13F HOLDINGS REPORT
Mirova US LLC
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001172661-25-004335
Total Value
$9.90B
Positions
36
Other Managers
2
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 6,362,230 | $1.19B | 11.99% |
| 2 | MICROSOFT CORP | MSFT | 1,885,058 | $976.4M | 9.86% |
| 3 | MASTERCARD INCORPORATED | MA | 1,028,601 | $585.1M | 5.91% |
| 4 | ECOLAB INC | ECL | 1,824,872 | $499.8M | 5.05% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,732,421 | $483.8M | 4.89% |
| 6 | SHOPIFY INC | SHOP | 2,882,479 | $428.4M | 4.33% |
| 7 | TJX COS INC NEW | 872540109 | 2,594,672 | $375.0M | 3.79% |
| 8 | ROPER TECHNOLOGIES INC | ROP | 705,495 | $351.8M | 3.55% |
| 9 | PALO ALTO NETWORKS INC | PANW | 1,717,294 | $349.7M | 3.53% |
| 10 | EBAY INC. | EBAY | 3,675,555 | $334.3M | 3.38% |
| 11 | WASTE MGMT INC DEL | 94106L109 | 1,462,037 | $322.9M | 3.26% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 660,789 | $320.5M | 3.24% |
| 13 | ELI LILLY & CO | LLY | 380,667 | $290.4M | 2.93% |
| 14 | NEXTERA ENERGY INC | NEE-PW | 3,835,334 | $289.5M | 2.92% |
| 15 | XYLEM INC | XYL | 1,933,134 | $285.1M | 2.88% |
| 16 | VISA INC | V | 795,926 | $271.7M | 2.74% |
| 17 | INTUITIVE SURGICAL INC | ISRG | 548,599 | $245.3M | 2.48% |
| 18 | AMERICAN WTR WKS CO INC NEW | 030420103 | 1,626,653 | $226.4M | 2.29% |
| 19 | DANAHER CORPORATION | 235851102 | 1,126,791 | $223.4M | 2.26% |
| 20 | EDWARDS LIFESCIENCES CORP | EW | 2,822,092 | $219.5M | 2.22% |
| 21 | HUBBELL INC | HUBB | 485,165 | $208.8M | 2.11% |
| 22 | FIRST SOLAR INC | FSLR | 911,917 | $201.1M | 2.03% |
| 23 | ACCENTURE PLC IRELAND | ACN | 740,370 | $182.6M | 1.84% |
| 24 | CANADIAN PACIFIC KANSAS CITY | CP | 2,093,702 | $156.0M | 1.57% |
| 25 | SALESFORCE INC | CRM | 651,604 | $154.4M | 1.56% |
| 26 | WATTS WATER TECHNOLOGIES INC | WTS | 471,822 | $131.8M | 1.33% |
| 27 | BALL CORP | BALL | 2,571,241 | $129.6M | 1.31% |
| 28 | AGCO CORP | AGCO | 1,206,541 | $129.2M | 1.30% |
| 29 | VERALTO CORP | VLTO | 1,084,448 | $115.6M | 1.17% |
| 30 | BROADCOM INC | AVGO | 339,947 | $112.2M | 1.13% |
| 31 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 681,397 | $94.5M | 0.95% |
| 32 | NASDAQ INC | NDAQ | 78,172 | $6.9M | 0.07% |
| 33 | EVERSOURCE ENERGY | ES | 57,308 | $4.1M | 0.04% |
| 34 | JOHNSON CTLS INTL PLC | G51502105 | 36,993 | $4.1M | 0.04% |
| 35 | INTUIT | INTU | 4,851 | $3.3M | 0.03% |
| 36 | COLGATE PALMOLIVE CO | CL | 28,494 | $2.3M | 0.02% |