Mirova Us Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$8.81B
Q ending 2026-03-31
Prior quarter
$9.96B
Q ending 2025-12-31
Change
-11.5% QoQ · +4.7% YoY
Positions
42
reported holdings
Largest positions
All 42 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $881.7M | 5.1M |
| Microsoft Corp | MSFT | Shares | $575.8M | 1.6M |
| Mastercard Incorporated | MA | Shares | $478.5M | 958K |
| Taiwan Semiconductor Manufac | TSM | Shares | $433.1M | 1.3M |
| Tjx Cos Inc New | TJX | Shares | $384.6M | 2.4M |
| Broadcom Inc | AVGO | Shares | $344.6M | 1.1M |
| Eli Lilly & Co | LLY | Shares | $338.9M | 368K |
| Nextera Energy Inc | NEE | Shares | $336.5M | 3.6M |
| Shopify Inc | SHOP | Shares | $316.9M | 2.7M |
| Waste Mgmt Inc Del | WM | Shares | $313.0M | 1.4M |
| Ebay Inc. | EBAY | Shares | $312.4M | 3.4M |
| Ecolab Inc | ECL | Shares | $311.2M | 1.2M |
| Thermo Fisher Scientific Inc | TMO | Shares | $302.3M | 615K |
| Hubbell Inc | HUBB | Shares | $282.6M | 576K |
| Palo Alto Networks Inc | PANW | Shares | $256.9M | 1.6M |
| Vertiv Holdings Co | VRT | Shares | $256.3M | 1.0M |
| Intuitive Surgical Inc | ISRG | Shares | $236.2M | 512K |
| Lowes Cos Inc | LOW | Shares | $222.4M | 941K |
| Xylem Inc | XYL | Shares | $216.0M | 1.8M |
| Edwards Lifesciences Corp | EW | Shares | $210.4M | 2.6M |
| Danaher Corp Del | DHR | Shares | $199.4M | 1.1M |
| Agco Corp | AGCO | Shares | $183.8M | 1.6M |
| Canadian Pacific Kansas City | CP | Shares | $152.9M | 1.9M |
| Veralto Corp | VLTO | Shares | $149.4M | 1.7M |
| Ball Corp | BALL | Shares | $142.3M | 2.4M |
| Boston Scientific Corp | BSX | Shares | $138.3M | 2.2M |
| First Solar Inc | FSLR | Shares | $137.8M | 699K |
| Accenture Plc Ireland | Shares | $135.4M | 683K | |
| Watts Water Technologies Inc | WTS | Shares | $127.1M | 438K |
| Salesforce Inc | CRM | Shares | $113.8M | 609K |
| American Wtr Wks Co Inc New | AWK | Shares | $102.2M | 751K |
| Visa Inc | V | Shares | $98.5M | 326K |
| Advanced Drain Sys Inc Del | WMS | Shares | $86.2M | 629K |
| Johnson Controls Internation | Shares | $5.8M | 44K | |
| Nasdaq Inc | NDAQ | Shares | $5.6M | 66K |
| Alphabet Inc | GOOGL | Shares | $5.6M | 19K |
| Apple Inc | AAPL | Shares | $3.9M | 15K |
| Amazon Com Inc | AMZN | Shares | $3.2M | 15K |
| Eversource Energy | ES | Shares | $3.0M | 44K |
| Colgate Palmolive Co | CL | Shares | $2.9M | 34K |
| Intuit | INTU | Shares | $2.5M | 6K |
| Meta Platforms Inc | META | Shares | $2.2M | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.