StockDriftsStockDriftsTop 45 Mirova US LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.27% | 4.31M | $862.3M | -14.76%(-746.11K) | $40.54(+457.61%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.84% | 1.14M | $543.1M | -11.27%(-144.44K) | $90.27(+372.90%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 5.11% | 924.6K | $474.9M | -3.46%(-33.13K) | $344.06(+64.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.84% | 1.21M | $449.9M | -22.46%(-349.45K) | $297.92(+63.15%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 4.79% | 1.31M | $445.1M | -18.57%(-297.62K) | $143.08(+164.33%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.57% | 354.0K | $424.6M | -3.91%(-14.39K) | $273.10(+331.85%) | 2026-06-30 | |
| EBAY | EBAY INC. | 3.85% | 3.21M | $358.3M | -6.60%(-226.52K) | $49.50(+108.38%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.73% | 919.4K | $347.3M | -17.44%(-194.15K) | $331.44(+18.80%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 3.56% | 988.3K | $330.9M | -3.36%(-34.40K) | $168.18(+75.94%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 3.36% | 3.56M | $312.1M | -1.86%(-67.38K) | $70.35(+22.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.16% | +10.26% | +62.95% |
| Top 20 Holdings Unweighted | +14.35% | +49.53% | +8.38% | +49.54% |
Mirova US LLC reports $9.30B in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.3%), TSM (5.8%) and MA (5.1%). The top 20 holdings account for 77.25% of reported assets. Its disclosed equity book has returned +56.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mirova US LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802900). View Mirova US LLC’s 13F filings on SEC