Mirova US LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings27 positions
MICROSOFT CORP | 1.4M | $387.3M | 9.0% | $199.64 | +35.53% | 8 qtrssince 2019-Q4 | Increased 69 |
EBAY INC. | 5M | $346.1M | 8.1% | $46.31 | +37.77% | 8 qtrssince 2019-Q4 | Increased 68 |
THERMO FISHER SCIENTIFIC INC | 558,687 | $319.2M | 7.5% | $398.73 | +41.25% | 8 qtrssince 2019-Q4 | Increased 68 |
DANAHER CORP DEL | 1M | $314M | 7.3% | $172.60 | +52.44% | 8 qtrssince 2019-Q4 | Increased 68 |
MASTERCARD INCORPORATED | 829,235 | $288.3M | 6.7% | $317.24 | +6.40% | 8 qtrssince 2019-Q4 | Increased 68 |
ECOLAB INC | 1.3M | $273.1M | 6.4% | $191.37 | +3.07% | 8 qtrssince 2019-Q4 | Increased 68 |
ADOBE INC | 429,042 | $247M | 5.8% | $455.03 | +26.96% | 8 qtrssince 2019-Q4 | Increased 67 |
ALPHABET INC | 87,688 | $234.4M | 5.5% | $83.20 | +59.16% | 8 qtrssince 2019-Q4 | Increased 68 |
ROPER TECHNOLOGIES INC | 494,194 | $220.5M | 5.1% | $386.20 | +14.84% | 8 qtrssince 2019-Q4 | Increased 68 |
NVIDIA CORPORATION | 1.1M | $219.8M | 5.1% | $16.87 | +22.25% | 8 qtrssince 2019-Q4 | Increased 97 |
VISA INC | 976,837 | $217.6M | 5.1% | $195.00 | +9.98% | 8 qtrssince 2019-Q4 | Increased 68 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.9M | $208.5M | 4.9% | $74.98 | +37.47% | 8 qtrssince 2019-Q4 | Increased 64 |
SIGNATURE BANK | 505,799 | $137.7M | 3.2% | — | — | 8 qtrssince 2019-Q4 | Increased 63 |
ELI LILLY & CO | 576,490 | $133.2M | 3.1% | $186.15 | +18.61% | 3 qtrssince 2021-Q1 | Increased 63 |
NEXTERA ENERGY INC | 1.5M | $114.9M | 2.7% | $58.52 | +17.30% | 8 qtrssince 2019-Q4 | Increased 56 |
AMERICAN WTR WKS CO INC NEW | 654,570 | $110.6M | 2.6% | $124.63 | +21.76% | 8 qtrssince 2019-Q4 | Increased 58 |
LAUDER ESTEE COS INC | 307,274 | $92.2M | 2.2% | $225.27 | +27.24% | 8 qtrssince 2019-Q4 | Increased 58 |
INTUITIVE SURGICAL INC | 91,004 | $90.5M | 2.1% | $239.06 | +38.62% | 8 qtrssince 2019-Q4 | Increased 58 |
WATTS WATER TECHNOLOGIES INC | 506,665 | $85.2M | 2.0% | $109.39 | +47.84% | 8 qtrssince 2019-Q4 | Increased 53 |
BALL CORP | 883,929 | $79.5M | 1.9% | $79.54 | +6.16% | 5 qtrssince 2020-Q3 | Increased 54 |
Mirova US LLC manages $4.3B across 27 positions as of Q3 2021. Top holdings: MSFT (9.0%), EBAY (8.1%), TMO (7.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 3 new positions, exited 2, increased 22, trimmed 2. Top move: NVDA (INCREASED, conviction 97). Portfolio: $4.3B across 27 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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