13F Filings for Mirova US LLC (CIK: 1802900)
View the most recent portfolio holdings disclosed by Mirova US LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| NVDA - NVIDIA CORPORATION(Class: COM) | 6.64M | $1.05B | 10.86% | Increased | 1.24M (23.0%, $464.19M) |
| MSFT - MICROSOFT CORP(Class: COM) | 1.96M | $976.81M | 10.11% | Increased | 361.52K (22.0%, $375.33M) |
| MA - MASTERCARD INCORPORATED(Class: CL A) | 1.07M | $601.67M | 6.23% | Increased | 37.44K (3.0%, $35.32M) |
| ECL - ECOLAB INC(Class: COM) | 2.05M | $553.11M | 5.73% | Increased | 73.63K (3.0%, $51.35M) |
| ROP - ROPER TECHNOLOGIES INC(Class: COM) | 733.54K | $415.80M | 4.30% | Increased | 25K (3.0%, $1.94M) |
| TSM - TAIWAN SEMICONDUCTOR MFG LTD(Class: SPONSORED ADS) | 1.80M | $407.02M | 4.21% | Increased | 29.25K (1.0%, $113.56M) |
| PANW - PALO ALTO NETWORKS INC(Class: COM) | 1.78M | $364.79M | 3.78% | Increased | 71.89K (4.0%, $72.87M) |
| SHOP - SHOPIFY INC(Class: CL A SUB VTG SHS) | 3.02M | $348.91M | 3.61% | Increased | 990.60K (48.0%, $154.68M) |
| WM - WASTE MGMT INC DEL(Class: COM) | 1.52M | $347.30M | 3.59% | Increased | 54.53K (3.0%, $8.54M) |
| TJX - TJX COS INC NEW(Class: COM) | 2.70M | $333.32M | 3.45% | Increased | 1.68M (164.0%, $209.02M) |
| ISRG - INTUITIVE SURGICAL INC(Class: COM NEW) | 568.12K | $308.72M | 3.20% | Increased | 183.63K (47.0%, $118.30M) |
| LLY - ELI LILLY CO(Class: COM) | 395.25K | $308.11M | 3.19% | Decreased | 215.50K (35.0%, $196.32M) |
| V - VISA INC(Class: COM CL A) | 825.94K | $293.25M | 3.04% | Increased | 29.30K (3.0%, $14.06M) |
| EBAY - EBAY INC.(Class: COM) | 3.83M | $285.40M | 2.95% | Decreased | 3.42M (47.0%, $205.59M) |
| TMO - THERMO FISHER SCIENTIFIC INC(Class: COM) | 687.07K | $278.58M | 2.88% | Decreased | 101.87K (12.0%, $114M) |
| NEE - NEXTERA ENERGY INC(Class: COM) | 3.99M | $277.07M | 2.87% | Increased | 71.70K (1.0%, $783.88K) |
| XYL - XYLEM INC(Class: COM) | 2M | $258.78M | 2.68% | Increased | 94.23K (4.0%, $31.06M) |
| AWK - AMERICAN WTR WKS CO INC NEW(Class: COM) | 1.68M | $233.73M | 2.42% | Increased | 63.47K (3.0%, $4.77M) |
| DHR - DANAHER CORPORATION(Class: COM) | 1.17M | $230.96M | 2.39% | Decreased | 257.55K (18.0%, $61.52M) |
| ACN - ACCENTURE PLC IRELAND(Class: SHS CLASS A) | 771.24K | $230.51M | 2.39% | Increased | 31.95K (4.0%, $172.06K) |
| EW - EDWARDS LIFESCIENCES CORP(Class: COM) | 2.93M | $229.26M | 2.37% | Increased | 1.05M (56.0%, $93.21M) |
| CRM - SALESFORCE INC(Class: COM) | 679.21K | $185.21M | 1.92% | Increased | 28.82K (4.0%, $10.67M) |
| WTS - WATTS WATER TECHNOLOGIES INC(Class: CL A) | 748.33K | $184.01M | 1.90% | Increased | 19.34K (2.0%, $35.35M) |
| CP - CANADIAN PACIFIC KANSAS CITY(Class: COM) | 2.18M | $173.04M | 1.79% | Increased | 25.34K (1.0%, $21.56M) |
| FSLR - FIRST SOLAR INC(Class: COM) | 944.93K | $156.42M | 1.62% | Increased | 50.31K (5.0%, $43.32M) |