Mirova US LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Mirova US LLC reported 29 stock positions worth $8.0 billion. Its top holding was Nvidia (NVDA) at 8.9% of the portfolio, followed by Microsoft (MSFT, 7.2%) and Eli Lilly (LLY, 6.8%). Compared with Q1 2024, it opened 2 new positions, added to 25 and reduced 2. The biggest buy was a new position in Canadian Pacific Kansas City (CP) and the biggest sale Visa Class A (V, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001802900
- Portfolio Value
- $8.0B (Q2 2024)
- SEC Filing
- 0001172661-24-002985 ↗ filed Jul 31, 2024
Holdings Value
Holdings 29 stocks · $8.0B
| NVDA Nvidia Corp. | 8.88% | 5,777,147 | $713.7M | Add +0.3% |
| MSFT Microsoft Corp. | 7.17% | 1,289,467 | $576.3M | Add +2.0% |
| LLY Eli Lilly & Co. | 6.80% | 602,929 | $545.9M | Add +2.1% |
| MA Mastercard Inc. Class A | 6.54% | 1,190,467 | $525.2M | Add +2.0% |
| EBAY eBay Inc. | 6.13% | 9,170,829 | $492.7M | Add +2.1% |
| ECL Ecolab Inc. | 5.85% | 1,975,415 | $470.1M | Add +2.3% |
| TMO Thermo Fisher Scientific Inc. | 5.38% | 781,008 | $431.9M | Add +2.1% |
| TSM Taiwan Semiconductor-SP ADR | 5.09% | 2,354,043 | $409.2M | Add +0.6% |
| ROP Roper Technologies Inc. | 4.92% | 700,651 | $394.9M | Add +2.1% |
| WM Waste Management Inc. | 3.83% | 1,442,917 | $307.8M | Add +2.0% |
| DHR Danaher Corp. | 3.69% | 1,187,799 | $296.8M | Add +2.4% |
| PANW Palo Alto Networks Inc. | 3.56% | 843,447 | $285.9M | Add +2.1% |
| ADBE Adobe Inc. | 3.45% | 499,202 | $277.3M | Add +2.0% |
| NEE Nextera Energy Inc. | 3.38% | 3,829,237 | $271.1M | Add +1.8% |
| XYL Xylem Inc. | 3.17% | 1,876,618 | $254.5M | Add +2.0% |
| V Visa Inc. Class A | 2.64% | 806,622 | $211.7M | Reduce -32.9% |
| AWK American Water Works Co. Inc. | 2.55% | 1,588,109 | $205.1M | Add +2.1% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 2.34% | 2,667,362 | $187.8M | Add +1.9% |
| CP Canadian Pacific Kansas City | 2.09% | 2,134,680 | $168.1M | New |
| ISRG Intuitive Surgical Inc. | 2.09% | 377,745 | $168.0M | Add +2.1% |
| BALL Ball Corp. | 1.86% | 2,495,497 | $149.8M | Add +0.5% |
| SHOP Shopify Inc. Class A | 1.67% | 2,026,379 | $133.8M | Add +1.7% |
| WTS Watts Water Technologies-A | 1.63% | 715,674 | $131.2M | Add +2.2% |
| AGCO Agco Corp. | 1.46% | 1,198,024 | $117.3M | Add +2.0% |
| VLTO Veralto Corp. | 1.25% | 1,055,767 | $100.8M | Add +2.2% |
| EW Edwards Lifesciences Corp. | 0.99% | 863,066 | $79.7M | Add +2.0% |
| ENPH Enphase Energy Inc. | 0.72% | 579,241 | $57.8M | Add +2.7% |
| ACN Accenture PLC Class A | 0.71% | 187,048 | $56.8M | New |
| FSLR First Solar Inc. | 0.15% | 52,860 | $11.9M | Reduce -1.2% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| CP Canadian Pacific Kansas City | New | 2.09% | +2.09 |
| NVDA Nvidia Corp. | Add +0.3% | 8.88% | +1.89 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.6% | 5.09% | +0.81 |
| ACN Accenture PLC Class A | New | 0.71% | +0.71 |
| LLY Eli Lilly & Co. | Add +2.1% | 6.80% | +0.62 |
| PANW Palo Alto Networks Inc. | Add +2.1% | 3.56% | +0.40 |
| NEE Nextera Energy Inc. | Add +1.8% | 3.38% | +0.14 |
| ADBE Adobe Inc. | Add +2.0% | 3.45% | +0.13 |
| ISRG Intuitive Surgical Inc. | Add +2.1% | 2.09% | +0.11 |
| MSFT Microsoft Corp. | Add +2.0% | 7.17% | +0.02 |
| VLTO Veralto Corp. | Add +2.2% | 1.25% | +0.02 |
| AWK American Water Works Co. Inc. | Add +2.1% | 2.55% | −0.00 |
| XYL Xylem Inc. | Add +2.0% | 3.17% | −0.03 |
| EW Edwards Lifesciences Corp. | Add +2.0% | 0.99% | −0.09 |
| ECL Ecolab Inc. | Add +2.3% | 5.85% | −0.14 |
| ENPH Enphase Energy Inc. | Add +2.7% | 0.72% | −0.20 |
| DHR Danaher Corp. | Add +2.4% | 3.69% | −0.20 |
| WM Waste Management Inc. | Add +2.0% | 3.83% | −0.22 |
| EBAY eBay Inc. | Add +2.1% | 6.13% | −0.24 |
| ROP Roper Technologies Inc. | Add +2.1% | 4.92% | −0.26 |
| WTS Watts Water Technologies-A | Add +2.2% | 1.63% | −0.37 |
| BALL Ball Corp. | Add +0.5% | 1.86% | −0.38 |
| SHOP Shopify Inc. Class A | Add +1.7% | 1.67% | −0.40 |
| APTV Aptiv Irish Holdings Ltd. | Add +1.9% | 2.34% | −0.47 |
| AGCO Agco Corp. | Add +2.0% | 1.46% | −0.48 |
| TMO Thermo Fisher Scientific Inc. | Add +2.1% | 5.38% | −0.60 |
| MA Mastercard Inc. Class A | Add +2.0% | 6.54% | −1.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 45 | $9.3B | NVDA, TSM, MA, MSFT, PANW |
| Q1 2026 | 42 | $8.8B | NVDA, MSFT, MA, TSM, TJX |
| Q4 2025 | 43 | $10.0B | NVDA, MSFT, MA, TSM, SHOP |
| Q3 2025 | 36 | $9.9B | NVDA, MSFT, MA, ECL, TSM |
| Q2 2025 | 35 | $9.7B | NVDA, MSFT, MA, ECL, ROP |
| Q1 2025 | 34 | $8.4B | MSFT, NVDA, MA, LLY, ECL |
| Q4 2024 | 34 | $8.3B | NVDA, MSFT, MA, LLY, ECL |
| Q3 2024 | 33 | $8.7B | MSFT, NVDA, MA, LLY, ECL |
| Q2 2024 | 29 | $8.0B | NVDA, MSFT, LLY, MA, EBAY |
| Q1 2024 | 27 | $7.4B | MA, MSFT, NVDA, EBAY, LLY |