Mirova US
$8.8B Assets Reported
43 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5,055,799 | $882M | 10.0% |
| MSFT | MICROSOFT CORP | 1,555,616 | $576M | 6.5% |
| MA | MASTERCARD INCORPORATED | 957,746 | $479M | 5.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,281,550 | $433M | 4.9% |
| TJX | TJX COS INC NEW | 2,408,310 | $385M | 4.4% |
| AVGO | BROADCOM INC | 1,113,510 | $345M | 3.9% |
| LLY | ELI LILLY & CO | 368,438 | $339M | 3.8% |
| NEE | NEXTERA ENERGY INC | 3,623,477 | $337M | 3.8% |
| SHOP | SHOPIFY INC | 2,671,242 | $317M | 3.6% |
| WM | WASTE MGMT INC DEL | 1,362,167 | $313M | 3.6% |
Track Mirova US's 13F portfolio: $8.8B in reported holdings, 43 positions. Top holdings, AUM, and quarterly changes on SentiSense.