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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in EBAY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,428,971 | 3,432,531 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $309,086,979 | 3,548,645 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $334,291,727 | 3,675,555 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $285,399,446 | 3,832,923 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $490,993,192 | 7,249,272 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $434,851,953 | 7,019,402 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $470,919,013 | 7,232,668 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $492,656,933 | 9,170,829 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $474,034,280 | 8,981,324 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $398,731,597 | 9,141,027 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $405,584,571 | 9,199,015 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $394,813,849 | 8,834,501 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $382,989,549 | 8,631,723 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $341,126,745 | 8,225,868 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $235,621,619 | 6,401,022 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $267,412,391 | 6,417,384 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $344,850,869 | 6,022,544 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $368,527,971 | 5,541,774 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $346,066,426 | 4,967,223 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $312,117,501 | 4,445,485 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $241,107,514 | 3,937,092 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $168,741,811 | 3,358,046 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $140,221,054 | 2,691,383 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $103,250,237 | 1,968,546 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $48,542,451 | 1,614,852 | Shares | Defined | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||