Mirova US LLC
Top Portfolio Positions
40 positions ·
$9,341,055,818 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
|
5,255,403 | $980,132,659 | 10.49% |
| MSFT |
Microsoft Corp
|
1,621,063 | $783,978,488 | 8.39% |
| MA |
Mastercard Inc
|
996,782 | $569,042,908 | 6.09% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,680,068 | $510,555,864 | 5.47% |
| SHOP |
Shopify Inc.
|
2,785,943 | $448,453,244 | 4.80% |
| LLY |
ELI LILLY & Co
|
384,274 | $412,971,620 | 4.42% |
| TJX |
Tjx Companies Inc /De/
|
2,510,145 | $385,583,373 | 4.13% |
| TMO |
Thermo Fisher Scientific Inc.
|
641,259 | $371,577,527 | 3.98% |
| AVGO |
Broadcom Inc.
|
929,660 | $321,755,326 | 3.44% |
| WM |
Waste Management Inc
|
1,419,444 | $311,866,041 | 3.34% |
Portfolio Trend
Holdings in VRT
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $126,668,814 | 781,858 | Shares | Defined | 2026-02-11 | |
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