Mirova US LLC — 13F Holdings & Portfolio
CIK 1802900 · latest 13F-HR filed 2026-08-14
Mirova US LLC manages $9.30B in 13F-reported U.S. long-equity assets across 45 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (9.27%), TSM (5.84%), MA (5.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 2, added to 13, and trimmed 15.
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.
BOSTON, MA 02199
$9.30B
Long-equity book
45
Distinct positions
2026-06-30
Filed 2026-08-14
+5 / −2 / ↑13 / ↓15
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PALO ALTO NETWORKS INC$188.1M +73.2%
- TAIWAN SEMICONDUCTOR MANUFAC$110.0M +25.4%
- ELI LILLY & CO$85.8M +25.3%
- VERTIV HOLDINGS CO$74.6M +29.1%
- CANADIAN PACIFIC KANSAS CITY$71.2M +46.5%
Top Trims
- MICROSOFT CORP-$125.9M -21.9%
- TJX COS INC NEW-$96.5M -25.1%
- ACCENTURE PLC IRELAND-$93.4M -69.0%
- INTUITIVE SURGICAL INC-$40.4M -17.1%
- SALESFORCE INC-$25.5M -22.4%
New Positions
- ADVANCED MICRO DEVICES INC$145.1M
- SMURFIT WESTROCK PLC$109.3M
- ORACLE CORP$62.9M
- JPMORGAN CHASE & CO$10.4M
- OREILLY AUTOMOTIVE INC$7.6M
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 | $862.3M | 9.27% | 4,309,689 | SH |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $543.1M | 5.84% | 1,137,112 | SH |
| 3 | MASTERCARD INCORPORATED | MA | 57636Q104 | $474.9M | 5.11% | 924,618 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $449.9M | 4.84% | 1,206,161 | SH |
| 5 | PALO ALTO NETWORKS INC | PANW | 697435105 | $445.1M | 4.79% | 1,305,090 | SH |
| 6 | ELI LILLY & CO | LLY | 532457108 | $424.6M | 4.57% | 354,043 | SH |
| 7 | EBAY INC. | EBAY | 278642103 | $358.3M | 3.85% | 3,206,010 | SH |
| 8 | BROADCOM INC | AVGO | 11135F101 | $347.3M | 3.73% | 919,362 | SH |
| 9 | VERTIV HOLDINGS CO | VRT | 92537N108 | $330.9M | 3.56% | 988,313 | SH |
| 10 | NEXTERA ENERGY INC | NEE | 65339F101 | $312.1M | 3.36% | 3,556,095 | SH |
| 11 | ECOLAB INC | ECL | 278865100 | $310.4M | 3.34% | 1,113,930 | SH |
| 12 | SHOPIFY INC | SHOP | 82509L107 | $296.9M | 3.19% | 2,600,237 | SH |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $296.4M | 3.19% | 591,257 | SH |
| 14 | HUBBELL INC | HUBB | 443510607 | $293.9M | 3.16% | 561,819 | SH |
| 15 | WASTE MGMT INC DEL | WM | 94106L109 | $292.6M | 3.15% | 1,312,962 | SH |
| 16 | TJX COS INC NEW | TJX | 872540109 | $288.1M | 3.10% | 1,901,496 | SH |
| 17 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $229.8M | 2.47% | 2,540,381 | SH |
| 18 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $224.1M | 2.41% | 2,586,427 | SH |
| 19 | XYLEM INC | XYL | 98419M100 | $201.8M | 2.17% | 1,707,194 | SH |
| 20 | LOWES COS INC | LOW | 548661107 | $200.2M | 2.15% | 907,806 | SH |
| 21 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $195.8M | 2.11% | 492,324 | SH |
| 22 | DANAHER CORP DEL | DHR | 235851102 | $190.5M | 2.05% | 999,996 | SH |
| 23 | AGCO CORP | AGCO | 001084102 | $182.9M | 1.97% | 1,528,332 | SH |
| 24 | WATTS WATER TECHNOLOGIES INC | WTS | 942749102 | $161.3M | 1.73% | 412,095 | SH |
| 25 | FIRST SOLAR INC | FSLR | 336433107 | $154.7M | 1.66% | 655,621 | SH |
| 26 | BALL CORP | BALL | 058498106 | $149.7M | 1.61% | 2,399,395 | SH |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $145.1M | 1.56% | 249,822 | SH |
| 28 | VERALTO CORP | VLTO | 92338C103 | $144.4M | 1.55% | 1,628,033 | SH |
| 29 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $132.4M | 1.42% | 3,101,478 | SH |
| 30 | SMURFIT WESTROCK PLC | SW | G8267P108 | $109.3M | 1.18% | 2,363,387 | SH |
| 31 | VISA INC | V | 92826C839 | $100.8M | 1.08% | 293,703 | SH |
| 32 | ADVANCED DRAIN SYS INC DEL | WMS | 00790R104 | $97.2M | 1.04% | 619,117 | SH |
| 33 | AMERICAN WTR WKS CO INC NEW | AWK | 030420103 | $91.7M | 0.99% | 697,230 | SH |
| 34 | SALESFORCE INC | CRM | 79466L302 | $88.3M | 0.95% | 563,506 | SH |
| 35 | ORACLE CORP | ORCL | 68389X105 | $62.9M | 0.68% | 429,354 | SH |
| 36 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $41.9M | 0.45% | 337,013 | SH |
| 37 | ALPHABET INC | GOOGL | 02079K305 | $24.0M | 0.26% | 67,085 | SH |
| 38 | APPLE INC | AAPL | 037833100 | $11.6M | 0.13% | 40,220 | SH |
| 39 | JPMORGAN CHASE & CO | JPM | 46625H100 | $10.4M | 0.11% | 31,658 | SH |
| 40 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $7.6M | 0.08% | 82,108 | SH |
| 41 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $5.5M | 0.06% | 37,625 | SH |
| 42 | NASDAQ INC | NDAQ | 631103108 | $3.2M | 0.03% | 39,990 | SH |
| 43 | COLGATE PALMOLIVE CO | CL | 194162103 | $2.7M | 0.03% | 28,979 | SH |
| 44 | EVERSOURCE ENERGY | ES | 30040W108 | $2.4M | 0.03% | 33,715 | SH |
| 45 | INTUIT | INTU | 461202103 | $1.3M | 0.01% | 4,931 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $9.30B | 45 | 0001172661-26-003465 |
| 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 |