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 NEE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $336,548,543 | 3,623,477 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $298,819,099 | 3,722,211 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $289,529,363 | 3,835,334 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $277,068,479 | 3,991,191 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $277,852,362 | 3,919,486 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $272,041,326 | 3,794,690 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $326,308,369 | 3,860,267 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $271,148,271 | 3,829,237 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $240,428,589 | 3,761,987 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $232,372,046 | 3,825,684 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $155,005,714 | 2,705,633 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $192,906,124 | 2,599,813 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $195,427,013 | 2,535,379 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $210,919,038 | 2,522,955 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $192,603,658 | 2,456,366 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $191,352,536 | 2,470,340 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $196,511,105 | 2,319,810 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $153,286,103 | 1,641,882 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $114,909,701 | 1,463,445 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $99,889,213 | 1,363,117 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $91,756,591 | 1,213,551 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $77,630,490 | 1,006,228 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,697,704 | 211,813 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,504,727 | 158,300 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,909,961 | 131,493 | Shares | Defined | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||