Q4 2025 · 13F-HR
Mirova US LLCholdings as filed
Filed 2026-02-11 · accession 0001172661-26-000622
$9.96B
Reported value
43
Positions
2025-12-31
Period end
The Brief · Mirova US LLC · Q4 2025
AI · grounded in 13F
Mirova US LLC established a new position in LOW valued at $236.6M. The fund also opened new stakes in BSX for $130.6M and VRT for $126.7M. On the sell side, the fund reduced its holding in ROP by 72.5% and trimmed its position in AWK by 51.9%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $980.1M | 9.84% | 5,255,403 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $784.0M | 7.87% | 1,621,063 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $569.0M | 5.71% | 996,782 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $510.6M | 5.13% | 1,680,068 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $448.5M | 4.50% | 2,785,943 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $413.0M | 4.15% | 384,274 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $385.6M | 3.87% | 2,510,145 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $377.4M | 3.79% | 1,437,641 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $371.6M | 3.73% | 641,259 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $321.8M | 3.23% | 929,660 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $311.9M | 3.13% | 1,419,444 | Common | SOLE |
| 278642103 | EBAY | EBAY INC. | $309.1M | 3.10% | 3,548,645 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $307.2M | 3.08% | 1,667,837 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $302.5M | 3.04% | 534,129 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $298.8M | 3.00% | 3,722,211 | Common | SOLE |
| 92826C839 | V | VISA INC | $271.0M | 2.72% | 772,710 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $256.2M | 2.57% | 1,881,190 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $250.6M | 2.52% | 1,094,872 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $236.6M | 2.38% | 981,128 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $233.5M | 2.34% | 2,739,071 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $232.3M | 2.33% | 889,077 | Common | SOLE |
| 443510607 | HUBB | HUBBELL INC | $212.6M | 2.13% | 478,760 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $190.8M | 1.92% | 711,254 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $168.1M | 1.69% | 634,559 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $149.4M | 1.50% | 2,029,319 | Common | SOLE |
| 058498106 | BALL | BALL CORP | $133.3M | 1.34% | 2,516,026 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $130.6M | 1.31% | 1,370,029 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $127.1M | 1.28% | 460,428 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $126.7M | 1.27% | 781,858 | Common | SOLE |
| 001084102 | AGCO | AGCO CORP | $121.5M | 1.22% | 1,164,618 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $105.1M | 1.05% | 1,052,890 | Common | SOLE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $102.0M | 1.02% | 781,818 | Common | SOLE |
| 00790R104 | WMS | ADVANCED DRAIN SYS INC DEL | $95.7M | 0.96% | 660,992 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $86.2M | 0.87% | 193,763 | Common | SOLE |
| 631103108 | NDAQ | NASDAQ INC | $8.3M | 0.08% | 85,671 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $6.1M | 0.06% | 19,424 | Common | NONE |
| G51502105 | JCI | JOHNSON CTLS INTL PLC | $5.3M | 0.05% | 44,049 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $4.2M | 0.04% | 15,420 | Common | NONE |
| 461202103 | INTU | INTUIT | $3.8M | 0.04% | 5,775 | Common | SOLE |
| 30040W108 | ES | EVERSOURCE ENERGY | $3.6M | 0.04% | 54,037 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $3.5M | 0.04% | 15,144 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $2.7M | 0.03% | 33,928 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $2.5M | 0.03% | 3,798 | Common | NONE |
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.