MU

Mirova US LLC

13F
Mirova US LLC
Last update 2025-07-23 35 Stocks (4 new)
Value $9.66 Bil Turnover 13 %
Countries:
Top Holdings: NVDA(10.86%)MSFT(10.11%)MA(6.23%)ECL(5.73%)ROP(4.30%)
Summary Stock Picks Current Portfolio
Mirova US LLC Top Holdings of 2025-06-30 View Full List
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 View Full List
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)

To

Mirova US LLC's Asset Allocation

To

Mirova US LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mirova US LLC's Hypothetical Growth since 2025-06-30

Mirova US LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Mirova US LLC's Holdings Heat Map

Size field:

Mirova US LLC's Holdings Bubble Chart

Mirova US LLC News

  • 1

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