Q1 2025 · 13F-HR
Mirova US LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002088
$8.42B
Reported value
34
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $601.5M | 7.14% | 1,602,280 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $585.2M | 6.95% | 5,399,484 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $566.3M | 6.73% | 1,033,252 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $504.4M | 5.99% | 610,755 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $501.8M | 5.96% | 1,979,175 | Common | SOLE |
| 278642103 | EBAY | EBAY INC. | $491.0M | 5.83% | 7,249,272 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $417.7M | 4.96% | 708,549 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $392.6M | 4.66% | 788,939 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $338.8M | 4.02% | 1,463,261 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $293.5M | 3.49% | 1,767,831 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $292.5M | 3.47% | 1,426,756 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $291.9M | 3.47% | 1,710,686 | Common | SOLE |
| 92826C839 | V | VISA INC | $279.2M | 3.32% | 796,640 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $277.9M | 3.30% | 3,919,486 | Common | SOLE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $238.5M | 2.83% | 1,616,705 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $230.7M | 2.74% | 739,285 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $227.7M | 2.70% | 1,906,271 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $194.2M | 2.31% | 2,034,159 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $190.4M | 2.26% | 384,492 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $174.5M | 2.07% | 650,395 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $160.1M | 1.90% | 2,690,741 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $151.5M | 1.80% | 2,157,535 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $148.7M | 1.77% | 728,984 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $136.0M | 1.62% | 1,876,996 | Common | SOLE |
| 058498106 | BALL | BALL CORP | $132.5M | 1.57% | 2,544,267 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $124.3M | 1.48% | 1,020,491 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $113.1M | 1.34% | 894,616 | Common | SOLE |
| 001084102 | AGCO | AGCO CORP | $112.4M | 1.33% | 1,213,995 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $104.1M | 1.24% | 1,068,326 | Common | SOLE |
| 00790R104 | WMS | ADVANCED DRAIN SYS INC DEL | $75.0M | 0.89% | 690,435 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $68.1M | 0.81% | 1,096,831 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $1.5M | 0.02% | 16,111 | Common | SOLE |
| G51502105 | JCI | JOHNSON CTLS INTL PLC | $1.2M | 0.01% | 14,455 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $1.1M | 0.01% | 18,315 | 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.