13F HOLDINGS REPORT
Mirova US LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002088
Total Value
$8.42B
Positions
34
Other Managers
1
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,602,280 | $601.5M | 7.14% |
| 2 | NVIDIA CORPORATION | NVDA | 5,399,484 | $585.2M | 6.95% |
| 3 | MASTERCARD INCORPORATED | MA | 1,033,252 | $566.3M | 6.73% |
| 4 | ELI LILLY & CO | LLY | 610,755 | $504.4M | 5.99% |
| 5 | ECOLAB INC | ECL | 1,979,175 | $501.8M | 5.96% |
| 6 | EBAY INC. | EBAY | 7,249,272 | $491.0M | 5.83% |
| 7 | ROPER TECHNOLOGIES INC | ROP | 708,549 | $417.7M | 4.96% |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 788,939 | $392.6M | 4.66% |
| 9 | WASTE MGMT INC DEL | 94106L109 | 1,463,261 | $338.8M | 4.02% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,767,831 | $293.5M | 3.49% |
| 11 | DANAHER CORPORATION | 235851102 | 1,426,756 | $292.5M | 3.47% |
| 12 | PALO ALTO NETWORKS INC | PANW | 1,710,686 | $291.9M | 3.47% |
| 13 | VISA INC | V | 796,640 | $279.2M | 3.32% |
| 14 | NEXTERA ENERGY INC | NEE-PW | 3,919,486 | $277.9M | 3.30% |
| 15 | AMERICAN WTR WKS CO INC NEW | 030420103 | 1,616,705 | $238.5M | 2.83% |
| 16 | ACCENTURE PLC IRELAND | ACN | 739,285 | $230.7M | 2.74% |
| 17 | XYLEM INC | XYL | 1,906,271 | $227.7M | 2.70% |
| 18 | SHOPIFY INC | SHOP | 2,034,159 | $194.2M | 2.31% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 384,492 | $190.4M | 2.26% |
| 20 | SALESFORCE INC | CRM | 650,395 | $174.5M | 2.07% |
| 21 | APTIV PLC | APTV | 2,690,741 | $160.1M | 1.90% |
| 22 | CANADIAN PACIFIC KANSAS CITY | CP | 2,157,535 | $151.5M | 1.80% |
| 23 | WATTS WATER TECHNOLOGIES INC | WTS | 728,984 | $148.7M | 1.77% |
| 24 | EDWARDS LIFESCIENCES CORP | EW | 1,876,996 | $136.0M | 1.62% |
| 25 | BALL CORP | BALL | 2,544,267 | $132.5M | 1.57% |
| 26 | TJX COS INC NEW | 872540109 | 1,020,491 | $124.3M | 1.48% |
| 27 | FIRST SOLAR INC | FSLR | 894,616 | $113.1M | 1.34% |
| 28 | AGCO CORP | AGCO | 1,213,995 | $112.4M | 1.33% |
| 29 | VERALTO CORP | VLTO | 1,068,326 | $104.1M | 1.24% |
| 30 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 690,435 | $75.0M | 0.89% |
| 31 | ENPHASE ENERGY INC | ENPH | 1,096,831 | $68.1M | 0.81% |
| 32 | COLGATE PALMOLIVE CO | CL | 16,111 | $1.5M | 0.02% |
| 33 | JOHNSON CTLS INTL PLC | G51502105 | 14,455 | $1.2M | 0.01% |
| 34 | CISCO SYS INC | CSCO | 18,315 | $1.1M | 0.01% |