Mirova US LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings35 positions
NVIDIA Corp | 6.6M | $1B | 10.9% | $45.63 | +245.39% | 23 qtrssince 2019-Q4 | Increased 76 |
Microsoft Corp | 2M | $976.8M | 10.1% | $302.03 | +63.08% | 23 qtrssince 2019-Q4 | Increased 76 |
Mastercard Inc | 1.1M | $601.7M | 6.2% | $339.18 | +64.43% | 23 qtrssince 2019-Q4 | Increased 64 |
Ecolab Inc | 2.1M | $553.1M | 5.7% | $194.52 | +36.69% | 23 qtrssince 2019-Q4 | Increased 64 |
Roper Technologies Inc | 733,544 | $415.8M | 4.3% | $420.46 | +33.33% | 23 qtrssince 2019-Q4 | Increased 60 |
Taiwan Semiconductor Manufactu | 1.8M | $407M | 4.2% | $86.00 | +159.79% | 23 qtrssince 2019-Q4 | Increased 59 |
Palo Alto Networks Inc | 1.8M | $364.8M | 3.8% | $148.39 | +37.91% | 7 qtrssince 2023-Q4 | Increased 60 |
Shopify Inc | 3M | $348.9M | 3.6% | $89.93 | +28.27% | 6 qtrssince 2024-Q1 | Increased 79 |
Waste Management Inc | 1.5M | $347.3M | 3.6% | $189.18 | +19.74% | 13 qtrssince 2022-Q2 | Increased 60 |
TJX Cos Inc/The | 2.7M | $333.3M | 3.5% | $120.35 | +1.05% | 3 qtrssince 2024-Q4 | Increased 93 |
Intuitive Surgical Inc | 568,123 | $308.7M | 3.2% | $358.71 | +51.49% | 23 qtrssince 2019-Q4 | Increased 79 |
Eli Lilly & Co | 395,255 | $308.1M | 3.2% | $271.71 | +184.48% | 18 qtrssince 2021-Q1 | Decreased 0 |
Visa Inc | 825,940 | $293.2M | 3.0% | $209.78 | +67.61% | 23 qtrssince 2019-Q4 | Increased 60 |
eBay Inc | 3.8M | $285.4M | 3.0% | $46.09 | +59.03% | 23 qtrssince 2019-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 687,066 | $278.6M | 2.9% | $455.41 | -11.36% | 23 qtrssince 2019-Q4 | Decreased 0 |
NextEra Energy Inc | 4M | $277.1M | 2.9% | $62.89 | +6.47% | 23 qtrssince 2019-Q4 | Increased 55 |
Xylem Inc/NY | 2M | $258.8M | 2.7% | $107.72 | +18.10% | 23 qtrssince 2019-Q4 | Increased 56 |
American Water Works Co Inc | 1.7M | $233.7M | 2.4% | $125.00 | +7.72% | 23 qtrssince 2019-Q4 | Increased 56 |
Danaher Corp | 1.2M | $231M | 2.4% | $209.20 | -6.43% | 23 qtrssince 2019-Q4 | Decreased 0 |
Accenture PLC | 771,235 | $230.5M | 2.4% | $324.78 | -10.28% | 5 qtrssince 2024-Q2 | Increased 56 |
Mirova US LLC manages $9.7B across 35 positions as of Q2 2025. Top holdings: NVDA (10.9%), MSFT (10.1%), MA (6.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 4 new positions, exited 3, increased 27, trimmed 4. Top move: TJX (INCREASED, conviction 93). Portfolio: $9.7B across 35 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