Filed: 10/20/2025ACC: 0001172661-25-004335
📋 What this filing means
MIROVA US LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $9.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$9.90B
Total AUM (reported)
51.04M
Total Shares
Allocation by class
COM$7.45B75.3%
CL A$716.85M7.2%
SPONSORED ADS$483.85M4.9%
CL A SUB VTG SHS$428.37M4.3%
COM CL A$271.71M2.7%
COM NEW$245.35M2.5%
SHS CLASS A$182.58M1.8%
Portfolio Concentration
Top 3$2.75B27.8%
4–10$2.82B28.5%
11–25$3.60B36.3%
Rest$733.52M7.4%
Top 3 weight
27.8%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 51.04M
Sole
Full voting authority
35.32M
shares
% of voting shares69.2%
Shared
Joint voting authority
9.60M
shares
% of voting shares18.8%
None
No voting authority
6.13M
shares
% of voting shares12.0%
Investment Discretion (by position count)
Sole0
Shared0
Other36
Dominant voting typeSole · 69.2% of voting shares
Institutional Holdings36
Rows:
NVIDIA CORPORATION
DFNDShares6.36M
TypeSH
Market value$1.19B
11.99%
Sole
4.38M
Shared
1.22M
None
764.37K
MICROSOFT CORP
DFNDShares1.89M
TypeSH
Market value$976.37M
9.86%
Sole
1.30M
Shared
355.57K
None
226.94K
MASTERCARD INCORPORATED
DFNDShares1.03M
TypeSH
Market value$585.08M
5.91%
Sole
713.07K
Shared
194.77K
None
120.76K
ECOLAB INC
DFNDShares1.82M
TypeSH
Market value$499.76M
5.05%
Sole
1.25M
Shared
357.62K
None
212.93K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares1.73M
TypeSH
Market value$483.85M
4.89%
Sole
1.28M
Shared
225.73K
None
228.86K
SHOPIFY INC
DFNDShares2.88M
TypeSH
Market value$428.37M
4.33%
Sole
1.96M
Shared
566.63K
None
351.16K
TJX COS INC NEW
DFNDShares2.59M
TypeSH
Market value$375.03M
3.79%
Sole
1.78M
Shared
499.70K
None
311.53K
ROPER TECHNOLOGIES INC
DFNDShares705.50K
TypeSH
Market value$351.82M
3.55%
Sole
479.81K
Shared
141.29K
None
84.40K
PALO ALTO NETWORKS INC
DFNDShares1.72M
TypeSH
Market value$349.68M
3.53%
Sole
1.18M
Shared
329.27K
None
203.99K
EBAY INC.
DFNDShares3.68M
TypeSH
Market value$334.29M
3.38%
Sole
2.55M
Shared
677.18K
None
450.93K
WASTE MGMT INC DEL
DFNDShares1.46M
TypeSH
Market value$322.86M
3.26%
Sole
1.01M
Shared
282.17K
None
174.85K
THERMO FISHER SCIENTIFIC INC
DFNDShares660.79K
TypeSH
Market value$320.50M
3.24%
Sole
451.83K
Shared
127.31K
None
81.66K
ELI LILLY & CO
DFNDShares380.67K
TypeSH
Market value$290.45M
2.93%
Sole
259.24K
Shared
77.57K
None
43.86K
NEXTERA ENERGY INC
DFNDShares3.84M
TypeSH
Market value$289.53M
2.92%
Sole
2.63M
Shared
778.53K
None
427.11K
XYLEM INC
DFNDShares1.93M
TypeSH
Market value$285.14M
2.88%
Sole
1.32M
Shared
389.93K
None
227.01K
VISA INC
DFNDShares795.93K
TypeSH
Market value$271.71M
2.74%
Sole
546.04K
Shared
154.62K
None
95.27K
INTUITIVE SURGICAL INC
DFNDShares548.60K
TypeSH
Market value$245.35M
2.48%
Sole
375.09K
Shared
106.97K
None
66.55K
AMERICAN WTR WKS CO INC NEW
DFNDShares1.63M
TypeSH
Market value$226.41M
2.29%
Sole
1.13M
Shared
307.28K
None
186.21K
DANAHER CORPORATION
DFNDShares1.13M
TypeSH
Market value$223.40M
2.26%
Sole
752.56K
Shared
237.94K
None
136.29K
EDWARDS LIFESCIENCES CORP
