Institutions / Mirova US LLC
Mirova US LLC
CIK 1802900 · Institution · as of Dec 31, 2025
Portfolio value
$9.96B
Positions
43
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $980.13M | 9.8% |
| Microsoft Corp | $783.98M | 7.9% |
| Mastercard Inc | $569.04M | 5.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $510.56M | 5.1% |
| Shopify Inc | $448.45M | 4.5% |
| ELI LILLY & Co | $412.97M | 4.1% |
| TJX Cos Inc/The | $385.58M | 3.9% |
| Ecolab Inc. | $377.41M | 3.8% |
| Thermo Fisher Scientific Inc. | $371.58M | 3.7% |
| Broadcom Inc. | $321.76M | 3.2% |
| Waste Management Inc | $311.87M | 3.1% |
| Ebay Inc | $309.09M | 3.1% |
| Palo Alto Networks Inc | $307.22M | 3.1% |
| Intuitive Surgical Inc | $302.51M | 3.0% |
| Nextera Energy Inc | $298.82M | 3.0% |
| Visa Inc | $271.00M | 2.7% |
| Xylem Inc. | $256.18M | 2.6% |
| Danaher Corp /De | $250.64M | 2.5% |
| Lowes Companies Inc | $236.61M | 2.4% |
| Edwards Lifesciences Corp | $233.51M | 2.3% |
| First Solar Inc | $232.25M | 2.3% |
| Hubbell Inc | $212.62M | 2.1% |
| Accenture plc | $190.83M | 1.9% |
| Salesforce Inc | $168.10M | 1.7% |
| Canadian Pacific Kansas City | $149.42M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.