13F-HR filed by Mirova US LLC
Mirova US LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 45 holding rows worth $9,300,232,966.
- Accession
- 0001172661-26-003465
- Filer
- CIK 1802900
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 45 entries on the cover page, a total value of $9,300,232,966 stated on the cover page (in dollars after the unit check, H1), rows summing to $9,300,232,966 with VALUE read as dollars as filed, 13F file number 028-20101. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerMIROVA028-19315
- included managerNATIXIS ADVISORS, LLC028-05788
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 4,309,689 | $862,325,672 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,137,112 | $543,050,578 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 924,618 | $474,883,805 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,206,161 | $449,922,176 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,305,090 | $445,061,792 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 354,043 | $424,649,796 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 3,206,010 | $358,271,617 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 919,362 | $347,288,995 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 988,313 | $330,906,959 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,556,095 | $312,118,458 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 1,113,930 | $310,352,037 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 2,600,237 | $296,895,061 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 591,257 | $296,432,610 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 561,819 | $293,943,701 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,312,962 | $292,632,971 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,901,496 | $288,076,644 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 2,540,381 | $229,802,865 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 2,586,427 | $224,113,900 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 1,707,194 | $201,807,403 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 907,806 | $200,162,145 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 492,324 | $195,787,408 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 999,996 | $190,479,238 | dollars as filed | |
| AGCO CORP | 001084102 | COM | 1,528,332 | $182,941,340 | dollars as filed | |
| WATTS WATER TECHNOLOGIES INC CL A | 942749102 | Stock | 412,095 | $161,314,588 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 655,621 | $154,700,331 | dollars as filed | |
| BALL CORP | 058498106 | COM | 2,399,395 | $149,722,248 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 249,822 | $145,124,098 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 1,628,033 | $144,373,966 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 3,101,478 | $132,371,081 | dollars as filed | |
| SMURFIT WESTROCK PLC SHS | G8267P108 | Stock | 2,363,387 | $109,330,283 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 293,703 | $100,766,562 | dollars as filed | |
| ADVANCED DRAIN SYS INC DEL COM | 00790R104 | Stock | 619,117 | $97,176,604 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 697,230 | $91,741,523 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 563,506 | $88,278,850 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 429,354 | $62,921,829 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 337,013 | $41,937,898 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 67,085 | $23,974,166 | dollars as filed | |
| Apple Inc | 037833100 | COM | 40,220 | $11,638,059 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 31,658 | $10,362,613 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 82,108 | $7,561,326 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 37,625 | $5,497,389 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 39,990 | $3,152,012 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 28,979 | $2,656,795 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 33,715 | $2,436,583 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 4,931 | $1,286,991 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003465 | this filing | 2026-08-14 | acceptance time not in the bulk data set |