§ 13F · FUND PROFILE
Mirova US LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $9.7B (13F)Positions · 35Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 5.06M | $882M | 10.0% | −4% |
| 2 | MSFT | MICROSOFT CORP | 1.56M | $576M | 6.5% | −4% |
| 3 | MA | MASTERCARD INCORPORATED | 958K | $479M | 5.4% | −4% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.28M | $433M | 4.9% | −24% |
| 5 | TJX | TJX COS INC NEW | 2.41M | $385M | 4.4% | −4% |
| 6 | AVGO | BROADCOM INC | 1.11M | $345M | 3.9% | +20% |
| 7 | LLY | ELI LILLY & CO | 368K | $339M | 3.8% | −4% |
| 8 | NEE | NEXTERA ENERGY INC | 3.62M | $337M | 3.8% | −3% |
| 9 | SHOP | SHOPIFY INC | 2.67M | $317M | 3.6% | −4% |
| 10 | WM | WASTE MGMT INC DEL | 1.36M | $313M | 3.6% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIROVA SIGNAL
AC read
Mirova US LLC is a Other fund managing $9.7 billion in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed