MU
Mirova US LLC
Mirova US LLC · Investor
1Y performance ⓘ
+9%
AUM (13F)
$8.8B
# of Holdings
42
3Y performance ⓘ
+65%
vs S&P 500 ⓘ
−7%
Updated
Mar 31
Mirova US LLC's Mirova US LLC holds 42 U.S.-equity positions worth $8.8B (SEC 13F, Q1 2026). Top positions: NVIDIA CORP 10.0%, MICROSOFT CORP 6.5%, Mastercard Incorporated 5.4%. 13F-replication return is +65% over 3 years (-7 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 10.0% | 5.1M | $882M | ▼ 3.8% (−200K) | $277.75 | $208.65 (−25%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 6.5% | 1.6M | $576M | ▼ 4.0% (−65K) | $288.28 | $367.34 (+27%) | 2026-03-31 |
| MA Mastercard Incorporated | 5.4% | 958K | $479M | ▼ 3.9% (−39K) | $363.41 | $484.09 (+33%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 4.9% | 1.3M | $433M | ▼ 24% (−399K) | $93.02 | $467.67 (+403%) | 2026-03-31 |
| TJX TJX Companies, Inc. (The) | 4.4% | 2.4M | $385M | ▼ 4.1% (−102K) | $120.81 | $164.17 (+36%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 3.9% | 1.1M | $345M | ▲ 20% (+184K) | $329.91 | $392.13 (+19%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 3.9% | 368K | $339M | ▼ 4.1% (−16K) | $343.42 | $1,102.08 (+221%) | 2026-03-31 |
| NEE NextEra Energy, Inc. | 3.8% | 3.6M | $337M | ▼ 2.7% (−99K) | $77.08 | $86.08 (+12%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 3.6% | 2.7M | $317M | ▼ 4.1% (−115K) | $77.17 | $107.98 (+40%) | 2026-03-31 |
| WM Waste Management, Inc. | 3.5% | 1.4M | $313M | ▼ 4.0% (−57K) | $163.17 | $213.31 (+31%) | 2026-03-31 |
| EBAY eBay Inc | 3.5% | 3.4M | $312M | ▼ 3.3% (−116K) | $44.37 | $104.94 (+137%) | 2026-03-31 |
| ECL Ecolab, Inc. | 3.5% | 1.2M | $311M | ▼ 19% (−268K) | $165.53 | $269.34 (+63%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 3.4% | 615K | $302M | ▼ 4.1% (−26K) | $576.37 | $464.01 (−19%) | 2026-03-31 |
| HUBB Hubbell Incorporated | 3.2% | 576K | $283M | ▲ 20% (+97K) | $408.41 | $539.39 (+32%) | 2026-03-31 |
| PANW Palo Alto Networks, Inc. Common Stock | 2.9% | 1.6M | $257M | ▼ 3.9% (−65K) | $294.88 | $286.40 (−3%) | 2026-03-31 |
| VRT Vertiv Holdings Co Class A Common Stock | 2.9% | 1.0M | $256M | ▲ 31% (+241K) | $162.01 | $357.96 (+121%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 2.7% | 512K | $236M | ▼ 4.1% (−22K) | $255.42 | $402.95 (+58%) | 2026-03-31 |
| LOW Lowe's Companies Inc. | 2.5% | 941K | $222M | ▼ 4.0% (−40K) | $241.16 | $214.40 (−11%) | 2026-03-31 |
| XYL Xylem Inc | 2.5% | 1.8M | $216M | ▼ 3.9% (−74K) | $104.70 | $111.77 (+7%) | 2026-03-31 |
| EW Edwards Lifesciences Corp | 2.4% | 2.6M | $210M | ▼ 4.1% (−112K) | $82.73 | $85.88 (+4%) | 2026-03-31 |
