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 ISRG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,194,219 | 512,363 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $302,509,300 | 534,129 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $245,349,930 | 548,599 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $308,723,719 | 568,123 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $190,427,352 | 384,492 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $193,175,308 | 370,096 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $187,510,881 | 381,686 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $168,039,863 | 377,745 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $147,588,271 | 369,812 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $127,046,065 | 376,589 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $110,809,185 | 379,107 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $125,038,567 | 365,674 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $91,209,432 | 357,026 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $93,550,999 | 352,557 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $64,593,136 | 344,607 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $69,435,022 | 345,947 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $97,907,830 | 324,542 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $110,032,391 | 306,241 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $30,157,205 | 91,004 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $25,152,463 | 82,051 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $17,990,477 | 73,039 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $16,544,709 | 60,670 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,986,967 | 50,682 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $7,193,912 | 37,874 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $742,154 | 4,496 | Shares | Defined | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||