Mirova US
Latest statistics and disclosures from Mirova US's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, MA, LLY, ECL, and represent 34.42% of Mirova US's stock portfolio.
- Added to shares of these 10 stocks: APTV (+$157M), PANW (+$146M), TJX (+$119M), FSLR (+$103M), ACN (+$53M), CRM (+$52M), WMS (+$7.4M), JCI, CL, CSCO.
- Started 3 new stock positions in TJX, APTV, JCI.
- Reduced shares in these 10 stocks: Delphi Automotive Inc international (-$193M), , TSM (-$68M), NVDA (-$21M), MSFT (-$20M), MA (-$18M), ECL (-$17M), LLY (-$14M), V (-$13M), EBAY (-$13M).
- Sold out of its positions in ADBE, Delphi Automotive Inc international.
- Mirova US was a net buyer of stock by $32M.
- Mirova US has $8.3B in assets under management (AUM), dropping by -4.35%.
- Central Index Key (CIK): 0001802900
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Portfolio Holdings for Mirova US
Mirova US holds 34 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.4 | $700M | -2% | 5.2M | 134.29 |
|
| Microsoft Corporation (MSFT) | 7.8 | $652M | -2% | 1.5M | 421.50 |
|
| Mastercard Incorporated Cl A (MA) | 7.4 | $613M | -2% | 1.2M | 526.57 |
|
| Eli Lilly & Co. (LLY) | 5.5 | $455M | -2% | 590k | 772.00 |
|
| Ecolab (ECL) | 5.4 | $449M | -3% | 1.9M | 234.32 |
|
| eBay (EBAY) | 5.2 | $435M | -2% | 7.0M | 61.95 |
|
| Thermo Fisher Scientific (TMO) | 4.8 | $397M | -2% | 763k | 520.23 |
|
| Roper Industries (ROP) | 4.3 | $356M | -2% | 685k | 519.85 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.0 | $336M | -16% | 1.7M | 197.49 |
|
| Danaher Corporation (DHR) | 3.8 | $316M | -2% | 1.4M | 229.55 |
|
| Palo Alto Networks (PANW) | 3.6 | $301M | +94% | 1.7M | 181.96 |
|
| Waste Management (WM) | 3.4 | $285M | -2% | 1.4M | 201.79 |
|
| Nextera Energy (NEE) | 3.3 | $272M | 3.8M | 71.69 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 3.0 | $251M | +26% | 714k | 351.79 |
|
| Visa Com Cl A (V) | 2.9 | $244M | -5% | 771k | 316.04 |
|
| Xylem (XYL) | 2.6 | $214M | -2% | 1.8M | 116.02 |
|
| salesforce (CRM) | 2.5 | $210M | +32% | 628k | 334.33 |
|
| Shopify Cl A (SHOP) | 2.5 | $210M | -2% | 2.0M | 106.33 |
|
| American Water Works (AWK) | 2.3 | $194M | -2% | 1.6M | 124.49 |
|
| Intuitive Surgical Com New (ISRG) | 2.3 | $193M | -3% | 370k | 521.96 |
|
| Aptiv Com Shs (APTV) | 1.9 | $157M | NEW | 2.6M | 60.48 |
|
| Canadian Pacific Kansas City (CP) | 1.8 | $151M | -2% | 2.1M | 72.37 |
|
| Watts Water Technologies Cl A (WTS) | 1.7 | $143M | -2% | 704k | 203.30 |
|
| Ball Corporation (BALL) | 1.6 | $134M | -3% | 2.4M | 55.13 |
|
| Edwards Lifesciences (EW) | 1.6 | $134M | -2% | 1.8M | 74.03 |
|
| TJX Companies (TJX) | 1.4 | $119M | NEW | 985k | 120.81 |
|
| First Solar (FSLR) | 1.4 | $114M | +960% | 646k | 176.24 |
|
| AGCO Corporation (AGCO) | 1.3 | $110M | -2% | 1.2M | 93.48 |
|
| Veralto Corp Com Shs (VLTO) | 1.3 | $105M | -2% | 1.0M | 101.85 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.6 | $47M | +18% | 408k | 115.60 |
|
| 4068594 Enphase Energy (ENPH) | 0.5 | $39M | -2% | 569k | 68.68 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.1M | +16% | 12k | 90.91 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $839k | NEW | 11k | 78.93 |
|
| Cisco Systems (CSCO) | 0.0 | $797k | +16% | 14k | 59.20 |
|
Past Filings by Mirova US
SEC 13F filings are viewable for Mirova US going back to 2019
- 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
- Mirova US 2021 Q2 filed Aug. 16, 2021
- Mirova US 2021 Q1 filed May 17, 2021