Holders — by stockHoldings — by fund
Mirova US LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001802900
$9.30B
disclosed book value
45
positions
9.3%
largest position share
Positions, as of 2026-06-30
top 45 of 45 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 4.3M | $862.3M | 9.3% |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1.1M | $543.1M | 5.8% |
| 3 | MAMASTERCARD INCORPORATED | 924,618 | $474.9M | 5.1% |
| 4 | MSFTMICROSOFT CORP | 1.2M | $449.9M | 4.8% |
| 5 | PANWPALO ALTO NETWORKS INC | 1.3M | $445.1M | 4.8% |
| 6 | LLYELI LILLY & CO | 354,043 | $424.6M | 4.6% |
| 7 | EBAYEBAY INC. | 3.2M | $358.3M | 3.9% |
| 8 | AVGOBROADCOM INC | 919,362 | $347.3M | 3.7% |
| 9 | VRTVERTIV HOLDINGS CO | 988,313 | $330.9M | 3.6% |
| 10 | NEENEXTERA ENERGY INC | 3.6M | $312.1M | 3.4% |
| 11 | ECLECOLAB INC | 1.1M | $310.4M | 3.3% |
| 12 | SHOPSHOPIFY INC | 2.6M | $296.9M | 3.2% |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 591,257 | $296.4M | 3.2% |
| 14 | HUBBHUBBELL INC | 561,819 | $293.9M | 3.2% |
| 15 | WMWASTE MGMT INC DEL | 1.3M | $292.6M | 3.1% |
| 16 | TJXTJX COS INC NEW | 1.9M | $288.1M | 3.1% |
| 17 | EWEDWARDS LIFESCIENCES CORP | 2.5M | $229.8M | 2.5% |
| 18 | CPCANADIAN PACIFIC KANSAS CITY | 2.6M | $224.1M | 2.4% |
| 19 | XYLXYLEM INC | 1.7M | $201.8M | 2.2% |
| 20 | LOWLOWES COS INC | 907,806 | $200.2M | 2.2% |
| 21 | ISRGINTUITIVE SURGICAL INC | 492,324 | $195.8M | 2.1% |
| 22 | DHRDANAHER CORP DEL | 999,996 | $190.5M | 2% |
| 23 | AGCOAGCO CORP | 1.5M | $182.9M | 2% |
| 24 | WTSWATTS WATER TECHNOLOGIES INC | 412,095 | $161.3M | 1.7% |
| 25 | FSLRFIRST SOLAR INC | 655,621 | $154.7M | 1.7% |
| 26 | BALLBALL CORP | 2.4M | $149.7M | 1.6% |
| 27 | AMDADVANCED MICRO DEVICES INC | 249,822 | $145.1M | 1.6% |
| 28 | VLTOVERALTO CORP | 1.6M | $144.4M | 1.6% |
| 29 | BSXBOSTON SCIENTIFIC CORP | 3.1M | $132.4M | 1.4% |
| 30 | SWSMURFIT WESTROCK PLC | 2.4M | $109.3M | 1.2% |
| 31 | VVISA INC | 293,703 | $100.8M | 1.1% |
| 32 | WMSADVANCED DRAIN SYS INC DEL | 619,117 | $97.2M | 1% |
| 33 | AWKAMERICAN WTR WKS CO INC NEW | 697,230 | $91.7M | 1% |
| 34 | CRMSALESFORCE INC | 563,506 | $88.3M | 0.9% |
| 35 | ORCLORACLE CORP | 429,354 | $62.9M | 0.7% |
| 36 | ACNACCENTURE PLC IRELAND | 337,013 | $41.9M | 0.5% |
| 37 | GOOGLALPHABET INC | 67,085 | $24.0M | 0.3% |
| 38 | AAPLAPPLE INC | 40,220 | $11.6M | 0.1% |
| 39 | JPMJPMORGAN CHASE & CO | 31,658 | $10.4M | 0.1% |
| 40 | ORLYOREILLY AUTOMOTIVE INC | 82,108 | $7.6M | 0.1% |
| 41 | JCIJOHNSON CONTROLS INTERNATION | 37,625 | $5.5M | 0.1% |
| 42 | NDAQNASDAQ INC | 39,990 | $3.2M | 0% |
| 43 | CLCOLGATE PALMOLIVE CO | 28,979 | $2.7M | 0% |
| 44 | ESEVERSOURCE ENERGY | 33,715 | $2.4M | 0% |
| 45 | INTUINTUIT | 4,931 | $1.3M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.