Mirova US LLC
Top Portfolio Positions
42 positions ·
$8,812,194,608 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
5,055,799 | $881,731,345 | 10.01% |
| MSFT |
Microsoft Corp
Technology
|
1,555,616 | $575,842,374 | 6.53% |
| MA |
Mastercard Inc
Financial Services
|
957,746 | $478,547,366 | 5.43% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,281,550 | $433,099,822 | 4.91% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
2,408,310 | $384,607,107 | 4.36% |
| AVGO |
Broadcom Inc.
Technology
|
1,113,510 | $344,642,480 | 3.91% |
| LLY |
ELI LILLY & Co
Healthcare
|
368,438 | $338,878,219 | 3.85% |
| NEE |
Nextera Energy Inc
Utilities
|
3,623,477 | $336,548,543 | 3.82% |
| SHOP |
Shopify Inc.
Technology
|
2,671,242 | $316,862,726 | 3.60% |
| WM |
Waste Management Inc
Industrials
|
1,362,167 | $313,012,354 | 3.55% |
Portfolio Trend
Holdings in BALL
Shares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,278,833 | 2,407,018 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $133,273,897 | 2,516,026 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $129,641,971 | 2,571,241 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $149,708,753 | 2,669,081 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $132,479,982 | 2,544,267 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $134,043,026 | 2,431,399 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $171,065,086 | 2,518,997 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $149,779,729 | 2,495,497 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $167,199,442 | 2,482,177 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $145,406,246 | 2,527,925 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $84,348,775 | 1,694,431 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $97,431,024 | 1,673,785 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $95,658,615 | 1,735,776 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $88,218,647 | 1,725,042 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $80,652,554 | 1,669,134 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $117,883,952 | 1,714,177 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $145,485,540 | 1,616,506 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $143,474,165 | 1,490,331 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $79,527,092 | 883,929 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $63,654,902 | 785,669 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $58,974,040 | 695,941 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $55,215,486 | 592,568 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $39,494,052 | 475,145 | Shares | Defined | 2020-11-16 | |
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