MU

Mirova US LLC

13F
Mirova US LLC
Last update 2024-11-14 33 Stocks (4 new)
Value $8.72 Bil Turnover 7 %
Countries:
Top Holdings: MSFT(7.87%)NVDA(7.48%)MA(6.79%)LLY(6.18%)ECL(5.82%)
Portfolio Report
Summary Stock Picks Current Portfolio
Mirova US LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
1,593,369
685626.680
+23.57%
7.870
+1.50%
0.020
+0.95%
-0.60%
3114843.301
Software
NVDA 		NVIDIA Corp
5,366,904
651756.820
-7.10%
7.480
-0.63%
0.020
+0.82%
+1.21%
3328435.900
Semiconductors
MA 		Mastercard Inc
1,198,098
591620.790
+0.64%
6.790
+0.04%
0.130
+1.48%
-4.02%
463201.785
Credit Services
LLY 		Eli Lilly and Co
607,944
538601.910
+0.83%
6.180
+0.05%
0.060
-12.02%
+3.61%
719362.624
Drug Manufacturers
ECL 		Ecolab Inc
1,987,696
507518.420
+0.62%
5.820
+0.04%
0.700
-9.96%
-1.96%
65047.933
Chemicals
TMO 		Thermo Fisher Scientific Inc
785,808
486077.260
+0.61%
5.580
+0.03%
0.210
-8.60%
+4.24%
207433.719
Medical Diagnostics & Research
EBAY 		eBay Inc
7,232,668
470919.010
-21.13%
5.400
-1.30%
1.510
+0.19%
+6.38%
31566.100
Retail - Cyclical
DHR 		Danaher Corp
1,418,393
394341.620
+19.41%
4.520
+0.73%
0.200
-11.67%
+2.40%
169785.217
Medical Diagnostics & Research
ROP 		Roper Technologies Inc
705,899
392790.440
+0.75%
4.510
+0.03%
0.660
-6.66%
-3.14%
53905.166
Software
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
2,043,945
354971.930
-13.17%
4.070
-0.67%
0.040
+12.51%
+5.51%
1080721.424
Semiconductors

Mirova US LLC's Historical Top Holdings Breakdowns

Mirova US LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APTV 		Aptiv PLC2023-03-31New Buy
+5.17%
●
92.95 ($110.38) 123.07
$59.35
-46.23%
New holding
2,541,935
2,541,935
SIVBQ 		SVB Financial Group2023-03-31Sold Out
-3.32%
●
0.4 ($228.88) 333.5
$0.01
-100.00%
Sold Out
0
-718,972
ADBE 		Adobe Inc2024-03-31Reduce
-2.91%
●
492.46 ($573.19) 634.76
$405.92
-29.18%
Reduce -39.78%
489,494
-323,350
NVDA 		NVIDIA Corp2024-03-31Reduce
-2.71%
●
47.57 ($72.48) 95
$135.91
87.51%
Reduce -38.73%
5,757,320
-363,915
NVDA 		NVIDIA Corp2023-06-30Reduce
-2.51%
●
26.24 ($33.11) 43.81
$135.91
310.48%
Reduce -30.49%
11,345,050
-497,551
WM 		Waste Management Inc2023-12-31Add
+2.46%
●
151.21 ($167.68) 179.1
$207.25
23.60%
Add 26116.41%
913,904
910,418
CP 		Canadian Pacific Kansas City Ltd2024-06-30New Buy
+2.09%
●
76.19 ($81.38) 89.24
$74.69
-8.22%
New holding
2,134,680
2,134,680
SHOP 		Shopify Inc2024-03-31New Buy
+2.07%
●
71.82 ($79) 90.72
$103.71
31.28%
New holding
1,991,779
1,991,779
MELI 		MercadoLibre Inc2023-03-31Sold Out
-1.83%
●
826.11 ($1137.53) 1318.06
$1,758.77
54.61%
Sold Out
0
-107,365
PANW 		Palo Alto Networks Inc2024-03-31Add
+1.78%
●
130.99 ($157.74) 188.45
$173.42
9.94%
Add 128.52%
1,652,774
464,754

Mirova US LLC Total Holding History ($B)

To

Mirova US LLC's Asset Allocation

To

Mirova US LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mirova US LLC's Hypothetical Growth since 2024-09-30

Mirova US LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Mirova US LLC's Holdings Heat Map

Size field:

Mirova US LLC's Holdings Bubble Chart

Mirova US LLC News

  • 1

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