Mirova US as of June 30, 2024
Portfolio Holdings for Mirova US
Mirova US holds 29 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.9 | $714M | 5.8M | 123.54 | |
| Microsoft Corporation (MSFT) | 7.2 | $576M | 1.3M | 446.95 | |
| Eli Lilly & Co. (LLY) | 6.8 | $546M | 603k | 905.38 | |
| Mastercard Incorporated Cl A (MA) | 6.5 | $525M | 1.2M | 441.16 | |
| eBay (EBAY) | 6.1 | $493M | 9.2M | 53.72 | |
| Ecolab (ECL) | 5.9 | $470M | 2.0M | 238.00 | |
| Thermo Fisher Scientific (TMO) | 5.4 | $432M | 781k | 553.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $409M | 2.4M | 173.81 | |
| Roper Industries (ROP) | 4.9 | $395M | 701k | 563.66 | |
| Waste Management (WM) | 3.8 | $308M | 1.4M | 213.34 | |
| Danaher Corporation (DHR) | 3.7 | $297M | 1.2M | 249.85 | |
| Palo Alto Networks (PANW) | 3.6 | $286M | 843k | 339.01 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $277M | 499k | 555.54 | |
| Nextera Energy (NEE) | 3.4 | $271M | 3.8M | 70.81 | |
| Xylem (XYL) | 3.2 | $255M | 1.9M | 135.63 | |
| Visa Com Cl A (V) | 2.6 | $212M | 807k | 262.47 | |
| American Water Works (AWK) | 2.6 | $205M | 1.6M | 129.16 | |
| Aptiv SHS (APTV) | 2.3 | $188M | 2.7M | 70.42 | |
| Canadian Pacific Kansas City (CP) | 2.1 | $168M | 2.1M | 78.73 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $168M | 378k | 444.85 | |
| Ball Corporation (BALL) | 1.9 | $150M | 2.5M | 60.02 | |
| Shopify Cl A (SHOP) | 1.7 | $134M | 2.0M | 66.05 | |
| Watts Water Technologies Cl A (WTS) | 1.6 | $131M | 716k | 183.37 | |
| AGCO Corporation (AGCO) | 1.5 | $117M | 1.2M | 97.88 | |
| Veralto Corp Com Shs (VLTO) | 1.3 | $101M | 1.1M | 95.47 | |
| Edwards Lifesciences (EW) | 1.0 | $80M | 863k | 92.37 | |
| 4068594 Enphase Energy (ENPH) | 0.7 | $58M | 579k | 99.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $57M | 187k | 303.41 | |
| First Solar (FSLR) | 0.1 | $12M | 53k | 225.46 |
