Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $862,325,672 | 9.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $543,050,578 | 5.8% |
| Mastercard IncorporatedCL A | CL A | $474,883,805 | 5.1% |
| Microsoft Corp.COM | COM | $449,922,176 | 4.8% |
| Palo Alto Networks Inc.COM | COM | $445,061,792 | 4.8% |
| Eli Lilly & COCOM | COM | $424,649,796 | 4.6% |
| Ebay Inc..COM | COM | $358,271,617 | 3.9% |
| Broadcom Inc.COM | COM | $347,288,995 | 3.7% |
| Vertiv Holdings COCOM CL A | COM CL A | $330,906,959 | 3.6% |
| Nextera Energy Inc.COM | COM | $312,118,458 | 3.4% |
| Ecolab Inc.COM | COM | $310,352,037 | 3.3% |
| Shopify Inc.CL A SUB VTG SHS | CL A SUB VTG SHS | $296,895,061 | 3.2% |
| Thermo Fisher Scientific Inc.COM | COM | $296,432,610 | 3.2% |
| Hubbell Inc.COM | COM | $293,943,701 | 3.2% |
| Waste Mgmt Inc. DelCOM | COM | $292,632,971 | 3.1% |
| TJX Cos Inc. NewCOM | COM | $288,076,644 | 3.1% |
| Edwards Lifesciences Corp.COM | COM | $229,802,865 | 2.5% |
| Canadian Pacific Kansas CityCOM | COM | $224,113,900 | 2.4% |
| Xylem Inc.COM | COM | $201,807,403 | 2.2% |
| Lowes Cos Inc.COM | COM | $200,162,145 | 2.2% |
| Intuitive Surgical Inc.COM NEW | COM NEW | $195,787,408 | 2.1% |
| Danaher Corp. DelCOM | COM | $190,479,238 | 2.0% |
| Agco Corp.COM | COM | $182,941,340 | 2.0% |
| Watts Water Technologies Inc.CL A | CL A | $161,314,588 | 1.7% |
| First Solar Inc.COM | COM | $154,700,331 | 1.7% |
| Ball Corp.COM | COM | $149,722,248 | 1.6% |
| Advanced Micro Devices Inc.COM | COM | $145,124,098 | 1.6% |
| Veralto Corp.COM SHS | COM SHS | $144,373,966 | 1.6% |
| Boston Scientific Corp.COM | COM | $132,371,081 | 1.4% |
| Smurfit Westrock PLCSHS | SHS | $109,330,283 | 1.2% |
| Visa Inc.COM CL A | COM CL A | $100,766,562 | 1.1% |
| Advanced Drain Sys Inc. DelCOM | COM | $97,176,604 | 1.0% |
| American Wtr Wks CO Inc. NewCOM | COM | $91,741,523 | 1.0% |
| Salesforce Inc.COM | COM | $88,278,850 | 0.9% |
| Oracle Corp.COM | COM | $62,921,829 | 0.7% |
| Accenture PLC IrelandSHS CLASS A | SHS CLASS A | $41,937,898 | 0.5% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $23,974,166 | 0.3% |
| Apple Inc.COM | COM | $11,638,059 | 0.1% |
| JPMORGAN Chase & COCOM | COM | $10,362,613 | 0.1% |
| Oreilly Automotive Inc.COM | COM | $7,561,326 | 0.1% |
| Johnson Controls InternationSHS | SHS | $5,497,389 | 0.1% |
| Nasdaq Inc.COM | COM | $3,152,012 | 0.0% |
| Colgate Palmolive COCOM | COM | $2,656,795 | 0.0% |
| Eversource EnergyCOM | COM | $2,436,583 | 0.0% |
| IntuitCOM | COM | $1,286,991 | 0.0% |
Nvidia CorporationCOM$862,325,672
- Class
- COM
- Share
- 9.3%
Taiwan Semiconductor ManufacSPONSORED ADS$543,050,578
- Class
- SPONSORED ADS
- Share
- 5.8%
Mastercard IncorporatedCL A$474,883,805
- Class
- CL A
- Share
- 5.1%
Microsoft Corp.COM$449,922,176
- Class
- COM
- Share
- 4.8%
Palo Alto Networks Inc.COM$445,061,792
- Class
- COM
- Share
- 4.8%
Eli Lilly & COCOM$424,649,796
- Class
- COM
- Share
- 4.6%
Ebay Inc..COM$358,271,617
- Class
- COM
- Share
- 3.9%
Broadcom Inc.COM$347,288,995
- Class
- COM
- Share
- 3.7%
Vertiv Holdings COCOM CL A$330,906,959
- Class
- COM CL A
- Share
- 3.6%
Nextera Energy Inc.COM$312,118,458
- Class
- COM
- Share
