Mirova US
Latest statistics and disclosures from Mirova US's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, MA, ECL, TSM, and represent 37.69% of Mirova US's stock portfolio.
- Added to shares of these 6 stocks: AVGO (+$112M), HUBB (+$62M), JCI, NDAQ, INTU, CL.
- Started 1 new stock position in AVGO.
- Reduced shares in these 10 stocks: WTS (-$77M), ECL (-$62M), NVDA (-$52M), MSFT (-$41M), MA (-$24M), SHOP (-$21M), TSM (-$18M), TJX (-$15M), EBAY (-$14M), ROP (-$14M).
- Mirova US was a net seller of stock by $-322M.
- Mirova US has $9.9B in assets under management (AUM), dropping by 2.50%.
- Central Index Key (CIK): 0001802900
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Portfolio Holdings for Mirova US
Mirova US holds 36 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.0 | $1.2B | -4% | 6.4M | 186.58 |
|
| Microsoft Corporation (MSFT) | 9.9 | $976M | -4% | 1.9M | 517.95 |
|
| Mastercard Incorporated Cl A (MA) | 5.9 | $585M | -3% | 1.0M | 568.81 |
|
| Ecolab (ECL) | 5.0 | $500M | -11% | 1.8M | 273.86 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.9 | $484M | -3% | 1.7M | 279.29 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.3 | $428M | -4% | 2.9M | 148.61 |
|
| TJX Companies (TJX) | 3.8 | $375M | -3% | 2.6M | 144.54 |
|
| Roper Industries (ROP) | 3.6 | $352M | -3% | 706k | 498.69 |
|
| Palo Alto Networks (PANW) | 3.5 | $350M | -3% | 1.7M | 203.62 |
|
| eBay (EBAY) | 3.4 | $334M | -4% | 3.7M | 90.95 |
|
| Waste Management (WM) | 3.3 | $323M | -3% | 1.5M | 220.83 |
|
| Thermo Fisher Scientific (TMO) | 3.2 | $321M | -3% | 661k | 485.02 |
|
| Eli Lilly & Co. (LLY) | 2.9 | $290M | -3% | 381k | 763.00 |
|
| Nextera Energy (NEE) | 2.9 | $290M | -3% | 3.8M | 75.49 |
|
| Xylem (XYL) | 2.9 | $285M | -3% | 1.9M | 147.50 |
|
| Visa Com Cl A (V) | 2.7 | $272M | -3% | 796k | 341.38 |
|
| Intuitive Surgical Com New (ISRG) | 2.5 | $245M | -3% | 549k | 447.23 |
|
| American Water Works (AWK) | 2.3 | $226M | -3% | 1.6M | 139.19 |
|
| Danaher Corporation (DHR) | 2.3 | $223M | -3% | 1.1M | 198.26 |
|
| Edwards Lifesciences (EW) | 2.2 | $220M | -3% | 2.8M | 77.77 |
|
| Hubbell (HUBB) | 2.1 | $209M | +42% | 485k | 430.31 |
|
| First Solar (FSLR) | 2.0 | $201M | -3% | 912k | 220.53 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $183M | -4% | 740k | 246.60 |
|
| Canadian Pacific Kansas City (CP) | 1.6 | $156M | -4% | 2.1M | 74.49 |
|
| salesforce (CRM) | 1.6 | $154M | -4% | 652k | 237.00 |
|
| Watts Water Technologies Cl A (WTS) | 1.3 | $132M | -36% | 472k | 279.28 |
|
| Ball Corporation (BALL) | 1.3 | $130M | -3% | 2.6M | 50.42 |
|
| AGCO Corporation (AGCO) | 1.3 | $129M | -3% | 1.2M | 107.07 |
|
| Veralto Corp Com Shs (VLTO) | 1.2 | $116M | -3% | 1.1M | 106.61 |
|
| Broadcom (AVGO) | 1.1 | $112M | NEW | 340k | 329.91 |
|
| Advanced Drain Sys Inc Del (WMS) | 1.0 | $95M | -3% | 681k | 138.70 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $6.9M | +20% | 78k | 88.45 |
|
| Eversource Energy (ES) | 0.0 | $4.1M | 57k | 71.14 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $4.1M | +50% | 37k | 109.95 |
|
| Intuit (INTU) | 0.0 | $3.3M | +50% | 4.9k | 682.91 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $2.3M | +50% | 29k | 79.94 |
|
Past Filings by Mirova US
SEC 13F filings are viewable for Mirova US going back to 2019
- 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
- Mirova US 2021 Q3 filed Nov. 15, 2021