Mirova US LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings28 positions
THERMO FISHER SCIENTIFIC INC | 717,636 | $389.9M | 8.4% | $443.69 | +20.90% | 11 qtrssince 2019-Q4 | Increased 65 |
MASTERCARD INC - A | 1.2M | $380.2M | 8.2% | $324.93 | -5.37% | 11 qtrssince 2019-Q4 | Increased 65 |
MICROSOFT CORP | 1.5M | $378.9M | 8.2% | $206.47 | +20.12% | 11 qtrssince 2019-Q4 | Increased 65 |
DANAHER CORP | 1.2M | $292.2M | 6.3% | $189.40 | +15.97% | 11 qtrssince 2019-Q4 | Decreased 0 |
ECOLAB INC | 1.8M | $275.9M | 5.9% | $191.45 | -23.39% | 11 qtrssince 2019-Q4 | Increased 65 |
ELI LILLY & CO | 841,707 | $272.9M | 5.9% | $214.64 | +45.92% | 6 qtrssince 2021-Q1 | Increased 65 |
EBAY INC | 6.4M | $267.4M | 5.8% | $47.64 | -19.00% | 11 qtrssince 2019-Q4 | Increased 65 |
ROPER TECHNOLOGIES INC | 636,131 | $251M | 5.4% | $400.30 | -3.91% | 11 qtrssince 2019-Q4 | Increased 65 |
VISA INC-CLASS A SHARES | 1.3M | $246.9M | 5.3% | $197.44 | -3.48% | 11 qtrssince 2019-Q4 | Increased 64 |
ADOBE INC | 644,375 | $235.9M | 5.1% | $459.89 | -19.87% | 11 qtrssince 2019-Q4 | Increased 65 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.4M | $195.2M | 4.2% | $79.99 | -4.31% | 11 qtrssince 2019-Q4 | Increased 61 |
NEXTERA ENERGY INC | 2.5M | $191.4M | 4.1% | $65.31 | +5.32% | 11 qtrssince 2019-Q4 | Increased 61 |
NVIDIA CORP | 985,107 | $149.3M | 3.2% | $17.25 | -12.47% | 11 qtrssince 2019-Q4 | Increased 60 |
VERIZON COMMUNICATIONS INC | 2.7M | $137M | 3.0% | $39.77 | -0.07% | 2 qtrssince 2022-Q1 | Increased 56 |
AMERICAN WATER WORKS CO INC | 821,251 | $122.2M | 2.6% | $130.71 | +3.40% | 11 qtrssince 2019-Q4 | Increased 56 |
BALL CORP | 1.7M | $117.9M | 2.5% | $82.99 | -21.68% | 8 qtrssince 2020-Q3 | Increased 56 |
MERCADOLIBRE INC | 184,092 | $117.2M | 2.5% | $967.71 | -31.78% | 3 qtrssince 2021-Q4 | Increased 84 |
SIGNATURE BANK | 646,085 | $115.8M | 2.5% | — | — | 11 qtrssince 2019-Q4 | Increased 56 |
XYLEM INC | 1.3M | $101.5M | 2.2% | $108.40 | -31.59% | 11 qtrssince 2019-Q4 | Increased 56 |
ESTEE LAUDER COMPANIES-CL A | 388,387 | $98.9M | 2.1% | $239.40 | +1.06% | 11 qtrssince 2019-Q4 | Increased 56 |
Mirova US LLC manages $4.6B across 28 positions as of Q2 2022. Top holdings: TMO (8.4%), MA (8.2%), MSFT (8.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 3 new positions, increased 24, trimmed 1. Top move: MELI (INCREASED, conviction 84). Portfolio: $4.6B across 28 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR