Mirova US
Latest statistics and disclosures from Mirova US's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, TSM, MA, MSFT, PANW, and represent 29.84% of Mirova US's stock portfolio.
- Added to shares of these 9 stocks: AMD (+$145M), SW (+$109M), ORCL (+$63M), CP (+$56M), BSX (+$38M), GOOGL (+$17M), JPM (+$10M), ORLY (+$7.6M), AAPL (+$7.2M).
- Started 5 new stock positions in ORCL, AMD, JPM, SW, ORLY.
- Reduced shares in these 10 stocks: NVDA (-$149M), MSFT (-$130M), PANW (-$102M), TJX (-$77M), AVGO (-$73M), TSM (-$69M), ACN (-$43M), EBAY (-$25M), LLY (-$17M), MA (-$17M).
- Sold out of its positions in AMZN, META.
- Mirova US was a net seller of stock by $-435M.
- Mirova US has $9.3B in assets under management (AUM), dropping by 5.54%.
- Central Index Key (CIK): 0001802900
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Portfolio Holdings for Mirova US
Mirova US holds 45 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.3 | $862M | -14% | 4.3M | 200.09 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.8 | $543M | -11% | 1.1M | 477.57 |
|
| Mastercard Incorporated Cl A (MA) | 5.1 | $475M | -3% | 925k | 513.60 |
|
| Microsoft Corporation (MSFT) | 4.8 | $450M | -22% | 1.2M | 373.02 |
|
| Palo Alto Networks (PANW) | 4.8 | $445M | -18% | 1.3M | 341.02 |
|
| Eli Lilly & Co. (LLY) | 4.6 | $425M | -3% | 354k | 1199.43 |
|
| eBay (EBAY) | 3.9 | $358M | -6% | 3.2M | 111.75 |
|
| Broadcom (AVGO) | 3.7 | $347M | -17% | 919k | 377.75 |
|
| Vertiv Holdings Com Cl A (VRT) | 3.6 | $331M | -3% | 988k | 334.82 |
|
| Nextera Energy (NEE) | 3.4 | $312M | 3.6M | 87.77 |
|
|
| Ecolab (ECL) | 3.3 | $310M | -4% | 1.1M | 278.61 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.2 | $297M | -2% | 2.6M | 114.18 |
|
| Thermo Fisher Scientific (TMO) | 3.2 | $296M | -3% | 591k | 501.36 |
|
| Hubbell (HUBB) | 3.2 | $294M | -2% | 562k | 523.20 |
|
| Waste Management (WM) | 3.1 | $293M | -3% | 1.3M | 222.88 |
|
| TJX Companies (TJX) | 3.1 | $288M | -21% | 1.9M | 151.50 |
|
| Edwards Lifesciences (EW) | 2.5 | $230M | -3% | 2.5M | 90.46 |
|
| Canadian Pacific Kansas City (CP) | 2.4 | $224M | +33% | 2.6M | 86.65 |
|
| Xylem (XYL) | 2.2 | $202M | -5% | 1.7M | 118.21 |
|
| Lowe's Companies (LOW) | 2.2 | $200M | -3% | 908k | 220.49 |
|
| Intuitive Surgical Com New (ISRG) | 2.1 | $196M | -3% | 492k | 397.68 |
|
| Danaher Corporation (DHR) | 2.0 | $191M | -4% | 1000k | 190.48 |
|
| AGCO Corporation (AGCO) | 2.0 | $183M | -3% | 1.5M | 119.70 |
|
| Watts Water Technologies Cl A (WTS) | 1.7 | $161M | -5% | 412k | 391.45 |
|
| First Solar (FSLR) | 1.7 | $155M | -6% | 656k | 235.96 |
|
| Ball Corporation (BALL) | 1.6 | $150M | 2.4M | 62.40 |
|
|
| Advanced Micro Devices (AMD) | 1.6 | $145M | NEW | 250k | 580.91 |
|
| Veralto Corp Com Shs (VLTO) | 1.6 | $144M | -3% | 1.6M | 88.68 |
|
| Boston Scientific Corporation (BSX) | 1.4 | $132M | +40% | 3.1M | 42.68 |
|
| Smurfit Westrock SHS (SW) | 1.2 | $109M | NEW | 2.4M | 46.26 |
|
| Visa Com Cl A (V) | 1.1 | $101M | -9% | 294k | 343.09 |
|
| Advanced Drain Sys Inc Del (WMS) | 1.0 | $97M | 619k | 156.96 |
|
|
| American Water Works (AWK) | 1.0 | $92M | -7% | 697k | 131.58 |
|
| salesforce (CRM) | 0.9 | $88M | -7% | 564k | 156.66 |
|
| Oracle Corporation (ORCL) | 0.7 | $63M | NEW | 429k | 146.55 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $42M | -50% | 337k | 124.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $24M | +245% | 67k | 357.37 |
|
| Apple (AAPL) | 0.1 | $12M | +160% | 40k | 289.36 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $10M | NEW | 32k | 327.33 |
|
| O'reilly Automotive (ORLY) | 0.1 | $7.6M | NEW | 82k | 92.09 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $5.5M | -14% | 38k | 146.11 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $3.2M | -39% | 40k | 78.82 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $2.7M | -14% | 29k | 91.68 |
|
| Eversource Energy (ES) | 0.0 | $2.4M | -23% | 34k | 72.27 |
|
| Intuit (INTU) | 0.0 | $1.3M | -14% | 4.9k | 261.00 |
|
Past Filings by Mirova US
SEC 13F filings are viewable for Mirova US going back to 2019
- Mirova US 2026 Q2 filed Aug. 14, 2026
- Mirova US 2026 Q1 filed May 11, 2026
- 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