Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mirova US LLC (CIK 1802900) reported $8.81B across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($881.7M, 10.01%), MSFT ($575.8M, 6.53%), MA ($478.5M, 5.43%), TSM ($433.1M, 4.91%), TJX ($384.6M, 4.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $881.7M | 10.01% | 5.1M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $575.8M | 6.53% | 1.6M | Trimmed |
| 3 | MA | MASTERCARD INCORPORATED | $478.5M | 5.43% | 957,746 | Trimmed |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $433.1M | 4.91% | 1.3M | Trimmed |
| 5 | TJX | TJX COS INC NEW | $384.6M | 4.36% | 2.4M | Trimmed |
| 6 | AVGO | BROADCOM INC | $344.6M | 3.91% | 1.1M | Added |
| 7 | LLY | ELI LILLY & CO | $338.9M | 3.85% | 368,438 | Trimmed |
| 8 | NEE | NEXTERA ENERGY INC | $336.5M | 3.82% | 3.6M | Trimmed |
| 9 | SHOP | SHOPIFY INC | $316.9M | 3.60% | 2.7M | Trimmed |
| 10 | WM | WASTE MGMT INC DEL | $313.0M | 3.55% | 1.4M | Trimmed |
| 11 | EBAY | EBAY INC. | $312.4M | 3.55% | 3.4M | Trimmed |
| 12 | ECL | ECOLAB INC | $311.2M | 3.53% | 1.2M | Trimmed |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $302.3M | 3.43% | 615,090 | Trimmed |
| 14 | HUBB | HUBBELL INC | $282.6M | 3.21% | 575,911 | Added |
| 15 | PANW | PALO ALTO NETWORKS INC | $256.9M | 2.92% | 1.6M | Trimmed |
| 16 | VRT | VERTIV HOLDINGS CO | $256.3M | 2.91% | 1.0M | Added |
| 17 | ISRG | INTUITIVE SURGICAL INC | $236.2M | 2.68% | 512,363 | Trimmed |
| 18 | LOW | LOWES COS INC | $222.4M | 2.52% | 941,425 | Trimmed |
| 19 | XYL | XYLEM INC | $216.0M | 2.45% | 1.8M | Trimmed |
| 20 | EW | EDWARDS LIFESCIENCES CORP | $210.4M | 2.39% | 2.6M | Trimmed |
| 21 | DHR | DANAHER CORP DEL | $199.4M | 2.26% | 1.1M | Trimmed |
| 22 | AGCO | AGCO CORP | $183.8M | 2.09% | 1.6M | Added |
| 23 | CP | CANADIAN PACIFIC KANSAS CITY | $152.9M | 1.74% | 1.9M | Trimmed |
| 24 | VLTO | VERALTO CORP | $149.4M | 1.70% | 1.7M | Added |
| 25 | BALL | BALL CORP | $142.3M | 1.61% | 2.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31