Mirova US LLC
Mirova US LLC reported 45 US-listed holdings worth $9.30 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: NVIDIA Corp. (9.3%), Taiwan Semiconductor Manufacturing Company Limited (5.8%) and Mastercard Inc. (5.1%). Against the quarter before, it opened 5 positions, added to 4, trimmed 36 and sold out of 2.
Reported holdings$9.30B+5.5% on Q1 2026
Positions45+3 on Q1 2026
The largest ten48.9%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Trimmed
The 14 largest of its 45 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 5Added 4Trimmed 36Sold out 2
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Advanced Micro Devices Inc. AMD$145.1 million
- Smurfit Westrock plc SW$109.3 million
- Oracle Corp. ORCL$62.9 million
- JPMorgan Chase & Co. JPM$10.4 million
- O'Reilly Automotive, Inc. ORLY$7.6 million
Added to 4
- Canadian Pacific Kansas City LT CP+642,265 shares · +33%
- Boston Scientific Corp. BSX+898,077 shares · +41%
- Alphabet Inc. GOOGL+47,661 shares · +245%
- Apple Inc. AAPL+24,800 shares · +161%
Trimmed 36
- NVIDIA Corp. NVDA-746,110 shares · -15%
- Microsoft Corp. MSFT-349,455 shares · -22%
- Palo Alto Networks Inc. PANW-297,622 shares · -19%
- TJX Companies Inc. TJX-506,814 shares · -21%
- Broadcom Inc. AVGO-194,148 shares · -17%
- Taiwan Semiconductor Manufacturing Company Limited TSM-144,438 shares · -11%
- Accenture plc ACN-345,693 shares · -51%
- Ebay Inc. EBAY-226,521 shares · -7%
and 28 more in the table below
Sold out of 2
- Amazon.com Inc. AMZN$3.2 million last quarter
- Meta Platforms, Inc. META$2.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| NVIDIA Corp. NVDA | 4,309,689 | $862.3 million | 9.27% | -746,110 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 1,137,112 | $543.1 million | 5.84% | -144,438 |
| Mastercard Inc. MA | 924,618 | $474.9 million | 5.11% | -33,128 |
| Microsoft Corp. MSFT | 1,206,161 | $449.9 million | 4.84% | -349,455 |
| Palo Alto Networks Inc. PANW | 1,305,090 | $445.1 million | 4.79% | -297,622 |
| Eli Lilly & Co. LLY | 354,043 | $424.6 million | 4.57% | -14,395 |
| Ebay Inc. EBAY | 3,206,010 | $358.3 million | 3.85% | -226,521 |
| Broadcom Inc. AVGO | 919,362 | $347.3 million | 3.73% | -194,148 |
| Vertiv Holdings Co. VRT | 988,313 | $330.9 million | 3.56% | -34,401 |
| NextEra Energy Inc. NEE | 3,556,095 | $312.1 million | 3.36% | -67,382 |
| Ecolab Inc. ECL | 1,113,930 | $310.4 million | 3.34% | -56,065 |
| Shopify Inc. SHOP | 2,600,237 | $296.9 million | 3.19% | -71,005 |
| Thermo Fisher Scientific Inc. TMO | 591,257 | $296.4 million | 3.19% | -23,833 |
| Hubbell Inc. HUBB | 561,819 | $293.9 million | 3.16% | -14,092 |
| Waste Management Inc. WM | 1,312,962 | $292.6 million | 3.15% | -49,205 |
| TJX Companies Inc. TJX | 1,901,496 | $288.1 million | 3.10% | -506,814 |
| Edwards Lifesciences Corp. EW | 2,540,381 | $229.8 million | 2.47% | -86,934 |
| Canadian Pacific Kansas City LT CP | 2,586,427 | $224.1 million | 2.41% | +642,265 |
| Xylem Inc. XYL | 1,707,194 | $201.8 million | 2.17% | -100,254 |
| Lowe's Companies Inc. LOW | 907,806 | $200.2 million | 2.15% | -33,619 |
| Intuitive Surgical Inc. ISRG | 492,324 | $195.8 million | 2.11% | -20,039 |
| Danaher Corp. DHR | 999,996 | $190.5 million | 2.05% | -51,434 |
| Agco Corp. AGCO | 1,528,332 | $182.9 million | 1.97% | -58,320 |
| Watts Water Technologies Inc. WTS | 412,095 | $161.3 million | 1.73% | -25,770 |
| First Solar, Inc. FSLR | 655,621 | $154.7 million | 1.66% | -42,931 |
| Ball Corp. BALL | 2,399,395 | $149.7 million | 1.61% | -7,623 |
| Advanced Micro Devices Inc. AMD | 249,822 | $145.1 million | 1.56% | new |
| Veralto Corp. VLTO | 1,628,033 | $144.4 million | 1.55% | -61,304 |
| Boston Scientific Corp. BSX | 3,101,478 | $132.4 million | 1.42% | +898,077 |
| Smurfit Westrock plc SW | 2,363,387 | $109.3 million | 1.18% | new |
| Visa Inc. V | 293,703 | $100.8 million | 1.08% | -32,061 |
| Advanced Drainage Systems, Inc. WMS | 619,117 | $97.2 million | 1.04% | -9,726 |
| American Water Works Company, Inc. AWK | 697,230 | $91.7 million | 0.99% | -53,465 |
| Salesforce, Inc. CRM | 563,506 | $88.3 million | 0.95% | -45,945 |
| Oracle Corp. ORCL | 429,354 | $62.9 million | 0.68% | new |
| Accenture plc ACN | 337,013 | $41.9 million | 0.45% | -345,693 |
| Alphabet Inc. GOOGL | 67,085 | $24.0 million | 0.26% | +47,661 |
| Apple Inc. AAPL | 40,220 | $11.6 million | 0.13% | +24,800 |
| JPMorgan Chase & Co. JPM | 31,658 | $10.4 million | 0.11% | new |
| O'Reilly Automotive, Inc. ORLY | 82,108 | $7.6 million | 0.08% | new |
| Johnson Controls International plc JCI | 37,625 | $5.5 million | 0.06% | -6,342 |
| Nasdaq, Inc. NDAQ | 39,990 | $3.2 million | 0.03% | -26,217 |
| Colgate-Palmolive Co. CL | 28,979 | $2.7 million | 0.03% | -4,887 |
| Eversource Energy ES | 33,715 | $2.4 million | 0.03% | -10,127 |
| Intuit Inc. INTU | 4,931 | $1.3 million | 0.01% | -832 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.