Mirova Us LLC Top Holdings and 13F Report (2025) About Mirova Us LLCInvestment ActivityMirova 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 $1,049,388,065Microsoft $976,813,261Mastercard $601,666,910Ecolab $553,107,240Roper Technologies $415,802,081 Largest New Holdings this Quarter 443510607 - Hubbell $139,385,840 Holding631103108 - Nasdaq $5,803,984 Holding30040W108 - Eversource Energy $3,676,536 Holding461202103 - 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 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 PortfolioSectorNVDANVIDIA$1,049,388,065$196,323,588 ▲23.0%6,642,11710.9%Computer and TechnologyMSFTMicrosoft$976,813,261$179,823,166 ▲22.6%1,963,79910.1%Computer and TechnologyMAMastercard$601,666,910$21,041,281 ▲3.6%1,070,6966.2%Business ServicesECLEcolab$553,107,240$19,838,328 ▲3.7%2,052,8035.7%Basic MaterialsROPRoper Technologies$415,802,081$14,168,166 ▲3.5%733,5444.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$407,021,555$6,625,512 ▲1.7%1,797,0844.2%Computer and TechnologyPANWPalo Alto Networks$364,785,943$14,711,160 ▲4.2%1,782,5743.8%Computer and TechnologySHOPShopify$348,905,489$114,265,249 ▲48.7%3,024,7553.6%Computer and TechnologyWMWaste Management$347,300,479$12,477,097 ▲3.7%1,517,7893.6%Business ServicesTJXTJX Companies$333,318,774$207,298,341 ▲164.5%2,699,1563.5%Retail/WholesaleISRGIntuitive Surgical$308,723,719$99,786,922 ▲47.8%568,1233.2%MedicalLLYEli Lilly and Company$308,113,130$167,988,715 ▼-35.3%395,2553.2%MedicalVVisa$293,249,997$10,402,965 ▲3.7%825,9403.0%Business ServicesEBAYeBay$285,399,447$254,381,347 ▼-47.1%3,832,9233.0%Retail/WholesaleTMOThermo Fisher Scientific$278,577,780$41,305,427 ▼-12.9%687,0662.9%MedicalNEENextEra Energy$277,068,479$4,977,761 ▲1.8%3,991,1912.9%UtilitiesXYLXylem$258,784,551$12,189,334 ▲4.9%2,000,4992.7%Business ServicesAWKAmerican Water Works$233,729,005$8,829,173 ▲3.9%1,680,1742.4%UtilitiesDHRDanaher$230,964,756$50,876,625 ▼-18.1%1,169,2052.4%MedicalACNAccenture$230,514,429$9,549,535 ▲4.3%771,2352.4%Computer and TechnologyEWEdwards Lifesciences$229,256,738$82,456,881 ▲56.2%2,931,2972.4%MedicalCRMSalesforce$185,214,593$7,858,380 ▲4.4%679,2131.9%Computer and TechnologyWTSWatts Water Technologies$184,006,372$4,756,496 ▲2.7%748,3281.9%Computer and TechnologyCPCanadian Pacific Kansas City$173,036,898$2,009,098 ▲1.2%2,182,8801.8%TransportationFSLRFirst Solar$156,423,878$8,329,145 ▲5.6%944,9311.6%EnergyBALLBall$149,708,753$7,000,817 ▲4.9%2,669,0811.5%IndustrialsHUBBHubbell$139,385,840$139,385,840 ▲New Holding341,2891.4%IndustrialsAGCOAGCO$129,286,095$4,050,371 ▲3.2%1,253,2581.3%IndustrialsVERALTO CORP$113,728,857$5,881,347 ▲5.5%1,126,5861.2%COM SHSWMSAdvanced Drainage Systems$81,356,487$2,053,123 ▲2.6%708,3100.8%ConstructionNDAQNasdaq$5,803,984$5,803,984 ▲New Holding64,9070.1%FinanceESEversource Energy$3,676,536$3,676,536 ▲New Holding57,7890.0%UtilitiesJCIJohnson Controls International$2,589,169$1,062,432 ▲69.6%24,5140.0%ConstructionINTUIntuit$2,534,593$2,534,593 ▲New Holding3,2180.0%Computer and TechnologyCLColgate-Palmolive$1,716,192$251,702 ▲17.2%18,8800.0%Consumer StaplesAPTIV PLC$0$160,099,090 ▼-100.0%00.0%COM SHSENPHEnphase Energy$0$68,058,364 ▼-100.0%00.0%EnergyCSCOCisco Systems$0$1,130,219 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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