Mirova US as of March 31, 2024
Portfolio Holdings for Mirova US
Mirova US holds 27 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 7.6 | $562M | 1.2M | 481.57 | |
| Microsoft Corporation (MSFT) | 7.2 | $532M | 1.3M | 420.72 | |
| NVIDIA Corporation (NVDA) | 7.0 | $520M | 576k | 903.56 | |
| eBay (EBAY) | 6.4 | $474M | 9.0M | 52.78 | |
| Eli Lilly & Co. (LLY) | 6.2 | $459M | 590k | 777.96 | |
| Ecolab (ECL) | 6.0 | $446M | 1.9M | 230.90 | |
| Thermo Fisher Scientific (TMO) | 6.0 | $445M | 765k | 581.21 | |
| Roper Industries (ROP) | 5.2 | $385M | 686k | 560.84 | |
| Visa Com Cl A (V) | 4.5 | $336M | 1.2M | 279.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.3 | $318M | 2.3M | 136.05 | |
| Waste Management (WM) | 4.1 | $302M | 1.4M | 213.15 | |
| Danaher Corporation (DHR) | 3.9 | $290M | 1.2M | 249.72 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $247M | 490k | 504.60 | |
| Nextera Energy (NEE) | 3.2 | $240M | 3.8M | 63.91 | |
| Xylem (XYL) | 3.2 | $238M | 1.8M | 129.24 | |
| Palo Alto Networks (PANW) | 3.2 | $235M | 826k | 284.13 | |
| Aptiv SHS (APTV) | 2.8 | $209M | 2.6M | 79.65 | |
| American Water Works (AWK) | 2.6 | $190M | 1.6M | 122.21 | |
| Ball Corporation (BALL) | 2.2 | $167M | 2.5M | 67.36 | |
| Shopify Cl A (SHOP) | 2.1 | $154M | 2.0M | 77.17 | |
| Watts Water Technologies Cl A (WTS) | 2.0 | $149M | 700k | 212.55 | |
| Intuitive Surgical Com New (ISRG) | 2.0 | $148M | 370k | 399.09 | |
| AGCO Corporation (AGCO) | 1.9 | $145M | 1.2M | 123.02 | |
| Veralto Corp Com Shs (VLTO) | 1.2 | $92M | 1.0M | 88.66 | |
| Edwards Lifesciences (EW) | 1.1 | $81M | 846k | 95.56 | |
| 4068594 Enphase Energy (ENPH) | 0.9 | $68M | 564k | 120.98 | |
| First Solar (FSLR) | 0.1 | $9.0M | 54k | 168.80 |
