Holdings
Mirova Global Megatrends Fund
As of Jun 30, 2026, Mirova Global Megatrends Fund reported 52 positions worth US$640M. Largest: Nvidia Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Mastercard Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 226K | US$45.1M | −30,168 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 416K | US$31.3M | +13,138 | Jun 30, 2026 |
| Mastercard Incorporated | 47,696 | US$24.5M | −1,258 | Jun 30, 2026 |
| Microsoft Corp. | 61,837 | US$23.1M | −17,601 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 66,462 | US$22.7M | −13,869 | Jun 30, 2026 |
| Eli Lilly And Company | 17,810 | US$21.4M | −469 | Jun 30, 2026 |
| Iberdrola Sa | 856K | US$21.3M | −22,581 | Jun 30, 2026 |
| Asml Holding Nv | 10,070 | US$19.9M | −1,328 | Jun 30, 2026 |
| Broadcom Inc. | 47,680 | US$18M | −8,907 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 51,100 | US$17.1M | −1,349 | Jun 30, 2026 |