Mirova US LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings29 positions
Thermo Fisher Scientific Inc | 711,704 | $361M | 8.4% | $443.69 | +12.93% | 12 qtrssince 2019-Q4 | Decreased 0 |
Microsoft Corp | 1.5M | $341.5M | 8.0% | $206.47 | +9.16% | 12 qtrssince 2019-Q4 | Decreased 0 |
Mastercard Inc | 1.2M | $340.9M | 8.0% | $324.93 | -14.58% | 12 qtrssince 2019-Q4 | Decreased 0 |
Eli Lilly & Co | 838,135 | $271M | 6.3% | $214.64 | +46.00% | 7 qtrssince 2021-Q1 | Decreased 0 |
Ecolab Inc | 1.8M | $258.3M | 6.0% | $191.45 | -27.81% | 12 qtrssince 2019-Q4 | Decreased 0 |
eBay Inc | 6.4M | $235.6M | 5.5% | $47.64 | -28.09% | 12 qtrssince 2019-Q4 | Decreased 0 |
Roper Technologies Inc | 634,077 | $228M | 5.3% | $400.30 | -10.32% | 12 qtrssince 2019-Q4 | Decreased 0 |
Visa Inc | 1.3M | $222.2M | 5.2% | $197.44 | -12.75% | 12 qtrssince 2019-Q4 | Decreased 0 |
Danaher Corp | 834,895 | $215.6M | 5.0% | $189.40 | +18.27% | 12 qtrssince 2019-Q4 | Decreased 0 |
NextEra Energy Inc | 2.5M | $192.6M | 4.5% | $65.31 | +7.13% | 12 qtrssince 2019-Q4 | Decreased 0 |
Adobe Systems Inc | 641,798 | $176.6M | 4.1% | $459.89 | -39.50% | 12 qtrssince 2019-Q4 | Decreased 0 |
Taiwan Semiconductor Manufactu | 2.3M | $160.1M | 3.7% | $79.99 | -19.30% | 12 qtrssince 2019-Q4 | Decreased 0 |
MercadoLibre Inc | 180,239 | $149.2M | 3.5% | $967.71 | -14.26% | 4 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA Corp | 979,137 | $118.9M | 2.8% | $17.25 | -29.89% | 12 qtrssince 2019-Q4 | Decreased 0 |
Xylem Inc/NY | 1.3M | $112.9M | 2.6% | $108.40 | -23.30% | 12 qtrssince 2019-Q4 | Decreased 0 |
American Water Works Co Inc | 818,232 | $106.5M | 2.5% | $130.71 | -9.15% | 12 qtrssince 2019-Q4 | Decreased 0 |
Verizon Communications Inc | 2.7M | $102.1M | 2.4% | $39.77 | -23.26% | 3 qtrssince 2022-Q1 | Decreased 0 |
Signature Bank/New York NY | 643,123 | $97.1M | 2.3% | — | — | 12 qtrssince 2019-Q4 | Decreased 0 |
Estee Lauder Cos Inc/The | 387,049 | $83.6M | 2.0% | $239.40 | -13.54% | 12 qtrssince 2019-Q4 | Decreased 0 |
Watts Water Technologies Inc | 646,281 | $81.3M | 1.9% | $118.81 | +2.58% | 12 qtrssince 2019-Q4 | Decreased 0 |
Mirova US LLC manages $4.3B across 29 positions as of Q3 2022. Top holdings: TMO (8.4%), MSFT (8.0%), MA (8.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 2 new positions, exited 1, trimmed 27. No standout high-conviction moves this quarter. Portfolio: $4.3B across 29 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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