Mirova US LLC

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Institutional

CIK 0001802900

$8.81B

Reported AUM

Positions

Q1 2026

Period

2026-05-11

Filed

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%.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	NVDA	NVIDIA CORPORATION	$205.19	0.16%	44.73%	955.95%	$881.7M	10.01%	−199,604	−3.8%
2	MSFT	MICROSOFT CORP	$390.74	0.10%	-17.07%	42.90%	$575.8M	6.53%	−65,447	−4.0%
3	MA	MASTERCARD INCORPORATED	$489.98	0.71%	-12.30%	30.70%	$478.5M	5.43%	−39,036	−3.9%
4	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$423.93	0.68%	103.78%	294.28%	$433.1M	4.91%	−398,518	−23.7%
5	TJX	TJX COS INC NEW	$168.41	0.04%	37.05%	162.23%	$384.6M	4.36%	−101,835	−4.1%
6	AVGO	BROADCOM INC	$382.07	-0.91%	54.87%	763.24%	$344.6M	3.91%	+183,850	+19.8%
7	LLY	ELI LILLY & CO	$1133.00	-2.41%	39.26%	387.78%	$338.9M	3.85%	−15,836	−4.1%
8	NEE	NEXTERA ENERGY INC	$85.99	1.36%	17.78%	25.32%	$336.5M	3.82%	−98,734	−2.7%
9	SHOP	SHOPIFY INC	$108.24	-2.02%	2.75%	-27.84%	$316.9M	3.60%	−114,701	−4.1%
10	WM	WASTE MGMT INC DEL	$219.45	0.30%	-5.72%	60.05%	$313.0M	3.55%	−57,277	−4.0%
11	EBAY	EBAY INC.	$108.61	-0.91%	42.20%	73.74%	$312.4M	3.55%	−116,114	−3.3%
12	ECL	ECOLAB INC	$265.41	0.68%	0.63%	25.63%	$311.2M	3.53%	−267,646	−18.6%
13	TMO	THERMO FISHER SCIENTIFIC INC	$469.34	-1.33%	17.02%	-11.90%	$302.3M	3.43%	−26,169	−4.1%
14	HUBB	HUBBELL INC	$476.89	1.61%	26.34%	157.24%	$282.6M	3.21%	+97,151	+20.3%
15	PANW	PALO ALTO NETWORKS INC	$279.62	0.03%	42.47%	320.43%	$256.9M	2.92%	−65,125	−3.9%
16	VRT	VERTIV HOLDINGS CO	$302.87	1.68%	168.94%	967.90%	$256.3M	2.91%	+240,856	+30.8%
17	ISRG	INTUITIVE SURGICAL INC	$411.06	-0.45%	-19.74%	24.38%	$236.2M	2.68%	−21,766	−4.1%
18	LOW	LOWES COS INC	$220.78	-0.12%	3.46%	25.79%	$222.4M	2.52%	−39,703	−4.0%
19	XYL	XYLEM INC	$110.08	0.94%	-11.15%	-7.10%	$216.0M	2.45%	−73,742	−3.9%
20	EW	EDWARDS LIFESCIENCES CORP	$85.11	-0.76%	13.25%	-24.19%	$210.4M	2.39%	−111,756	−4.1%
21	DHR	DANAHER CORP DEL	$180.10	-0.38%	-9.63%	-30.17%	$199.4M	2.26%	−43,442	−4.0%
22	AGCO	AGCO CORP	$112.49	1.31%	12.95%	-1.23%	$183.8M	2.09%	+422,034	+36.2%
23	CP	CANADIAN PACIFIC KANSAS CITY	$90.08	0.86%	12.72%	25.72%	$152.9M	1.74%	−85,157	−4.2%
24	VLTO	VERALTO CORP	$83.36	0.87%	-13.92%	9.10%	$149.4M	1.70%	+636,447	+60.4%
25	BALL	BALL CORP	$56.98	1.14%	6.33%	-24.78%	$142.3M	1.61%	−109,008	−4.3%
26	BSX	BOSTON SCIENTIFIC CORP	$46.91	-0.55%	-53.34%	2.06%	$138.3M	1.57%	+833,372	+60.8%
27	FSLR	FIRST SOLAR INC	$267.31	-1.42%	52.57%	210.68%	$137.8M	1.56%	−190,525	−21.4%
28	ACN	ACCENTURE PLC IRELAND	$170.28	1.65%	-44.63%	-42.30%	$135.4M	1.54%	−28,548	−4.0%
29	WTS	WATTS WATER TECHNOLOGIES INC	$333.11	3.81%	40.50%	129.59%	$127.1M	1.44%	−22,563	−4.9%
30	CRM	SALESFORCE INC	$165.89	-0.34%	-35.54%	-30.66%	$113.8M	1.29%	−25,108	−4.0%
31	AWK	AMERICAN WTR WKS CO INC NEW	$126.31	1.49%	—	—	$102.2M	1.16%	−31,123	−4.0%
32	V	VISA INC	$322.39	1.05%	—	—	$98.5M	1.12%	−446,946	−57.8%
33	WMS	ADVANCED DRAIN SYS INC DEL	$134.95	-0.08%	—	—	$86.2M	0.98%	−32,149	−4.9%
34	JCI	JOHNSON CONTROLS INTERNATION	$144.96	0.66%	—	—	$5.8M	0.07%	−82	−0.2%
35	NDAQ	NASDAQ INC	$88.98	2.58%	—	—	$5.6M	0.06%	−19,464	−22.7%
36	GOOGL	ALPHABET INC	$359.68	0.53%	—	—	$5.6M	0.06%	—	HELD
37	AAPL	APPLE INC	$291.13	-1.52%	—	—	$3.9M	0.04%	—	HELD
38	AMZN	AMAZON COM INC	$238.55	-1.23%	—	—	$3.2M	0.04%	—	HELD
39	ES	EVERSOURCE ENERGY	$68.69	0.38%	—	—	$3.0M	0.03%	−10,195	−18.9%
40	CL	COLGATE PALMOLIVE CO	$89.45	0.07%	—	—	$2.9M	0.03%	−62	−0.2%
41	INTU	INTUIT	$276.73	-0.07%	—	—	$2.5M	0.03%	−12	−0.2%
42	META	META PLATFORMS INC	$566.98	-0.26%	—	—	$2.2M	0.02%	—	HELD
43	ROP	ROPER TECHNOLOGIES INC	$334.97	0.68%	—	—	—	—	−193,763	EXITED

Source: SEC EDGAR · accession 0001172661-26-001659. 13F discloses long positions only — shorts, foreign equities, and options are excluded.