Mirova Us LLC Top Holdings and 13F Report (2025) About Mirova Us LLCInvestment ActivityMirova Us LLC has $8.42 billion in total holdings as of March 31, 2025.Mirova Us LLC owns shares of 34 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.22% of the portfolio was purchased this quarter.About 0.86% of the portfolio was sold this quarter.This quarter, Mirova Us LLC has purchased 34 new stocks and bought additional shares in 33 stocks.Mirova Us LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $601,479,889NVIDIA $585,196,076Mastercard $566,346,086Eli Lilly and Company $504,428,662Ecolab $501,760,446 Largest Purchases this Quarter Enphase Energy 528,002 shares (about $32.76M)First Solar 248,306 shares (about $31.39M)Advanced Drainage Systems 282,847 shares (about $30.73M)Microsoft 55,359 shares (about $20.78M)NVIDIA 190,040 shares (about $20.60M) Largest Sales this Quarter Mastercard 131,445 shares (about $72.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMirova Us LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$601,479,889$20,781,215 ▲3.6%1,602,2807.1%Computer and TechnologyNVDANVIDIA$585,196,076$20,596,535 ▲3.6%5,399,4847.0%Computer and TechnologyMAMastercard$566,346,086$72,047,633 ▼-11.3%1,033,2526.7%Business ServicesLLYEli Lilly and Company$504,428,662$17,207,009 ▲3.5%610,7556.0%MedicalECLEcolab$501,760,446$15,917,000 ▲3.3%1,979,1756.0%Basic MaterialsEBAYeBay$490,993,193$15,569,095 ▲3.3%7,249,2725.8%Retail/WholesaleROPRoper Technologies$417,746,319$13,785,560 ▲3.4%708,5495.0%Computer and TechnologyTMOThermo Fisher Scientific$392,576,046$13,143,606 ▲3.5%788,9394.7%MedicalWMWaste Management$338,759,554$11,610,690 ▲3.5%1,463,2614.0%Business ServicesTSMTaiwan Semiconductor Manufacturing$293,459,946$11,285,676 ▲4.0%1,767,8313.5%Computer and TechnologyDHRDanaher$292,484,980$10,158,570 ▲3.6%1,426,7563.5%MedicalPANWPalo Alto Networks$291,911,459$10,020,322 ▲3.6%1,710,6863.5%Computer and TechnologyVVisa$279,190,455$9,057,989 ▲3.4%796,6403.3%Business ServicesNEENextEra Energy$277,852,362$8,846,788 ▲3.3%3,919,4863.3%UtilitiesAWKAmerican Water Works$238,496,322$8,507,331 ▲3.7%1,616,7052.8%UtilitiesACNAccenture$230,686,491$8,054,064 ▲3.6%739,2852.7%Computer and TechnologyXYLXylem$227,723,134$7,723,806 ▲3.5%1,906,2712.7%Business ServicesSHOPShopify$194,221,501$5,963,490 ▲3.2%2,034,1592.3%Computer and TechnologyISRGIntuitive Surgical$190,427,353$7,129,907 ▲3.9%384,4922.3%MedicalCRMSalesforce$174,540,002$6,055,812 ▲3.6%650,3952.1%Computer and TechnologyAPTIV PLC$160,099,090$5,415,095 ▲3.5%2,690,7411.9%COM SHSCPCanadian Pacific Kansas City$151,480,533$5,096,263 ▲3.5%2,157,5351.8%TransportationWTSWatts Water Technologies$148,654,417$5,113,906 ▲3.6%728,9841.8%Computer and TechnologyEWEdwards Lifesciences$136,044,670$4,912,260 ▲3.7%1,876,9961.6%MedicalBALLBall$132,479,983$5,877,037 ▲4.6%2,544,2671.6%IndustrialsTJXTJX Companies$124,295,804$4,311,233 ▲3.6%1,020,4911.5%Retail/WholesaleFSLRFirst Solar$113,106,301$31,393,328 ▲38.4%894,6161.3%EnergyAGCOAGCO$112,379,517$3,852,208 ▲3.5%1,213,9951.3%IndustrialsVERALTO CORP$104,108,369$3,527,787 ▲3.5%1,068,3261.2%COM SHSWMSAdvanced Drainage Systems$75,015,763$30,731,327 ▲69.4%690,4350.9%ConstructionENPHEnphase Energy$68,058,364$32,762,524 ▲92.8%1,096,8310.8%EnergyCLColgate-Palmolive$1,509,601$399,349 ▲36.0%16,1110.0%Consumer StaplesJCIJohnson Controls International$1,157,990$306,341 ▲36.0%14,4550.0%ConstructionCSCOCisco Systems$1,130,219$299,170 ▲36.0%18,3150.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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