- 3.4%
Ecolab Inc.COM$310,352,037
- Class
- COM
- Share
- 3.3%
Shopify Inc.CL A SUB VTG SHS$296,895,061
- Class
- CL A SUB VTG SHS
- Share
- 3.2%
Thermo Fisher Scientific Inc.COM$296,432,610
- Class
- COM
- Share
- 3.2%
Hubbell Inc.COM$293,943,701
- Class
- COM
- Share
- 3.2%
Waste Mgmt Inc. DelCOM$292,632,971
- Class
- COM
- Share
- 3.1%
TJX Cos Inc. NewCOM$288,076,644
- Class
- COM
- Share
- 3.1%
Edwards Lifesciences Corp.COM$229,802,865
- Class
- COM
- Share
- 2.5%
Canadian Pacific Kansas CityCOM$224,113,900
- Class
- COM
- Share
- 2.4%
Xylem Inc.COM$201,807,403
- Class
- COM
- Share
- 2.2%
Lowes Cos Inc.COM$200,162,145
- Class
- COM
- Share
- 2.2%
Intuitive Surgical Inc.COM NEW$195,787,408
- Class
- COM NEW
- Share
- 2.1%
Danaher Corp. DelCOM$190,479,238
- Class
- COM
- Share
- 2.0%
Agco Corp.COM$182,941,340
- Class
- COM
- Share
- 2.0%
Watts Water Technologies Inc.CL A$161,314,588
- Class
- CL A
- Share
- 1.7%
First Solar Inc.COM$154,700,331
- Class
- COM
- Share
- 1.7%
Ball Corp.COM$149,722,248
- Class
- COM
- Share
- 1.6%
Advanced Micro Devices Inc.COM$145,124,098
- Class
- COM
- Share
- 1.6%
Veralto Corp.COM SHS$144,373,966
- Class
- COM SHS
- Share
- 1.6%
Boston Scientific Corp.COM$132,371,081
- Class
- COM
- Share
- 1.4%
Smurfit Westrock PLCSHS$109,330,283
- Class
- SHS
- Share
- 1.2%
Visa Inc.COM CL A$100,766,562
- Class
- COM CL A
- Share
- 1.1%
Advanced Drain Sys Inc. DelCOM$97,176,604
- Class
- COM
- Share
- 1.0%
American Wtr Wks CO Inc. NewCOM$91,741,523
- Class
- COM
- Share
- 1.0%
Salesforce Inc.COM$88,278,850
- Class
- COM
- Share
- 0.9%
Oracle Corp.COM$62,921,829
- Class
- COM
- Share
- 0.7%
Accenture PLC IrelandSHS CLASS A$41,937,898
- Class
- SHS CLASS A
- Share
- 0.5%
Alphabet Inc.CAP STK CL A$23,974,166
- Class
- CAP STK CL A
- Share
- 0.3%
Apple Inc.COM$11,638,059
- Class
- COM
- Share
- 0.1%
JPMORGAN Chase & COCOM$10,362,613
- Class
- COM
- Share
- 0.1%
Oreilly Automotive Inc.COM$7,561,326
- Class
- COM
- Share
- 0.1%
Johnson Controls InternationSHS$5,497,389
- Class
- SHS
- Share
- 0.1%
Nasdaq Inc.COM$3,152,012
- Class
- COM
- Share
- 0.0%
Colgate Palmolive COCOM$2,656,795
- Class
- COM
- Share
- 0.0%
Eversource EnergyCOM$2,436,583
- Class
- COM
- Share
- 0.0%
IntuitCOM$1,286,991
- Class
- COM
- Share
- 0.0%
The share class is shown on a wider screen.
The 45 largest of 45 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1802900
- File number
- 028-20101
- Options
- 0 call, 0 put
- In the 25 largest
- 86.7%
- Prior quarter
- $8,812,194,632 at 31 March 2026
- Positions opened
- 5
- Positions closed
- 2
Common questions
What are Mirova US’s 13F holdings worth?
$9,300,232,966 across 45 positions for the quarter ended 30 June 2026.
What is Mirova US’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $862,325,672, or 9.3% of reported 13F value, as of 30 June 2026.
How concentrated is Mirova US’s 13F portfolio?
The ten largest positions accounted for 48.9% of reported value and the twenty-five largest for 86.7%, across 45 positions as of 30 June 2026.
Does Form 13F show everything Mirova US manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Mirova US file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.