Mirova US LLC 13F Holdings

CIK 0001802900 · BOSTON, MA

As of Sep 30, 2025, Mirova US LLC reported 36 positions worth $9.9B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology6,362,230 .2B11.99%
MICROSOFT CORPMSFTTechnology1,885,058$976.4M9.86%
MASTERCARD INCMAFinancial Services1,028,601$585.1M5.91%
ECOLAB INCECLBasic Materials1,824,872$499.8M5.05%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology1,732,421$483.8M4.89%
SHOPIFY INCSHOPTechnology2,882,479$428.4M4.33%
TJX COMPANIES INCTJXConsumer Cyclical2,594,672$375.0M3.79%
ROPER TECHNOLOGIES INCROPTechnology705,495$351.8M3.55%
PALO ALTO NETWORKS INCPANWTechnology1,717,294$349.7M3.53%
EBAY INCEBAYConsumer Cyclical3,675,555$334.3M3.38%
WASTE MANAGEMENT INCWMIndustrials1,462,037$322.9M3.26%
THERMO FISHER SCIENTIFIC INCTMOHealthcare660,789$320.5M3.24%
ELI LILLY & COLLYHealthcare380,667$290.4M2.93%
NEXTERA ENERGY INCNEEUtilities3,835,334$289.5M2.92%
XYLEM INCXYLIndustrials1,933,134$285.1M2.88%
VISA INC-CLASS A SHARESVFinancial Services795,926$271.7M2.74%
INTUITIVE SURGICAL INCISRGHealthcare548,599$245.3M2.48%
AMERICAN WATER WORKS COMPANY INCAWKUtilities1,626,653$226.4M2.29%
DANAHER CORPDHRHealthcare1,126,791$223.4M2.26%
EDWARDS LIFESCIENCES CORPEWHealthcare2,822,092$219.5M2.22%
HUBBELL INCHUBBIndustrials485,165$208.8M2.11%
FIRST SOLAR INCFSLRTechnology911,917$201.1M2.03%
ACCENTURE PLCACNTechnology740,370 82.6M1.84%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials2,093,702 56.0M1.57%
SALESFORCE INCCRMTechnology651,604 54.4M1.56%