Mirova US LLC
Mirova US LLC reported 45 holdings worth US$9.3B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Mirova US LLC reported 45 holdings worth US$9.3B as of Jun 30, 2026. Largest: Nvidia Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Mastercard Incorporated. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$9.3B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 4.31M | US$862M | 9.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.14M | US$543M | 5.8% |
| Mastercard Incorporated | 925K | US$475M | 5.1% |
| Microsoft Corp. | 1.21M | US$450M | 4.8% |
| Palo Alto Networks, Inc. | 1.31M | US$445M | 4.8% |
| Eli Lilly And Company | 354K | US$425M | 4.6% |
| Ebay Inc. | 3.21M | US$358M | 3.9% |
| Broadcom Inc. | 919K | US$347M | 3.7% |
| Vertiv Holdings, Llc | 988K | US$331M | 3.6% |
| Nextera Energy, Inc. | 3.56M | US$312M | 3.4% |
| Ecolab Inc. | 1.11M | US$310M | 3.3% |
| Shopify Inc. | 2.6M | US$297M | 3.2% |
| Thermo Fisher Scientific Inc | 591K | US$296M | 3.2% |
| Hubbell Inc | 562K | US$294M | 3.2% |
| Waste Management, Inc. | 1.31M | US$293M | 3.1% |
| Tjx Companies, Inc. (the) | 1.9M | US$288M | 3.1% |
| Edwards Lifesciences Corporation | 2.54M | US$230M | 2.5% |
| Canadian Pacific Kansas City Limited | 2.59M | US$224M | 2.4% |
| Xylem Inc. | 1.71M | US$202M | 2.2% |
| Lowe's Companies, Inc. | 908K | US$200M | 2.2% |
| Intuitive Surgical, Inc. | 492K | US$196M | 2.1% |
| Danaher Corporation | 1000K | US$190M | 2.0% |
| Agco Corporation | 1.53M | US$183M | 2.0% |
| Watts Water Technologies, Inc. | 412K | US$161M | 1.7% |
| First Solar, Inc. | 656K | US$155M | 1.7% |
| Ball Corporation | 2.4M | US$150M | 1.6% |
| Advanced Micro Devices Inc | 250K | US$145M | 1.6% |
| Veralto Corp | 1.63M | US$144M | 1.6% |
| Boston Scientific Corporation | 3.1M | US$132M | 1.4% |
| Visa Inc. | 294K | US$101M | 1.1% |
| Advanced Drainage Systems, Inc. | 619K | US$97.2M | 1.0% |
| American Water Works Company, Inc. | 697K | US$91.7M | 0.99% |
| Salesforce, Inc. | 564K | US$88.3M | 0.95% |
| Oracle Corporation | 429K | US$62.9M | 0.68% |
| Alphabet Inc (google) Class C | 67,085 | US$24M | 0.26% |
| Apple Inc | 40,220 | US$11.6M | 0.13% |
| Jp Morgan Chase & Co. | 31,658 | US$10.4M | 0.11% |
| O'reilly Automotive, Inc. | 82,108 | US$7.56M | 0.08% |
| Nasdaq, Inc. | 39,990 | US$3.15M | 0.03% |
| Colgate-palmolive Company | 28,979 | US$2.66M | 0.03% |
| Eversource Energy (d/b/a) | 33,715 | US$2.44M | 0.03% |
| Intuit Inc. | 4,931 | US$1.29M | 0.01% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
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