Mirova US LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings29 positions
NVIDIA CORPORATION | 5.8M | $713.7M | 8.9% | $16.64 | +640.27% | 19 qtrssince 2019-Q4 | Increased 100 |
MICROSOFT CORP | 1.3M | $576.3M | 7.2% | $215.31 | +103.99% | 19 qtrssince 2019-Q4 | Increased 63 |
ELI LILLY & CO | 602,929 | $545.9M | 6.8% | $247.27 | +260.59% | 14 qtrssince 2021-Q1 | Increased 63 |
MASTERCARD INCORPORATED | 1.2M | $525.2M | 6.5% | $330.25 | +31.80% | 19 qtrssince 2019-Q4 | Increased 63 |
EBAY INC. | 9.2M | $492.7M | 6.1% | $45.42 | +14.42% | 19 qtrssince 2019-Q4 | Increased 63 |
ECOLAB INC | 2M | $470.1M | 5.9% | $189.60 | +22.66% | 19 qtrssince 2019-Q4 | Increased 63 |
THERMO FISHER SCIENTIFIC INC | 781,008 | $431.9M | 5.4% | $453.06 | +21.13% | 19 qtrssince 2019-Q4 | Increased 63 |
TAIWAN SEMICONDUCTOR MFG LTD | 2.4M | $409.2M | 5.1% | $80.55 | +109.82% | 19 qtrssince 2019-Q4 | Increased 62 |
ROPER TECHNOLOGIES INC | 700,651 | $394.9M | 4.9% | $408.91 | +36.35% | 19 qtrssince 2019-Q4 | Increased 59 |
WASTE MGMT INC DEL | 1.4M | $307.8M | 3.8% | $186.32 | +12.04% | 9 qtrssince 2022-Q2 | Increased 59 |
DANAHER CORPORATION | 1.2M | $296.8M | 3.7% | $196.84 | +25.12% | 19 qtrssince 2019-Q4 | Increased 59 |
PALO ALTO NETWORKS INC | 843,447 | $285.9M | 3.6% | $144.92 | +16.96% | 3 qtrssince 2023-Q4 | Increased 59 |
ADOBE INC | 499,202 | $277.3M | 3.5% | $449.55 | +23.58% | 19 qtrssince 2019-Q4 | Increased 59 |
NEXTERA ENERGY INC | 3.8M | $271.1M | 3.4% | $62.52 | +6.09% | 19 qtrssince 2019-Q4 | Increased 58 |
XYLEM INC | 1.9M | $254.5M | 3.2% | $106.13 | +24.22% | 19 qtrssince 2019-Q4 | Increased 58 |
VISA INC | 806,622 | $211.7M | 2.6% | $199.27 | +29.50% | 19 qtrssince 2019-Q4 | Decreased 0 |
AMERICAN WTR WKS CO INC NEW | 1.6M | $205.1M | 2.6% | $123.83 | -1.36% | 19 qtrssince 2019-Q4 | Increased 54 |
APTIV PLC | 2.7M | $187.8M | 2.3% | $108.64 | -35.18% | 6 qtrssince 2023-Q1 | Increased 54 |
CANADIAN PACIFIC KANSAS CITY | 2.1M | $168.1M | 2.1% | $77.47 | 0.00% | 1 qtr | New 80 |
INTUITIVE SURGICAL INC | 377,745 | $168M | 2.1% | $259.37 | +71.51% | 19 qtrssince 2019-Q4 | Increased 54 |
Mirova US LLC manages $8B across 29 positions as of Q2 2024. Top holdings: NVDA (8.9%), MSFT (7.2%), LLY (6.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 2 new positions, increased 25, trimmed 2. Top move: NVDA (INCREASED, conviction 100). Portfolio: $8.0B across 29 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR