Mirova US LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Mirova US LLC reported 33 stock positions worth $8.7 billion. Its top holding was Microsoft (MSFT) at 7.9% of the portfolio, followed by Nvidia (NVDA, 7.5%) and Mastercard Class A (MA, 6.8%). Compared with Q2 2024, it opened 4 new positions, added to 25 and reduced 4. The biggest buy was Accenture Class A (ACN, shares +202%) and the biggest sale Adobe (ADBE, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001802900
- Portfolio Value
- $8.7B (Q3 2024)
- SEC Filing
- 0001172661-24-004985 ↗ filed Nov 14, 2024
Holdings Value
Holdings 33 stocks · $8.7B
| MSFT Microsoft Corp. | 7.87% | 1,593,369 | $685.6M | Add +23.6% |
| NVDA Nvidia Corp. | 7.48% | 5,366,904 | $651.8M | Reduce -7.1% |
| MA Mastercard Inc. Class A | 6.79% | 1,198,098 | $591.6M | Add +0.6% |
| LLY Eli Lilly & Co. | 6.18% | 607,944 | $538.6M | Add +0.8% |
| ECL Ecolab Inc. | 5.82% | 1,987,696 | $507.5M | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 5.58% | 785,808 | $486.1M | Add +0.6% |
| EBAY eBay Inc. | 5.40% | 7,232,668 | $470.9M | Reduce -21.1% |
| DHR Danaher Corp. | 4.52% | 1,418,393 | $394.3M | Add +19.4% |
| ROP Roper Technologies Inc. | 4.51% | 705,899 | $392.8M | Add +0.8% |
| TSM Taiwan Semiconductor-SP ADR | 4.07% | 2,043,945 | $355.0M | Reduce -13.2% |
| NEE Nextera Energy Inc. | 3.74% | 3,860,267 | $326.3M | Add +0.8% |
| WM Waste Management Inc. | 3.47% | 1,455,614 | $302.2M | Add +0.9% |
| PANW Palo Alto Networks Inc. | 3.34% | 850,790 | $290.8M | Add +0.9% |
| XYL Xylem Inc. | 2.94% | 1,896,166 | $256.0M | Add +1.0% |
| AWK American Water Works Co. Inc. | 2.69% | 1,604,376 | $234.6M | Add +1.0% |
| V Visa Inc. Class A | 2.56% | 812,662 | $223.4M | Add +0.8% |
| ACN Accenture PLC Class A | 2.29% | 564,355 | $199.5M | Add +201.7% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 2.21% | 2,679,845 | $193.0M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 2.15% | 381,686 | $187.5M | Add +1.0% |
| CP Canadian Pacific Kansas City | 2.11% | 2,148,702 | $183.8M | Add +0.7% |
| BALL Ball Corp. | 1.96% | 2,518,997 | $171.1M | Add +0.9% |
| SHOP Shopify Inc. Class A | 1.87% | 2,028,863 | $162.6M | Add +0.1% |
| WTS Watts Water Technologies-A | 1.72% | 724,382 | $150.1M | Add +1.2% |
| ADBE Adobe Inc. | 1.55% | 261,124 | $135.2M | Reduce -47.7% |
| CRM Salesforce Inc. | 1.48% | 472,666 | $129.4M | New |
| EW Edwards Lifesciences Corp. | 1.41% | 1,863,132 | $122.9M | Add +115.9% |
| VLTO Veralto Corp. | 1.36% | 1,063,326 | $118.9M | Add +0.7% |
| AGCO Agco Corp. | 1.36% | 1,207,188 | $118.1M | Add +0.8% |
| ENPH Enphase Energy Inc. | 0.76% | 585,488 | $66.2M | Add +1.1% |
| WMS Advanced Drainage Systems Inc. | 0.62% | 343,963 | $54.1M | New |
| FSLR First Solar Inc. | 0.17% | 60,916 | $15.2M | Add +15.2% |
| CL Colgate-Palmolive Co. | 0.01% | 10,190 | $1.1M | New |
| CSCO Cisco Systems Inc. | 0.01% | 11,579 | $616K | New |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| ACN Accenture PLC Class A | Add +201.7% | 2.29% | +1.58 |
| CRM Salesforce Inc. | New | 1.48% | +1.48 |
| DHR Danaher Corp. | Add +19.4% | 4.52% | +0.83 |
| MSFT Microsoft Corp. | Add +23.6% | 7.87% | +0.69 |
| WMS Advanced Drainage Systems Inc. | New | 0.62% | +0.62 |
| EW Edwards Lifesciences Corp. | Add +115.9% | 1.41% | +0.42 |
| NEE Nextera Energy Inc. | Add +0.8% | 3.74% | +0.37 |
| MA Mastercard Inc. Class A | Add +0.6% | 6.79% | +0.25 |
| TMO Thermo Fisher Scientific Inc. | Add +0.6% | 5.58% | +0.20 |
| SHOP Shopify Inc. Class A | Add +0.1% | 1.87% | +0.20 |
| AWK American Water Works Co. Inc. | Add +1.0% | 2.69% | +0.14 |
| VLTO Veralto Corp. | Add +0.7% | 1.36% | +0.11 |
| BALL Ball Corp. | Add +0.9% | 1.96% | +0.10 |
| WTS Watts Water Technologies-A | Add +1.2% | 1.72% | +0.09 |
| ISRG Intuitive Surgical Inc. | Add +1.0% | 2.15% | +0.06 |
| ENPH Enphase Energy Inc. | Add +1.1% | 0.76% | +0.04 |
| FSLR First Solar Inc. | Add +15.2% | 0.17% | +0.03 |
| CP Canadian Pacific Kansas City | Add +0.7% | 2.11% | +0.02 |
| CL Colgate-Palmolive Co. | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | New | 0.01% | +0.01 |
| ECL Ecolab Inc. | Add +0.6% | 5.82% | −0.03 |
| V Visa Inc. Class A | Add +0.8% | 2.56% | −0.07 |
| AGCO Agco Corp. | Add +0.8% | 1.36% | −0.10 |
| APTV Aptiv Irish Holdings Ltd. | Add +0.5% | 2.21% | −0.12 |
| PANW Palo Alto Networks Inc. | Add +0.9% | 3.34% | −0.22 |
| XYL Xylem Inc. | Add +1.0% | 2.94% | −0.23 |
| WM Waste Management Inc. | Add +0.9% | 3.47% | −0.37 |
| ROP Roper Technologies Inc. | Add +0.8% | 4.51% | −0.41 |
| LLY Eli Lilly & Co. | Add +0.8% | 6.18% | −0.62 |
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 |