Mirova US

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

  • Top 5 stock holdings are MA, ADBE, MSFT, NVDA, TMO, and represent 35.47% of Mirova US's stock portfolio.
  • Added to shares of these 5 stocks: WM (+$163M), PANW (+$107M), NEE (+$68M), BALL (+$48M), VLTO (+$33M).
  • Started 2 new stock positions in PANW, VLTO.
  • Reduced shares in these 10 stocks: VZ (-$96M), MSFT (-$62M), LLY (-$52M), ADBE (-$7.1M), MA, TSM, NVDA, TMO, EBAY, ECL.
  • Sold out of its position in VZ.
  • Mirova US was a net buyer of stock by $169M.
  • Mirova US has $6.6B in assets under management (AUM), dropping by 12.52%.
  • Central Index Key (CIK): 0001802900

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Portfolio Holdings for Mirova US

Mirova US holds 27 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mastercard Incorporated Cl A (MA) 7.6 $507M 1.2M 426.51
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Adobe Systems Incorporated (ADBE) 7.3 $485M 813k 596.60
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Microsoft Corporation (MSFT) 7.3 $484M -11% 1.3M 376.04
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NVIDIA Corporation (NVDA) 7.0 $465M 940k 495.22
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Thermo Fisher Scientific (TMO) 6.2 $413M 778k 530.79
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eBay (EBAY) 6.0 $399M 9.1M 43.62
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Ecolab (ECL) 5.9 $390M 2.0M 198.35
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Roper Industries (ROP) 5.7 $381M 699k 545.17
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Eli Lilly & Co. (LLY) 5.3 $350M -12% 601k 582.92
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Visa Com Cl A (V) 4.8 $318M 1.2M 260.35
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Danaher Corporation (DHR) 4.1 $273M 1.2M 231.34
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.7 $248M 2.4M 104.00
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Aptiv SHS (APTV) 3.6 $239M 2.7M 89.72
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Nextera Energy (NEE) 3.5 $232M +41% 3.8M 60.74
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Xylem (XYL) 3.2 $214M 1.9M 114.36
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Waste Management (WM) 2.5 $164M +26116% 914k 179.10
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Watts Water Technologies Cl A (WTS) 2.2 $149M 713k 208.34
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Ball Corporation (BALL) 2.2 $145M +49% 2.5M 57.52
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AGCO Corporation (AGCO) 2.2 $145M 1.2M 121.41
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Intuitive Surgical Com New (ISRG) 1.9 $127M 377k 337.36
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American Water Works (AWK) 1.8 $119M 901k 131.99
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Palo Alto Networks (PANW) 1.6 $107M NEW 362k 294.88
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Lauder Estee Cos Cl A (EL) 1.5 $99M 675k 146.25
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4068594 Enphase Energy (ENPH) 1.1 $76M 574k 132.14
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Edwards Lifesciences (EW) 1.0 $66M 860k 76.25
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Veralto Corp Com Shs (VLTO) 0.5 $33M NEW 395k 82.26
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First Solar (FSLR) 0.1 $9.2M 54k 172.28
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Past Filings by Mirova US

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