Mirova US LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings34 positions
NVIDIA CORPORATION | 5.2M | $699.6M | 8.4% | $16.64 | +704.81% | 21 qtrssince 2019-Q4 | Decreased 0 |
MICROSOFT CORP | 1.5M | $652M | 7.8% | $255.04 | +63.02% | 21 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1.2M | $613.3M | 7.4% | $331.26 | +57.28% | 21 qtrssince 2019-Q4 | Decreased 0 |
ELI LILLY & CO | 589,921 | $455.4M | 5.5% | $252.44 | +202.09% | 16 qtrssince 2021-Q1 | Decreased 0 |
ECOLAB INC | 1.9M | $449M | 5.4% | $189.97 | +21.11% | 21 qtrssince 2019-Q4 | Decreased 0 |
EBAY INC. | 7M | $434.9M | 5.2% | $45.42 | +33.11% | 21 qtrssince 2019-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 762,525 | $396.7M | 4.8% | $454.04 | +13.86% | 21 qtrssince 2019-Q4 | Decreased 0 |
ROPER TECHNOLOGIES INC | 685,167 | $356.2M | 4.3% | $409.95 | +25.78% | 21 qtrssince 2019-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 1.7M | $335.7M | 4.0% | $80.55 | +140.04% | 21 qtrssince 2019-Q4 | Decreased 0 |
DANAHER CORPORATION | 1.4M | $316.1M | 3.8% | $209.43 | +8.27% | 21 qtrssince 2019-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 1.7M | $300.6M | 3.6% | $145.15 | +25.36% | 5 qtrssince 2023-Q4 | Increased 91 |
WASTE MGMT INC DEL | 1.4M | $285.2M | 3.4% | $186.46 | +6.89% | 11 qtrssince 2022-Q2 | Decreased 0 |
NEXTERA ENERGY INC | 3.8M | $272M | 3.3% | $62.65 | +8.59% | 21 qtrssince 2019-Q4 | Decreased 0 |
ACCENTURE PLC IRELAND | 713,474 | $251M | 3.0% | $327.07 | +3.90% | 3 qtrssince 2024-Q2 | Increased 71 |
VISA INC | 770,794 | $243.6M | 2.9% | $199.81 | +56.12% | 21 qtrssince 2019-Q4 | Decreased 0 |
XYLEM INC | 1.8M | $213.7M | 2.6% | $106.39 | +6.57% | 21 qtrssince 2019-Q4 | Decreased 0 |
SALESFORCE INC | 627,829 | $209.9M | 2.5% | $285.14 | +15.90% | 2 qtrssince 2024-Q3 | Increased 68 |
SHOPIFY INC | 2M | $209.7M | 2.5% | $76.98 | +38.12% | 4 qtrssince 2024-Q1 | Decreased 0 |
AMERICAN WTR WKS CO INC NEW | 1.6M | $194.1M | 2.3% | $123.98 | -3.99% | 21 qtrssince 2019-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 370,096 | $193.2M | 2.3% | $261.76 | +99.40% | 21 qtrssince 2019-Q4 | Decreased 0 |
Mirova US LLC manages $8.3B across 34 positions as of Q4 2024. Top holdings: NVDA (8.4%), MSFT (7.8%), MA (7.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 3 new positions, exited 2, increased 7, trimmed 24. Top move: PANW (INCREASED, conviction 91). Portfolio: $8.3B across 34 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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