Mirova Us Llc Portfolio Stock Holdings
Mirova Us Llc disclosed 42 stock positions valued at approximately $8.8 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and MASTERCARD INCORPORATED. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 42
- Portfolio Value
- $8.8B
Holdings by Sector
Mirova Us Llc Portfolio Holdings in Q1 2026
42 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 10.01% | 5,055,799 | -199,604 | -3.80% | $881,731,346 |
| MICROSOFT CORP | MSFT | Technology | 6.53% | 1,555,616 | -65,447 | -4.04% | $575,842,375 |
| MASTERCARD INCORPORATED | MA | Financial Services | 5.43% | 957,746 | -39,036 | -3.92% | $478,547,366 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.91% | 1,281,550 | -398,518 | -23.72% | $433,099,823 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 4.36% | 2,408,310 | -101,835 | -4.06% | $384,607,107 |
| BROADCOM INC | AVGO | Technology | 3.91% | 1,113,510 | +183,850 | +19.78% | $344,642,480 |
| ELI LILLY & CO | LLY | Healthcare | 3.85% | 368,438 | -15,836 | -4.12% | $338,878,219 |
| NEXTERA ENERGY INC | NEE | Utilities | 3.82% | 3,623,477 | -98,734 | -2.65% | $336,548,544 |
| SHOPIFY INC | SHOP | Technology | 3.60% | 2,671,242 | -114,701 | -4.12% | $316,862,726 |
| WASTE MGMT INC DEL | WM | Industrials | 3.55% | 1,362,167 | -57,277 | -4.04% | $313,012,355 |
| EBAY INC. | EBAY | Consumer Cyclical | 3.55% | 3,432,531 | -116,114 | -3.27% | $312,428,972 |
| ECOLAB INC | ECL | Basic Materials | 3.53% | 1,169,995 | -267,646 | -18.62% | $311,242,070 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 3.43% | 615,090 | -26,169 | -4.08% | $302,335,188 |
| HUBBELL INC | HUBB | Industrials | 3.21% | 575,911 | +97,151 | +20.29% | $282,622,564 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.92% | 1,602,712 | -65,125 | -3.90% | $256,946,788 |
| VERTIV HOLDINGS CO | VRT | Industrials | 2.91% | 1,022,714 | +240,856 | +30.81% | $256,271,674 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2.68% | 512,363 | -21,766 | -4.08% | $236,194,219 |
| LOWES COS INC | LOW | Consumer Cyclical | 2.52% | 941,425 | -39,703 | -4.05% | $222,439,899 |
| XYLEM INC | XYL | Industrials | 2.45% | 1,807,448 | -73,742 | -3.92% | $215,990,036 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 2.39% | 2,627,315 | -111,756 | -4.08% | $210,395,385 |
| DANAHER CORP DEL | DHR | Healthcare | 2.26% | 1,051,430 | -43,442 | -3.97% | $199,351,128 |
| AGCO CORP | AGCO | Industrials | 2.09% | 1,586,652 | +422,034 | +36.24% | $183,845,367 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 1.74% | 1,944,162 | -85,157 | -4.20% | $152,927,783 |
| VERALTO CORP | VLTO | Industrials | 1.70% | 1,689,337 | +636,447 | +60.45% | $149,371,178 |
| BALL CORP | BALL | Consumer Cyclical | 1.61% | 2,407,018 | -109,008 | -4.33% | $142,278,834 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.57% | 2,203,401 | +833,372 | +60.83% | $138,263,413 |
| FIRST SOLAR INC | FSLR | Technology | 1.56% | 698,552 | -190,525 | -21.43% | $137,796,368 |
| ACCENTURE PLC IRELAND | ACN | Technology | 1.54% | 682,706 | -28,548 | -4.01% | $135,373,773 |
| WATTS WATER TECHNOLOGIES INC | WTS | Industrials | 1.44% | 437,865 | -22,563 | -4.90% | $127,107,831 |
| SALESFORCE INC | CRM | Technology | 1.29% | 609,451 | -25,108 | -3.96% | $113,766,218 |
| AMERICAN WTR WKS CO INC NEW | AWK | Utilities | 1.16% | 750,695 | -31,123 | -3.98% | $102,162,083 |
| VISA INC | V | Financial Services | 1.12% | 325,764 | -446,946 | -57.84% | $98,458,911 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 0.98% | 628,843 | -32,149 | -4.86% | $86,233,241 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.07% | 43,967 | -82 | -0.19% | $5,757,479 |
| NASDAQ INC | NDAQ | Financial Services | 0.06% | 66,207 | -19,464 | -22.72% | $5,620,312 |
| ALPHABET INC | GOOGL | Communication Services | 0.06% | 19,424 | - | - | $5,585,565 |
| APPLE INC | AAPL | Technology | 0.04% | 15,420 | - | - | $3,913,442 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.04% | 15,144 | - | - | $3,154,041 |
| EVERSOURCE ENERGY | ES | Utilities | 0.03% | 43,842 | -10,195 | -18.87% | $3,037,374 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.03% | 33,866 | -62 | -0.18% | $2,886,399 |
| INTUIT | INTU | Technology | 0.03% | 5,763 | -12 | -0.21% | $2,491,806 |
| META PLATFORMS INC | META | Communication Services | 0.02% | 3,798 | - | - | $2,172,950 |