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Mirova Us LLC Top Holdings and 13F Report (2025)

About Mirova Us LLC

Investment Activity

  • Mirova Us LLC has $9.66 billion in total holdings as of June 30, 2025.
  • Mirova Us LLC owns shares of 35 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 12.52% of the portfolio was purchased this quarter.
  • About 7.70% of the portfolio was sold this quarter.
  • This quarter, Mirova Us LLC has purchased 34 new stocks and bought additional shares in 27 stocks.
  • Mirova Us LLC sold shares of 4 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA
$1,049,388,065
Microsoft
$976,813,261
Mastercard
$601,666,910
Ecolab
$553,107,240
Roper Technologies
$415,802,081

Largest New Holdings this Quarter

443510607 - Hubbell
$139,385,840 Holding
631103108 - Nasdaq
$5,803,984 Holding
30040W108 - Eversource Energy
$3,676,536 Holding
461202103 - Intuit
$2,534,593 Holding

Largest Purchases this Quarter

TJX Companies
1,678,665 shares (about $207.30M)
NVIDIA
1,242,633 shares (about $196.32M)
Microsoft
361,519 shares (about $179.82M)
Hubbell
341,289 shares (about $139.39M)
Shopify
990,596 shares (about $114.27M)

Largest Sales this Quarter

eBay
3,416,349 shares (about $254.38M)
Eli Lilly and Company
215,500 shares (about $167.99M)
Danaher
257,551 shares (about $50.88M)
Thermo Fisher Scientific
101,873 shares (about $41.31M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMirova Us LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,049,388,065$196,323,588 23.0%6,642,11710.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$976,813,261$179,823,166 22.6%1,963,79910.1%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$601,666,910$21,041,281 3.6%1,070,6966.2%Business Services
Ecolab Inc. stock logo
ECL
Ecolab
$553,107,240$19,838,328 3.7%2,052,8035.7%Basic Materials
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$415,802,081$14,168,166 3.5%733,5444.3%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$407,021,555$6,625,512 1.7%1,797,0844.2%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$364,785,943$14,711,160 4.2%1,782,5743.8%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$348,905,489$114,265,249 48.7%3,024,7553.6%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$347,300,479$12,477,097 3.7%1,517,7893.6%Business Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$333,318,774$207,298,341 164.5%2,699,1563.5%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$308,723,719$99,786,922 47.8%568,1233.2%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$308,113,130$167,988,715 -35.3%395,2553.2%Medical
Visa Inc. stock logo
V
Visa
$293,249,997$10,402,965 3.7%825,9403.0%Business Services
eBay Inc. stock logo
EBAY
eBay
$285,399,447$254,381,347 -47.1%3,832,9233.0%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$278,577,780$41,305,427 -12.9%687,0662.9%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$277,068,479$4,977,761 1.8%3,991,1912.9%Utilities
Xylem Inc. stock logo
XYL
Xylem
$258,784,551$12,189,334 4.9%2,000,4992.7%Business Services
American Water Works Company, Inc. stock logo
AWK
American Water Works
$233,729,005$8,829,173 3.9%1,680,1742.4%Utilities
Danaher Corporation stock logo
DHR
Danaher
$230,964,756$50,876,625 -18.1%1,169,2052.4%Medical
Accenture PLC stock logo
ACN
Accenture
$230,514,429$9,549,535 4.3%771,2352.4%Computer and Technology
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$229,256,738$82,456,881 56.2%2,931,2972.4%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$185,214,593$7,858,380 4.4%679,2131.9%Computer and Technology
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$184,006,372$4,756,496 2.7%748,3281.9%Computer and Technology
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$173,036,898$2,009,098 1.2%2,182,8801.8%Transportation
First Solar, Inc. stock logo
FSLR
First Solar
$156,423,878$8,329,145 5.6%944,9311.6%Energy
Ball Corporation stock logo
BALL
Ball
$149,708,753$7,000,817 4.9%2,669,0811.5%Industrials
Hubbell Inc stock logo
HUBB
Hubbell
$139,385,840$139,385,840 New Holding341,2891.4%Industrials
AGCO Corporation stock logo
AGCO
AGCO
$129,286,095$4,050,371 3.2%1,253,2581.3%Industrials
VERALTO CORP
$113,728,857$5,881,347 5.5%1,126,5861.2%COM SHS
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$81,356,487$2,053,123 2.6%708,3100.8%Construction
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$5,803,984$5,803,984 New Holding64,9070.1%Finance
Eversource Energy stock logo
ES
Eversource Energy
$3,676,536$3,676,536 New Holding57,7890.0%Utilities
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$2,589,169$1,062,432 69.6%24,5140.0%Construction
Intuit Inc. stock logo
INTU
Intuit
$2,534,593$2,534,593 New Holding3,2180.0%Computer and Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$1,716,192$251,702 17.2%18,8800.0%Consumer Staples
APTIV PLC
$0$160,099,090 -100.0%00.0%COM SHS
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$0$68,058,364 -100.0%00.0%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$1,130,219 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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