 positions.
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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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