Mirova Us LLC Top Holdings and 13F Report (2026) About Mirova Us LLCInvestment ActivityMirova Us LLC has $9.15 billion in total holdings as of September 30, 2026.Mirova Us LLC owns shares of 45 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 6.36% of the portfolio was purchased this quarter.About 10.23% of the portfolio was sold this quarter.This quarter, Mirova Us LLC has purchased 45 new stocks and bought additional shares in 4 stocks.Mirova Us LLC sold shares of 39 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $921,669,969Microsoft $578,144,470Taiwan Semiconductor Manufacturing $489,154,289Mastercard $477,176,513Eli Lilly and Company $383,045,549 Largest New Holdings this Quarter 060505104 - Bank of America $110,645,032 Holding742718109 - Procter & Gamble $91,012,254 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 653,905 shares (about $216.33M)Bank of America 2,032,795 shares (about $110.65M)Procter & Gamble 626,461 shares (about $91.01M)Advanced Micro Devices 113,833 shares (about $69.64M)Oracle 383,247 shares (about $52.62M) Largest Sales this Quarter Palo Alto Networks 440,249 shares (about $174.92M)eBay 813,223 shares (about $86.24M)SHOPIFY INC 557,691 shares (about $82.71M)NVIDIA 274,003 shares (about $62.58M)Microsoft 78,954 shares (about $40.50M) 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$921,669,969$62,576,805 ▼-6.4%4,035,68610.1%TechnologyMSFTMicrosoft$578,144,470$40,495,507 ▼-6.5%1,127,2076.3%TechnologyTSMTaiwan Semiconductor Manufacturing$489,154,289$29,584,834 ▼-5.7%1,072,2605.3%TechnologyMAMastercard$477,176,513$32,722,575 ▼-6.4%865,2815.2%FinanceLLYEli Lilly and Company$383,045,549$26,610,526 ▼-6.5%331,0454.2%HealthcareTMOThermo Fisher Scientific$373,135,238$25,992,800 ▼-6.5%552,7524.1%HealthcarePANWPalo Alto Networks$343,609,978$174,915,330 ▼-33.7%864,8413.8%TechnologySHOPIFY INC$302,909,572$82,705,575 ▼-21.4%2,042,5463.3%CL A SUB VTG SHSAVGOBroadcom$302,237,275$20,633,466 ▼-6.4%860,6093.3%TechnologyECLEcolab$285,962,988$19,899,911 ▼-6.5%1,041,4563.1%MaterialsNEENextEra Energy$255,012,036$14,326,600 ▼-5.3%3,366,9402.8%UtilitiesEBAYeBay$253,755,061$86,242,299 ▼-25.4%2,392,7872.8%Consumer DiscretionaryWMWaste Management$250,395,203$17,344,008 ▼-6.5%1,227,9092.7%IndustrialsHUBBHubbell$238,387,666$16,453,433 ▼-6.5%525,5462.6%IndustrialsTJXTJX Companies$235,469,196$16,117,740 ▼-6.4%1,779,6782.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$226,804,807$216,331,391 ▲2,065.5%685,5632.5%FinanceVRTVertiv$223,230,572$15,259,238 ▼-6.4%925,0782.4%IndustrialsAMDAdvanced Micro Devices$222,469,583$69,638,476 ▲45.6%363,6552.4%TechnologyDHRDanaher$207,297,467$14,251,647 ▼-6.4%935,6692.3%HealthcareCPCanadian Pacific Kansas City$205,924,384$14,180,553 ▼-6.4%2,419,7932.2%IndustrialsEWEdwards Lifesciences$205,120,144$14,165,544 ▼-6.5%2,376,2762.2%HealthcareISRGIntuitive Surgical$187,182,768$13,010,940 ▼-6.5%460,3272.0%HealthcareAGCOAGCO$163,116,899$11,464,465 ▼-6.6%1,427,9691.8%IndustrialsXYLXylem$161,829,561$11,057,975 ▼-6.4%1,598,0011.8%IndustrialsFSLRFirst Solar$157,148,648$42,310,073 ▲36.8%897,1721.7%TechnologyLOWLowe's Companies$156,569,835$10,729,732 ▼-6.4%849,5841.7%Consumer DiscretionaryVERALTO CORP$143,697,086$9,858,987 ▼-6.4%1,523,5061.6%COM SHSWTSWatts Water Technologies$135,768,528$10,187,279 ▼-7.0%383,3321.5%IndustrialsBALLBall$128,416,110$6,021,992 ▼-4.5%2,291,9171.4%MaterialsBSXBoston Scientific$126,743,537$8,635,978 ▼-6.4%2,903,6321.4%HealthcareCRMSalesforce$122,050,431$7,313,641 ▼-5.7%531,6481.3%TechnologyORCLOracle$111,570,117$52,619,813 ▲89.3%812,6011.2%TechnologyBACBank of America$110,645,032$110,645,032 ▲New Holding2,032,7951.2%FinanceVVisa$99,264,912$6,271,386 ▼-5.9%276,2501.1%FinanceSMURFIT WESTROCK PLC$97,603,619$6,621,747 ▼-6.4%2,213,2341.1%SHSPGProcter & Gamble$91,012,254$91,012,254 ▲New Holding626,4611.0%Consumer StaplesWMSAdvanced Drainage Systems$73,131,944$5,316,371 ▼-6.8%577,1600.8%IndustrialsACNAccenture$58,308,543$3,489,531 ▼-5.6%317,9830.6%TechnologyGOOGLAlphabet$19,821,417$3,261,190 ▼-14.1%57,6070.2%Communication ServicesAAPLApple$11,501,512$1,892,553 ▼-14.1%34,5370.1%TechnologyORLYO'Reilly Automotive$6,022,003$990,841 ▼-14.1%70,5070.1%Consumer DiscretionaryJCIJohnson Controls International$4,725,286$867,670 ▼-15.5%31,7880.1%IndustrialsNDAQNasdaq$3,108,650$570,830 ▼-15.5%33,7860.0%FinanceCLColgate-Palmolive$2,088,975$383,513 ▼-15.5%24,4840.0%Consumer StaplesINTUIntuit$1,148,056$211,469 ▼-15.6%4,1640.0%TechnologyAWKAmerican Water Works$0$91,741,523 ▼-100.0%00.0%UtilitiesESEversource Energy$0$2,436,583 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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