Mirova Us LLC Top Holdings and 13F Report (2026) About Mirova Us LLCInvestment ActivityMirova Us LLC has $9.30 billion in total holdings as of June 30, 2026.Mirova Us LLC owns shares of 45 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 4.88% of the portfolio was purchased this quarter.About 9.56% of the portfolio was sold this quarter.This quarter, Mirova Us LLC has purchased 42 new stocks and bought additional shares in 4 stocks.Mirova Us LLC sold shares of 36 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $862,325,672Taiwan Semiconductor Manufacturing $543,050,578Mastercard $474,883,805Microsoft $449,922,176Palo Alto Networks $445,061,792 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $145,124,098 HoldingG8267P108 - SMURFIT WESTROCK PLC $109,330,283 Holding68389X105 - Oracle $62,921,829 Holding46625H100 - JPMorgan Chase & Co. $10,362,613 Holding67103H107 - O'Reilly Automotive $7,561,326 Holding Largest Purchases this Quarter Advanced Micro Devices 249,822 shares (about $145.12M)SMURFIT WESTROCK PLC 2,363,387 shares (about $109.33M)Oracle 429,354 shares (about $62.92M)Canadian Pacific Kansas City 642,265 shares (about $55.65M)Boston Scientific 898,077 shares (about $38.33M) Largest Sales this Quarter NVIDIA 746,110 shares (about $149.29M)Microsoft 349,455 shares (about $130.35M)Palo Alto Networks 297,622 shares (about $101.50M)TJX Companies 506,814 shares (about $76.78M)Broadcom 194,148 shares (about $73.34M) 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$862,325,672$149,289,150 ▼-14.8%4,309,6899.3%TechnologyTSMTaiwan Semiconductor Manufacturing$543,050,578$68,979,256 ▼-11.3%1,137,1125.8%TechnologyMAMastercard$474,883,805$17,014,541 ▼-3.5%924,6185.1%FinanceMSFTMicrosoft$449,922,176$130,353,704 ▼-22.5%1,206,1614.8%TechnologyPANWPalo Alto Networks$445,061,792$101,495,054 ▼-18.6%1,305,0904.8%TechnologyLLYEli Lilly and Company$424,649,796$17,265,795 ▼-3.9%354,0434.6%HealthcareEBAYeBay$358,271,617$25,313,722 ▼-6.6%3,206,0103.9%Consumer DiscretionaryAVGOBroadcom$347,288,995$73,339,407 ▼-17.4%919,3623.7%TechnologyVRTVertiv$330,906,959$11,518,143 ▼-3.4%988,3133.6%IndustrialsNEENextEra Energy$312,118,458$5,914,118 ▼-1.9%3,556,0953.4%UtilitiesECLEcolab$310,352,037$15,620,270 ▼-4.8%1,113,9303.3%MaterialsSHOPIFY INC$296,895,061$8,107,351 ▼-2.7%2,600,2373.2%CL A SUB VTG SHSTMOThermo Fisher Scientific$296,432,610$11,948,913 ▼-3.9%591,2573.2%HealthcareHUBBHubbell$293,943,701$7,372,934 ▼-2.4%561,8193.2%IndustrialsWMWaste Management$292,632,971$10,966,810 ▼-3.6%1,312,9623.1%IndustrialsTJXTJX Companies$288,076,644$76,782,321 ▼-21.0%1,901,4963.1%Consumer DiscretionaryEWEdwards Lifesciences$229,802,865$7,864,050 ▼-3.3%2,540,3812.5%HealthcareCPCanadian Pacific Kansas City$224,113,900$55,652,262 ▲33.0%2,586,4272.4%IndustrialsXYLXylem$201,807,403$11,851,025 ▼-5.5%1,707,1942.2%IndustrialsLOWLowe's Companies$200,162,145$7,412,653 ▼-3.6%907,8062.2%Consumer DiscretionaryISRGIntuitive Surgical$195,787,408$7,969,110 ▼-3.9%492,3242.1%HealthcareDHRDanaher$190,479,238$9,797,148 ▼-4.9%999,9962.0%HealthcareAGCOAGCO$182,941,340$6,980,904 ▼-3.7%1,528,3322.0%IndustrialsWTSWatts Water Technologies$161,314,588$10,087,667 ▼-5.9%412,0951.7%IndustrialsFSLRFirst Solar$154,700,331$10,129,999 ▼-6.1%655,6211.7%TechnologyBALLBall$149,722,248$475,675 ▼-0.3%2,399,3951.6%MaterialsAMDAdvanced Micro Devices$145,124,098$145,124,098 ▲New Holding249,8221.6%TechnologyVERALTO CORP$144,373,966$5,436,439 ▼-3.6%1,628,0331.6%COM SHSBSXBoston Scientific$132,371,081$38,329,926 ▲40.8%3,101,4781.4%HealthcareSMURFIT WESTROCK PLC$109,330,283$109,330,283 ▲New Holding2,363,3871.2%SHSVVisa$100,766,562$10,999,808 ▼-9.8%293,7031.1%FinanceWMSAdvanced Drainage Systems$97,176,604$1,526,593 ▼-1.5%619,1171.0%IndustrialsAWKAmerican Water Works$91,741,523$7,034,925 ▼-7.1%697,2301.0%UtilitiesCRMSalesforce$88,278,850$7,197,744 ▼-7.5%563,5060.9%TechnologyORCLOracle$62,921,829$62,921,829 ▲New Holding429,3540.7%TechnologyACNAccenture$41,937,898$43,018,037 ▼-50.6%337,0130.5%TechnologyGOOGLAlphabet$23,974,166$17,032,611 ▲245.4%67,0850.3%Communication ServicesAAPLApple$11,638,059$7,176,128 ▲160.8%40,2200.1%TechnologyJPMJPMorgan Chase & Co.$10,362,613$10,362,613 ▲New Holding31,6580.1%FinanceORLYO'Reilly Automotive$7,561,326$7,561,326 ▲New Holding82,1080.1%Consumer DiscretionaryJCIJohnson Controls International$5,497,389$926,630 ▼-14.4%37,6250.1%IndustrialsNDAQNasdaq$3,152,012$2,066,424 ▼-39.6%39,9900.0%FinanceCLColgate-Palmolive$2,656,795$448,040 ▼-14.4%28,9790.0%Consumer StaplesESEversource Energy$2,436,583$731,878 ▼-23.1%33,7150.0%UtilitiesINTUIntuit$1,286,991$217,152 ▼-14.4%4,9310.0%TechnologyAMZNAmazon.com$0$3,154,041 ▼-100.0%00.0%Consumer DiscretionaryMETAMeta Platforms$0$2,172,950 ▼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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