13F HOLDINGS REPORT
Mirova US LLC
Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001172661-25-002691
Total Value
$9.66B
Positions
35
Other Managers
1
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 6,642,117 | $1.05B | 10.86% |
| 2 | MICROSOFT CORP | MSFT | 1,963,799 | $976.8M | 10.11% |
| 3 | MASTERCARD INCORPORATED | MA | 1,070,696 | $601.7M | 6.23% |
| 4 | ECOLAB INC | ECL | 2,052,803 | $553.1M | 5.73% |
| 5 | ROPER TECHNOLOGIES INC | ROP | 733,544 | $415.8M | 4.30% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,797,084 | $407.0M | 4.21% |
| 7 | PALO ALTO NETWORKS INC | PANW | 1,782,574 | $364.8M | 3.78% |
| 8 | SHOPIFY INC | SHOP | 3,024,755 | $348.9M | 3.61% |
| 9 | WASTE MGMT INC DEL | 94106L109 | 1,517,789 | $347.3M | 3.59% |
| 10 | TJX COS INC NEW | 872540109 | 2,699,156 | $333.3M | 3.45% |
| 11 | INTUITIVE SURGICAL INC | ISRG | 568,123 | $308.7M | 3.20% |
| 12 | ELI LILLY & CO | LLY | 395,255 | $308.1M | 3.19% |
| 13 | VISA INC | V | 825,940 | $293.2M | 3.04% |
| 14 | EBAY INC. | EBAY | 3,832,923 | $285.4M | 2.95% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 687,066 | $278.6M | 2.88% |
| 16 | NEXTERA ENERGY INC | NEE-PW | 3,991,191 | $277.1M | 2.87% |
| 17 | XYLEM INC | XYL | 2,000,499 | $258.8M | 2.68% |
| 18 | AMERICAN WTR WKS CO INC NEW | 030420103 | 1,680,174 | $233.7M | 2.42% |
| 19 | DANAHER CORPORATION | 235851102 | 1,169,205 | $231.0M | 2.39% |
| 20 | ACCENTURE PLC IRELAND | ACN | 771,235 | $230.5M | 2.39% |
| 21 | EDWARDS LIFESCIENCES CORP | EW | 2,931,297 | $229.3M | 2.37% |
| 22 | SALESFORCE INC | CRM | 679,213 | $185.2M | 1.92% |
| 23 | WATTS WATER TECHNOLOGIES INC | WTS | 748,328 | $184.0M | 1.90% |
| 24 | CANADIAN PACIFIC KANSAS CITY | CP | 2,182,880 | $173.0M | 1.79% |
| 25 | FIRST SOLAR INC | FSLR | 944,931 | $156.4M | 1.62% |
| 26 | BALL CORP | BALL | 2,669,081 | $149.7M | 1.55% |
| 27 | HUBBELL INC | HUBB | 341,289 | $139.4M | 1.44% |
| 28 | AGCO CORP | AGCO | 1,253,258 | $129.3M | 1.34% |
| 29 | VERALTO CORP | VLTO | 1,126,586 | $113.7M | 1.18% |
| 30 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 708,310 | $81.4M | 0.84% |
| 31 | NASDAQ INC | NDAQ | 64,907 | $5.8M | 0.06% |
| 32 | EVERSOURCE ENERGY | ES | 57,789 | $3.7M | 0.04% |
| 33 | JOHNSON CTLS INTL PLC | G51502105 | 24,514 | $2.6M | 0.03% |
| 34 | INTUIT | INTU | 3,218 | $2.5M | 0.03% |
| 35 | COLGATE PALMOLIVE CO | CL | 18,880 | $1.7M | 0.02% |