Mirova US LLC
45 holdingsFiling period: 2026-06-30Current AUM: $9.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 4.31M | $862.3M | $914.4M | 9.81% | -746,110 | 2026-06-30 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.14M | $543.0M | $470.5M | 5.05% | -144,438 | 2026-06-30 |
| 3 | MA | MASTERCARD INCORPORATED | 924.6K | $474.9M | $530.1M | 5.69% | -33,128 | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 1.21M | $449.9M | $599.6M | 6.43% | -349,455 | 2026-06-30 |
| 5 | PANW | PALO ALTO NETWORKS INC | 1.31M | $445.1M | $489.5M | 5.25% | -297,622 | 2026-06-30 |
| 6 | LLY | ELI LILLY & CO | 354.0K | $424.6M | $402.2M | 4.32% | -14,395 | 2026-06-30 |
| 7 | EBAY | EBAY INC. | 3.21M | $358.3M | $346.3M | 3.72% | -226,521 | 2026-06-30 |
| 8 | AVGO | BROADCOM INC | 919.4K | $347.3M | $311.9M | 3.35% | -194,148 | 2026-06-30 |
| 9 | VRT | VERTIV HOLDINGS CO | 988.3K | $330.9M | $231.9M | 2.49% | -34,401 | 2026-06-30 |
| 10 | NEE | NEXTERA ENERGY INC | 3.56M | $312.1M | $288.3M | 3.09% | -67,382 | 2026-06-30 |
| 11 | ECL | ECOLAB INC | 1.11M | $310.4M | $305.9M | 3.28% | -56,065 | 2026-06-30 |
| 12 | SHOP | SHOPIFY INC | 2.60M | $296.9M | $337.7M | 3.62% | -71,005 | 2026-06-30 |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | 591.3K | $296.4M | $379.2M | 4.07% | -23,833 | 2026-06-30 |
| 14 | HUBB | HUBBELL INC | 561.8K | $293.9M | $246.4M | 2.64% | -14,092 | 2026-06-30 |
| 15 | WM | WASTE MGMT INC DEL | 1.31M | $292.6M | $285.2M | 3.06% | -49,205 | 2026-06-30 |
| 16 | TJX | TJX COS INC NEW | 1.90M | $288.1M | $236.9M | 2.54% | -506,814 | 2026-06-30 |
| 17 | EW | EDWARDS LIFESCIENCES CORP | 2.54M | $229.8M | $217.8M | 2.34% | -86,934 | 2026-06-30 |
| 18 | CP | CANADIAN PACIFIC KANSAS CITY | 2.59M | $224.1M | $230.2M | 2.47% | +642.3K | 2026-06-30 |
| 19 | XYL | XYLEM INC | 1.71M | $201.8M | $183.5M | 1.97% | -100,254 | 2026-06-30 |
| 20 | LOW | LOWES COS INC | 907.8K | $200.2M | $176.7M | 1.90% | -33,619 | 2026-06-30 |
| 21 | ISRG | INTUITIVE SURGICAL INC | 492.3K | $195.8M | $185.7M | 1.99% | -20,039 | 2026-06-30 |
| 22 | DHR | DANAHER CORP DEL | 1000.0K | $190.5M | $209.4M | 2.25% | -51,434 | 2026-06-30 |
| 23 | AGCO | AGCO CORP | 1.53M | $182.9M | $189.2M | 2.03% | -58,320 | 2026-06-30 |
| 24 | WTS | WATTS WATER TECHNOLOGIES INC | 412.1K | $161.3M | $144.4M | 1.55% | -25,770 | 2026-06-30 |
| 25 | FSLR | FIRST SOLAR INC | 655.6K | $154.7M | $132.7M | 1.42% | -42,931 | 2026-06-30 |
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