StockDriftsStockDriftsTop 42 Mirova US LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.01% | 5.06M | $881.7M | -3.80%(-199.60K) | $40.54(+380.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.53% | 1.56M | $575.8M | -4.04%(-65.45K) | $297.92(+31.07%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 5.43% | 957.7K | $478.5M | -3.92%(-39.04K) | $344.06(+56.77%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.91% | 1.28M | $433.1M | -23.72%(-398.52K) | $90.27(+380.97%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 4.36% | 2.41M | $384.6M | -4.06%(-101.83K) | $120.24(+28.29%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.91% | 1.11M | $344.6M | +19.78%(+183.85K) | $331.44(+8.75%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.85% | 368.4K | $338.9M | -4.12%(-15.84K) | $273.10(+344.49%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 3.82% | 3.62M | $336.5M | -2.65%(-98.73K) | $70.35(+25.56%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 3.6% | 2.67M | $316.9M | -4.12%(-114.70K) | $87.28(+36.88%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 3.55% | 1.36M | $313.0M | -4.04%(-57.28K) | $180.57(+27.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.44% | +53.86% |
| Top 20 Holdings Unweighted | +12.67% | +43.02% |
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