Mirova US as of Dec. 31, 2025
Portfolio Holdings for Mirova US
Mirova US holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.8 | $980M | 5.3M | 186.50 | |
| Microsoft Corporation (MSFT) | 7.9 | $784M | 1.6M | 483.62 | |
| Mastercard Incorporated Cl A (MA) | 5.7 | $569M | 997k | 570.88 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $511M | 1.7M | 303.89 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.5 | $449M | 2.8M | 160.97 | |
| Eli Lilly & Co. (LLY) | 4.1 | $413M | 384k | 1074.68 | |
| TJX Companies (TJX) | 3.9 | $386M | 2.5M | 153.61 | |
| Ecolab (ECL) | 3.8 | $377M | 1.4M | 262.52 | |
| Thermo Fisher Scientific (TMO) | 3.7 | $372M | 641k | 579.45 | |
| Broadcom (AVGO) | 3.2 | $322M | 930k | 346.10 | |
| Waste Management (WM) | 3.1 | $312M | 1.4M | 219.71 | |
| eBay (EBAY) | 3.1 | $309M | 3.5M | 87.10 | |
| Palo Alto Networks (PANW) | 3.1 | $307M | 1.7M | 184.20 | |
| Intuitive Surgical Com New (ISRG) | 3.0 | $303M | 534k | 566.36 | |
| Nextera Energy (NEE) | 3.0 | $299M | 3.7M | 80.28 | |
| Visa Com Cl A (V) | 2.7 | $271M | 773k | 350.71 | |
| Xylem (XYL) | 2.6 | $256M | 1.9M | 136.18 | |
| Danaher Corporation (DHR) | 2.5 | $251M | 1.1M | 228.92 | |
| Lowe's Companies (LOW) | 2.4 | $237M | 981k | 241.16 | |
| Edwards Lifesciences (EW) | 2.3 | $234M | 2.7M | 85.25 | |
| First Solar (FSLR) | 2.3 | $232M | 889k | 261.23 | |
| Hubbell (HUBB) | 2.1 | $213M | 479k | 444.11 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $191M | 711k | 268.30 | |
| salesforce (CRM) | 1.7 | $168M | 635k | 264.91 | |
| Canadian Pacific Kansas City (CP) | 1.5 | $149M | 2.0M | 73.63 | |
| Ball Corporation (BALL) | 1.3 | $133M | 2.5M | 52.97 | |
| Boston Scientific Corporation (BSX) | 1.3 | $131M | 1.4M | 95.35 | |
| Watts Water Technologies Cl A (WTS) | 1.3 | $127M | 460k | 276.02 | |
| Vertiv Holdings Com Cl A (VRT) | 1.3 | $127M | 782k | 162.01 | |
| AGCO Corporation (AGCO) | 1.2 | $122M | 1.2M | 104.32 | |
| Veralto Corp Com Shs (VLTO) | 1.1 | $105M | 1.1M | 99.78 | |
| American Water Works (AWK) | 1.0 | $102M | 782k | 130.50 | |
| Advanced Drain Sys Inc Del (WMS) | 1.0 | $96M | 661k | 144.83 | |
| Roper Industries (ROP) | 0.9 | $86M | 194k | 445.13 | |
| Nasdaq Omx (NDAQ) | 0.1 | $8.3M | 86k | 97.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $6.1M | 19k | 313.00 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $5.3M | 44k | 119.75 | |
| Apple (AAPL) | 0.0 | $4.2M | 15k | 271.86 | |
| Intuit (INTU) | 0.0 | $3.8M | 5.8k | 662.42 | |
| Eversource Energy (ES) | 0.0 | $3.6M | 54k | 67.33 | |
| Amazon (AMZN) | 0.0 | $3.5M | 15k | 230.82 | |
| Colgate-Palmolive Company (CL) | 0.0 | $2.7M | 34k | 79.02 | |
| Meta Platforms Cl A (META) | 0.0 | $2.5M | 3.8k | 660.09 |
