Mirova US

Latest statistics and disclosures from Mirova US's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, MSFT, LLY, MA, EBAY, and represent 35.52% of Mirova US's stock portfolio.
  • Added to shares of these 10 stocks: NVDA (+$643M), CP (+$168M), ACN (+$57M), LLY (+$11M), MSFT (+$11M), ECL (+$10M), MA (+$10M), EBAY (+$10M), TMO (+$9.0M), ROP (+$8.2M).
  • Started 2 new stock positions in ACN, CP.
  • Reduced shares in these 2 stocks: V (-$104M), FSLR.
  • Mirova US was a net buyer of stock by $895M.
  • Mirova US has $8.0B in assets under management (AUM), dropping by 7.99%.
  • Central Index Key (CIK): 0001802900

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Portfolio Holdings for Mirova US

Mirova US holds 29 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.9 $714M +903% 5.8M 123.54
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Microsoft Corporation (MSFT) 7.2 $576M 1.3M 446.95
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Eli Lilly & Co. (LLY) 6.8 $546M +2% 603k 905.38
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Mastercard Incorporated Cl A (MA) 6.5 $525M 1.2M 441.16
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eBay (EBAY) 6.1 $493M +2% 9.2M 53.72
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Ecolab (ECL) 5.9 $470M +2% 2.0M 238.00
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Thermo Fisher Scientific (TMO) 5.4 $432M +2% 781k 553.00
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 5.1 $409M 2.4M 173.81
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Roper Industries (ROP) 4.9 $395M +2% 701k 563.66
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Waste Management (WM) 3.8 $308M 1.4M 213.34
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Danaher Corporation (DHR) 3.7 $297M +2% 1.2M 249.85
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Palo Alto Networks (PANW) 3.6 $286M +2% 843k 339.01
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Adobe Systems Incorporated (ADBE) 3.5 $277M 499k 555.54
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Nextera Energy (NEE) 3.4 $271M 3.8M 70.81
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Xylem (XYL) 3.2 $255M 1.9M 135.63
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Visa Com Cl A (V) 2.6 $212M -32% 807k 262.47
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American Water Works (AWK) 2.6 $205M +2% 1.6M 129.16
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Aptiv SHS (APTV) 2.3 $188M 2.7M 70.42
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Canadian Pacific Kansas City (CP) 2.1 $168M NEW 2.1M 78.73
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Intuitive Surgical Com New (ISRG) 2.1 $168M +2% 378k 444.85
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Ball Corporation (BALL) 1.9 $150M 2.5M 60.02
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Shopify Cl A (SHOP) 1.7 $134M 2.0M 66.05
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Watts Water Technologies Cl A (WTS) 1.6 $131M +2% 716k 183.37
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AGCO Corporation (AGCO) 1.5 $117M +2% 1.2M 97.88
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Veralto Corp Com Shs (VLTO) 1.3 $101M +2% 1.1M 95.47
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Edwards Lifesciences (EW) 1.0 $80M +2% 863k 92.37
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4068594 Enphase Energy (ENPH) 0.7 $58M +2% 579k 99.71
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Accenture Plc Ireland Shs Class A (ACN) 0.7 $57M NEW 187k 303.41
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First Solar (FSLR) 0.1 $12M 53k 225.46
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Past Filings by Mirova US

SEC 13F filings are viewable for Mirova US going back to 2019

View all past filings