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

Search and click to pin securities to the top

Page 2 of 2

Sort by:

Aptiv PLC

APTV|G3265R107

2690741(+3.5%)

Value:

$160.1B(+1.8%)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

2157535(+3.5%)

Value:

$151.5B(+0.4%)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

728984(+3.6%)

Value:

$148.7B(+3.9%)

Edwards Lifesciences Corp

EW|28176E108

1876996(+3.7%)

Value:

$136.0B(+1.6%)

BALL Corp

BALL|058498106

2544267(+4.6%)

Value:

$132.5B(-1.2%)

TJX COMPANIES INC /DE/

TJX|872540109

1020491(+3.6%)

Value:

$124.3B(+4.4%)

FIRST SOLAR, INC.

FSLR|336433107

894616(+38.4%)

Value:

$113.1B(-0.7%)

AGCO CORP /DE

AGCO|001084102

1213995(+3.5%)

Value:

$112.4B(+2.5%)

Veralto Corp

VLTO|92338C103

1068326(+3.5%)

Value:

$104.1B(-1.0%)

ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

690435(+69.4%)

Value:

$75.0B(+59.2%)

Enphase Energy, Inc.

ENPH|29355A107

1096831(+92.8%)

Value:

$68.1B(+74.2%)

COLGATE PALMOLIVE CO

CL|194162103

16111(+36.0%)

Value:

$1.5B(+40.1%)

Johnson Controls International plc

JCI|G51502105

14455(+36.0%)

Value:

$1.2B(+38.0%)

CISCO SYSTEMS, INC.

CSCO|17275R102

18315(+36.0%)

Value:

$1.1B(+41.8%)

Instrument	Shares		Other Manager	Value
Aptiv Plc(APTVcusipG3265R107)	2.7M	QoQ +3.50% (+91.0K) YoY NEW(+2.7M)	All Managers (Combined)	$160.1M	QoQ +1.82% (+$2.9M) YoY NEW(+$160.1M)
Canadian Pacific Kansas City Ltd/Cn(CP.TOcusip13646K108)	2.2M	QoQ +3.48% (+72.6K) YoY NEW(+2.2M)	All Managers (Combined)	$151.5M	QoQ +0.39% (+$592.8K) YoY NEW(+$151.5M)
Watts Water Technologies Inc(WTScusip942749102)	729.0K	QoQ +3.56% (+25.1K) YoY +4.10% (-28.8K)	All Managers (Combined)	$148.7M	QoQ +3.87% (+$5.6M) YoY -0.11% (-$175.6K)
Edwards Lifesciences Corp(EWcusip28176E108)	1.9M	QoQ +3.74% (+67.8K) YoY +121.94% (+1.0M)	All Managers (Combined)	$136.0M	QoQ +1.57% (+$2.1M) YoY +68.34% (+$55.2M)
Ball Corp(BALLcusip058498106)	2.5M	QoQ +4.64% (-112.9K) YoY +2.50% (-62.1K)	All Managers (Combined)	$132.5M	QoQ -1.16% (-$1.6M) YoY -20.76% (-$34.7M)
Tjx Companies Inc /De/(TJXcusip872540109)	1.0M	QoQ +3.59% (+35.4K) YoY NEW(+1.0M)	All Managers (Combined)	$124.3M	QoQ +4.44% (+$5.3M) YoY NEW(+$124.3M)
First Solar, Inc.(FSLRcusip336433107)	894.6K	QoQ +38.41% (-248.3K) YoY +1572.24% (+841.1K)	All Managers (Combined)	$113.1M	QoQ -0.70% (-$799.4K) YoY +1152.49% (+$104.1M)
Agco Corp /De(AGCOcusip001084102)	1.2M	QoQ +3.54% (+41.6K) YoY +3.36% (-39.5K)	All Managers (Combined)	$112.4M	QoQ +2.54% (+$2.8M) YoY -22.22% (-$32.1M)
Veralto Corp(VLTOcusip92338C103)	1.1M	QoQ +3.50% (-36.2K) YoY +3.37% (+34.9K)	All Managers (Combined)	$104.1M	QoQ -0.96% (-$1.0M) YoY +13.62% (+$12.5M)
Advanced Drainage Systems, Inc.(WMScusip00790R104)	690.4K	QoQ +69.39% (+282.8K) YoY NEW(+690.4K)	All Managers (Combined)	$75.0M	QoQ +59.21% (+$27.9M) YoY NEW(+$75.0M)
Enphase Energy, Inc.(ENPHcusip29355A107)	1.1M	QoQ +92.82% (+528.0K) YoY +94.54% (-533.0K)	All Managers (Combined)	$68.1M	QoQ +74.20% (+$29.0M) YoY -0.21% (-$149.8K)
Colgate Palmolive Co(CLcusip194162103)	16.1K	QoQ +35.96% (+4.3K) YoY NEW(+16.1K)	All Managers (Combined)	$1.5M	QoQ +40.14% (+$432.4K) YoY NEW(+$1.5M)
Johnson Controls International Plc(JCIcusipG51502105)	14.5K	QoQ +35.97% (+3.8K) YoY NEW(+14.5K)	All Managers (Combined)	$1.2M	QoQ +38.00% (+$318.9K) YoY NEW(+$1.2M)
Cisco Systems, Inc.(CSCOcusip17275R102)	18.3K	QoQ +35.99% (+4.8K) YoY NEW(+18.3K)	All Managers (Combined)	$1.1M	QoQ +41.76% (+$333.0K) YoY NEW(+$1.1M)