Holdings
Mirova US LLC
As of Jun 30, 2026, Mirova US LLC reported 42 positions worth US$9.14B. 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 | 4.31M | US$862M | −746K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.14M | US$543M | −144K | Jun 30, 2026 |
| Mastercard Incorporated | 925K | US$475M | −33,128 | Jun 30, 2026 |
| Microsoft Corp. | 1.21M | US$450M | −349K | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 1.31M | US$445M | −298K | Jun 30, 2026 |
| Eli Lilly And Company | 354K | US$425M | −14,395 | Jun 30, 2026 |
| Ebay Inc. | 3.21M | US$358M | −227K | Jun 30, 2026 |
| Broadcom Inc. | 919K | US$347M | −194K | Jun 30, 2026 |
| Vertiv Holdings, Llc | 988K | US$331M | −34,401 | Jun 30, 2026 |
| Nextera Energy, Inc. | 3.56M | US$312M | −67,382 | Jun 30, 2026 |