DFNDShares2.82M
TypeSH
Market value$219.47M
2.22%
Sole
1.95M
Shared
546.45K
None
327.12K
HUBBELL INC
DFNDShares485.17K
TypeSH
Market value$208.77M
2.11%
Sole
333.05K
Shared
93.78K
None
58.34K
FIRST SOLAR INC
DFNDShares911.92K
TypeSH
Market value$201.11M
2.03%
Sole
620.11K
Shared
173.10K
None
118.71K
ACCENTURE PLC IRELAND
DFNDShares740.37K
TypeSH
Market value$182.58M
1.84%
Sole
507.43K
Shared
142.77K
None
90.18K
CANADIAN PACIFIC KANSAS CITY
DFNDShares2.09M
TypeSH
Market value$155.96M
1.57%
Sole
1.42M
Shared
415.10K
None
258.55K
SALESFORCE INC
DFNDShares651.60K
TypeSH
Market value$154.43M
1.56%
Sole
448.52K
Shared
124.28K
None
78.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 6.36M | SH | $1.19B 11.99% | 4.38M | 1.22M | 764.37K |
MICROSOFT CORPDFND | COM | 1.89M | SH | $976.37M 9.86% | 1.30M | 355.57K | 226.94K |
MASTERCARD INCORPORATEDDFND | CL A | 1.03M | SH | $585.08M 5.91% | 713.07K | 194.77K | 120.76K |
ECOLAB INCDFND | COM | 1.82M | SH | $499.76M 5.05% | 1.25M | 357.62K | 212.93K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 1.73M | SH | $483.85M 4.89% | 1.28M | 225.73K | 228.86K |
SHOPIFY INCDFND | CL A SUB VTG SHS | 2.88M | SH | $428.37M 4.33% | 1.96M | 566.63K | 351.16K |
TJX COS INC NEWDFND | COM | 2.59M | SH | $375.03M 3.79% | 1.78M | 499.70K | 311.53K |
ROPER TECHNOLOGIES INCDFND | COM | 705.50K | SH | $351.82M 3.55% | 479.81K | 141.29K | 84.40K |
PALO ALTO NETWORKS INCDFND | COM | 1.72M | SH | $349.68M 3.53% | 1.18M | 329.27K | 203.99K |
EBAY INC.DFND | COM | 3.68M | SH | $334.29M 3.38% | 2.55M | 677.18K | 450.93K |
WASTE MGMT INC DELDFND | COM | 1.46M | SH | $322.86M 3.26% | 1.01M | 282.17K | 174.85K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 660.79K | SH | $320.50M 3.24% | 451.83K | 127.31K | 81.66K |
ELI LILLY & CODFND | COM | 380.67K | SH | $290.45M 2.93% | 259.24K | 77.57K | 43.86K |
NEXTERA ENERGY INCDFND | COM | 3.84M | SH | $289.53M 2.92% | 2.63M | 778.53K | 427.11K |
XYLEM INCDFND | COM | 1.93M | SH | $285.14M 2.88% | 1.32M | 389.93K | 227.01K |
VISA INCDFND | COM CL A | 795.93K | SH | $271.71M 2.74% | 546.04K | 154.62K | 95.27K |
INTUITIVE SURGICAL INCDFND | COM NEW | 548.60K | SH | $245.35M 2.48% | 375.09K | 106.97K | 66.55K |
AMERICAN WTR WKS CO INC NEWDFND | COM | 1.63M | SH | $226.41M 2.29% | 1.13M | 307.28K | 186.21K |
DANAHER CORPORATIONDFND | COM | 1.13M | SH | $223.40M 2.26% | 752.56K | 237.94K | 136.29K |
EDWARDS LIFESCIENCES CORPDFND | COM | 2.82M | SH | $219.47M 2.22% | 1.95M | 546.45K | 327.12K |
HUBBELL INCDFND | COM | 485.17K | SH | $208.77M 2.11% | 333.05K | 93.78K | 58.34K |
FIRST SOLAR INCDFND | COM | 911.92K | SH | $201.11M 2.03% | 620.11K | 173.10K | 118.71K |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 740.37K | SH | $182.58M 1.84% | 507.43K | 142.77K | 90.18K |
CANADIAN PACIFIC KANSAS CITYDFND | COM | 2.09M | SH | $155.96M 1.57% | 1.42M | 415.10K | 258.55K |
SALESFORCE INCDFND | COM | 651.60K | SH | $154.43M 1.56% | 448.52K | 124.28K | 78.80K |
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