§ 13F · FUND PROFILE
Mirova US LLC.
AUM · $9.3B (13F)Positions · 45Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$335M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 4.31M | $862M | 9.3% | −15% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.14M | $543M | 5.8% | −11% |
| 3 | MA | MASTERCARD INCORPORATED | 925K | $475M | 5.1% | −3% |
| 4 | MSFT | MICROSOFT CORP | 1.21M | $450M | 4.8% | −22% |
| 5 | PANW | PALO ALTO NETWORKS INC | 1.31M | $445M | 4.8% | −19% |
| 6 | LLY | ELI LILLY & CO | 354K | $425M | 4.6% | −4% |
| 7 | EBAY | EBAY INC. | 3.21M | $358M | 3.9% | −7% |
| 8 | AVGO | BROADCOM INC | 919K | $347M | 3.7% | −17% |
| 9 | VRT | VERTIV HOLDINGS CO | 988K | $331M | 3.6% | −3% |
| 10 | NEE | NEXTERA ENERGY INC | 3.56M | $312M | 3.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIROVA SIGNAL
AC read
Mirova US LLC is a Other fund managing $9.3 billion in assets. The fund runs a portfolio of 45 positions.
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