Mirova Us Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Mirova Us Llc disclosed 45 stock positions valued at approximately $9.30B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, TAIWAN SEMICONDUCTOR MANUFAC, and MASTERCARD INCORPORATED.
- Report Period
- June 30, 2026
- No. of Stocks
- 45
- Portfolio Value
- $9.30B
Holdings by Sector
Mirova Us Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 9.27% | 4,309,689 | -746,110 | -14.76% | $862,325,672 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 5.84% | 1,137,112 | -144,438 | -11.27% | $543,050,578 |
| MASTERCARD INCORPORATED | MA | Financial Services | 5.11% | 924,618 | -33,128 | -3.46% | $474,883,805 |
| MICROSOFT CORP | MSFT | Technology | 4.84% | 1,206,161 | -349,455 | -22.46% | $449,922,176 |
| PALO ALTO NETWORKS INC | PANW | Technology | 4.79% | 1,305,090 | -297,622 | -18.57% | $445,061,792 |
| ELI LILLY & CO | LLY | Healthcare | 4.57% | 354,043 | -14,395 | -3.91% | $424,649,796 |
| EBAY INC. | EBAY | Consumer Cyclical | 3.85% | 3,206,010 | -226,521 | -6.60% | $358,271,617 |
| BROADCOM INC | AVGO | Technology | 3.73% | 919,362 | -194,148 | -17.44% | $347,288,995 |
| VERTIV HOLDINGS CO | VRT | Industrials | 3.56% | 988,313 | -34,401 | -3.36% | $330,906,959 |
| NEXTERA ENERGY INC | NEE | Utilities | 3.36% | 3,556,095 | -67,382 | -1.86% | $312,118,458 |
| ECOLAB INC | ECL | Basic Materials | 3.34% | 1,113,930 | -56,065 | -4.79% | $310,352,037 |
| SHOPIFY INC | SHOP | Technology | 3.19% | 2,600,237 | -71,005 | -2.66% | $296,895,061 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 3.19% | 591,257 | -23,833 | -3.87% | $296,432,610 |
| HUBBELL INC | HUBB | Industrials | 3.16% | 561,819 | -14,092 | -2.45% | $293,943,701 |
| WASTE MGMT INC DEL | WM | Industrials | 3.15% | 1,312,962 | -49,205 | -3.61% | $292,632,971 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 3.10% | 1,901,496 | -506,814 | -21.04% | $288,076,644 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 2.47% | 2,540,381 | -86,934 | -3.31% | $229,802,865 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 2.41% | 2,586,427 | +642,265 | +33.04% | $224,113,900 |
| XYLEM INC | XYL | Industrials | 2.17% | 1,707,194 | -100,254 | -5.55% | $201,807,403 |
| LOWES COS INC | LOW | Consumer Cyclical | 2.15% | 907,806 | -33,619 | -3.57% | $200,162,145 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2.11% | 492,324 | -20,039 | -3.91% | $195,787,408 |
| DANAHER CORP DEL | DHR | Healthcare | 2.05% | 999,996 | -51,434 | -4.89% | $190,479,238 |
| AGCO CORP | AGCO | Industrials | 1.97% | 1,528,332 | -58,320 | -3.68% | $182,941,340 |
| WATTS WATER TECHNOLOGIES INC | WTS | Industrials | 1.73% | 412,095 | -25,770 | -5.89% | $161,314,588 |
| FIRST SOLAR INC | FSLR | Technology | 1.66% | 655,621 | -42,931 | -6.15% | $154,700,331 |
| BALL CORP | BALL | Consumer Cyclical | 1.61% | 2,399,395 | -7,623 | -0.32% | $149,722,248 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.56% | 249,822 | +249,822 | +100.00% | $145,124,098 |
| VERALTO CORP | VLTO | Industrials | 1.55% | 1,628,033 | -61,304 | -3.63% | $144,373,966 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.42% | 3,101,478 | +898,077 | +40.76% | $132,371,081 |
| SMURFIT WESTROCK PLC | SW | Other | 1.18% | 2,363,387 | +2,363,387 | +100.00% | $109,330,283 |
Showing 30 of 45 holdings in the latest reporting period.