Mirova Us LLC Top Holdings and 13F Report (2025) About Mirova Us LLCInvestment ActivityMirova Us LLC has $8.34 billion in total holdings as of December 31, 2024.Mirova Us LLC owns shares of 34 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.65% of the portfolio was purchased this quarter.About 7.27% of the portfolio was sold this quarter.This quarter, Mirova Us LLC has purchased 33 new stocks and bought additional shares in 7 stocks.Mirova Us LLC sold shares of 24 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $699,576,235Microsoft $652,027,202Mastercard $613,294,499Eli Lilly and Company $455,419,012Ecolab $449,048,739 Largest New Holdings this Quarter APTIV PLC $157,231,731 HoldingTJX Companies $119,009,327 HoldingJohnson Controls International $839,105 Holding Largest Purchases this Quarter APTIV PLC 2,599,731 shares (about $157.23M)Palo Alto Networks 801,174 shares (about $145.78M)TJX Companies 985,095 shares (about $119.01M)First Solar 585,394 shares (about $103.17M)Accenture 149,119 shares (about $52.46M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 344,100 shares (about $67.96M)NVIDIA 157,460 shares (about $21.15M)Microsoft 46,448 shares (about $19.58M)Mastercard 33,401 shares (about $17.59M)Ecolab 71,305 shares (about $16.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMirova Us LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$699,576,235$21,145,303 ▼-2.9%5,209,4448.4%Computer and TechnologyMSFTMicrosoft$652,027,202$19,577,832 ▼-2.9%1,546,9217.8%Computer and TechnologyMAMastercard$613,294,499$17,587,965 ▼-2.8%1,164,6977.4%Business ServicesLLYEli Lilly and Company$455,419,012$13,913,756 ▼-3.0%589,9215.5%MedicalECLEcolab$449,048,739$16,708,188 ▼-3.6%1,916,3915.4%Basic MaterialsEBAYeBay$434,851,954$13,211,829 ▼-2.9%7,019,4025.2%Retail/WholesaleTMOThermo Fisher Scientific$396,688,381$12,112,515 ▼-3.0%762,5254.8%MedicalROPRoper Technologies$356,184,065$10,777,530 ▼-2.9%685,1674.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$335,702,389$67,956,309 ▼-16.8%1,699,8454.0%Computer and TechnologyDHRDanaher$316,136,719$9,455,394 ▼-2.9%1,377,2023.8%MedicalPANWPalo Alto Networks$300,591,369$145,781,621 ▲94.2%1,651,9643.6%Computer and TechnologyWMWaste Management$285,151,265$8,577,084 ▼-2.9%1,413,1093.4%Business ServicesNEENextEra Energy$272,041,326$4,701,215 ▼-1.7%3,794,6903.3%UtilitiesACNAccenture$250,993,018$52,458,573 ▲26.4%713,4743.0%Computer and TechnologyVVisa$243,601,736$13,231,963 ▼-5.2%770,7942.9%Business ServicesXYLXylem$213,664,172$6,329,007 ▼-2.9%1,841,6152.6%Business ServicesCRMSalesforce$209,902,070$51,875,646 ▲32.8%627,8292.5%Computer and TechnologySHOPShopify$209,650,967$6,078,035 ▼-2.8%1,971,7012.5%Computer and TechnologyAWKAmerican Water Works$194,084,392$5,644,377 ▼-2.8%1,559,0362.3%UtilitiesISRGIntuitive Surgical$193,175,308$6,049,516 ▼-3.0%370,0962.3%MedicalAPTIV PLC$157,231,731$157,231,731 ▲New Holding2,599,7311.9%COM SHSCPCanadian Pacific Kansas City$150,887,759$4,613,805 ▼-3.0%2,084,9491.8%TransportationWTSWatts Water Technologies$143,104,090$4,162,771 ▼-2.8%703,9061.7%Computer and TechnologyBALLBall$134,043,027$4,829,278 ▼-3.5%2,431,3991.6%IndustrialsEWEdwards Lifesciences$133,936,705$3,990,957 ▼-2.9%1,809,2221.6%MedicalTJXTJX Companies$119,009,327$119,009,327 ▲New Holding985,0951.4%Retail/WholesaleFSLRFirst Solar$113,905,674$103,169,838 ▲961.0%646,3101.4%EnergyAGCOAGCO$109,594,176$3,253,758 ▼-2.9%1,172,3811.3%IndustrialsVERALTO CORP$105,121,931$3,177,822 ▼-2.9%1,032,1251.3%COM SHSWMSAdvanced Drainage Systems$47,117,173$7,355,050 ▲18.5%407,5880.6%ConstructionENPHEnphase Energy$39,067,176$1,144,140 ▼-2.8%568,8290.5%EnergyCLColgate-Palmolive$1,077,193$150,820 ▲16.3%11,8490.0%Consumer StaplesJCIJohnson Controls International$839,105$839,105 ▲New Holding10,6310.0%ConstructionCSCOCisco Systems$797,246$111,770 ▲16.3%13,4670.0%Computer and TechnologyAPTVAptiv$0$192,975,638 ▼-100.0%00.0%Business ServicesADBEAdobe$0$135,204,785 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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