Institutional
Mirova US LLC
CIK 0001802900
$8.81B
Reported AUM
42
Positions
Q1 2026
Period
2026-05-11
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $881.7M | 10.01% | — | HELD |
| 2 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $575.8M | 6.53% | — | HELD |
| 3 | MA | MASTERCARD INCORPORATED | $577.65 | 2.54% | 1.24% | 67.59% | $478.5M | 5.43% | — | HELD |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.55 | 7.71% | 61.05% | 241.53% | $433.1M | 4.91% | — | HELD |
| 5 | TJX | TJX COS INC NEW | $159.27 | -1.46% | 27.39% | 133.67% | $384.6M | 4.36% | — | HELD |
| 6 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $344.6M | 3.91% | — | HELD |
| 7 | LLY | ELI LILLY & CO | $1155.56 | -4.50% | 54.61% | 373.33% | $338.9M | 3.85% | — | HELD |
| 8 | NEE | NEXTERA ENERGY INC | $87.93 | -0.60% | 29.29% | 19.57% | $336.5M | 3.82% | — | HELD |
| 9 | SHOP | SHOPIFY INC | $122.40 | -5.24% | 8.91% | -15.29% | $316.9M | 3.60% | — | HELD |
| 10 | WM | WASTE MGMT INC DEL | $226.33 | -4.34% | 5.03% | 64.94% | $313.0M | 3.55% | — | HELD |
| 11 | EBAY | EBAY INC. | $113.52 | -1.54% | 27.29% | 63.56% | $312.4M | 3.55% | — | HELD |
| 12 | ECL | ECOLAB INC | $279.34 | -1.54% | 9.85% | 33.08% | $311.2M | 3.53% | — | HELD |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $576.78 | 0.06% | 24.95% | 5.34% | $302.3M | 3.43% | — | HELD |
| 14 | HUBB | HUBBELL INC | $473.69 | 2.76% | 11.36% | 145.18% | $282.6M | 3.21% | — | HELD |
| 15 | PANW | PALO ALTO NETWORKS INC | $325.77 | 3.70% | 81.72% | 308.84% | $256.9M | 2.92% | — | HELD |
| 16 | VRT | VERTIV HOLDINGS CO | $227.61 | 2.05% | 57.70% | 695.55% | $256.3M | 2.91% | — | HELD |
| 17 | ISRG | INTUITIVE SURGICAL INC | $352.97 | -0.04% | -26.91% | 0.54% | $236.2M | 2.68% | — | HELD |
| 18 | LOW | LOWES COS INC | $210.09 | -2.59% | -2.78% | 16.54% | $222.4M | 2.52% | — | HELD |
| 19 | XYL | XYLEM INC | $116.82 | -4.35% | -16.26% | -8.61% | $216.0M | 2.45% | — | HELD |
| 20 | EW | EDWARDS LIFESCIENCES CORP | $86.92 | 1.35% | 8.31% | -26.68% | $210.4M | 2.39% | — | HELD |
| 21 | DHR | DANAHER CORP DEL | $196.28 | -0.11% | 0.43% | -29.94% | $199.4M | 2.26% | — | HELD |
| 22 | AGCO | AGCO CORP | $107.13 | -7.78% | -4.20% | -9.30% | $183.8M | 2.09% | — | HELD |
| 23 | CP | CANADIAN PACIFIC KANSAS CITY | $88.16 | -3.43% | 26.07% | 37.97% | $152.9M | 1.74% | — | HELD |
| 24 | VLTO | VERALTO CORP | $94.71 | -4.17% | -9.10% | 24.14% | $149.4M | 1.70% | — | HELD |
| 25 | BALL | BALL CORP | $65.31 | -0.80% | 16.91% | -26.89% | $142.3M | 1.61% | — | HELD |
| 26 | BSX | BOSTON SCIENTIFIC CORP | $46.00 | -0.09% | -57.36% | -0.45% | $138.3M | 1.57% | — | HELD |
| 27 | FSLR | FIRST SOLAR INC | $206.01 | 3.40% | 8.30% | 111.96% | $137.8M | 1.56% | — | HELD |
| 28 | ACN | ACCENTURE PLC IRELAND | $163.29 | -5.71% | -34.80% | -47.34% | $135.4M | 1.54% | — | HELD |
| 29 | WTS | WATTS WATER TECHNOLOGIES INC | $344.12 | 2.37% | 30.73% | 103.28% | $127.1M | 1.44% | — | HELD |
| 30 | CRM | SALESFORCE INC | $180.71 | -4.07% | -27.31% | -30.68% | $113.8M | 1.29% | — | HELD |
| 31 | AWK | AMERICAN WTR WKS CO INC NEW | $136.81 | -0.93% | — | — | $102.2M | 1.16% | — | HELD |
| 32 | V | VISA INC | $366.40 | -0.63% | — | — | $98.5M | 1.12% | — | HELD |
| 33 | WMS | ADVANCED DRAIN SYS INC DEL | $137.57 | -0.54% | — | — | $86.2M | 0.98% | — | HELD |
| 34 | JCI | JOHNSON CONTROLS INTERNATION | $143.89 | 3.21% | — | — | $5.8M | 0.07% | — | HELD |
| 35 | NDAQ | NASDAQ INC | $95.16 | -0.41% | — | — | $5.6M | 0.06% | — | HELD |
| 36 | GOOGL | ALPHABET INC | $333.62 | -0.92% | — | — | $5.6M | 0.06% | — | HELD |
| 37 | AAPL | APPLE INC | $333.60 | -1.36% | — | — | $3.9M | 0.04% | — | HELD |
| 38 | AMZN | AMAZON COM INC | $235.66 | 3.98% | — | — | $3.2M | 0.04% | — | HELD |
| 39 | ES | EVERSOURCE ENERGY | $73.84 | -1.23% | — | — | $3.0M | 0.03% | — | HELD |
| 40 | CL | COLGATE PALMOLIVE CO | $91.60 | -2.02% | — | — | $2.9M | 0.03% | — | HELD |
| 41 | INTU | INTUIT | $315.50 | -5.29% | — | — | $2.5M | 0.03% | — | HELD |
| 42 | META | META PLATFORMS INC | $539.74 | -7.83% | — | — | $2.2M | 0.02% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001659. 13F discloses long positions only — shorts, foreign equities, and options are excluded.