§ 13F · FUND PROFILE
Mirova US LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $9661.0T (13F)Positions · 35Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9960.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 5.26M | $980.1T | 9.8% | NEW |
| 2 | MSFT | MICROSOFT CORP | 1.62M | $784.0T | 7.9% | NEW |
| 3 | MA | MASTERCARD INCORPORATED | 997K | $569.0T | 5.7% | NEW |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.68M | $510.6T | 5.1% | NEW |
| 5 | SHOP | SHOPIFY INC | 2.79M | $448.5T | 4.5% | NEW |
| 6 | LLY | ELI LILLY & CO | 384K | $413.0T | 4.1% | NEW |
| 7 | TJX | TJX COS INC NEW | 2.51M | $385.6T | 3.9% | NEW |
| 8 | ECL | ECOLAB INC | 1.44M | $377.4T | 3.8% | NEW |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 641K | $371.6T | 3.7% | NEW |
| 10 | AVGO | BROADCOM INC | 930K | $321.8T | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIROVA SIGNAL
AC read
Mirova US LLC is a Other fund managing $9660960.1 trillion in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed