Mirova Us LLC Top Holdings and 13F Report (2026) About Mirova Us LLCInvestment ActivityMirova Us LLC has $8.81 billion in total holdings as of March 31, 2026.Mirova Us LLC owns shares of 42 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 3.66% of the portfolio was purchased this quarter.About 8.29% of the portfolio was sold this quarter.This quarter, Mirova Us LLC has purchased 43 new stocks and bought additional shares in 6 stocks.Mirova Us LLC sold shares of 32 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $881,731,346Microsoft $575,842,375Mastercard $478,547,366Taiwan Semiconductor Manufacturing $433,099,823TJX Companies $384,607,107 Largest Purchases this Quarter Vertiv 240,856 shares (about $60.35M)Broadcom 183,850 shares (about $56.90M)VERALTO CORP 636,447 shares (about $56.27M)Boston Scientific 833,372 shares (about $52.29M)AGCO 422,034 shares (about $48.90M) Largest Sales this Quarter Visa 446,946 shares (about $135.08M)Taiwan Semiconductor Manufacturing 398,518 shares (about $134.68M)Ecolab 267,646 shares (about $71.20M)First Solar 190,525 shares (about $37.58M)NVIDIA 199,604 shares (about $34.81M) 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$881,731,346$34,810,938 â–¼-3.8%5,055,79910.0%Computer and TechnologyMSFTMicrosoft$575,842,375$24,226,516 â–¼-4.0%1,555,6166.5%Computer and TechnologyMAMastercard$478,547,366$19,504,728 â–¼-3.9%957,7465.4%Business ServicesTSMTaiwan Semiconductor Manufacturing$433,099,823$134,679,158 â–¼-23.7%1,281,5504.9%Computer and TechnologyTJXTJX Companies$384,607,107$16,263,050 â–¼-4.1%2,408,3104.4%Retail/WholesaleAVGOBroadcom$344,642,480$56,903,413 â–²19.8%1,113,5103.9%Computer and TechnologyLLYEli Lilly and Company$338,878,219$14,565,478 â–¼-4.1%368,4383.8%MedicalNEENextEra Energy$336,548,544$9,170,414 â–¼-2.7%3,623,4773.8%UtilitiesSHOPIFY INC$316,862,726$13,605,833 â–¼-4.1%2,671,2423.6%CL A SUB VTG SHSWMWaste Management$313,012,355$13,161,682 â–¼-4.0%1,362,1673.6%Business ServicesEBAYeBay$312,428,972$10,568,696 â–¼-3.3%3,432,5313.5%Retail/WholesaleECLEcolab$311,242,070$71,199,189 â–¼-18.6%1,169,9953.5%Basic MaterialsTMOThermo Fisher Scientific$302,335,188$12,862,849 â–¼-4.1%615,0903.4%MedicalHUBBHubbell$282,622,564$47,675,882 â–²20.3%575,9113.2%IndustrialsPANWPalo Alto Networks$256,946,788$10,440,840 â–¼-3.9%1,602,7122.9%Computer and TechnologyVRTVertiv$256,271,674$60,353,696 â–²30.8%1,022,7142.9%Computer and TechnologyISRGIntuitive Surgical$236,194,219$10,033,908 â–¼-4.1%512,3632.7%MedicalLOWLowe's Companies$222,439,899$9,381,025 â–¼-4.0%941,4252.5%Retail/WholesaleXYLXylem$215,990,036$8,812,169 â–¼-3.9%1,807,4482.5%Business ServicesEWEdwards Lifesciences$210,395,385$8,949,420 â–¼-4.1%2,627,3152.4%MedicalDHRDanaher$199,351,128$8,236,603 â–¼-4.0%1,051,4302.3%MedicalAGCOAGCO$183,845,367$48,901,080 â–²36.2%1,586,6522.1%IndustrialsCPCanadian Pacific Kansas City$152,927,783$6,698,450 â–¼-4.2%1,944,1621.7%TransportationVERALTO CORP$149,371,178$56,274,644 â–²60.4%1,689,3371.7%COM SHSBALLBall$142,278,834$6,443,463 â–¼-4.3%2,407,0181.6%IndustrialsBSXBoston Scientific$138,263,413$52,294,093 â–²60.8%2,203,4011.6%MedicalFSLRFirst Solar$137,796,368$37,582,962 â–¼-21.4%698,5521.6%EnergyACNAccenture$135,373,773$5,660,783 â–¼-4.0%682,7061.5%Computer and TechnologyWTSWatts Water Technologies$127,107,831$6,549,813 â–¼-4.9%437,8651.4%Computer and TechnologyCRMSalesforce$113,766,218$4,686,910 â–¼-4.0%609,4511.3%Computer and TechnologyAWKAmerican Water Works$102,162,083$4,235,529 â–¼-4.0%750,6951.2%UtilitiesVVisa$98,458,911$135,084,959 â–¼-57.8%325,7641.1%Business ServicesWMSAdvanced Drainage Systems$86,233,241$4,408,592 â–¼-4.9%628,8431.0%ConstructionJCIJohnson Controls International$5,757,479$10,738 â–¼-0.2%43,9670.1%ConstructionNDAQNasdaq$5,620,312$1,652,299 â–¼-22.7%66,2070.1%FinanceGOOGLAlphabet$5,585,5650.0%19,4240.1%Computer and TechnologyAAPLApple$3,913,4420.0%15,4200.0%Computer and TechnologyAMZNAmazon.com$3,154,0410.0%15,1440.0%Retail/WholesaleESEversource Energy$3,037,374$706,310 â–¼-18.9%43,8420.0%UtilitiesCLColgate-Palmolive$2,886,399$5,284 â–¼-0.2%33,8660.0%Consumer StaplesINTUIntuit$2,491,806$5,189 â–¼-0.2%5,7630.0%Computer and TechnologyMETAMeta Platforms$2,172,9500.0%3,7980.0%Computer and TechnologyROPER TECHNOLOGIES INC$0$86,249,724 â–¼-100.0%00.0%COMShowing 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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