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 FSLR
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,796,367 | 698,552 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $232,253,584 | 889,077 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $201,105,056 | 911,917 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $156,423,877 | 944,931 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $113,106,300 | 894,616 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $113,905,674 | 646,310 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $15,194,887 | 60,916 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,917,815 | 52,860 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $9,030,462 | 53,498 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $9,216,635 | 53,498 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $8,786,456 | 54,375 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,339,185 | 54,391 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $11,810,250 | 54,300 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $6,570,538 | 43,865 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $5,773,585 | 43,650 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $2,983,480 | 43,791 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $3,479,397 | 41,550 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $3,621,498 | 41,550 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,872,716 | 40,569 | Shares | Defined | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||