Mirova US as of Sept. 30, 2025
Portfolio Holdings for Mirova US
Mirova US holds 36 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.0 | $1.2B | 6.4M | 186.58 | |
| Microsoft Corporation (MSFT) | 9.9 | $976M | 1.9M | 517.95 | |
| Mastercard Incorporated Cl A (MA) | 5.9 | $585M | 1.0M | 568.81 | |
| Ecolab (ECL) | 5.0 | $500M | 1.8M | 273.86 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.9 | $484M | 1.7M | 279.29 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.3 | $428M | 2.9M | 148.61 | |
| TJX Companies (TJX) | 3.8 | $375M | 2.6M | 144.54 | |
| Roper Industries (ROP) | 3.6 | $352M | 706k | 498.69 | |
| Palo Alto Networks (PANW) | 3.5 | $350M | 1.7M | 203.62 | |
| eBay (EBAY) | 3.4 | $334M | 3.7M | 90.95 | |
| Waste Management (WM) | 3.3 | $323M | 1.5M | 220.83 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $321M | 661k | 485.02 | |
| Eli Lilly & Co. (LLY) | 2.9 | $290M | 381k | 763.00 | |
| Nextera Energy (NEE) | 2.9 | $290M | 3.8M | 75.49 | |
| Xylem (XYL) | 2.9 | $285M | 1.9M | 147.50 | |
| Visa Com Cl A (V) | 2.7 | $272M | 796k | 341.38 | |
| Intuitive Surgical Com New (ISRG) | 2.5 | $245M | 549k | 447.23 | |
| American Water Works (AWK) | 2.3 | $226M | 1.6M | 139.19 | |
| Danaher Corporation (DHR) | 2.3 | $223M | 1.1M | 198.26 | |
| Edwards Lifesciences (EW) | 2.2 | $220M | 2.8M | 77.77 | |
| Hubbell (HUBB) | 2.1 | $209M | 485k | 430.31 | |
| First Solar (FSLR) | 2.0 | $201M | 912k | 220.53 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $183M | 740k | 246.60 | |
| Canadian Pacific Kansas City (CP) | 1.6 | $156M | 2.1M | 74.49 | |
| salesforce (CRM) | 1.6 | $154M | 652k | 237.00 | |
| Watts Water Technologies Cl A (WTS) | 1.3 | $132M | 472k | 279.28 | |
| Ball Corporation (BALL) | 1.3 | $130M | 2.6M | 50.42 | |
| AGCO Corporation (AGCO) | 1.3 | $129M | 1.2M | 107.07 | |
| Veralto Corp Com Shs (VLTO) | 1.2 | $116M | 1.1M | 106.61 | |
| Broadcom (AVGO) | 1.1 | $112M | 340k | 329.91 | |
| Advanced Drain Sys Inc Del (WMS) | 1.0 | $95M | 681k | 138.70 | |
| Nasdaq Omx (NDAQ) | 0.1 | $6.9M | 78k | 88.45 | |
| Eversource Energy (ES) | 0.0 | $4.1M | 57k | 71.14 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $4.1M | 37k | 109.95 | |
| Intuit (INTU) | 0.0 | $3.3M | 4.9k | 682.91 | |
| Colgate-Palmolive Company (CL) | 0.0 | $2.3M | 29k | 79.94 |
