Mirova Us LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 34Value: $8.4BLatest: 2025Q1

Mirova US LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 34 holdings worth $8.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "CP.TO",
  "EBAY",
  "ISRG",
  "MA",
  "MSFT",
  "ENPH",
  "PANW",
  "ECL",
  "NVDA",
  "SHOP",
  "ROP",
  "TMO",
  "TJX",
  "WMS",
  "TSM",
  "EW",
  "AGCO",
  "WTS",
  "APTV",
  "WM",
  "FSLR",
  "VLTO",
  "V",
  "XYL",
  "JCI",
  "CRM",
  "BALL",
  "CSCO",
  "CL",
  "DHR",
  "NEE",
  "LLY",
  "AWK"
]

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: mirova-us
Manager Name: Mirova-Us

Data Enrichment

100% identified

34 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

34 positions • $8.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:1.6M

Value:$601.5M

% of Portfolio:7.1% ($601.5M/$8.4B)

NVIDIA CORP

NVDA|67066G104

Shares:5.4M

Value:$585.2M

% of Portfolio:7.0% ($585.2M/$8.4B)

Mastercard Inc

MA|57636Q104

Shares:1.0M

Value:$566.3M

% of Portfolio:6.7% ($566.3M/$8.4B)

ELI LILLY & Co

LLY|532457108

Shares:610.8K

Value:$504.4M

% of Portfolio:6.0% ($504.4M/$8.4B)

ECOLAB INC.

ECL|278865100

Shares:2.0M

Value:$501.8M

% of Portfolio:6.0% ($501.8M/$8.4B)

EBAY INC

EBAY|278642103

Shares:7.2M

Value:$491.0M

% of Portfolio:5.8% ($491.0M/$8.4B)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:708.5K

Value:$417.7M

% of Portfolio:5.0% ($417.7M/$8.4B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:788.9K

Value:$392.6M

% of Portfolio:4.7% ($392.6M/$8.4B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.5M

Value:$338.8M

% of Portfolio:4.0% ($338.8M/$8.4B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.8M

Value:$293.5M

% of Portfolio:3.5% ($293.5M/$8.4B)

DANAHER CORP /DE/

DHR|235851102

Shares:1.4M

Value:$292.5M

% of Portfolio:3.5% ($292.5M/$8.4B)

Palo Alto Networks Inc

PANW|697435105

Shares:1.7M

Value:$291.9M

% of Portfolio:3.5% ($291.9M/$8.4B)

VISA INC.

V|92826C839

Shares:796.6K

Value:$279.2M

% of Portfolio:3.3% ($279.2M/$8.4B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.9M

Value:$277.9M

% of Portfolio:3.3% ($277.9M/$8.4B)

American Water Works Company, Inc.

AWK|030420103

Shares:1.6M

Value:$238.5M

% of Portfolio:2.8% ($238.5M/$8.4B)

Accenture plc

ACN|G1151C101

Shares:739.3K

Value:$230.7M

% of Portfolio:2.7% ($230.7M/$8.4B)

Xylem Inc.

XYL|98419M100

Shares:1.9M

Value:$227.7M

% of Portfolio:2.7% ($227.7M/$8.4B)

SHOPIFY INC.

SHOP|82509L107

Shares:2.0M

Value:$194.2M

% of Portfolio:2.3% ($194.2M/$8.4B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:384.5K

Value:$190.4M

% of Portfolio:2.3% ($190.4M/$8.4B)

Salesforce, Inc.

CRM|79466L302

Shares:650.4K

Value:$174.5M

% of Portfolio:2.1% ($174.5M/$8.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	1.6M	QoQ +3.57% (-55.4K) YoY +26.72% (+337.9K)	All Managers (Combined)	$601.5M	7.1% ($601.5M/$8.4B)	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	7.0% ($585.2M/$8.4B)	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	6.7% ($566.3M/$8.4B)	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	6.0% ($504.4M/$8.4B)	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	6.0% ($501.8M/$8.4B)	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	5.8% ($491.0M/$8.4B)	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	5.0% ($417.7M/$8.4B)	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	4.7% ($392.6M/$8.4B)	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	4.0% ($338.8M/$8.4B)	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	3.5% ($293.5M/$8.4B)	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	3.5% ($292.5M/$8.4B)	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	3.5% ($291.9M/$8.4B)	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	3.3% ($279.2M/$8.4B)	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	3.3% ($277.9M/$8.4B)	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	2.8% ($238.5M/$8.4B)	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	2.7% ($230.7M/$8.4B)	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	2.7% ($227.7M/$8.4B)	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	2.3% ($194.2M/$8.4B)	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	2.3% ($190.4M/$8.4B)	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	2.1% ($174.5M/$8.4B)	QoQ -16.84% (-$35.4M) YoY NEW(+$174.5M)