13F HOLDINGS REPORT
Mirova US LLC
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001172661-25-000614
Total Value
$8.34B
Positions
34
Other Managers
1
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 5,209,444 | $699.6M | 8.39% |
| 2 | MICROSOFT CORP | MSFT | 1,546,921 | $652.0M | 7.82% |
| 3 | MASTERCARD INCORPORATED | MA | 1,164,697 | $613.3M | 7.36% |
| 4 | ELI LILLY & CO | LLY | 589,921 | $455.4M | 5.46% |
| 5 | ECOLAB INC | ECL | 1,916,391 | $449.0M | 5.39% |
| 6 | EBAY INC. | EBAY | 7,019,402 | $434.9M | 5.22% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 762,525 | $396.7M | 4.76% |
| 8 | ROPER TECHNOLOGIES INC | ROP | 685,167 | $356.2M | 4.27% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,699,845 | $335.7M | 4.03% |
| 10 | DANAHER CORPORATION | 235851102 | 1,377,202 | $316.1M | 3.79% |
| 11 | PALO ALTO NETWORKS INC | PANW | 1,651,964 | $300.6M | 3.61% |
| 12 | WASTE MGMT INC DEL | 94106L109 | 1,413,109 | $285.2M | 3.42% |
| 13 | NEXTERA ENERGY INC | NEE-PW | 3,794,690 | $272.0M | 3.26% |
| 14 | ACCENTURE PLC IRELAND | ACN | 713,474 | $251.0M | 3.01% |
| 15 | VISA INC | V | 770,794 | $243.6M | 2.92% |
| 16 | XYLEM INC | XYL | 1,841,615 | $213.7M | 2.56% |
| 17 | SALESFORCE INC | CRM | 627,829 | $209.9M | 2.52% |
| 18 | SHOPIFY INC | SHOP | 1,971,701 | $209.7M | 2.51% |
| 19 | AMERICAN WTR WKS CO INC NEW | 030420103 | 1,559,036 | $194.1M | 2.33% |
| 20 | INTUITIVE SURGICAL INC | ISRG | 370,096 | $193.2M | 2.32% |
| 21 | APTIV PLC | APTV | 2,599,731 | $157.2M | 1.89% |
| 22 | CANADIAN PACIFIC KANSAS CITY | CP | 2,084,949 | $150.9M | 1.81% |
| 23 | WATTS WATER TECHNOLOGIES INC | WTS | 703,906 | $143.1M | 1.72% |
| 24 | BALL CORP | BALL | 2,431,399 | $134.0M | 1.61% |
| 25 | EDWARDS LIFESCIENCES CORP | EW | 1,809,222 | $133.9M | 1.61% |
| 26 | TJX COS INC NEW | 872540109 | 985,095 | $119.0M | 1.43% |
| 27 | FIRST SOLAR INC | FSLR | 646,310 | $113.9M | 1.37% |
| 28 | AGCO CORP | AGCO | 1,172,381 | $109.6M | 1.31% |
| 29 | VERALTO CORP | VLTO | 1,032,125 | $105.1M | 1.26% |
| 30 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 407,588 | $47.1M | 0.57% |
| 31 | ENPHASE ENERGY INC | ENPH | 568,829 | $39.1M | 0.47% |
| 32 | COLGATE PALMOLIVE CO | CL | 11,849 | $1.1M | 0.01% |
| 33 | JOHNSON CTLS INTL PLC | G51502105 | 10,631 | $839,105 | 0.01% |
| 34 | CISCO SYS INC | CSCO | 13,467 | $797,246 | 0.01% |