Mirova US LLC — 13F Holdings & Portfolio
CIK 1802900 · latest 13F-HR filed 2026-05-11
Mirova US LLC manages $8.81B in 13F-reported U.S. long-equity assets across 42 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (10.01%), MSFT (6.53%), MA (5.43%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 10, and trimmed 26.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$8.81B
Long-equity book
42
Distinct positions
2026-03-31
Filed 2026-05-11
+0 / −1 / ↑10 / ↓26
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VERTIV HOLDINGS CO$129.6M +102.3%
- HUBBELL INC$70.0M +32.9%
- AGCO CORP$62.4M +51.3%
- VERALTO CORP$44.3M +42.2%
- NEXTERA ENERGY INC$37.7M +12.6%
Top Trims
- MICROSOFT CORP-$208.1M -26.5%
- VISA INC-$172.5M -63.7%
- SHOPIFY INC-$131.6M -29.3%
- NVIDIA CORPORATION-$98.4M -10.0%
- FIRST SOLAR INC-$94.5M -40.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $881.7M | 10.01% | 5,055,799 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $575.8M | 6.53% | 1,555,616 | SH |
| 3 | MASTERCARD INCORPORATED | MA | 57636Q104 | $478.5M | 5.43% | 957,746 | SH |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $433.1M | 4.91% | 1,281,550 | SH |
| 5 | TJX COS INC NEW | TJX | 872540109 | $384.6M | 4.36% | 2,408,310 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $344.6M | 3.91% | 1,113,510 | SH |
| 7 | ELI LILLY & CO | LLY | 532457108 | $338.9M | 3.85% | 368,438 | SH |
| 8 | NEXTERA ENERGY INC | NEE | 65339F101 | $336.5M | 3.82% | 3,623,477 | SH |
| 9 | SHOPIFY INC | SHOP | 82509L107 | $316.9M | 3.60% | 2,671,242 | SH |
| 10 | WASTE MGMT INC DEL | WM | 94106L109 | $313.0M | 3.55% | 1,362,167 | SH |
| 11 | EBAY INC. | EBAY | 278642103 | $312.4M | 3.55% | 3,432,531 | SH |
| 12 | ECOLAB INC | ECL | 278865100 | $311.2M | 3.53% | 1,169,995 | SH |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $302.3M | 3.43% | 615,090 | SH |
| 14 | HUBBELL INC | HUBB | 443510607 | $282.6M | 3.21% | 575,911 | SH |
| 15 | PALO ALTO NETWORKS INC | PANW | 697435105 | $256.9M | 2.92% | 1,602,712 | SH |
| 16 | VERTIV HOLDINGS CO | VRT | 92537N108 | $256.3M | 2.91% | 1,022,714 | SH |
| 17 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $236.2M | 2.68% | 512,363 | SH |
| 18 | LOWES COS INC | LOW | 548661107 | $222.4M | 2.52% | 941,425 | SH |
| 19 | XYLEM INC | XYL | 98419M100 | $216.0M | 2.45% | 1,807,448 | SH |
| 20 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $210.4M | 2.39% | 2,627,315 | SH |
| 21 | DANAHER CORP DEL | DHR | 235851102 | $199.4M | 2.26% | 1,051,430 | SH |
| 22 | AGCO CORP | AGCO | 001084102 | $183.8M | 2.09% | 1,586,652 | SH |
| 23 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $152.9M | 1.74% | 1,944,162 | SH |
| 24 | VERALTO CORP | VLTO | 92338C103 | $149.4M | 1.70% | 1,689,337 | SH |
| 25 | BALL CORP | BALL | 058498106 | $142.3M | 1.61% | 2,407,018 | SH |
| 26 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $138.3M | 1.57% | 2,203,401 | SH |
| 27 | FIRST SOLAR INC | FSLR | 336433107 | $137.8M | 1.56% | 698,552 | SH |
| 28 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $135.4M | 1.54% | 682,706 | SH |
| 29 | WATTS WATER TECHNOLOGIES INC | WTS | 942749102 | $127.1M | 1.44% | 437,865 | SH |
| 30 | SALESFORCE INC | CRM | 79466L302 | $113.8M | 1.29% | 609,451 | SH |
| 31 | AMERICAN WTR WKS CO INC NEW | AWK | 030420103 | $102.2M | 1.16% | 750,695 | SH |
| 32 | VISA INC | V | 92826C839 | $98.5M | 1.12% | 325,764 | SH |
| 33 | ADVANCED DRAIN SYS INC DEL | WMS | 00790R104 | $86.2M | 0.98% | 628,843 | SH |
| 34 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $5.8M | 0.07% | 43,967 | SH |
| 35 | NASDAQ INC | NDAQ | 631103108 | $5.6M | 0.06% | 66,207 | SH |
| 36 | ALPHABET INC | GOOGL | 02079K305 | $5.6M | 0.06% | 19,424 | SH |
| 37 | APPLE INC | AAPL | 037833100 | $3.9M | 0.04% | 15,420 | SH |
| 38 | AMAZON COM INC | AMZN | 023135106 | $3.2M | 0.04% | 15,144 | SH |
| 39 | EVERSOURCE ENERGY | ES | 30040W108 | $3.0M | 0.03% | 43,842 | SH |
| 40 | COLGATE PALMOLIVE CO | CL | 194162103 | $2.9M | 0.03% | 33,866 | SH |
| 41 | INTUIT | INTU | 461202103 | $2.5M | 0.03% | 5,763 | SH |
| 42 | META PLATFORMS INC | META | 30303M102 | $2.2M | 0.02% | 3,798 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-11 | $8.81B | 42 | 0001172661-26-001659 |
| 2025-12-31 | 2026-02-11 | $9.96B | 43 | 0001172661-26-000622 |
| 2025-09-30 | 2025-10-20 | $9.90B | 36 | 0001172661-25-004335 |