Investor
Mirova US LLC
CIK 0001802900 · filed 2026-05-11 · SEC filing
13F book
$8.81B
Positions
42
0 new · 1 sold
Largest name
10.0%
Nvidia Corp · NVDA
Est. mark
−$691M
Price effect on 42 names still held. Flow −$457.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 5.06M | $881.7M | 10.0% | −$61.2M | Cut−$98.4M |
| Microsoft Corp | MSFT | 1.56M | $575.8M | 6.5% | −$176.5M | Cut−$208.1M |
| Mastercard Inc | MA | 957.7K | $478.5M | 5.4% | −$68.2M | Cut−$90.5M |
| Taiwan Semiconductor Mfg Ltd | — | 1.28M | $433.1M | 4.9% | $43.6M | Cut−$77.5M |
| Tjx Cos Inc New | — | 2.41M | $384.6M | 4.4% | $14.7M | Cut−$976.3K |
| Broadcom Inc. | AVGO | 1.11M | $344.6M | 3.9% | −$34M | Added$22.9M |
| Eli Lilly & Co | LLY | 368.4K | $338.9M | 3.8% | −$57.1M | Cut−$74.1M |
| Nextera Energy Inc | — | 3.62M | $336.5M | 3.8% | $45.7M | Cut$37.7M |
| Shopify Inc. | SHOP | 2.67M | $316.9M | 3.6% | −$113.1M | Cut−$131.6M |
| Waste Mgmt Inc Del | — | 1.36M | $313M | 3.6% | $13.7M | Cut$1.15M |
| Ebay Inc | EBAY | 3.43M | $312.4M | 3.5% | $13.5M | Cut$3.34M |
| Ecolab Inc. | ECL | 1.17M | $311.2M | 3.5% | $4.09M | Cut−$66.2M |
| Thermo Fisher Scientific Inc. | TMO | 615.1K | $302.3M | 3.4% | −$54.1M | Cut−$69.2M |
| Hubbell Inc | HUBB | 575.9K | $282.6M | 3.2% | $22.3M | Added$70M |
| Palo Alto Networks Inc | PANW | 1.6M | $256.9M | 2.9% | −$38.3M | Cut−$50.3M |
| Vertiv Holdings Co | VRT | 1.02M | $256.3M | 2.9% | $69.2M | Added$129.6M |
| Intuitive Surgical Inc | ISRG | 512.4K | $236.2M | 2.7% | −$54M | Cut−$66.3M |
| Lowes Cos Inc | — | 941.4K | $222.4M | 2.5% | −$4.59M | Cut−$14.2M |
| Xylem Inc. | XYL | 1.81M | $216M | 2.5% | −$30.1M | Cut−$40.2M |
| Edwards Lifesciences Corp | EW | 2.63M | $210.4M | 2.4% | −$13.6M | Cut−$23.1M |
| Danaher Corporation | — | 1.05M | $199.4M | 2.3% | −$41.3M | Cut−$51.3M |
| Agco Corp | — | 1.59M | $183.8M | 2.1% | $13.5M | Added$62.4M |
| Canadian Pacific Kansas City | — | 1.94M | $152.9M | 1.7% | $9.78M | Cut$3.51M |
| Veralto Corp | VLTO | 1.69M | $149.4M | 1.7% | −$12M | Added$44.3M |
| Ball Corp | BALL | 2.41M | $142.3M | 1.6% | $14.8M | Cut$9M |
| Boston Scientific Corp | BSX | 2.2M | $138.3M | 1.6% | −$44.7M | Added$7.63M |
| First Solar, Inc. | FSLR | 698.6K | $137.8M | 1.6% | −$44.7M | Cut−$94.5M |
| Accenture Plc Ireland | — | 682.7K | $135.4M | 1.5% | −$47.8M | Cut−$55.5M |
| Watts Water Technologies Inc | WTS | 437.9K | $127.1M | 1.4% | $6.25M | Cut$20.5K |
| Salesforce, Inc. | CRM | 609.5K | $113.8M | 1.3% | −$47.7M | Cut−$54.3M |
| American Wtr Wks Co Inc New | — | 750.7K | $102.2M | 1.2% | $4.2M | Cut$134.8K |
| Visa Inc. | V | 325.8K | $98.5M | 1.1% | −$15.8M | Cut−$172.5M |
| Advanced Drain Sys Inc Del | — | 628.8K | $86.2M | 1.0% | −$4.84M | Cut−$9.5M |
| Johnson Ctls Intl Plc | — | 44K | $5.76M | 0.1% | $492.4K | Cut$482.6K |
| Nasdaq, Inc. | NDAQ | 66.2K | $5.62M | 0.1% | −$810.4K | Cut−$2.7M |
| Alphabet Inc | — | 19.4K | $5.59M | 0.1% | −$494.1K | Held |
| Apple Inc. | AAPL | 15.4K | $3.91M | 0.0% | −$278.6K | Held |
| Amazon Com Inc | AMZN | 15.1K | $3.15M | 0.0% | −$341.5K | Held |
| Eversource Energy | ES | 43.8K | $3.04M | 0.0% | $85.5K | Cut−$600.9K |
| Colgate Palmolive Co | CL | 33.9K | $2.89M | 0.0% | $210.3K | Cut$205.4K |
| Intuit Inc. | INTU | 5.76K | $2.49M | 0.0% | −$1.33M | Cut−$1.33M |
| Meta Platforms, Inc. | META | 3.8K | $2.17M | 0.0% | −$334.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.