Mirova US LLC

CIK

1802900

Location

Boston, MA

Portfolio Value

Mid $9,300,232,980

Diversification

Diversified

Reports for

MIROVA NATIXIS ADVISORS, LLC

Filing Date

Global Rank

#570 / 8,795 ▼ 68 · as of Jun 2026

Top Industry

Semiconductors 20.4%

Period ended 3 months ago

Filed Aug 14, 2026 · 53d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.3%

−0.7 pts

Top 5

29.8%

−1.4 pts

Top 10

48.9%

−1.1 pts

HHI

382

Diversified−25

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.1%	$3,450,432,324	13
Industrials	20.8%	$1,934,708,814	10
Healthcare	15.8%	$1,469,523,031	6
Consumer Cyclical	12.0%	$1,113,124,260	6
Financial Services	6.3%	$589,164,990	4
Utilities	4.4%	$406,296,564	3
Basic Materials	3.3%	$310,352,037	1
Communication Services	0.3%	$23,974,166	1
Consumer Defensive	0.0%	$2,656,794	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
BSX	Boston Scientific Corp	+898,077	3,101,478	$132,371,081
CP	Canadian Pacific Kansas City Ltd/Cn	+642,265	2,586,427	$224,113,899
GOOGL	Alphabet Inc.	+47,661	67,085	$23,974,166
AAPL	Apple Inc.	+24,800	40,220	$11,638,059
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−746,110	4,309,689	$862,325,672
TJX	Tjx Companies Inc /De/	−506,814	1,901,496	$288,076,644
MSFT	Microsoft Corp	−349,455	1,206,161	$449,922,176
ACN	Accenture plc	−345,693	337,013	$41,937,897
PANW	Palo Alto Networks Inc	−297,622	1,305,090	$445,061,791
EBAY	Ebay Inc	−226,521	3,206,010	$358,271,617
AVGO	Broadcom Inc.	−194,148	919,362	$347,288,995
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−144,438	1,137,112	$543,050,577
XYL	Xylem Inc.	−100,254	1,707,194	$201,807,402
EW	Edwards Lifesciences Corp	−86,934	2,540,381	$229,802,865
SHOP	Shopify Inc.	−71,005	2,600,237	$296,895,060
NEE	Nextera Energy Inc	−67,382	3,556,095	$312,118,458
VLTO	Veralto Corp	−61,304	1,628,033	$144,373,966
AGCO	Agco Corp /De	−58,320	1,528,332	$182,941,340
ECL	Ecolab Inc.	−56,065	1,113,930	$310,352,037
AWK	American Water Works Company, Inc.	−53,465	697,230	$91,741,523
DHR	Danaher Corp /De/	−51,434	999,996	$190,479,238
WM	Waste Management Inc	−49,205	1,312,962	$292,632,970
CRM	Salesforce, Inc.	−45,945	563,506	$88,278,849
FSLR	First Solar, Inc.	−42,931	655,621	$154,700,331
VRT	Vertiv Holdings Co	−34,401	988,313	$330,906,958
LOW	Lowes Companies Inc	−33,619	907,806	$200,162,144
MA	Mastercard Inc	−33,128	924,618	$474,883,804
V	Visa Inc.	−32,061	293,703	$100,766,562
NDAQ	Nasdaq, Inc.	−26,217	39,990	$3,152,011
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	249,822	$145,124,098
SW	Smurfit Westrock plc	2,363,387	$109,330,282
ORCL	Oracle Corp	429,354	$62,921,828
JPM	Jpmorgan Chase & Co	31,658	$10,362,613
ORLY	O Reilly Automotive Inc	82,108	$7,561,325
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	15,144	$3,154,040
META	Meta Platforms, Inc.	3,798	$2,172,949
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 tracked positions · $9,300,232,980 total · filing declares 45 positions · $9,300,232,966 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	4,309,689	-746,110	$862,325,672	−2.2%	9.27%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,137,112	-144,438	$543,050,577	+25.4%	5.84%
MA	Mastercard Inc Financial Services	Reduced	924,618	-33,128	$474,883,804	−0.8%	5.11%
MSFT	Microsoft Corp Technology	Reduced	1,206,161	-349,455	$449,922,176	−21.9%	4.84%
PANW	Palo Alto Networks Inc Technology	Reduced	1,305,090	-297,622	$445,061,791	+73.2%	4.79%
