Mirova US as of June 30, 2025
Portfolio Holdings for Mirova US
Mirova US holds 35 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.9 | $1.0B | 6.6M | 157.99 | |
| Microsoft Corporation (MSFT) | 10.1 | $977M | 2.0M | 497.41 | |
| Mastercard Incorporated Cl A (MA) | 6.2 | $602M | 1.1M | 561.94 | |
| Ecolab (ECL) | 5.7 | $553M | 2.1M | 269.44 | |
| Roper Industries (ROP) | 4.3 | $416M | 734k | 566.84 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.2 | $407M | 1.8M | 226.49 | |
| Palo Alto Networks (PANW) | 3.8 | $365M | 1.8M | 204.64 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.6 | $349M | 3.0M | 115.35 | |
| Waste Management (WM) | 3.6 | $347M | 1.5M | 228.82 | |
| TJX Companies (TJX) | 3.5 | $333M | 2.7M | 123.49 | |
| Intuitive Surgical Com New (ISRG) | 3.2 | $309M | 568k | 543.41 | |
| Eli Lilly & Co. (LLY) | 3.2 | $308M | 395k | 779.53 | |
| Visa Com Cl A (V) | 3.0 | $293M | 826k | 355.05 | |
| eBay (EBAY) | 3.0 | $285M | 3.8M | 74.46 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $279M | 687k | 405.46 | |
| Nextera Energy (NEE) | 2.9 | $277M | 4.0M | 69.42 | |
| Xylem (XYL) | 2.7 | $259M | 2.0M | 129.36 | |
| American Water Works (AWK) | 2.4 | $234M | 1.7M | 139.11 | |
| Danaher Corporation (DHR) | 2.4 | $231M | 1.2M | 197.54 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.4 | $231M | 771k | 298.89 | |
| Edwards Lifesciences (EW) | 2.4 | $229M | 2.9M | 78.21 | |
| salesforce (CRM) | 1.9 | $185M | 679k | 272.69 | |
| Watts Water Technologies Cl A (WTS) | 1.9 | $184M | 748k | 245.89 | |
| Canadian Pacific Kansas City (CP) | 1.8 | $173M | 2.2M | 79.27 | |
| First Solar (FSLR) | 1.6 | $156M | 945k | 165.54 | |
| Ball Corporation (BALL) | 1.5 | $150M | 2.7M | 56.09 | |
| Hubbell (HUBB) | 1.4 | $139M | 341k | 408.41 | |
| AGCO Corporation (AGCO) | 1.3 | $129M | 1.3M | 103.16 | |
| Veralto Corp Com Shs (VLTO) | 1.2 | $114M | 1.1M | 100.95 | |
| Advanced Drain Sys Inc Del (WMS) | 0.8 | $81M | 708k | 114.86 | |
| Nasdaq Omx (NDAQ) | 0.1 | $5.8M | 65k | 89.42 | |
| Eversource Energy (ES) | 0.0 | $3.7M | 58k | 63.62 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $2.6M | 25k | 105.62 | |
| Intuit (INTU) | 0.0 | $2.5M | 3.2k | 787.63 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.7M | 19k | 90.90 |
