Mirova US LLC
45 holdingsFiling period: 2026-06-30Current AUM: $9.70Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 4.31M | $862.3M | $932.9M | 9.62% | -746,110 | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufac | 1.14M | $543.0M | $483.4M | 4.98% | -144,438 | 2026-06-30 |
| 3 | MA | Mastercard Incorporated | 924.6K | $474.9M | $573.7M | 5.91% | -33,128 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 1.21M | $449.9M | $641.5M | 6.61% | -349,455 | 2026-06-30 |
| 5 | PANW | Palo Alto Networks Inc | 1.31M | $445.1M | $444.1M | 4.58% | -297,622 | 2026-06-30 |
| 6 | LLY | Eli Lilly & Co | 354.0K | $424.6M | $454.5M | 4.68% | -14,395 | 2026-06-30 |
| 7 | EBAY | Ebay Inc. | 3.21M | $358.3M | $388.5M | 4.00% | -226,521 | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 919.4K | $347.3M | $307.4M | 3.17% | -194,148 | 2026-06-30 |
| 9 | VRT | Vertiv Holdings Co | 988.3K | $330.9M | $201.2M | 2.07% | -34,401 | 2026-06-30 |
| 10 | NEE | Nextera Energy Inc | 3.56M | $312.1M | $280.4M | 2.89% | -67,382 | 2026-06-30 |
| 11 | ECL | Ecolab Inc | 1.11M | $310.4M | $321.0M | 3.31% | -56,065 | 2026-06-30 |
| 12 | SHOP | Shopify Inc | 2.60M | $296.9M | $451.1M | 4.65% | -71,005 | 2026-06-30 |
| 13 | TMO | Thermo Fisher Scientific Inc | 591.3K | $296.4M | $406.4M | 4.19% | -23,833 | 2026-06-30 |
| 14 | HUBB | Hubbell Inc | 561.8K | $293.9M | $258.1M | 2.66% | -14,092 | 2026-06-30 |
| 15 | WM | Waste Mgmt Inc Del | 1.31M | $292.6M | $304.3M | 3.14% | -49,205 | 2026-06-30 |
| 16 | TJX | Tjx Cos Inc New | 1.90M | $288.1M | $279.5M | 2.88% | -506,814 | 2026-06-30 |
| 17 | EW | Edwards Lifesciences Corp | 2.54M | $229.8M | $224.3M | 2.31% | -86,934 | 2026-06-30 |
| 18 | CP | Canadian Pacific Kansas City | 2.59M | $224.1M | $225.9M | 2.33% | +642.3K | 2026-06-30 |
| 19 | XYL | Xylem Inc | 1.71M | $201.8M | $179.3M | 1.85% | -100,254 | 2026-06-30 |
| 20 | LOW | Lowes Cos Inc | 907.8K | $200.2M | $180.2M | 1.86% | -33,619 | 2026-06-30 |
| 21 | ISRG | Intuitive Surgical Inc | 492.3K | $195.8M | $215.6M | 2.22% | -20,039 | 2026-06-30 |
| 22 | DHR | Danaher Corp Del | 1000.0K | $190.5M | $224.2M | 2.31% | -51,434 | 2026-06-30 |
| 23 | AGCO | Agco Corp | 1.53M | $182.9M | $159.9M | 1.65% | -58,320 | 2026-06-30 |
| 24 | WTS | Watts Water Technologies Inc | 412.1K | $161.3M | $147.6M | 1.52% | -25,770 | 2026-06-30 |
| 25 | FSLR | First Solar Inc | 655.6K | $154.7M | $114.4M | 1.18% | -42,931 | 2026-06-30 |
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