Mirova Us LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 34
Total Value: 8419800897
Accession Number: 0001172661-25-002088
Form Type: 13F-HR
CIK: 0001802900
Manager Name: Mirova Us LLC

Data Enrichment

100% identified

34 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

34 positions • $8,419,800.897K total value

34 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

1602280(+3.6%)

Value:

$601.5B(-7.8%)

NVIDIA CORP

NVDA|67066G104

5399484(+3.6%)

Value:

$585.2B(-16.3%)

Mastercard Inc

MA|57636Q104

1033252(-11.3%)

Value:

$566.3B(-7.7%)

ELI LILLY & Co

LLY|532457108

610755(+3.5%)

Value:

$504.4B(+10.8%)

ECOLAB INC.

ECL|278865100

1979175(+3.3%)

Value:

$501.8B(+11.7%)

EBAY INC

EBAY|278642103

7249272(+3.3%)

Value:

$491.0B(+12.9%)

ROPER TECHNOLOGIES INC

ROP|776696106

708549(+3.4%)

Value:

$417.7B(+17.3%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

788939(+3.5%)

Value:

$392.6B(-1.0%)

WASTE MANAGEMENT INC

WM|94106L109

1463261(+3.5%)

Value:

$338.8B(+18.8%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

1767831(+4.0%)

Value:

$293.5B(-12.6%)

DANAHER CORP /DE/

DHR|235851102

1426756(+3.6%)

Value:

$292.5B(-7.5%)

Palo Alto Networks Inc

PANW|697435105

1710686(+3.5%)

Value:

$291.9B(-2.9%)

VISA INC.

V|92826C839

796640(+3.4%)

Value:

$279.2B(+14.6%)

NEXTERA ENERGY INC

NEE|65339F101

3919486(+3.3%)

Value:

$277.9B(+2.1%)

American Water Works Company, Inc.

AWK|030420103

1616705(+3.7%)

Value:

$238.5B(+22.9%)

Accenture plc

ACN|G1151C101

739285(+3.6%)

Value:

$230.7B(-8.1%)

Xylem Inc.

XYL|98419M100

1906271(+3.5%)

Value:

$227.7B(+6.6%)

SHOPIFY INC.

SHOP|82509L107

2034159(+3.2%)

Value:

$194.2B(-7.3%)

INTUITIVE SURGICAL INC

ISRG|46120E602

384492(+3.9%)

Value:

$190.4B(-1.4%)

Salesforce, Inc.

CRM|79466L302

650395(+3.6%)

Value:

