Mirova US LLC
42 holdingsFiling period: 2026-03-31Current AUM: $9.76Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 5.06M | $881.7M | $1.01B | 10.40% | -199,604 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 1.56M | $575.8M | $722.9M | 7.41% | -65,447 | 2026-03-31 |
| 3 | MA | MASTERCARD INCORPORATED | 957.7K | $478.5M | $548.9M | 5.62% | -39,036 | 2026-03-31 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.28M | $433.1M | $518.1M | 5.31% | -398,518 | 2026-03-31 |
| 5 | TJX | TJX COS INC NEW | 2.41M | $384.6M | $378.9M | 3.88% | -101,835 | 2026-03-31 |
| 6 | AVGO | BROADCOM INC | 1.11M | $344.6M | $433.5M | 4.44% | +183.8K | 2026-03-31 |
| 7 | LLY | ELI LILLY & CO | 368.4K | $338.9M | $423.3M | 4.34% | -15,836 | 2026-03-31 |
| 8 | NEE | NEXTERA ENERGY INC | 3.62M | $336.5M | $315.0M | 3.23% | -98,734 | 2026-03-31 |
| 9 | SHOP | SHOPIFY INC | 2.67M | $316.9M | $312.9M | 3.21% | -114,701 | 2026-03-31 |
| 10 | WM | WASTE MGMT INC DEL | 1.36M | $313.0M | $308.6M | 3.16% | -57,277 | 2026-03-31 |
| 11 | EBAY | EBAY INC. | 3.43M | $312.4M | $391.3M | 4.01% | -116,114 | 2026-03-31 |
| 12 | ECL | ECOLAB INC | 1.17M | $311.2M | $324.8M | 3.33% | -267,646 | 2026-03-31 |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | 615.1K | $302.3M | $353.2M | 3.62% | -26,169 | 2026-03-31 |
| 14 | HUBB | HUBBELL INC | 575.9K | $282.6M | $272.1M | 2.79% | +97.2K | 2026-03-31 |
| 15 | PANW | PALO ALTO NETWORKS INC | 1.60M | $256.9M | $531.8M | 5.45% | -65,125 | 2026-03-31 |
| 16 | VRT | VERTIV HOLDINGS CO | 1.02M | $256.3M | $247.1M | 2.53% | +240.9K | 2026-03-31 |
| 17 | ISRG | INTUITIVE SURGICAL INC | 512.4K | $236.2M | $181.0M | 1.85% | -21,766 | 2026-03-31 |
| 18 | LOW | LOWES COS INC | 941.4K | $222.4M | $195.6M | 2.00% | -39,703 | 2026-03-31 |
| 19 | XYL | XYLEM INC | 1.81M | $216.0M | $211.4M | 2.17% | -73,742 | 2026-03-31 |
| 20 | EW | EDWARDS LIFESCIENCES CORP | 2.63M | $210.4M | $226.1M | 2.32% | -111,756 | 2026-03-31 |
| 21 | DHR | DANAHER CORP DEL | 1.05M | $199.4M | $205.0M | 2.10% | -43,442 | 2026-03-31 |
| 22 | AGCO | AGCO CORP | 1.59M | $183.8M | $162.1M | 1.66% | +422.0K | 2026-03-31 |
| 23 | CP | CANADIAN PACIFIC KANSAS CITY | 1.94M | $152.9M | $172.8M | 1.77% | -85,157 | 2026-03-31 |
| 24 | VLTO | VERALTO CORP | 1.69M | $149.4M | $159.1M | 1.63% | +636.4K | 2026-03-31 |
| 25 | BALL | BALL CORP | 2.41M | $142.3M | $156.2M | 1.60% | -109,008 | 2026-03-31 |
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