MU
Mirova US LLC
Mirova US LLC · Investor
1Y performance ⓘ
+7%
AUM (13F)
$8.8B
# of Holdings
42
3Y performance ⓘ
+49%
vs S&P 500 ⓘ
−14%
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 +49% over 3 years (-14 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) | $54.70 | $200.75 (+267%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 6.5% | 1.6M | $576M | ▼ 4.0% (−65K) | $353.05 | $464.72 (+32%) | 2026-03-31 |
| MA Mastercard Incorporated | 5.4% | 958K | $479M | ▼ 3.9% (−39K) | $373.95 | $573.10 (+53%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 4.9% | 1.3M | $433M | ▼ 24% (−399K) | $98.32 | $404.25 (+311%) | 2026-03-31 |
| TJX TJX Companies, Inc. (The) | 4.4% | 2.4M | $385M | ▼ 4.1% (−102K) | $122.49 | $157.34 (+28%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 3.9% | 1.1M | $345M | ▲ 20% (+184K) | $335.12 | $389.28 (+16%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 3.9% | 368K | $339M | ▼ 4.1% (−16K) | $391.60 | $1,148.84 (+193%) | 2026-03-31 |
| NEE NextEra Energy, Inc. | 3.8% | 3.6M | $337M | ▼ 2.7% (−99K) | $71.72 | $86.92 (+21%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 3.6% | 2.7M | $317M | ▼ 4.1% (−115K) | $89.93 | $117.15 (+30%) | 2026-03-31 |
| WM Waste Management, Inc. | 3.5% | 1.4M | $313M | ▼ 4.0% (−57K) | $194.34 | $226.55 (+17%) | 2026-03-31 |
| EBAY eBay Inc | 3.5% | 3.4M | $312M | ▼ 3.3% (−116K) | $45.29 | $114.01 (+152%) | 2026-03-31 |
| ECL Ecolab, Inc. | 3.5% | 1.2M | $311M | ▼ 19% (−268K) | $174.54 | $277.63 (+59%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 3.4% | 615K | $302M | ▼ 4.1% (−26K) | $569.98 | $574.30 (+1%) | 2026-03-31 |
| HUBB Hubbell Incorporated | 3.2% | 576K | $283M | ▲ 20% (+97K) | $427.70 | $472.55 (+10%) | 2026-03-31 |
| PANW Palo Alto Networks, Inc. Common Stock | 2.9% | 1.6M | $257M | ▼ 3.9% (−65K) | $148.39 | $331.83 (+124%) | 2026-03-31 |
| VRT Vertiv Holdings Co Class A Common Stock | 2.9% | 1.0M | $256M | ▲ 31% (+241K) | $182.87 | $241.57 (+32%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 2.7% | 512K | $236M | ▼ 4.1% (−22K) | $360.84 | $353.33 (−2%) | 2026-03-31 |
| LOW Lowe's Companies Inc. | 2.5% | 941K | $222M | ▼ 4.0% (−40K) | $241.16 | $207.81 (−14%) | 2026-03-31 |
| XYL Xylem Inc | 2.5% | 1.8M | $216M | ▼ 3.9% (−74K) | $106.87 | $116.97 (+9%) | 2026-03-31 |
| EW Edwards Lifesciences Corp | 2.4% | 2.6M | $210M | ▼ 4.1% (−112K) | $75.30 | $86.07 (+14%) | 2026-03-31 |
| DHR Danaher Corporation | 2.3% | 1.1M | $199M | ▼ 4.0% (−43K) | $251.47 | $194.98 (−22%) | 2026-03-31 |
| AGCO AGCO Corporation | 2.1% | 1.6M | $184M | ▲ 36% (+422K) | $123.34 | $102.16 (−17%) | 2026-03-31 |
| CP Canadian Pacific Kansas City Limited | 1.7% | 1.9M | $153M | ▼ 4.2% (−85K) | $78.50 | $88.89 (+13%) | 2026-03-31 |
| VLTO Veralto Corporation | 1.7% | 1.7M | $149M | ▲ 60% (+636K) | $87.96 | $94.17 (+7%) | 2026-03-31 |
| BALL Ball Corporation | 1.6% | 2.4M | $142M | ▼ 4.3% (−109K) | $55.83 | $64.90 (+16%) | 2026-03-31 |
| BSX Boston Scientific Corp. | 1.6% | 2.2M | $138M | ▲ 61% (+833K) | $83.02 | $46.73 (−44%) | 2026-03-31 |
| FSLR First Solar, Inc. | 1.6% | 699K | $138M | ▼ 21% (−191K) | $165.51 | $211.03 (+28%) | 2026-03-31 |
| ACN Accenture PLC | 1.5% | 683K | $135M | ▼ 4.0% (−29K) | $337.37 | $165.92 (−51%) | 2026-03-31 |
| WTS Watts Water Technologies, Inc. Class A | 1.4% | 438K | $127M | ▼ 4.9% (−23K) | $172.75 | $345.79 (+100%) | 2026-03-31 |
| CRM Salesforce, Inc. | 1.3% | 609K | $114M | ▼ 4.0% (−25K) | $287.34 | $184.02 (−36%) | 2026-03-31 |
| AWK American Water Works Company, Inc | 1.2% | 751K | $102M | ▼ 4.0% (−31K) | $136.20 | $134.17 (−1%) | 2026-03-31 |
| V VISA Inc. | 1.1% | 326K | $98M | ▼ 58% (−447K) | $234.73 | $366.13 (+56%) | 2026-03-31 |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 1.0% | 629K | $86M | ▼ 4.9% (−32K) | $132.99 | $138.48 (+4%) | 2026-03-31 |
| JCI Johnson Controls International plc | 0.1% | 44K | $6M | — | $100.45 | $146.66 (+46%) | 2026-03-31 |
| NDAQ Nasdaq, Inc. Common Stock | 0.1% | 66K | $6M | ▼ 23% (−19K) | $89.94 | $94.19 (+5%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 0.1% | 19K | $6M | — | $313.00 | $356.13 (+14%) | 2026-03-31 |
| AAPL Apple Inc. | 0.0% | 15K | $4M | — | $271.86 | $308.91 (+14%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 0.0% | 15K | $3M | — | $230.82 | $271.58 (+18%) | 2026-03-31 |
| ES Eversource Energy | 0.0% | 44K | $3M | ▼ 19% (−10K) | $63.62 | $71.59 (+13%) | 2026-03-31 |
| CL Colgate-Palmolive Company | 0.0% | 34K | $3M | — | $88.05 | $91.30 (+4%) | 2026-03-31 |
| INTU Intuit Inc | 0.0% | 6K | $2M | — | $737.98 | $316.07 (−57%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 0.0% | 4K | $2M | — | $660.09 | $556.71 (−16%) | 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?
+49% (13F-replication, price return), -14 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.