Q1 2026 · 13F-HR
Mirova US LLCholdings as filed
Filed 2026-05-11 · accession 0001172661-26-001659
$8.81B
Reported value
42
Positions
2026-03-31
Period end
The Brief · Mirova US LLC · Q1 2026
AI · grounded in 13F
Mirova US LLC reduced its position in V by 57.84%. The fund accumulated shares in VLTO by 60.45% and AGCO by 36.24%. Other activity included increasing its stake in VRT by 30.81% while trimming holdings in FSLR by 21.43%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $881.7M | 10.0% | 5,055,799 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $575.8M | 6.53% | 1,555,616 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $478.5M | 5.43% | 957,746 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $433.1M | 4.91% | 1,281,550 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $384.6M | 4.36% | 2,408,310 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $344.6M | 3.91% | 1,113,510 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $338.9M | 3.85% | 368,438 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $336.5M | 3.82% | 3,623,477 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $316.9M | 3.60% | 2,671,242 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $313.0M | 3.55% | 1,362,167 | Common | SOLE |
| 278642103 | EBAY | EBAY INC. | $312.4M | 3.55% | 3,432,531 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $311.2M | 3.53% | 1,169,995 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $302.3M | 3.43% | 615,090 | Common | SOLE |
| 443510607 | HUBB | HUBBELL INC | $282.6M | 3.21% | 575,911 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $256.9M | 2.92% | 1,602,712 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $256.3M | 2.91% | 1,022,714 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $236.2M | 2.68% | 512,363 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $222.4M | 2.52% | 941,425 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $216.0M | 2.45% | 1,807,448 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $210.4M | 2.39% | 2,627,315 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $199.4M | 2.26% | 1,051,430 | Common | SOLE |
| 001084102 | AGCO | AGCO CORP | $183.8M | 2.09% | 1,586,652 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $152.9M | 1.74% | 1,944,162 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $149.4M | 1.70% | 1,689,337 | Common | SOLE |
| 058498106 | BALL | BALL CORP | $142.3M | 1.61% | 2,407,018 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $138.3M | 1.57% | 2,203,401 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $137.8M | 1.56% | 698,552 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $135.4M | 1.54% | 682,706 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $127.1M | 1.44% | 437,865 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $113.8M | 1.29% | 609,451 | Common | SOLE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $102.2M | 1.16% | 750,695 | Common | SOLE |
| 92826C839 | V | VISA INC | $98.5M | 1.12% | 325,764 | Common | SOLE |
| 00790R104 | WMS | ADVANCED DRAIN SYS INC DEL | $86.2M | 0.98% | 628,843 | Common | SOLE |
| G51502105 | JCI | JOHNSON CONTROLS INTERNATION | $5.8M | 0.07% | 43,967 | Common | SOLE |
| 631103108 | NDAQ | NASDAQ INC | $5.6M | 0.06% | 66,207 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $5.6M | 0.06% | 19,424 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $3.9M | 0.04% | 15,420 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $3.2M | 0.04% | 15,144 | Common | NONE |
| 30040W108 | ES | EVERSOURCE ENERGY | $3.0M | 0.03% | 43,842 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $2.9M | 0.03% | 33,866 | Common | SOLE |
| 461202103 | INTU | INTUIT | $2.5M | 0.03% | 5,763 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $2.2M | 0.02% | 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.