Mirova US
$9.3B 13F equity value
47 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mirova US covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4,309,689 | $862M | 9.3% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,137,112 | $543M | 5.8% |
| MA | MASTERCARD INCORPORATED | 924,618 | $475M | 5.1% |
| MSFT | MICROSOFT CORP | 1,206,161 | $450M | 4.8% |
| PANW | PALO ALTO NETWORKS INC | 1,305,090 | $445M | 4.8% |
| LLY | ELI LILLY & CO | 354,043 | $425M | 4.6% |
| EBAY | EBAY INC. | 3,206,010 | $358M | 3.9% |
| AVGO | BROADCOM INC | 919,362 | $347M | 3.7% |
| VRT | VERTIV HOLDINGS CO | 988,313 | $331M | 3.6% |
| NEE | NEXTERA ENERGY INC | 3,556,095 | $312M | 3.4% |
Track Mirova US's 13F portfolio: $9.3B in reported holdings, 47 positions. Top holdings and quarterly changes on SentiSense.
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