Holdings of Mirova US LLC
38 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 53.6 % of the equity sleeve
Sector breakdown
- Technology 31.9 %
- Health care 19.2 %
- Industrials 13.0 %
- Consumer discretionary 11.2 %
- Financials 7.1 %
- Utilities 5.4 %
- Materials 3.8 %
- Communication 0.1 %
- Unattributed 8.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 94.7 %
- TW 5.3 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 37 | 7.8B $ | 94.72 % |
| 2 | TW | 1 | 433.1M $ | 5.28 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 5,055,799 | 881.7M $ | |
| 2 | Microsoft Corp | 1,555,616 | 575.8M $ | |
| 3 | Mastercard Inc | 957,746 | 478.5M $ | |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 1,281,550 | 433.1M $ | |
| 5 | TJX Cos Inc/The | 2,408,310 | 384.6M $ | |
| 6 | Broadcom Inc | 1,113,510 | 344.6M $ | |
| 7 | Eli Lilly & Co | 368,438 | 338.9M $ | |
| 8 | NextEra Energy Inc | 3,623,477 | 336.5M $ | |
| 9 | Waste Management Inc | 1,362,167 | 313M $ | |
| 10 | eBay Inc | 3,432,531 | 312.4M $ | |
| 11 | Ecolab Inc | 1,169,995 | 311.2M $ | |
| 12 | Thermo Fisher Scientific Inc | 615,090 | 302.3M $ | |
| 13 | Hubbell Inc | 575,911 | 282.6M $ | |
| 14 | Palo Alto Networks Inc | 1,602,712 | 256.9M $ | |
| 15 | Vertiv Holdings Co | 1,022,714 | 256.3M $ | |
| 16 | Intuitive Surgical Inc | 512,363 | 236.2M $ | |
| 17 | Lowe's Cos Inc | 941,425 | 222.4M $ | |
| 18 | Xylem Inc/NY | 1,807,448 | 216M $ | |
| 19 | Edwards Lifesciences Corp | 2,627,315 | 210.4M $ | |
| 20 | Danaher Corp | 1,051,430 | 199.4M $ | |
| 21 | AGCO Corp | 1,586,652 | 183.8M $ | |
| 22 | Veralto Corp | 1,689,337 | 149.4M $ | |
| 23 | Ball Corp | 2,407,018 | 142.3M $ | |
| 24 | Boston Scientific Corp | 2,203,401 | 138.3M $ | |
| 25 | First Solar Inc | 698,552 | 137.8M $ | |
| 26 | Watts Water Technologies Inc | 437,865 | 127.1M $ | |
| 27 | Salesforce Inc | 609,451 | 113.8M $ | |
| 28 | American Water Works Co Inc | 750,695 | 102.2M $ | |
| 29 | Visa Inc | 325,764 | 98.5M $ | |
| 30 | Advanced Drainage Systems Inc | 628,843 | 86.2M $ | |
| 31 | Nasdaq Inc | 66,207 | 5.6M $ | |
| 32 | Alphabet Inc | 19,424 | 5.6M $ | |
| 33 | Apple Inc | 15,420 | 3.9M $ | |
| 34 | Amazon.com Inc | 15,144 | 3.2M $ | |
| 35 | Eversource Energy | 43,842 | 3M $ | |
| 36 | Colgate-Palmolive Co | 33,866 | 2.9M $ | |
| 37 | Intuit Inc | 5,763 | 2.5M $ | |
| 38 | Meta Platforms Inc | 3,798 | 2.2M $ |