Mirova US LLC portfolio
Managed by . 42 reported positions worth $8.8B as of 2026-03-31, filed with the SEC on 2026-05-11. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 41 days old on 2026-05-11, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
None this quarter.
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | $86.2M | 193,763 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| V | VISA INC | $98.5M | 325,764 | 1.12% | -58% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $433.1M | 1,281,550 | 4.91% | -24% |
| NDAQ | NASDAQ INC | $5.6M | 66,207 | 0.06% | -23% |
| FSLR | FIRST SOLAR INC | $137.8M | 698,552 | 1.56% | -21% |
| ES | EVERSOURCE ENERGY | $3.0M | 43,842 | 0.03% | -19% |
| ECL | ECOLAB INC | $311.2M | 1,169,995 | 3.53% | -19% |
| WTS | WATTS WATER TECHNOLOGIES INC | $127.1M | 437,865 | 1.44% | -5% |
| WMS | ADVANCED DRAIN SYS INC DEL | $86.2M | 628,843 | 0.98% | -5% |
| BALL | BALL CORP | $142.3M | 2,407,018 | 1.61% | -4% |
| CP | CANADIAN PACIFIC KANSAS CITY | $152.9M | 1,944,162 | 1.74% | -4% |
| LLY | ELI LILLY & CO | $338.9M | 368,438 | 3.85% | -4% |
| SHOP | SHOPIFY INC | $316.9M | 2,671,242 | 3.60% | -4% |
| TMO | THERMO FISHER SCIENTIFIC INC | $302.3M | 615,090 | 3.43% | -4% |
| EW | EDWARDS LIFESCIENCES CORP | $210.4M | 2,627,315 | 2.39% | -4% |
| ISRG | INTUITIVE SURGICAL INC | $236.2M | 512,363 | 2.68% | -4% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $881.7M | 5,055,799 | 10.01% | — |
| MSFT | MICROSOFT CORP | $575.8M | 1,555,616 | 6.53% | — |
| MA | MASTERCARD INCORPORATED | $478.5M | 957,746 | 5.43% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $433.1M | 1,281,550 | 4.91% | — |
| TJX | TJX COS INC NEW | $384.6M | 2,408,310 | 4.36% | — |
| AVGO | BROADCOM INC | $344.6M | 1,113,510 | 3.91% | — |
| LLY | ELI LILLY & CO | $338.9M | 368,438 | 3.85% | — |
| NEE | NEXTERA ENERGY INC | $336.5M | 3,623,477 | 3.82% | — |
| SHOP | SHOPIFY INC | $316.9M | 2,671,242 | 3.60% | — |
| WM | WASTE MGMT INC DEL | $313.0M | 1,362,167 | 3.55% | — |
| EBAY | EBAY INC. | $312.4M | 3,432,531 | 3.55% | — |
| ECL | ECOLAB INC | $311.2M | 1,169,995 | 3.53% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $302.3M | 615,090 | 3.43% | — |
| HUBB | HUBBELL INC | $282.6M | 575,911 | 3.21% | — |
| PANW | PALO ALTO NETWORKS INC | $256.9M | 1,602,712 | 2.92% | — |
| VRT | VERTIV HOLDINGS CO | $256.3M | 1,022,714 | 2.91% | — |
| ISRG | INTUITIVE SURGICAL INC | $236.2M | 512,363 | 2.68% | — |
| LOW | LOWES COS INC | $222.4M | 941,425 | 2.52% | — |
| XYL | XYLEM INC | $216.0M | 1,807,448 | 2.45% | — |
| EW | EDWARDS LIFESCIENCES CORP | $210.4M | 2,627,315 | 2.39% | — |
| DHR | DANAHER CORP DEL | $199.4M | 1,051,430 | 2.26% | — |
| AGCO | AGCO CORP | $183.8M | 1,586,652 | 2.09% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $152.9M | 1,944,162 | 1.74% | — |
| VLTO | VERALTO CORP | $149.4M | 1,689,337 | 1.70% | — |
| BALL | BALL CORP | $142.3M | 2,407,018 | 1.61% | — |
| BSX | BOSTON SCIENTIFIC CORP | $138.3M | 2,203,401 | 1.57% | — |
| FSLR | FIRST SOLAR INC | $137.8M | 698,552 | 1.56% | — |
| ACN | ACCENTURE PLC IRELAND | $135.4M | 682,706 | 1.54% | — |
| WTS | WATTS WATER TECHNOLOGIES INC | $127.1M | 437,865 | 1.44% | — |
| CRM | SALESFORCE INC | $113.8M | 609,451 | 1.29% | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $102.2M | 750,695 | 1.16% | — |
| V | VISA INC | $98.5M | 325,764 | 1.12% | — |
| WMS | ADVANCED DRAIN SYS INC DEL | $86.2M | 628,843 | 0.98% | — |
| JCI | JOHNSON CONTROLS INTERNATION | $5.8M | 43,967 | 0.07% | — |
| NDAQ | NASDAQ INC | $5.6M | 66,207 | 0.06% | — |
| GOOGL | ALPHABET INC | $5.6M | 19,424 | 0.06% | — |
| AAPL | APPLE INC | $3.9M | 15,420 | 0.04% | — |
| AMZN | AMAZON COM INC | $3.2M | 15,144 | 0.04% | — |
| ES | EVERSOURCE ENERGY | $3.0M | 43,842 | 0.03% | — |
| CL | COLGATE PALMOLIVE CO | $2.9M | 33,866 | 0.03% | — |
| INTU | INTUIT | $2.5M | 5,763 | 0.03% | — |
| META | META PLATFORMS INC | $2.2M | 3,798 | 0.02% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Mirova US LLC (CIK 1802900, accession 0001172661-26-001659). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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