Mirova US
Latest statistics and disclosures from Mirova US's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, MA, TSM, SHOP, and represent 33.05% of Mirova US's stock portfolio.
- Added to shares of these 10 stocks: LOW (+$237M), AVGO (+$204M), BSX (+$131M), VRT (+$127M), GOOGL (+$6.1M), AAPL, LLY, AMZN, META, JCI.
- Started 7 new stock positions in VRT, GOOGL, AAPL, BSX, META, AMZN, LOW.
- Reduced shares in these 10 stocks: ROP (-$228M), NVDA (-$206M), MSFT (-$128M), AWK (-$110M), ECL (-$102M), MA (-$18M), TSM (-$16M), SHOP (-$16M), TJX (-$13M), TMO (-$11M).
- Mirova US was a net seller of stock by $-246M.
- Mirova US has $10B in assets under management (AUM), dropping by 0.58%.
- Central Index Key (CIK): 0001802900
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Portfolio Holdings for Mirova US
Mirova US holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.8 | $980M | -17% | 5.3M | 186.50 |
|
| Microsoft Corporation (MSFT) | 7.9 | $784M | -14% | 1.6M | 483.62 |
|
| Mastercard Incorporated Cl A (MA) | 5.7 | $569M | -3% | 997k | 570.88 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $511M | -3% | 1.7M | 303.89 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.5 | $449M | -3% | 2.8M | 160.97 |
|
| Eli Lilly & Co. (LLY) | 4.1 | $413M | 384k | 1074.68 |
|
|
| TJX Companies (TJX) | 3.9 | $386M | -3% | 2.5M | 153.61 |
|
| Ecolab (ECL) | 3.8 | $377M | -21% | 1.4M | 262.52 |
|
| Thermo Fisher Scientific (TMO) | 3.7 | $372M | -2% | 641k | 579.45 |
|
| Broadcom (AVGO) | 3.2 | $322M | +173% | 930k | 346.10 |
|
| Waste Management (WM) | 3.1 | $312M | -2% | 1.4M | 219.71 |
|
| eBay (EBAY) | 3.1 | $309M | -3% | 3.5M | 87.10 |
|
| Palo Alto Networks (PANW) | 3.1 | $307M | -2% | 1.7M | 184.20 |
|
| Intuitive Surgical Com New (ISRG) | 3.0 | $303M | -2% | 534k | 566.36 |
|
| Nextera Energy (NEE) | 3.0 | $299M | -2% | 3.7M | 80.28 |
|
| Visa Com Cl A (V) | 2.7 | $271M | -2% | 773k | 350.71 |
|
| Xylem (XYL) | 2.6 | $256M | -2% | 1.9M | 136.18 |
|
| Danaher Corporation (DHR) | 2.5 | $251M | -2% | 1.1M | 228.92 |
|
| Lowe's Companies (LOW) | 2.4 | $237M | NEW | 981k | 241.16 |
|
| Edwards Lifesciences (EW) | 2.3 | $234M | -2% | 2.7M | 85.25 |
|
| First Solar (FSLR) | 2.3 | $232M | -2% | 889k | 261.23 |
|
| Hubbell (HUBB) | 2.1 | $213M | 479k | 444.11 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $191M | -3% | 711k | 268.30 |
|
| salesforce (CRM) | 1.7 | $168M | -2% | 635k | 264.91 |
|
| Canadian Pacific Kansas City (CP) | 1.5 | $149M | -3% | 2.0M | 73.63 |
|
| Ball Corporation (BALL) | 1.3 | $133M | -2% | 2.5M | 52.97 |
|
| Boston Scientific Corporation (BSX) | 1.3 | $131M | NEW | 1.4M | 95.35 |
|
| Watts Water Technologies Cl A (WTS) | 1.3 | $127M | -2% | 460k | 276.02 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.3 | $127M | NEW | 782k | 162.01 |
|
| AGCO Corporation (AGCO) | 1.2 | $122M | -3% | 1.2M | 104.32 |
|
| Veralto Corp Com Shs (VLTO) | 1.1 | $105M | -2% | 1.1M | 99.78 |
|
| American Water Works (AWK) | 1.0 | $102M | -51% | 782k | 130.50 |
|
| Advanced Drain Sys Inc Del (WMS) | 1.0 | $96M | -2% | 661k | 144.83 |
|
| Roper Industries (ROP) | 0.9 | $86M | -72% | 194k | 445.13 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $8.3M | +9% | 86k | 97.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $6.1M | NEW | 19k | 313.00 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $5.3M | +19% | 44k | 119.75 |
|
| Apple (AAPL) | 0.0 | $4.2M | NEW | 15k | 271.86 |
|
| Intuit (INTU) | 0.0 | $3.8M | +19% | 5.8k | 662.42 |
|
| Eversource Energy (ES) | 0.0 | $3.6M | -5% | 54k | 67.33 |
|
| Amazon (AMZN) | 0.0 | $3.5M | NEW | 15k | 230.82 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $2.7M | +19% | 34k | 79.02 |
|
| Meta Platforms Cl A (META) | 0.0 | $2.5M | NEW | 3.8k | 660.09 |
|
Past Filings by Mirova US
SEC 13F filings are viewable for Mirova US going back to 2019
- Mirova US 2025 Q4 filed Feb. 11, 2026
- Mirova US 2025 Q3 filed Oct. 20, 2025
- Mirova US 2025 Q2 filed July 23, 2025
- Mirova US 2024 Q4 filed Feb. 10, 2025
- Mirova US 2024 Q3 filed Nov. 14, 2024
- Mirova US 2024 Q2 filed July 31, 2024
- Mirova US 2024 Q1 filed May 9, 2024
- Mirova US 2023 Q4 filed Jan. 30, 2024
- Mirova US 2023 Q3 filed Nov. 13, 2023
- Mirova US 2023 Q2 filed July 24, 2023
- Mirova US 2023 Q1 filed May 2, 2023
- Mirova US 2022 Q4 filed Feb. 9, 2023
- Mirova US 2022 Q3 filed Nov. 3, 2022
- Mirova US 2022 Q2 filed July 28, 2022
- Mirova US 2022 Q1 filed May 6, 2022
- Mirova US 2021 Q4 filed Feb. 14, 2022