Mirova US LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings33 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.6M | $685.6M | 7.9% | $255.93 | +65.69% | 20 qtrssince 2019-Q4 | Increased 76 |
NVIDIA CORP | 5.4M | $651.8M | 7.5% | $112.95 | +7.45% | 20 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.2M | $591.6M | 6.8% | $333.60 | +46.71% | 20 qtrssince 2019-Q4 | Increased 62 |
ELI LILLY & CO | 607,944 | $538.6M | 6.2% | $252.44 | +246.11% | 15 qtrssince 2021-Q1 | Increased 62 |
ECOLAB INC | 2M | $507.5M | 5.8% | $191.57 | +31.20% | 20 qtrssince 2019-Q4 | Increased 62 |
THERMO FISHER SCIENTIFIC INC | 785,808 | $486.1M | 5.6% | $454.10 | +34.73% | 20 qtrssince 2019-Q4 | Increased 62 |
EBAY INC | 7.2M | $470.9M | 5.4% | $45.96 | +36.56% | 20 qtrssince 2019-Q4 | Decreased 0 |
DANAHER CORP | 1.4M | $394.3M | 4.5% | $209.59 | +30.45% | 20 qtrssince 2019-Q4 | Increased 69 |
ROPER INDUSTRIES INC | 705,899 | $392.8M | 4.5% | $409.95 | +33.80% | 20 qtrssince 2019-Q4 | Increased 58 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2M | $355M | 4.1% | $81.00 | +116.12% | 20 qtrssince 2019-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 3.9M | $326.3M | 3.7% | — | — | — | — |
WASTE MANAGEMENT INC | 1.5M | $302.2M | 3.5% | $186.46 | +8.24% | 10 qtrssince 2022-Q2 | Increased 58 |
PALO ALTO NETWORKS INC | 850,790 | $290.8M | 3.3% | $145.13 | +15.68% | 4 qtrssince 2023-Q4 | Increased 58 |
XYLEM INC | 1.9M | $256M | 2.9% | $106.69 | +24.24% | 20 qtrssince 2019-Q4 | Increased 54 |
AMERICAN WATER WORKS CO INC | 1.6M | $234.6M | 2.7% | $123.98 | +12.15% | 20 qtrssince 2019-Q4 | Increased 54 |
VISA INC-CLASS A SHARES | 812,662 | $223.4M | 2.6% | $199.81 | +35.56% | 20 qtrssince 2019-Q4 | Increased 54 |
ACCENTURE PLC-CL A | 564,355 | $199.5M | 2.3% | $323.70 | +5.06% | 2 qtrssince 2024-Q2 | Increased 86 |
APTIV PLC | 2.7M | $193M | 2.2% | $108.48 | -53.87% | 7 qtrssince 2023-Q1 | Increased 53 |
INTUITIVE SURGICAL INC | 381,686 | $187.5M | 2.2% | $318.86 | +50.28% | 20 qtrssince 2019-Q4 | Increased 54 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 2.1M | $183.8M | 2.1% | $77.69 | +8.77% | 2 qtrssince 2024-Q2 | Increased 53 |
Mirova US LLC manages $8.7B across 33 positions as of Q3 2024. Top holdings: MSFT (7.9%), NVDA (7.5%), MA (6.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Added 4 new positions, increased 25, trimmed 4. Top move: ACN (INCREASED, conviction 86). Portfolio: $8.7B across 33 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