Filed: 5/15/2025ACC: 0001172661-25-002088
📋 What this filing means
MIROVA US LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $8.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$8.42B
Total AUM (reported)
53.82M
Total Shares
Allocation by class
COM$6.25B74.2%
CL A$909.22M10.8%
SPONSORED ADS$293.46M3.5%
COM CL A$279.19M3.3%
COM SHS$264.21M3.1%
SHS CLASS A$230.69M2.7%
COM NEW$190.43M2.3%
Portfolio Concentration
Top 3$1.75B20.8%
4–10$2.94B34.9%
11–25$3.13B37.1%
Rest$600.76M7.1%
Top 3 weight
20.8%
Top 10 weight
55.7%
Voting Authority Distribution
Total shares with voting rights: 53.82M
Sole
Full voting authority
36.21M
shares
% of voting shares67.3%
Shared
Joint voting authority
10.04M
shares
% of voting shares18.6%
None
No voting authority
7.57M
shares
% of voting shares14.1%
Investment Discretion (by position count)
Sole0
Shared0
Other34
Dominant voting typeSole · 67.3% of voting shares
Institutional Holdings34
Rows:
MICROSOFT CORP
DFNDShares1.60M
TypeSH
Market value$601.48M
7.14%
Sole
1.07M
Shared
303.48K
None
224.36K
NVIDIA CORPORATION
DFNDShares5.40M
TypeSH
Market value$585.20M
6.95%
Sole
3.61M
Shared
1.04M
None
753.90K
MASTERCARD INCORPORATED
DFNDShares1.03M
TypeSH
Market value$566.35M
6.73%
Sole
697.35K
Shared
193.94K
None
141.96K
ELI LILLY & CO
DFNDShares610.75K
TypeSH
Market value$504.43M
5.99%
Sole
405.61K
Shared
121.47K
None
83.68K
ECOLAB INC
DFNDShares1.98M
TypeSH
Market value$501.76M
5.96%
Sole
1.32M
Shared
387.97K
None
270.76K
EBAY INC.
DFNDShares7.25M
TypeSH
Market value$490.99M
5.83%
Sole
4.86M
Shared
1.36M
None
1.03M
ROPER TECHNOLOGIES INC
DFNDShares708.55K
TypeSH
Market value$417.75M
4.96%
Sole
467.38K
Shared
141.95K
None
99.21K
THERMO FISHER SCIENTIFIC INC
DFNDShares788.94K
TypeSH
Market value$392.58M
4.66%
Sole
524.25K
Shared
151.30K
None
113.39K
WASTE MGMT INC DEL
DFNDShares1.46M
TypeSH
Market value$338.76M
4.02%
Sole
978.31K
Shared
280.13K
None
204.82K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares1.77M
TypeSH
Market value$293.46M
3.49%
Sole
1.30M
Shared
202K
None
268.97K
DANAHER CORPORATION
DFNDShares1.43M
TypeSH
Market value$292.48M
3.47%
Sole
929.15K
Shared
296.69K
None
200.91K
PALO ALTO NETWORKS INC
DFNDShares1.71M
TypeSH
Market value$291.91M
3.47%
Sole
1.14M
Shared
327.37K
None
239.11K
VISA INC
DFNDShares796.64K
TypeSH
Market value$279.19M
3.32%
Sole
529.56K
Shared
155.49K
None
111.59K
NEXTERA ENERGY INC
DFNDShares3.92M
TypeSH
Market value$277.85M
3.30%
Sole
2.63M
Shared
776.93K
None
511.96K
AMERICAN WTR WKS CO INC NEW
DFNDShares1.62M
TypeSH
Market value$238.50M
2.83%
Sole
1.09M
Shared
305.72K
None
218.09K
ACCENTURE PLC IRELAND
DFNDShares739.28K
TypeSH
Market value$230.69M
2.74%
Sole
492.12K
Shared
141.53K
None
105.63K
XYLEM INC
DFNDShares1.91M
TypeSH
Market value$227.72M
2.70%
Sole
1.27M
Shared
369.11K
None
265.61K
SHOPIFY INC
DFNDShares2.03M
TypeSH
Market value$194.22M
2.31%
Sole
1.35M
Shared
392.87K
None
288.49K
INTUITIVE SURGICAL INC
DFNDShares384.49K
TypeSH
Market value$190.43M
2.26%
Sole
253.97K
Shared
75.51K
None
55.01K
SALESFORCE INC
