Mirova US LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings45 positions
 NVIDIA Corporation | 4.3M | $862.3M | 9.3% | $45.63 | +352.96% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 1.1M | $543.1M | 5.8% | $86.00 | +370.72% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Mastercard Incorporated | 924,618 | $474.9M | 5.1% | $338.66 | +91.10% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Microsoft Corporation | 1.2M | $449.9M | 4.8% | $302.03 | +72.49% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Palo Alto Networks, Inc. | 1.3M | $445.1M | 4.8% | $148.39 | +136.00% | 11 qtrssince 2023-Q4 | Decreased 0 |
 Eli Lilly and Company | 354,043 | $424.6M | 4.6% | $279.19 | +404.80% | 22 qtrssince 2021-Q1 | Decreased 0 |
 eBay Inc. | 3.2M | $358.3M | 3.9% | $46.09 | +157.39% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Broadcom Inc. | 919,362 | $347.3M | 3.7% | $333.19 | -0.32% | 4 qtrssince 2025-Q3 | Decreased 0 |
 Vertiv Holdings, LLC | 988,313 | $330.9M | 3.6% | $182.76 | +29.12% | 3 qtrssince 2025-Q4 | Decreased 0 |
 NextEra Energy, Inc. | 3.6M | $312.1M | 3.4% | $62.89 | +34.08% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Ecolab Inc. | 1.1M | $310.4M | 3.3% | $194.52 | +56.63% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Shopify Inc. | 2.6M | $296.9M | 3.2% | $89.93 | +58.53% | 10 qtrssince 2024-Q1 | Decreased 0 |
 Thermo Fisher Scientific Inc | 591,257 | $296.4M | 3.2% | $455.41 | +53.34% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Hubbell Inc | 561,819 | $293.9M | 3.2% | $422.34 | +6.38% | 5 qtrssince 2025-Q2 | Decreased 0 |
 Waste Management, Inc. | 1.3M | $292.6M | 3.1% | $186.95 | +25.52% | 17 qtrssince 2022-Q2 | Decreased 0 |
 The TJX Companies, Inc. | 1.9M | $288.1M | 3.1% | $120.35 | +14.35% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Edwards Lifesciences Corporation | 2.5M | $229.8M | 2.5% | $75.23 | +26.53% | 16 qtrssince 2022-Q3 | Decreased 0 |
 Canadian Pacific Kansas City Limited | 2.6M | $224.1M | 2.4% | $79.55 | +14.69% | 9 qtrssince 2024-Q2 | Increased 68 |
 Xylem Inc. | 1.7M | $201.8M | 2.2% | $107.72 | -10.63% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Lowe's Companies, Inc. | 907,806 | $200.2M | 2.2% | $235.97 | -9.57% | 3 qtrssince 2025-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $8,419,800,897 | 0.986909708336% |
| 2025-Q2 | $9,660,960,075 | 14.7409563858% |
| 2025-Q3 | $9,902,490,048 | 2.50006180675% |
| 2025-Q4 | $9,960,349,006 | 0.584286959336% |
| 2026-Q1 | $8,812,194,632 | -11.5272504338% |
| 2026-Q2 | $9,300,232,966 | 5.53821555674% |
Mirova US LLC manages $9.3B across 45 positions as of Q2 2026. Top holdings: NVDA (9.3%), TSM (5.8%), MA (5.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added AMD, SW, ORCL and 2 more; exited AMZN and META; increased 4, led by CP (+642,265 shares); trimmed 36, led by NVDA (−746,110 shares). Top move: CP (INCREASED, conviction 68). Portfolio: $9.3B across 45 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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