LLY	ELI LILLY & Co Healthcare	Reduced	354,043	-14,395	$424,649,830	+25.3%	4.57%
EBAY	Ebay Inc Consumer Cyclical	Reduced	3,206,010	-226,521	$358,271,617	+14.7%	3.85%
AVGO	Broadcom Inc. Technology	Reduced	919,362	-194,148	$347,288,995	+0.8%	3.73%
VRT	Vertiv Holdings Co Industrials	Reduced	988,313	-34,401	$330,906,958	+29.1%	3.56%
NEE	Nextera Energy Inc Utilities	Reduced	3,556,095	-67,382	$312,118,458	−7.3%	3.36%
ECL	Ecolab Inc. Basic Materials	Reduced	1,113,930	-56,065	$310,352,037	−0.3%	3.34%
SHOP	Shopify Inc. Technology	Reduced	2,600,237	-71,005	$296,895,060	−6.3%	3.19%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	591,257	-23,833	$296,432,609	−2.0%	3.19%
HUBB	Hubbell Inc Industrials	Reduced	561,819	-14,092	$293,943,700	+4.0%	3.16%
WM	Waste Management Inc Industrials	Reduced	1,312,962	-49,205	$292,632,970	−6.5%	3.15%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,901,496	-506,814	$288,076,644	−25.1%	3.10%
EW	Edwards Lifesciences Corp Healthcare	Reduced	2,540,381	-86,934	$229,802,865	+9.2%	2.47%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	2,586,427	+642,265	$224,113,899	+46.5%	2.41%
XYL	Xylem Inc. Industrials	Reduced	1,707,194	-100,254	$201,807,402	−6.6%	2.17%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	907,806	-33,619	$200,162,144	−10.0%	2.15%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	492,324	-20,039	$195,787,408	−17.1%	2.11%
DHR	Danaher Corp /De/ Healthcare	Reduced	999,996	-51,434	$190,479,238	−4.5%	2.05%
AGCO	Agco Corp /De Industrials	Reduced	1,528,332	-58,320	$182,941,340	−0.5%	1.97%
WTS	Watts Water Technologies Inc Industrials	Reduced	412,095	-25,770	$161,314,587	+26.9%	1.73%
FSLR	First Solar, Inc. Technology	Reduced	655,621	-42,931	$154,700,331	+12.3%	1.66%
BALL	BALL Corp Consumer Cyclical	Reduced	2,399,395	-7,623	$149,722,248	+5.2%	1.61%
AMD	Advanced Micro Devices Inc Technology	NEW	249,822	NEW	$145,124,098	NEW	1.56%
VLTO	Veralto Corp Industrials	Reduced	1,628,033	-61,304	$144,373,966	−3.3%	1.55%
BSX	Boston Scientific Corp Healthcare	Added	3,101,478	+898,077	$132,371,081	−4.3%	1.42%
SW	Smurfit Westrock plc Consumer Cyclical	NEW	2,363,387	NEW	$109,330,282	NEW	1.18%
V	Visa Inc. Financial Services	Reduced	293,703	-32,061	$100,766,562	+2.3%	1.08%
WMS	Advanced Drainage Systems, Inc. Industrials	Reduced	619,117	-9,726	$97,176,604	+12.7%	1.04%
AWK	American Water Works Company, Inc. Utilities	Reduced	697,230	-53,465	$91,741,523	−10.2%	0.99%
CRM	Salesforce, Inc. Technology	Reduced	563,506	-45,945	$88,278,849	−22.4%	0.95%
ORCL	Oracle Corp Technology	NEW	429,354	NEW	$62,921,828	NEW	0.68%
ACN	Accenture plc Technology	Reduced	337,013	-345,693	$41,937,897	−69.0%	0.45%
GOOGL	Alphabet Inc. Communication Services	Added	67,085	+47,661	$23,974,166	+329.2%	0.26%
AAPL	Apple Inc. Technology	Added	40,220	+24,800	$11,638,059	+197.4%	0.13%
JPM	Jpmorgan Chase & Co Financial Services	NEW	31,658	NEW	$10,362,613	NEW	0.11%
ORLY	O Reilly Automotive Inc Consumer Cyclical	NEW	82,108	NEW	$7,561,325	NEW	0.08%
JCI	Johnson Controls International plc Industrials	Reduced	37,625	-6,342	$5,497,388	−4.5%	0.06%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	39,990	-26,217	$3,152,011	−43.9%	0.03%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	28,979	-4,887	$2,656,794	−8.0%	0.03%
ES	Eversource Energy Utilities	Reduced	33,715	-10,127	$2,436,583	−19.8%	0.03%
INTU	Intuit Inc. Technology	Reduced	4,931	-832	$1,286,991	−48.4%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.