Mirova Us LLC Top Holdings and 13F Report (2024) About Mirova Us LLCInvestment ActivityMirova Us LLC has $8.72 billion in total holdings as of September 30, 2024.Mirova Us LLC owns shares of 33 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.15% of the portfolio was purchased this quarter.About 4.05% of the portfolio was sold this quarter.This quarter, Mirova Us LLC has purchased 29 new stocks and bought additional shares in 25 stocks.Mirova Us LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $685,626,681NVIDIA $651,756,822Mastercard $591,620,792Eli Lilly and Company $538,601,907Ecolab $507,518,420 Largest New Holdings this Quarter Salesforce $129,373,411 HoldingAdvanced Drainage Systems $54,057,225 HoldingColgate-Palmolive $1,057,824 HoldingCisco Systems $616,234 Holding Largest Purchases this Quarter Accenture 377,307 shares (about $133.37M)Microsoft 303,902 shares (about $130.77M)Salesforce 472,666 shares (about $129.37M)Edwards Lifesciences 1,000,066 shares (about $65.99M)Danaher 230,594 shares (about $64.11M) Largest Sales this Quarter eBay 1,938,161 shares (about $126.19M)Adobe 238,078 shares (about $123.27M)Taiwan Semiconductor Manufacturing 310,098 shares (about $53.85M)NVIDIA 410,243 shares (about $49.82M) 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 PortfolioSectorMSFTMicrosoft$685,626,681$130,769,031 ▲23.6%1,593,3697.9%Computer and TechnologyNVDANVIDIA$651,756,822$49,819,910 ▼-7.1%5,366,9047.5%Computer and TechnologyMAMastercard$591,620,792$3,768,188 ▲0.6%1,198,0986.8%Business ServicesLLYEli Lilly and Company$538,601,907$4,442,989 ▲0.8%607,9446.2%MedicalECLEcolab$507,518,420$3,135,708 ▲0.6%1,987,6965.8%Basic MaterialsTMOThermo Fisher Scientific$486,077,255$2,969,136 ▲0.6%785,8085.6%MedicalEBAYeBay$470,919,014$126,193,663 ▼-21.1%7,232,6685.4%Retail/WholesaleDHRDanaher$394,341,622$64,109,744 ▲19.4%1,418,3934.5%Multi-Sector ConglomeratesROPRoper Technologies$392,790,440$2,920,197 ▲0.7%705,8994.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$354,971,928$53,854,720 ▼-13.2%2,043,9454.1%Computer and TechnologyNEENextEra Energy$326,308,370$2,622,966 ▲0.8%3,860,2673.7%UtilitiesWMWaste Management$302,185,466$2,635,897 ▲0.9%1,455,6143.5%Business ServicesPANWPalo Alto Networks$290,800,022$2,509,837 ▲0.9%850,7903.3%Computer and TechnologyXYLXylem$256,039,295$2,639,566 ▲1.0%1,896,1662.9%Business ServicesAWKAmerican Water Works$234,623,946$2,378,886 ▲1.0%1,604,3762.7%UtilitiesVVisa$223,441,417$1,660,698 ▲0.7%812,6622.6%Business ServicesACNAccenture$199,488,205$133,370,478 ▲201.7%564,3552.3%Computer and TechnologyAPTVAptiv$192,975,638$898,901 ▲0.5%2,679,8452.2%Business ServicesISRGIntuitive Surgical$187,510,881$1,936,095 ▲1.0%381,6862.2%MedicalCPCanadian Pacific Kansas City$183,799,969$1,199,442 ▲0.7%2,148,7022.1%TransportationBALLBall$171,065,086$1,595,885 ▲0.9%2,518,9972.0%Industrial ProductsSHOPShopify$162,593,081$199,068 ▲0.1%2,028,8631.9%Computer and TechnologyWTSWatts Water Technologies$150,084,707$1,804,211 ▲1.2%724,3821.7%Computer and TechnologyADBEAdobe$135,204,785$123,272,027 ▼-47.7%261,1241.6%Computer and TechnologyCRMSalesforce$129,373,411$129,373,411 ▲New Holding472,6661.5%Computer and TechnologyEWEdwards Lifesciences$122,948,081$65,994,356 ▲115.9%1,863,1321.4%MedicalVERALTO CORP$118,943,646$845,550 ▲0.7%1,063,3261.4%COM SHSAGCOAGCO$118,135,418$896,789 ▲0.8%1,207,1881.4%Industrial ProductsENPHEnphase Energy$66,171,854$706,036 ▲1.1%585,4880.8%Oils/EnergyWMSAdvanced Drainage Systems$54,057,225$54,057,225 ▲New Holding343,9630.6%ConstructionFSLRFirst Solar$15,194,887$2,009,489 ▲15.2%60,9160.2%Oils/EnergyCLColgate-Palmolive$1,057,824$1,057,824 ▲New Holding10,1900.0%Consumer StaplesCSCOCisco Systems$616,234$616,234 ▲New Holding11,5790.0%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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