Mirova US as of March 31, 2026
Portfolio Holdings for Mirova US
Mirova US holds 42 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.0 | $882M | 5.1M | 174.40 | |
| Microsoft Corporation (MSFT) | 6.5 | $576M | 1.6M | 370.17 | |
| Mastercard Incorporated Cl A (MA) | 5.4 | $479M | 958k | 499.66 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.9 | $433M | 1.3M | 337.95 | |
| TJX Companies (TJX) | 4.4 | $385M | 2.4M | 159.70 | |
| Broadcom (AVGO) | 3.9 | $345M | 1.1M | 309.51 | |
| Eli Lilly & Co. (LLY) | 3.8 | $339M | 368k | 919.77 | |
| Nextera Energy (NEE) | 3.8 | $337M | 3.6M | 92.88 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.6 | $317M | 2.7M | 118.62 | |
| Waste Management (WM) | 3.6 | $313M | 1.4M | 229.79 | |
| eBay (EBAY) | 3.5 | $312M | 3.4M | 91.02 | |
| Ecolab (ECL) | 3.5 | $311M | 1.2M | 266.02 | |
| Thermo Fisher Scientific (TMO) | 3.4 | $302M | 615k | 491.53 | |
| Hubbell (HUBB) | 3.2 | $283M | 576k | 490.74 | |
| Palo Alto Networks (PANW) | 2.9 | $257M | 1.6M | 160.32 | |
| Vertiv Holdings Com Cl A (VRT) | 2.9 | $256M | 1.0M | 250.58 | |
| Intuitive Surgical Com New (ISRG) | 2.7 | $236M | 512k | 460.99 | |
| Lowe's Companies (LOW) | 2.5 | $222M | 941k | 236.28 | |
| Xylem (XYL) | 2.5 | $216M | 1.8M | 119.50 | |
| Edwards Lifesciences (EW) | 2.4 | $210M | 2.6M | 80.08 | |
| Danaher Corporation (DHR) | 2.3 | $199M | 1.1M | 189.60 | |
| AGCO Corporation (AGCO) | 2.1 | $184M | 1.6M | 115.87 | |
| Canadian Pacific Kansas City (CP) | 1.7 | $153M | 1.9M | 78.66 | |
| Veralto Corp Com Shs (VLTO) | 1.7 | $149M | 1.7M | 88.42 | |
| Ball Corporation (BALL) | 1.6 | $142M | 2.4M | 59.11 | |
| Boston Scientific Corporation (BSX) | 1.6 | $138M | 2.2M | 62.75 | |
| First Solar (FSLR) | 1.6 | $138M | 699k | 197.26 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $135M | 683k | 198.29 | |
| Watts Water Technologies Cl A (WTS) | 1.4 | $127M | 438k | 290.29 | |
| salesforce (CRM) | 1.3 | $114M | 610k | 186.67 | |
| American Water Works (AWK) | 1.2 | $102M | 751k | 136.09 | |
| Visa Com Cl A (V) | 1.1 | $99M | 326k | 302.24 | |
| Advanced Drain Sys Inc Del (WMS) | 1.0 | $86M | 629k | 137.13 | |
| Johnson Controls Internation SHS (JCI) | 0.1 | $5.8M | 44k | 130.95 | |
| Nasdaq Omx (NDAQ) | 0.1 | $5.6M | 66k | 84.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $5.6M | 19k | 287.56 | |
| Apple (AAPL) | 0.0 | $3.9M | 15k | 253.79 | |
| Amazon (AMZN) | 0.0 | $3.2M | 15k | 208.27 | |
| Eversource Energy (ES) | 0.0 | $3.0M | 44k | 69.28 | |
| Colgate-Palmolive Company (CL) | 0.0 | $2.9M | 34k | 85.23 | |
| Intuit (INTU) | 0.0 | $2.5M | 5.8k | 432.38 | |
| Meta Platforms Cl A (META) | 0.0 | $2.2M | 3.8k | 572.13 |
