Mirova US
Latest statistics and disclosures from Mirova US's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, MA, TSM, TJX, and represent 31.25% of Mirova US's stock portfolio.
- Added to shares of these 6 stocks: VRT (+$60M), AVGO (+$57M), VLTO (+$56M), BSX (+$52M), AGCO (+$49M), HUBB (+$48M).
- Reduced shares in these 10 stocks: V (-$135M), TSM (-$135M), ROP (-$86M), ECL (-$71M), FSLR (-$38M), NVDA (-$35M), MSFT (-$24M), MA (-$20M), TJX (-$16M), LLY (-$15M).
- Sold out of its position in ROP.
- Mirova US was a net seller of stock by $-408M.
- Mirova US has $8.8B in assets under management (AUM), dropping by -11.53%.
- Central Index Key (CIK): 0001802900
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Portfolio Holdings for Mirova US
Mirova US holds 42 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.0 | $882M | -3% | 5.1M | 174.40 |
|
| Microsoft Corporation (MSFT) | 6.5 | $576M | -4% | 1.6M | 370.17 |
|
| Mastercard Incorporated Cl A (MA) | 5.4 | $479M | -3% | 958k | 499.66 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.9 | $433M | -23% | 1.3M | 337.95 |
|
| TJX Companies (TJX) | 4.4 | $385M | -4% | 2.4M | 159.70 |
|
| Broadcom (AVGO) | 3.9 | $345M | +19% | 1.1M | 309.51 |
|
| Eli Lilly & Co. (LLY) | 3.8 | $339M | -4% | 368k | 919.77 |
|
| Nextera Energy (NEE) | 3.8 | $337M | -2% | 3.6M | 92.88 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.6 | $317M | -4% | 2.7M | 118.62 |
|
| Waste Management (WM) | 3.6 | $313M | -4% | 1.4M | 229.79 |
|
| eBay (EBAY) | 3.5 | $312M | -3% | 3.4M | 91.02 |
|
| Ecolab (ECL) | 3.5 | $311M | -18% | 1.2M | 266.02 |
|
| Thermo Fisher Scientific (TMO) | 3.4 | $302M | -4% | 615k | 491.53 |
|
| Hubbell (HUBB) | 3.2 | $283M | +20% | 576k | 490.74 |
|
| Palo Alto Networks (PANW) | 2.9 | $257M | -3% | 1.6M | 160.32 |
|
| Vertiv Holdings Com Cl A (VRT) | 2.9 | $256M | +30% | 1.0M | 250.58 |
|
| Intuitive Surgical Com New (ISRG) | 2.7 | $236M | -4% | 512k | 460.99 |
|
| Lowe's Companies (LOW) | 2.5 | $222M | -4% | 941k | 236.28 |
|
| Xylem (XYL) | 2.5 | $216M | -3% | 1.8M | 119.50 |
|
| Edwards Lifesciences (EW) | 2.4 | $210M | -4% | 2.6M | 80.08 |
|
| Danaher Corporation (DHR) | 2.3 | $199M | -3% | 1.1M | 189.60 |
|
| AGCO Corporation (AGCO) | 2.1 | $184M | +36% | 1.6M | 115.87 |
|
| Canadian Pacific Kansas City (CP) | 1.7 | $153M | -4% | 1.9M | 78.66 |
|
| Veralto Corp Com Shs (VLTO) | 1.7 | $149M | +60% | 1.7M | 88.42 |
|
| Ball Corporation (BALL) | 1.6 | $142M | -4% | 2.4M | 59.11 |
|
| Boston Scientific Corporation (BSX) | 1.6 | $138M | +60% | 2.2M | 62.75 |
|
| First Solar (FSLR) | 1.6 | $138M | -21% | 699k | 197.26 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $135M | -4% | 683k | 198.29 |
|
| Watts Water Technologies Cl A (WTS) | 1.4 | $127M | -4% | 438k | 290.29 |
|
| salesforce (CRM) | 1.3 | $114M | -3% | 610k | 186.67 |
|
| American Water Works (AWK) | 1.2 | $102M | -3% | 751k | 136.09 |
|
| Visa Com Cl A (V) | 1.1 | $99M | -57% | 326k | 302.24 |
|
| Advanced Drain Sys Inc Del (WMS) | 1.0 | $86M | -4% | 629k | 137.13 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $5.8M | 44k | 130.95 |
|
|
| Nasdaq Omx (NDAQ) | 0.1 | $5.6M | -22% | 66k | 84.89 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $5.6M | 19k | 287.56 |
|
|
| Apple (AAPL) | 0.0 | $3.9M | 15k | 253.79 |
|
|
| Amazon (AMZN) | 0.0 | $3.2M | 15k | 208.27 |
|
|
| Eversource Energy (ES) | 0.0 | $3.0M | -18% | 44k | 69.28 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $2.9M | 34k | 85.23 |
|
|
| Intuit (INTU) | 0.0 | $2.5M | 5.8k | 432.38 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $2.2M | 3.8k | 572.13 |
|
Past Filings by Mirova US
SEC 13F filings are viewable for Mirova US going back to 2019
- 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
- Mirova US 2022 Q1 filed May 6, 2022