EdgeMarket › What Mirova Us Llc reported owning
What Mirova Us Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.8BPositions
42Quarter
2026-03-31Shown below
42largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 881.7M | 10.0% | 5.1M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 575.8M | 6.5% | 1.6M | 483.24 | -4.4% |
| MA Mastercard Inc | 478.5M | 5.4% | 957.7K | 580.63 | -2.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 433.1M | 4.9% | 1.3M | 418.95 | +83.3% |
| TJX TJX COMPANIES INC /DE/ | 384.6M | 4.4% | 2.4M | 140.53 | +1.6% |
| AVGO Broadcom Inc. | 344.6M | 3.9% | 1.1M | 368.45 | +26.5% |
| LLY ELI LILLY & Co | 338.9M | 3.8% | 368.4K | 1,255.40 | +78.0% |
| NEE NEXTERA ENERGY INC | 336.5M | 3.8% | 3.6M | 83.65 | +9.8% |
| SHOP SHOPIFY INC. | 316.9M | 3.6% | 2.7M | 149.25 | +8.7% |
| WM WASTE MANAGEMENT INC | 313.0M | 3.6% | 1.4M | 224.06 | -2.6% |
| EBAY EBAY INC | 312.4M | 3.5% | 3.4M | 104.13 | +5.0% |
| ECL ECOLAB INC. | 311.2M | 3.5% | 1.2M | 281.63 | -1.3% |
| TMO THERMO FISHER SCIENTIFIC INC. | 302.3M | 3.4% | 615.1K | 629.27 | +27.2% |
| HUBB HUBBELL INC | 282.6M | 3.2% | 575.9K | 470.03 | +9.3% |
| PANW Palo Alto Networks Inc | 256.9M | 2.9% | 1.6M | 357.87 | +94.0% |
| VRT Vertiv Holdings Co | 256.3M | 2.9% | 1.0M | 261.95 | +105.4% |
| ISRG INTUITIVE SURGICAL INC | 236.2M | 2.7% | 512.4K | 378.81 | -21.2% |
| LOW LOWES COMPANIES INC | 222.4M | 2.5% | 941.4K | 216.09 | -16.0% |
| XYL Xylem Inc. | 216.0M | 2.5% | 1.8M | 113.42 | -20.1% |
| EW Edwards Lifesciences Corp | 210.4M | 2.4% | 2.6M | 89.79 | +10.3% |
| DHR DANAHER CORP /DE/ | 199.4M | 2.3% | 1.1M | 218.85 | +3.5% |
| AGCO AGCO CORP /DE | 183.8M | 2.1% | 1.6M | 106.81 | -5.4% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 152.9M | 1.7% | 1.9M | 96.69 | +30.2% |
| VLTO Veralto Corp | 149.4M | 1.7% | 1.7M | 98.77 | -9.3% |
| BALL BALL Corp | 142.3M | 1.6% | 2.4M | 63.59 | +19.7% |
| BSX BOSTON SCIENTIFIC CORP | 138.3M | 1.6% | 2.2M | 50.37 | -52.5% |
| FSLR FIRST SOLAR, INC. | 137.8M | 1.6% | 698.6K | 214.28 | +3.8% |
| ACN Accenture plc | 135.4M | 1.5% | 682.7K | 185.28 | -27.4% |
| WTS WATTS WATER TECHNOLOGIES INC | 127.1M | 1.4% | 437.9K | 375.57 | +35.9% |
| CRM Salesforce, Inc. | 113.8M | 1.3% | 609.5K | 209.17 | -15.1% |
| AWK American Water Works Company, Inc. | 102.2M | 1.2% | 750.7K | 135.39 | -7.0% |
| V VISA INC. | 98.5M | 1.1% | 325.8K | 371.04 | +7.9% |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 86.2M | 1.0% | 628.8K | 143.73 | +1.4% |
| JCI Johnson Controls International plc | 5.8M | 0.1% | 44.0K | 143.05 | +35.0% |
| NDAQ NASDAQ, INC. | 5.6M | 0.1% | 66.2K | 98.22 | +3.9% |
| GOOGL Alphabet Inc. | 5.6M | 0.1% | 19.4K | 344.82 | +73.0% |
| AAPL Apple Inc. | 3.9M | 0.0% | 15.4K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 3.2M | 0.0% | 15.1K | 258.63 | +15.6% |
| ES EVERSOURCE ENERGY | 3.0M | 0.0% | 43.8K | 70.21 | +6.8% |
| CL COLGATE PALMOLIVE CO | 2.9M | 0.0% | 33.9K | 91.08 | +5.8% |
| INTU INTUIT INC. | 2.5M | 0.0% | 5.8K | 367.00 | -47.5% |
| META Meta Platforms, Inc. | 2.2M | 0.0% | 3.8K | 549.90 | -26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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