Mirova Us LLC Top Holdings and 13F Report (2024) → Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad) About Mirova Us LLCInvestment ActivityMirova Us LLC has $7.44 billion in total holdings as of March 31, 2024.Mirova Us LLC owns shares of 27 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 7.11% of the portfolio was purchased this quarter.About 9.31% of the portfolio was sold this quarter.This quarter, Mirova Us LLC has purchased 27 new stocks and bought additional shares in 4 stocks.Mirova Us LLC sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings Mastercard $562,101,025Microsoft $531,936,490NVIDIA $520,208,406eBay $474,034,281Eli Lilly and Company $459,225,898 Largest New Holdings this Quarter Shopify $153,705,585 Holding Largest Purchases this Quarter Shopify 1,991,779 shares (about $153.71M)Palo Alto Networks 464,754 shares (about $132.05M)Waste Management 500,833 shares (about $106.75M)American Water Works 654,392 shares (about $79.97M)VERALTO CORP 638,675 shares (about $56.62M) Largest Sales this Quarter NVIDIA 363,915 shares (about $328.82M)Adobe 323,350 shares (about $163.16M)Mastercard 20,923 shares (about $10.08M)Microsoft 22,262 shares (about $9.37M)eBay 159,703 shares (about $8.43M) 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 PortfolioSectorMAMastercard$562,101,025$10,075,889 ▼-1.8%1,167,2267.6%Business ServicesMSFTMicrosoft$531,936,490$9,366,069 ▼-1.7%1,264,3487.2%Computer and TechnologyNVDANVIDIA$520,208,406$328,819,037 ▼-38.7%575,7327.0%Computer and TechnologyEBAYeBay$474,034,281$8,429,124 ▼-1.7%8,981,3246.4%Retail/WholesaleLLYEli Lilly and Company$459,225,898$8,301,611 ▼-1.8%590,2956.2%MedicalECLEcolab$446,066,936$7,999,761 ▼-1.8%1,931,8626.0%Basic MaterialsTMOThermo Fisher Scientific$444,520,451$7,913,174 ▼-1.7%764,8196.0%MedicalROPRoper Technologies$384,820,366$6,908,988 ▼-1.8%686,1505.2%Computer and TechnologyVVisa$335,673,238$5,576,297 ▼-1.6%1,202,7854.5%Business ServicesTSMTaiwan Semiconductor Manufacturing$318,396,726$6,487,000 ▼-2.0%2,340,2924.3%Computer and TechnologyWMWaste Management$301,551,191$106,752,554 ▲54.8%1,414,7374.1%Business ServicesDHRDanaher$289,753,362$5,384,463 ▼-1.8%1,160,3133.9%Multi-Sector ConglomeratesADBEAdobe$246,998,673$163,162,410 ▼-39.8%489,4943.3%Computer and TechnologyNEENextEra Energy$240,428,589$4,070,875 ▼-1.7%3,761,9873.2%UtilitiesXYLXylem$237,879,790$4,133,483 ▼-1.7%1,840,6053.2%Industrial ProductsPANWPalo Alto Networks$234,801,338$132,050,554 ▲128.5%826,3873.2%Computer and TechnologyAPTVAptiv$208,600,881$3,751,834 ▼-1.8%2,618,9692.8%Business ServicesAWKAmerican Water Works$190,078,712$79,973,246 ▲72.6%1,555,3452.6%UtilitiesBALLBall$167,199,443$3,081,585 ▼-1.8%2,482,1772.2%Industrial ProductsSHOPShopify$153,705,585$153,705,585 ▲New Holding1,991,7792.1%Computer and TechnologyWTSWatts Water Technologies$148,830,060$2,672,816 ▼-1.8%700,2122.0%Computer and TechnologyISRGIntuitive Surgical$147,588,271$2,704,633 ▼-1.8%369,8122.0%MedicalAGCOAGCO$144,485,514$2,500,012 ▼-1.7%1,174,4881.9%Industrial ProductsVERALTO CORP$91,625,056$56,624,925 ▲161.8%1,033,4431.2%COM SHSEWEdwards Lifesciences$80,815,187$1,404,636 ▼-1.7%845,7011.1%MedicalENPHEnphase Energy$68,208,161$1,206,534 ▼-1.7%563,7970.9%Oils/EnergyFSLRFirst Solar$9,030,4620.0%53,4980.1%Oils/EnergyELEstée Lauder Companies$0$98,709,975 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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