Q4 2024 · 13F-HR
Mirova US LLCholdings as filed
Filed 2025-02-10 · accession 0001172661-25-000614
$8.34B
Reported value
34
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $699.6M | 8.39% | 5,209,444 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $652.0M | 7.82% | 1,546,921 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $613.3M | 7.36% | 1,164,697 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $455.4M | 5.46% | 589,921 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $449.0M | 5.39% | 1,916,391 | Common | SOLE |
| 278642103 | EBAY | EBAY INC. | $434.9M | 5.22% | 7,019,402 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $396.7M | 4.76% | 762,525 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $356.2M | 4.27% | 685,167 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $335.7M | 4.03% | 1,699,845 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $316.1M | 3.79% | 1,377,202 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $300.6M | 3.61% | 1,651,964 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $285.2M | 3.42% | 1,413,109 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $272.0M | 3.26% | 3,794,690 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $251.0M | 3.01% | 713,474 | Common | SOLE |
| 92826C839 | V | VISA INC | $243.6M | 2.92% | 770,794 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $213.7M | 2.56% | 1,841,615 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $209.9M | 2.52% | 627,829 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $209.7M | 2.51% | 1,971,701 | Common | SOLE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $194.1M | 2.33% | 1,559,036 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $193.2M | 2.32% | 370,096 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $157.2M | 1.89% | 2,599,731 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $150.9M | 1.81% | 2,084,949 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $143.1M | 1.72% | 703,906 | Common | SOLE |
| 058498106 | BALL | BALL CORP | $134.0M | 1.61% | 2,431,399 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $133.9M | 1.61% | 1,809,222 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $119.0M | 1.43% | 985,095 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $113.9M | 1.37% | 646,310 | Common | SOLE |
| 001084102 | AGCO | AGCO CORP | $109.6M | 1.31% | 1,172,381 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $105.1M | 1.26% | 1,032,125 | Common | SOLE |
| 00790R104 | WMS | ADVANCED DRAIN SYS INC DEL | $47.1M | 0.57% | 407,588 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $39.1M | 0.47% | 568,829 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $1.1M | 0.01% | 11,849 | Common | SOLE |
| G51502105 | JCI | JOHNSON CTLS INTL PLC | $839,105 | 0.01% | 10,631 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $797,246 | 0.01% | 13,467 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.