Institutional Manager · CIK 0001802900
Mirova US LLC
Boston, MA · File #028-20101
Latest AUM
$9.96B
Positions
43
Top-10 Concentration
51.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202543 pos · $9.96B
- 13F HOLDINGS REPORTQ/E Sep 202536 pos · $9.90B
- 13F HOLDINGS REPORTQ/E Jun 202535 pos · $9.66B
- 13F HOLDINGS REPORTQ/E Mar 202534 pos · $8.42B
- 13F HOLDINGS REPORTQ/E Dec 202434 pos · $8.34B
- 13F HOLDINGS REPORTQ/E Sep 202433 pos · $8.72B
- 13F HOLDINGS REPORTQ/E Jun 202429 pos · $8.03B
- 13F HOLDINGS REPORTQ/E Mar 202427 pos · $7.44B
- 13F HOLDINGS REPORTQ/E Dec 202326 pos · $5.90B
- 13F HOLDINGS REPORTQ/E Sep 202328 pos · $6.01B
- 13F HOLDINGS REPORTQ/E Jun 202327 pos · $5.51B
- 13F HOLDINGS REPORTQ/E Mar 202331 pos · $4.98B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |