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% |
Holdings in TMO
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $302,335,187 | 615,090 | Shares | Defined | 2026-05-11 | |
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