Mirova US as of June 30, 2026
Portfolio Holdings for Mirova US
Mirova US holds 45 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.3 | $862M | 4.3M | 200.09 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.8 | $543M | 1.1M | 477.57 | |
| Mastercard Incorporated Cl A (MA) | 5.1 | $475M | 925k | 513.60 | |
| Microsoft Corporation (MSFT) | 4.8 | $450M | 1.2M | 373.02 | |
| Palo Alto Networks (PANW) | 4.8 | $445M | 1.3M | 341.02 | |
| Eli Lilly & Co. (LLY) | 4.6 | $425M | 354k | 1199.43 | |
| eBay (EBAY) | 3.9 | $358M | 3.2M | 111.75 | |
| Broadcom (AVGO) | 3.7 | $347M | 919k | 377.75 | |
| Vertiv Holdings Com Cl A (VRT) | 3.6 | $331M | 988k | 334.82 | |
| Nextera Energy (NEE) | 3.4 | $312M | 3.6M | 87.77 | |
| Ecolab (ECL) | 3.3 | $310M | 1.1M | 278.61 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.2 | $297M | 2.6M | 114.18 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $296M | 591k | 501.36 | |
| Hubbell (HUBB) | 3.2 | $294M | 562k | 523.20 | |
| Waste Management (WM) | 3.1 | $293M | 1.3M | 222.88 | |
| TJX Companies (TJX) | 3.1 | $288M | 1.9M | 151.50 | |
| Edwards Lifesciences (EW) | 2.5 | $230M | 2.5M | 90.46 | |
| Canadian Pacific Kansas City (CP) | 2.4 | $224M | 2.6M | 86.65 | |
| Xylem (XYL) | 2.2 | $202M | 1.7M | 118.21 | |
| Lowe's Companies (LOW) | 2.2 | $200M | 908k | 220.49 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $196M | 492k | 397.68 | |
| Danaher Corporation (DHR) | 2.0 | $191M | 1000k | 190.48 | |
| AGCO Corporation (AGCO) | 2.0 | $183M | 1.5M | 119.70 | |
| Watts Water Technologies Cl A (WTS) | 1.7 | $161M | 412k | 391.45 | |
| First Solar (FSLR) | 1.7 | $155M | 656k | 235.96 | |
| Ball Corporation (BALL) | 1.6 | $150M | 2.4M | 62.40 | |
| Advanced Micro Devices (AMD) | 1.6 | $145M | 250k | 580.91 | |
| Veralto Corp Com Shs (VLTO) | 1.6 | $144M | 1.6M | 88.68 | |
| Boston Scientific Corporation (BSX) | 1.4 | $132M | 3.1M | 42.68 | |
| Smurfit Westrock SHS (SW) | 1.2 | $109M | 2.4M | 46.26 | |
| Visa Com Cl A (V) | 1.1 | $101M | 294k | 343.09 | |
| Advanced Drain Sys Inc Del (WMS) | 1.0 | $97M | 619k | 156.96 | |
| American Water Works (AWK) | 1.0 | $92M | 697k | 131.58 | |
| salesforce (CRM) | 0.9 | $88M | 564k | 156.66 | |
| Oracle Corporation (ORCL) | 0.7 | $63M | 429k | 146.55 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $42M | 337k | 124.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $24M | 67k | 357.37 | |
| Apple (AAPL) | 0.1 | $12M | 40k | 289.36 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $10M | 32k | 327.33 | |
| O'reilly Automotive (ORLY) | 0.1 | $7.6M | 82k | 92.09 | |
| Johnson Controls Internation SHS (JCI) | 0.1 | $5.5M | 38k | 146.11 | |
| Nasdaq Omx (NDAQ) | 0.0 | $3.2M | 40k | 78.82 | |
| Colgate-Palmolive Company (CL) | 0.0 | $2.7M | 29k | 91.68 | |
| Eversource Energy (ES) | 0.0 | $2.4M | 34k | 72.27 | |
| Intuit (INTU) | 0.0 | $1.3M | 4.9k | 261.00 |
