Filed: 7/23/2025ACC: 0001172661-25-002691
📋 What this filing means
MIROVA US LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $9.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$9.66B
Total AUM (reported)
52.96M
Total Shares
Allocation by class
COM$7.17B74.2%
CL A$785.67M8.1%
SPONSORED ADS$407.02M4.2%
CL A SUB VTG SHS$348.91M3.6%
COM NEW$308.72M3.2%
COM CL A$293.25M3.0%
SHS CLASS A$230.51M2.4%
Portfolio Concentration
Top 3$2.63B27.2%
4–10$2.77B28.7%
11–25$3.63B37.6%
Rest$629.79M6.5%
Top 3 weight
27.2%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 52.96M
Sole
Full voting authority
35.85M
shares
% of voting shares67.7%
Shared
Joint voting authority
9.90M
shares
% of voting shares18.7%
None
No voting authority
7.20M
shares
% of voting shares13.6%
Investment Discretion (by position count)
Sole0
Shared0
Other35
Dominant voting typeSole · 67.7% of voting shares
Institutional Holdings35
Rows:
NVIDIA CORPORATION
DFNDShares6.64M
TypeSH
Market value$1.05B
10.86%
Sole
4.48M
Shared
1.26M
None
898.43K
MICROSOFT CORP
DFNDShares1.96M
TypeSH
Market value$976.81M
10.11%
Sole
1.33M
Shared
368.29K
None
266.75K
MASTERCARD INCORPORATED
DFNDShares1.07M
TypeSH
Market value$601.67M
6.23%
Sole
726.62K
Shared
201.66K
None
142.41K
ECOLAB INC
DFNDShares2.05M
TypeSH
Market value$553.11M
5.73%
Sole
1.38M
Shared
401.25K
None
271.61K
ROPER TECHNOLOGIES INC
DFNDShares733.54K
TypeSH
Market value$415.80M
4.30%
Sole
487.28K
Shared
146.74K
None
99.53K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares1.80M
TypeSH
Market value$407.02M
4.21%
Sole
1.30M
Shared
225.73K
None
269.83K
PALO ALTO NETWORKS INC
DFNDShares1.78M
TypeSH
Market value$364.79M
3.78%
Sole
1.20M
Shared
340.97K
None
239.87K
SHOPIFY INC
DFNDShares3.02M
TypeSH
Market value$348.91M
3.61%
Sole
2.02M
Shared
586.64K
None
413.38K
WASTE MGMT INC DEL
DFNDShares1.52M
TypeSH
Market value$347.30M
3.59%
Sole
1.02M
Shared
292.21K
None
205.47K
TJX COS INC NEW
DFNDShares2.70M
TypeSH
Market value$333.32M
3.45%
Sole
1.82M
Shared
517.29K
None
366.34K
INTUITIVE SURGICAL INC
DFNDShares568.12K
TypeSH
Market value$308.72M
3.20%
Sole
378.84K
Shared
110.84K
None
78.44K
ELI LILLY & CO
DFNDShares395.25K
TypeSH
Market value$308.11M
3.19%
Sole
263.15K
Shared
80.51K
None
51.60K
VISA INC
DFNDShares825.94K
TypeSH
Market value$293.25M
3.04%
Sole
553.57K
Shared
160.43K
None
111.94K
EBAY INC.