$174.5B(-16.8%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	1.6M	QoQ +3.57% (-55.4K) YoY +26.72% (+337.9K)	All Managers (Combined)	$601.5M	QoQ -7.75% (-$50.5M) YoY +13.07% (+$69.5M)
Nvidia Corp(NVDAcusip67066G104)	5.4M	QoQ +3.64% (-190.0K) YoY +837.84% (+4.8M)	All Managers (Combined)	$585.2M	QoQ -16.34% (-$114.4M) YoY +12.49% (+$65.0M)
Mastercard Inc(MAcusip57636Q104)	1.0M	QoQ -11.28% (-131.4K) YoY -11.47% (-134.0K)	All Managers (Combined)	$566.3M	QoQ -7.65% (-$46.9M) YoY +0.75% (-$4.2M)
Eli Lilly & Co(LLYcusip532457108)	610.8K	QoQ +3.53% (+20.8K) YoY +3.46% (+20.5K)	All Managers (Combined)	$504.4M	QoQ +10.76% (+$49.0M) YoY +9.84% (+$45.2M)
Ecolab Inc.(ECLcusip278865100)	2.0M	QoQ +3.27% (+62.8K) YoY +2.44% (+47.3K)	All Managers (Combined)	$501.8M	QoQ +11.73% (+$52.7M) YoY +12.48% (+$55.7M)
Ebay Inc(EBAYcusip278642103)	7.2M	QoQ +3.27% (+229.9K) YoY -19.28% (-1.7M)	All Managers (Combined)	$491.0M	QoQ +12.91% (+$56.1M) YoY +3.57% (-$17.0M)
Roper Technologies Inc(ROPcusip776696106)	708.5K	QoQ +3.41% (+23.4K) YoY +3.26% (+22.4K)	All Managers (Combined)	$417.7M	QoQ +17.28% (+$61.6M) YoY +8.55% (+$32.9M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	788.9K	QoQ +3.46% (-26.4K) YoY +3.15% (-24.1K)	All Managers (Combined)	$392.6M	QoQ -1.03% (-$4.1M) YoY -11.68% (-$51.9M)
Waste Management Inc(WMcusip94106L109)	1.5M	QoQ +3.54% (+50.2K) YoY +3.42% (+48.5K)	All Managers (Combined)	$338.8M	QoQ +18.79% (+$53.6M) YoY +12.33% (+$37.2M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	1.8M	QoQ +3.99% (-68.0K) YoY -24.46% (-572.5K)	All Managers (Combined)	$293.5M	QoQ -12.58% (-$42.2M) YoY -7.83% (-$24.9M)
Danaher Corp /De/(DHRcusip235851102)	1.4M	QoQ +3.59% (-49.6K) YoY +22.96% (+266.4K)	All Managers (Combined)	$292.5M	QoQ -7.48% (-$23.7M) YoY +0.94% (+$2.7M)
Palo Alto Networks Inc(PANWcusip697435105)	1.7M	QoQ +3.55% (-58.7K) YoY +107.00% (+884.3K)	All Managers (Combined)	$291.9M	QoQ -2.88% (-$8.7M) YoY +24.32% (+$57.1M)
Visa Inc.(Vcusip92826C839)	796.6K	QoQ +3.35% (+25.8K) YoY -33.76% (-406.1K)	All Managers (Combined)	$279.2M	QoQ +14.60% (+$35.6M) YoY -16.82% (-$56.5M)
Nextera Energy Inc(NEEcusip65339F101)	3.9M	QoQ +3.28% (+124.8K) YoY +4.18% (+157.5K)	All Managers (Combined)	$277.9M	QoQ +2.13% (+$5.8M) YoY +15.56% (+$37.4M)
American Water Works Company, Inc.(AWKcusip030420103)	1.6M	QoQ +3.69% (+57.7K) YoY +3.94% (+61.4K)	All Managers (Combined)	$238.5M	QoQ +22.88% (+$44.4M) YoY +25.47% (+$48.4M)
Accenture Plc(ACNcusipG1151C101)	739.3K	QoQ +3.61% (-25.8K) YoY NEW(+739.3K)	All Managers (Combined)	$230.7M	QoQ -8.09% (-$20.3M) YoY NEW(+$230.7M)
Xylem Inc.(XYLcusip98419M100)	1.9M	QoQ +3.51% (+64.7K) YoY +3.56% (-65.7K)	All Managers (Combined)	$227.7M	QoQ +6.57% (+$14.1M) YoY -4.26% (-$10.2M)
Shopify Inc.(SHOPcusip82509L107)	2.0M	QoQ +3.16% (-62.5K) YoY +2.12% (+42.4K)	All Managers (Combined)	$194.2M	QoQ -7.35% (-$15.4M) YoY +26.35% (+$40.5M)
Intuitive Surgical Inc(ISRGcusip46120E602)	384.5K	QoQ +3.88% (-14.4K) YoY +3.96% (+14.7K)	All Managers (Combined)	$190.4M	QoQ -1.42% (-$2.7M) YoY +29.02% (+$42.8M)
Salesforce, Inc.(CRMcusip79466L302)	650.4K	QoQ +3.59% (-22.6K) YoY NEW(+650.4K)	All Managers (Combined)	$174.5M	QoQ -16.84% (-$35.4M) YoY NEW(+$174.5M)