MU
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Mirova US LLC13F | |
Mirova US LLC | |
Last update 2025-07-23 | 35 Stocks (4 new) |
Value $9.66 Bil | Turnover 13 % |
Mirova US LLC Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 6,642,117 | 1,049,388.1 | +23.01% | 10.860 | +2.03% | 0.030 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
MSFT | Microsoft Corp | 1,963,799 | 976,813.3 | +22.56% | 10.110 | +1.86% | 0.030 | +35.37% | +20.48% | 3,759,901.0 | Software | |
MA | Mastercard Inc | 1,070,696 | 601,666.9 | +3.62% | 6.230 | +0.22% | 0.120 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
ECL | Ecolab Inc | 2,052,803 | 553,107.2 | +3.72% | 5.730 | +0.21% | 0.720 | +13.12% | +15.16% | 76,123.1 | Chemicals | |
ROP | Roper Technologies Inc | 733,544 | 415,802.1 | +3.53% | 4.300 | +0.15% | 0.680 | +1.23% | +7.63% | 59,888.2 | Software | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 1,797,084 | 407,021.6 | +1.65% | 4.210 | +0.07% | 0.030 | +52.83% | +22.59% | 1,246,476.4 | Semiconductors | |
PANW | Palo Alto Networks Inc | 1,782,574 | 364,785.9 | +4.20% | 3.780 | +0.15% | 0.270 | +18.36% | +9.49% | 132,839.9 | Software | |
SHOP | Shopify Inc | 3,024,755 | 348,905.5 | +48.70% | 3.610 | +1.18% | 0.230 | +34.36% | +14.93% | 158,348.5 | Software | |
WM | Waste Management Inc | 1,517,789 | 347,300.5 | +3.73% | 3.590 | +0.13% | 0.380 | +0.12% | +13.86% | 91,797.3 | Waste Management | |
TJX | TJX Companies Inc | 2,699,156 | 333,318.8 | +164.50% | 3.450 | +2.15% | 0.240 | +1.01% | +5.25% | 140,969.2 | Retail - Cyclical |
Mirova US LLC's Historical Top Holdings Breakdowns
Mirova US LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
EBAY | eBay Inc | 2025-06-30 | Reduce Reduce | -2.75% | 59.52 ($70.82) 79.37 | $81.93 | 15.69% | Reduce -47.13% | 3,832,923 | -3,416,349 | |
TJX | TJX Companies Inc | 2025-06-30 | Add Add | +2.15% | 119.13 ($126.77) 135.03 | $126.36 | -0.32% | Add 164.5% | 2,699,156 | 1,678,665 | |
LLY | Eli Lilly and Co | 2025-06-30 | Reduce Reduce | -2.11% | 713.71 ($777.85) 898.95 | $798.89 | 2.70% | Reduce -35.28% | 395,255 | -215,500 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +2.03% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | Add 23.01% | 6,642,117 | 1,242,633 | |
APTV | Aptiv PLC | 2025-06-30 | Sold Out Sold Out | -1.90% | 47.92 ($61.88) 70.37 | $71.91 | 16.21% | Sold Out | 0 | -2,690,741 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +1.86% | 354.56 ($433.34) 497.45 | $505.87 | 16.74% | Add 22.56% | 1,963,799 | 361,519 | |
HUBB | Hubbell Inc | 2025-06-30 | New Buy New Buy | +1.44% | 315.94 ($370.08) 408.41 | $434.95 | 17.53% | New holding | 341,289 | 341,289 | |
SHOP | Shopify Inc | 2025-06-30 | Add Add | +1.18% | 76.89 ($99.95) 115.35 | $122.21 | 22.27% | Add 48.7% | 3,024,755 | 990,596 | |
ISRG | Intuitive Surgical Inc | 2025-06-30 | Add Add | +1.03% | 451.58 ($522.44) 565.94 | $501.95 | -3.92% | Add 47.76% | 568,123 | 183,631 | |
EW | Edwards Lifesciences Corp | 2025-06-30 | Add Add | +0.85% | 67.07 ($74.55) 78.22 | $76.91 | 3.17% | Add 56.17% | 2,931,297 | 1,054,301 |
Mirova US LLC Total Holding History ($B)
Mirova US LLC's Asset Allocation
Mirova US LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Mirova US LLC's Hypothetical Growth since 2025-06-30
Mirova US LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Mirova US LLC's Holdings Heat Map
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Mirova US LLC's Holdings Bubble Chart
Mirova US LLC News
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