Mirova US LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings36 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 6.4M | $1.2B | 12.0% | $121.23 | +49.99% | 24 qtrssince 2019-Q4 | Decreased 0 |
MICROSOFT CORP | 1.9M | $976.4M | 9.9% | $303.20 | +69.41% | 24 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INC - A | 1M | $585.1M | 5.9% | $341.10 | +66.09% | 24 qtrssince 2019-Q4 | Decreased 0 |
ECOLAB INC | 1.8M | $499.8M | 5.0% | $195.96 | +38.88% | 24 qtrssince 2019-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.7M | $483.8M | 4.9% | $86.50 | +215.00% | 24 qtrssince 2019-Q4 | Decreased 0 |
SHOPIFY INC - CLASS A | 2.9M | $428.4M | 4.3% | $89.40 | +66.67% | 7 qtrssince 2024-Q1 | Decreased 0 |
TJX COMPANIES INC | 2.6M | $375M | 3.8% | $120.35 | +18.65% | 4 qtrssince 2024-Q4 | Decreased 0 |
ROPER INDUSTRIES INC | 705,495 | $351.8M | 3.6% | $420.46 | +18.71% | 24 qtrssince 2019-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 1.7M | $349.7M | 3.5% | $165.83 | +22.99% | 8 qtrssince 2023-Q4 | Decreased 0 |
EBAY INC | 3.7M | $334.3M | 3.4% | $46.61 | +94.90% | 24 qtrssince 2019-Q4 | Decreased 0 |
WASTE MANAGEMENT INC | 1.5M | $322.9M | 3.3% | $189.18 | +15.54% | 14 qtrssince 2022-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 660,789 | $320.5M | 3.2% | $455.60 | +1.34% | 24 qtrssince 2019-Q4 | Decreased 0 |
ELI LILLY & CO | 380,667 | $290.4M | 2.9% | $271.71 | +179.06% | 19 qtrssince 2021-Q1 | Decreased 0 |
NEXTERA ENERGY INC | 3.8M | $289.5M | 2.9% | — | — | — | — |
XYLEM INC | 1.9M | $285.1M | 2.9% | $108.05 | +32.85% | 24 qtrssince 2019-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 795,926 | $271.7M | 2.7% | $209.78 | +61.44% | 24 qtrssince 2019-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 548,599 | $245.3M | 2.5% | $392.69 | +11.85% | 24 qtrssince 2019-Q4 | Decreased 0 |
AMERICAN WATER WORKS CO INC | 1.6M | $226.4M | 2.3% | $125.00 | +8.40% | 24 qtrssince 2019-Q4 | Decreased 0 |
DANAHER CORP | 1.1M | $223.4M | 2.3% | $209.42 | -11.28% | 24 qtrssince 2019-Q4 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 2.8M | $219.5M | 2.2% | $75.67 | +2.00% | 13 qtrssince 2022-Q3 | Decreased 0 |
Mirova US LLC manages $9.9B across 36 positions as of Q3 2025. Top holdings: NVDA (12.0%), MSFT (9.9%), MA (5.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Added 1 new position, increased 5, trimmed 30. No standout high-conviction moves this quarter. Portfolio: $9.9B across 36 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
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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