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Mirova US LLC
Period ended Sep 30, 2026 · Latest filing Nov 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $9,153,387,683
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $921,669,969
- MICROSOFT CORP · COM · 594918104 · shares: $578,144,470
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $489,154,289
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $477,176,513
- ELI LILLY & CO · COM · 532457108 · shares: $383,045,549
- THERMO FISHER SCIENTIFIC INC · COM · 883556102 · shares: $373,135,238
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $343,609,978
- SHOPIFY INC · CL A SUB VTG SHS · 82509L107 · shares: $302,909,572
- BROADCOM INC · COM · 11135F101 · shares: $302,237,275
- ECOLAB INC · COM · 278865100 · shares: $285,962,988
Reported holdings
45 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 4,035,686 shares | $921,669,969 |
| MICROSOFT CORP | COM | 594918104 | — | 1,127,207 shares | $578,144,470 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,072,260 shares | $489,154,289 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 865,281 shares | $477,176,513 |
| ELI LILLY & CO | COM | 532457108 | — | 331,045 shares | $383,045,549 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 552,752 shares | $373,135,238 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 864,841 shares | $343,609,978 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 2,042,546 shares | $302,909,572 |
| BROADCOM INC | COM | 11135F101 | — | 860,609 shares | $302,237,275 |
| ECOLAB INC | COM | 278865100 | — | 1,041,456 shares | $285,962,988 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 3,366,940 shares | $255,012,036 |
| EBAY INC. | COM | 278642103 | — | 2,392,787 shares | $253,755,061 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 1,227,909 shares | $250,395,203 |
| HUBBELL INC | COM | 443510607 | — | 525,546 shares | $238,387,666 |
| TJX COS INC NEW | COM | 872540109 | — | 1,779,678 shares | $235,469,196 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 685,563 shares | $226,804,807 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 925,078 shares | $223,230,572 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 363,655 shares | $222,469,583 |
| DANAHER CORP DEL | COM | 235851102 | — | 935,669 shares | $207,297,467 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 2,419,793 shares | $205,924,384 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 2,376,276 shares | $205,120,144 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 460,327 shares | $187,182,768 |
| AGCO CORP | COM | 001084102 | — | 1,427,969 shares | $163,116,899 |
| XYLEM INC | COM | 98419M100 | — | 1,598,001 shares | $161,829,561 |
| FIRST SOLAR INC | COM | 336433107 | — | 897,172 shares | $157,148,648 |
| LOWES COS INC | COM | 548661107 | — | 849,584 shares | $156,569,835 |
| VERALTO CORP | COM SHS | 92338C103 | — | 1,523,506 shares | $143,697,086 |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | — | 383,332 shares | $135,768,528 |
| BALL CORP | COM | 058498106 | — | 2,291,917 shares | $128,416,110 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 2,903,632 shares | $126,743,537 |
| SALESFORCE INC | COM | 79466L302 | — | 531,648 shares | $122,050,431 |
| ORACLE CORP | COM | 68389X105 | — | 812,601 shares | $111,570,117 |
| BANK OF AMER CORP | COM | 060505104 | — | 2,032,795 shares | $110,645,032 |
| VISA INC | COM CL A | 92826C839 | — | 276,250 shares | $99,264,912 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 2,213,234 shares | $97,603,619 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 626,461 shares | $91,012,254 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | — | 577,160 shares | $73,131,944 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 317,983 shares | $58,308,543 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 57,607 shares | $19,821,417 |
| APPLE INC | COM | 037833100 | — | 34,537 shares | $11,501,512 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 70,507 shares | $6,022,003 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 31,788 shares | $4,725,286 |
| NASDAQ INC | COM | 631103108 | — | 33,786 shares | $3,108,650 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 24,484 shares | $2,088,975 |
| INTUIT | COM | 461202103 | — | 4,164 shares | $1,148,056 |