DFNDShares3.83M
TypeSH
Market value$285.40M
2.95%
Sole
2.60M
Shared
702.38K
None
528.78K
THERMO FISHER SCIENTIFIC INC
DFNDShares687.07K
TypeSH
Market value$278.58M
2.88%
Sole
459.28K
Shared
131.87K
None
95.91K
NEXTERA ENERGY INC
DFNDShares3.99M
TypeSH
Market value$277.07M
2.87%
Sole
2.67M
Shared
806.89K
None
513.79K
XYLEM INC
DFNDShares2M
TypeSH
Market value$258.78M
2.68%
Sole
1.33M
Shared
403.71K
None
266.44K
AMERICAN WTR WKS CO INC NEW
DFNDShares1.68M
TypeSH
Market value$233.73M
2.42%
Sole
1.14M
Shared
317.92K
None
218.78K
DANAHER CORPORATION
DFNDShares1.17M
TypeSH
Market value$230.96M
2.39%
Sole
762.88K
Shared
247.14K
None
159.19K
ACCENTURE PLC IRELAND
DFNDShares771.24K
TypeSH
Market value$230.51M
2.39%
Sole
517.57K
Shared
147.71K
None
105.96K
EDWARDS LIFESCIENCES CORP
DFNDShares2.93M
TypeSH
Market value$229.26M
2.37%
Sole
1.98M
Shared
565.72K
None
386.95K
SALESFORCE INC
DFNDShares679.21K
TypeSH
Market value$185.21M
1.92%
Sole
458.05K
Shared
128.57K
None
92.59K
WATTS WATER TECHNOLOGIES INC
DFNDShares748.33K
TypeSH
Market value$184.01M
1.90%
Sole
508.27K
Shared
139.23K
None
100.83K
CANADIAN PACIFIC KANSAS CITY
DFNDShares2.18M
TypeSH
Market value$173.04M
1.79%
Sole
1.45M
Shared
429.79K
None
304.02K
FIRST SOLAR INC
DFNDShares944.93K
TypeSH
Market value$156.42M
1.62%
Sole
629.08K
Shared
178.93K
None
136.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 6.64M | SH | $1.05B 10.86% | 4.48M | 1.26M | 898.43K |
MICROSOFT CORPDFND | COM | 1.96M | SH | $976.81M 10.11% | 1.33M | 368.29K | 266.75K |
MASTERCARD INCORPORATEDDFND | CL A | 1.07M | SH | $601.67M 6.23% | 726.62K | 201.66K | 142.41K |
ECOLAB INCDFND | COM | 2.05M | SH | $553.11M 5.73% | 1.38M | 401.25K | 271.61K |
ROPER TECHNOLOGIES INCDFND | COM | 733.54K | SH | $415.80M 4.30% | 487.28K | 146.74K | 99.53K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 1.80M | SH | $407.02M 4.21% | 1.30M | 225.73K | 269.83K |
PALO ALTO NETWORKS INCDFND | COM | 1.78M | SH | $364.79M 3.78% | 1.20M | 340.97K | 239.87K |
SHOPIFY INCDFND | CL A SUB VTG SHS | 3.02M | SH | $348.91M 3.61% | 2.02M | 586.64K | 413.38K |
WASTE MGMT INC DELDFND | COM | 1.52M | SH | $347.30M 3.59% | 1.02M | 292.21K | 205.47K |
TJX COS INC NEWDFND | COM | 2.70M | SH | $333.32M 3.45% | 1.82M | 517.29K | 366.34K |
INTUITIVE SURGICAL INCDFND | COM NEW | 568.12K | SH | $308.72M 3.20% | 378.84K | 110.84K | 78.44K |
ELI LILLY & CODFND | COM | 395.25K | SH | $308.11M 3.19% | 263.15K | 80.51K | 51.60K |
VISA INCDFND | COM CL A | 825.94K | SH | $293.25M 3.04% | 553.57K | 160.43K | 111.94K |
EBAY INC.DFND | COM | 3.83M | SH | $285.40M 2.95% | 2.60M | 702.38K | 528.78K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 687.07K | SH | $278.58M 2.88% | 459.28K | 131.87K | 95.91K |
NEXTERA ENERGY INCDFND | COM | 3.99M | SH | $277.07M 2.87% | 2.67M | 806.89K | 513.79K |
XYLEM INCDFND | COM | 2M | SH | $258.78M 2.68% | 1.33M | 403.71K | 266.44K |
AMERICAN WTR WKS CO INC NEWDFND | COM | 1.68M | SH | $233.73M 2.42% | 1.14M | 317.92K | 218.78K |
DANAHER CORPORATIONDFND | COM | 1.17M | SH | $230.96M 2.39% | 762.88K | 247.14K | 159.19K |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 771.24K | SH | $230.51M 2.39% | 517.57K | 147.71K | 105.96K |
EDWARDS LIFESCIENCES CORPDFND | COM | 2.93M | SH | $229.26M 2.37% | 1.98M | 565.72K | 386.95K |
SALESFORCE INCDFND | COM | 679.21K | SH | $185.21M 1.92% | 458.05K | 128.57K | 92.59K |
WATTS WATER TECHNOLOGIES INCDFND | CL A | 748.33K | SH | $184.01M 1.90% | 508.27K | 139.23K | 100.83K |
CANADIAN PACIFIC KANSAS CITYDFND | COM | 2.18M | SH | $173.04M 1.79% | 1.45M | 429.79K | 304.02K |
FIRST SOLAR INCDFND | COM | 944.93K | SH | $156.42M 1.62% | 629.08K | 178.93K | 136.92K |
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