| DHR Danaher Corporation | 2.3% | 1.1M | $199M | ▼ 4.0% (−43K) | $252.04 | $178.19 (−29%) | 2026-03-31 |
| AGCO AGCO Corporation | 2.1% | 1.6M | $184M | ▲ 36% (+422K) | $135.20 | $113.92 (−16%) | 2026-03-31 |
| CP Canadian Pacific Kansas City Limited | 1.7% | 1.9M | $153M | ▼ 4.2% (−85K) | $78.73 | $85.67 (+9%) | 2026-03-31 |
| VLTO Veralto Corporation | 1.7% | 1.7M | $149M | ▲ 60% (+636K) | $82.26 | $82.95 (+1%) | 2026-03-31 |
| BALL Ball Corporation | 1.6% | 2.4M | $142M | ▼ 4.3% (−109K) | $55.11 | $58.20 (+6%) | 2026-03-31 |
| BSX Boston Scientific Corp. | 1.6% | 2.2M | $138M | ▲ 61% (+833K) | $95.35 | $44.33 (−54%) | 2026-03-31 |
| FSLR First Solar, Inc. | 1.6% | 699K | $138M | ▼ 21% (−191K) | $217.50 | $263.11 (+21%) | 2026-03-31 |
| ACN Accenture PLC | 1.5% | 683K | $135M | ▼ 4.0% (−29K) | $308.58 | $124.83 (−60%) | 2026-03-31 |
| WTS Watts Water Technologies, Inc. Class A | 1.4% | 438K | $127M | ▼ 4.9% (−23K) | $168.32 | $350.00 (+108%) | 2026-03-31 |
| CRM Salesforce, Inc. | 1.3% | 609K | $114M | ▼ 4.0% (−25K) | $273.71 | $150.12 (−45%) | 2026-03-31 |
| AWK American Water Works Company, Inc | 1.2% | 751K | $102M | ▼ 4.0% (−31K) | $146.49 | $124.92 (−15%) | 2026-03-31 |
| V VISA Inc. | 1.1% | 326K | $98M | ▼ 58% (−447K) | $225.46 | $326.60 (+45%) | 2026-03-31 |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 1.0% | 629K | $86M | ▼ 4.9% (−32K) | $157.16 | $141.40 (−10%) | 2026-03-31 |
| JCI Johnson Controls International plc | 0.1% | 44K | $6M | — | $78.93 | $148.21 (+88%) | 2026-03-31 |
| NDAQ Nasdaq, Inc. Common Stock | 0.1% | 66K | $6M | ▼ 23% (−19K) | $89.42 | $82.61 (−8%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 0.1% | 19K | $6M | — | $313.00 | $349.68 (+12%) | 2026-03-31 |
| AAPL Apple Inc. | 0.0% | 15K | $4M | — | $271.86 | $297.01 (+9%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 0.0% | 15K | $3M | — | $230.82 | $232.79 (+1%) | 2026-03-31 |
| ES Eversource Energy | 0.0% | 44K | $3M | ▼ 19% (−10K) | $63.62 | $70.12 (+10%) | 2026-03-31 |
| CL Colgate-Palmolive Company | 0.0% | 34K | $3M | — | $77.04 | $88.67 (+15%) | 2026-03-31 |
| INTU Intuit Inc | 0.0% | 6K | $2M | — | $787.63 | $257.77 (−67%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 0.0% | 4K | $2M | — | $660.09 | $563.85 (−15%) | 2026-03-31 |
FAQ ▾
What are Mirova US LLC's largest holdings?
As of the latest 13F: NVIDIA CORP 10.0%, MICROSOFT CORP 6.5%, Mastercard Incorporated 5.4%, Taiwan Semiconductor Manufac 4.9%, TJX Companies, Inc. (The) 4.4%.
How big is Mirova US LLC's 13F portfolio?
$8.8B across 42 disclosed U.S.-equity positions.
What is Mirova US LLC's 3-year performance?
+65% (13F-replication, price return), -7 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.