13F HOLDINGS REPORT
Mirova US LLC
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001172661-26-000622
Total Value
$9.96B
Positions
43
Other Managers
2
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 5,255,403 | $980.1M | 9.84% |
| 2 | MICROSOFT CORP | MSFT | 1,621,063 | $784.0M | 7.87% |
| 3 | MASTERCARD INCORPORATED | MA | 996,782 | $569.0M | 5.71% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,680,068 | $510.6M | 5.13% |
| 5 | SHOPIFY INC | SHOP | 2,785,943 | $448.5M | 4.50% |
| 6 | ELI LILLY & CO | LLY | 384,274 | $413.0M | 4.15% |
| 7 | TJX COS INC NEW | 872540109 | 2,510,145 | $385.6M | 3.87% |
| 8 | ECOLAB INC | ECL | 1,437,641 | $377.4M | 3.79% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 641,259 | $371.6M | 3.73% |
| 10 | BROADCOM INC | AVGO | 929,660 | $321.8M | 3.23% |
| 11 | WASTE MGMT INC DEL | 94106L109 | 1,419,444 | $311.9M | 3.13% |
| 12 | EBAY INC. | EBAY | 3,548,645 | $309.1M | 3.10% |
| 13 | PALO ALTO NETWORKS INC | PANW | 1,667,837 | $307.2M | 3.08% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 534,129 | $302.5M | 3.04% |
| 15 | NEXTERA ENERGY INC | NEE-PW | 3,722,211 | $298.8M | 3.00% |
| 16 | VISA INC | V | 772,710 | $271.0M | 2.72% |
| 17 | XYLEM INC | XYL | 1,881,190 | $256.2M | 2.57% |
| 18 | DANAHER CORPORATION | 235851102 | 1,094,872 | $250.6M | 2.52% |
| 19 | LOWES COS INC | 548661107 | 981,128 | $236.6M | 2.38% |
| 20 | EDWARDS LIFESCIENCES CORP | EW | 2,739,071 | $233.5M | 2.34% |
| 21 | FIRST SOLAR INC | FSLR | 889,077 | $232.3M | 2.33% |
| 22 | HUBBELL INC | HUBB | 478,760 | $212.6M | 2.13% |
| 23 | ACCENTURE PLC IRELAND | ACN | 711,254 | $190.8M | 1.92% |
| 24 | SALESFORCE INC | CRM | 634,559 | $168.1M | 1.69% |
| 25 | CANADIAN PACIFIC KANSAS CITY | CP | 2,029,319 | $149.4M | 1.50% |
| 26 | BALL CORP | BALL | 2,516,026 | $133.3M | 1.34% |
| 27 | BOSTON SCIENTIFIC CORP | BSX | 1,370,029 | $130.6M | 1.31% |
| 28 | WATTS WATER TECHNOLOGIES INC | WTS | 460,428 | $127.1M | 1.28% |
| 29 | VERTIV HOLDINGS CO | VRT | 781,858 | $126.7M | 1.27% |
| 30 | AGCO CORP | AGCO | 1,164,618 | $121.5M | 1.22% |
| 31 | VERALTO CORP | VLTO | 1,052,890 | $105.1M | 1.05% |
| 32 | AMERICAN WTR WKS CO INC NEW | 030420103 | 781,818 | $102.0M | 1.02% |
| 33 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 660,992 | $95.7M | 0.96% |
| 34 | ROPER TECHNOLOGIES INC | ROP | 193,763 | $86.2M | 0.87% |
| 35 | NASDAQ INC | NDAQ | 85,671 | $8.3M | 0.08% |
| 36 | ALPHABET INC | GOOG | 19,424 | $6.1M | 0.06% |
| 37 | JOHNSON CTLS INTL PLC | G51502105 | 44,049 | $5.3M | 0.05% |
| 38 | APPLE INC | AAPL | 15,420 | $4.2M | 0.04% |
| 39 | INTUIT | INTU | 5,775 | $3.8M | 0.04% |
| 40 | EVERSOURCE ENERGY | ES | 54,037 | $3.6M | 0.04% |
| 41 | AMAZON COM INC | AMZN | 15,144 | $3.5M | 0.04% |
| 42 | COLGATE PALMOLIVE CO | CL | 33,928 | $2.7M | 0.03% |
| 43 | META PLATFORMS INC | META | 3,798 | $2.5M | 0.03% |