DFNDShares650.39K
TypeSH
Market value$174.54M
2.07%
Sole
434.79K
Shared
123.30K
None
92.31K
APTIV PLC
DFNDShares2.69M
TypeSH
Market value$160.10M
1.90%
Sole
1.80M
Shared
511.55K
None
379.37K
CANADIAN PACIFIC KANSAS CITY
DFNDShares2.16M
TypeSH
Market value$151.48M
1.80%
Sole
1.44M
Shared
413.96K
None
303.07K
WATTS WATER TECHNOLOGIES INC
DFNDShares728.98K
TypeSH
Market value$148.65M
1.77%
Sole
485.57K
Shared
142.90K
None
100.51K
EDWARDS LIFESCIENCES CORP
DFNDShares1.88M
TypeSH
Market value$136.04M
1.62%
Sole
1.26M
Shared
360.88K
None
251.76K
BALL CORP
DFNDShares2.54M
TypeSH
Market value$132.48M
1.57%
Sole
1.82M
Shared
314.58K
None
411.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 1.60M | SH | $601.48M 7.14% | 1.07M | 303.48K | 224.36K |
NVIDIA CORPORATIONDFND | COM | 5.40M | SH | $585.20M 6.95% | 3.61M | 1.04M | 753.90K |
MASTERCARD INCORPORATEDDFND | CL A | 1.03M | SH | $566.35M 6.73% | 697.35K | 193.94K | 141.96K |
ELI LILLY & CODFND | COM | 610.75K | SH | $504.43M 5.99% | 405.61K | 121.47K | 83.68K |
ECOLAB INCDFND | COM | 1.98M | SH | $501.76M 5.96% | 1.32M | 387.97K | 270.76K |
EBAY INC.DFND | COM | 7.25M | SH | $490.99M 5.83% | 4.86M | 1.36M | 1.03M |
ROPER TECHNOLOGIES INCDFND | COM | 708.55K | SH | $417.75M 4.96% | 467.38K | 141.95K | 99.21K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 788.94K | SH | $392.58M 4.66% | 524.25K | 151.30K | 113.39K |
WASTE MGMT INC DELDFND | COM | 1.46M | SH | $338.76M 4.02% | 978.31K | 280.13K | 204.82K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 1.77M | SH | $293.46M 3.49% | 1.30M | 202K | 268.97K |
DANAHER CORPORATIONDFND | COM | 1.43M | SH | $292.48M 3.47% | 929.15K | 296.69K | 200.91K |
PALO ALTO NETWORKS INCDFND | COM | 1.71M | SH | $291.91M 3.47% | 1.14M | 327.37K | 239.11K |
VISA INCDFND | COM CL A | 796.64K | SH | $279.19M 3.32% | 529.56K | 155.49K | 111.59K |
NEXTERA ENERGY INCDFND | COM | 3.92M | SH | $277.85M 3.30% | 2.63M | 776.93K | 511.96K |
AMERICAN WTR WKS CO INC NEWDFND | COM | 1.62M | SH | $238.50M 2.83% | 1.09M | 305.72K | 218.09K |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 739.28K | SH | $230.69M 2.74% | 492.12K | 141.53K | 105.63K |
XYLEM INCDFND | COM | 1.91M | SH | $227.72M 2.70% | 1.27M | 369.11K | 265.61K |
SHOPIFY INCDFND | CL A | 2.03M | SH | $194.22M 2.31% | 1.35M | 392.87K | 288.49K |
INTUITIVE SURGICAL INCDFND | COM NEW | 384.49K | SH | $190.43M 2.26% | 253.97K | 75.51K | 55.01K |
SALESFORCE INCDFND | COM | 650.39K | SH | $174.54M 2.07% | 434.79K | 123.30K | 92.31K |
APTIV PLCDFND | COM SHS | 2.69M | SH | $160.10M 1.90% | 1.80M | 511.55K | 379.37K |
CANADIAN PACIFIC KANSAS CITYDFND | COM | 2.16M | SH | $151.48M 1.80% | 1.44M | 413.96K | 303.07K |
WATTS WATER TECHNOLOGIES INCDFND | CL A | 728.98K | SH | $148.65M 1.77% | 485.57K | 142.90K | 100.51K |
EDWARDS LIFESCIENCES CORPDFND | COM | 1.88M | SH | $136.04M 1.62% | 1.26M | 360.88K | 251.76K |
BALL CORPDFND | COM | 2.54M | SH | $132.48M 1.57% | 1.82M | 314.58K | 411.75K |
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