Filed: 5/11/2026ACC: 0001172661-26-001659
📋 What this filing means
MIROVA US LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $8.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$8.81B
Total AUM (reported)
49.97M
Total Shares
Allocation by class
COM$6.57B74.5%
CL A$607.83M6.9%
SPONSORED ADS$433.10M4.9%
COM CL A$354.73M4.0%
CL A SUB VTG SHS$316.86M3.6%
COM NEW$236.19M2.7%
COM SHS$149.37M1.7%
Portfolio Concentration
Top 3$1.94B22.0%
4–10$2.47B28.0%
11–25$3.43B39.0%
Rest$973.78M11.1%
Top 3 weight
22.0%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 49.97M
Sole
Full voting authority
33.86M
shares
% of voting shares67.8%
Shared
Joint voting authority
9.91M
shares
% of voting shares19.8%
None
No voting authority
6.19M
shares
% of voting shares12.4%
Investment Discretion (by position count)
Sole0
Shared0
Other42
Dominant voting typeSole · 67.8% of voting shares
Institutional Holdings42
Rows:
NVIDIA CORPORATION
DFNDShares5.06M
TypeSH
Market value$881.73M
10.01%
Sole
3.42M
Shared
1.01M
None
620.72K
MICROSOFT CORP
DFNDShares1.56M
TypeSH
Market value$575.84M
6.53%
Sole
1.05M
Shared
308.88K
None
192.07K
MASTERCARD INCORPORATED
DFNDShares957.75K
TypeSH
Market value$478.55M
5.43%
Sole
650.38K
Shared
190.36K
None
117.01K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares1.28M
TypeSH
Market value$433.10M
4.91%
Sole
930.49K
Shared
176.99K
None
174.07K
TJX COS INC NEW
DFNDShares2.41M
TypeSH
Market value$384.61M
4.36%
Sole
1.63M
Shared
488.45K
None
292.19K
BROADCOM INC
DFNDShares1.11M
TypeSH
Market value$344.64M
3.91%
Sole
748.07K
Shared
228.05K
None
137.39K
ELI LILLY & CO
DFNDShares368.44K
TypeSH
Market value$338.88M
3.85%
Sole
246.68K
Shared
78.03K
None
43.73K
NEXTERA ENERGY INC
DFNDShares3.62M
TypeSH
Market value$336.55M
3.82%
Sole
2.44M
Shared
760.38K
None
427.11K
SHOPIFY INC
DFNDShares2.67M
TypeSH
Market value$316.86M
3.60%
Sole
1.78M
Shared
553.83K
None
336.22K
WASTE MGMT INC DEL
DFNDShares1.36M
TypeSH
Market value$313.01M
3.55%
Sole
919.01K
Shared
275.75K
None
167.41K
EBAY INC.
DFNDShares3.43M
TypeSH
Market value$312.43M
3.55%
Sole
2.33M
Shared
684.56K
None
421.45K
ECOLAB INC
DFNDShares1.17M
TypeSH
Market value$311.24M
3.53%
Sole
784.31K
Shared
248.61K
None
137.07K
THERMO FISHER SCIENTIFIC INC
DFNDShares615.09K
TypeSH
Market value$302.34M
3.43%
Sole
412.45K
Shared
124.38K
None
78.26K
HUBBELL INC
DFNDShares575.91K
TypeSH
Market value$282.62M
3.21%
Sole
393.58K
Shared
108.53K
None
73.81K
PALO ALTO NETWORKS INC
DFNDShares1.60M
TypeSH
Market value$256.95M
2.92%
Sole
1.09M
Shared
321.78K
None
195.31K
VERTIV HOLDINGS CO
DFNDShares1.02M
TypeSH
Market value$256.27M
2.91%
Sole
688.71K
Shared
208.03K
None
125.97K
INTUITIVE SURGICAL INC
DFNDShares512.36K
TypeSH
Market value$236.19M
2.68%
Sole
344.16K
Shared
104.48K
None
63.72K
LOWES COS INC
DFNDShares941.42K
TypeSH
Market value$222.44M
2.52%
Sole
633.26K
Shared
191.41K
None
116.76K
XYLEM INC
DFNDShares1.81M
TypeSH
Market value$215.99M
2.45%
Sole
1.21M
Shared
381.11K
None
217.66K
EDWARDS LIFESCIENCES CORP
DFNDShares2.63M
TypeSH
Market value$210.40M
2.39%
Sole
1.78M
Shared
534.12K
None
312.50K
DANAHER CORP DEL
DFNDShares1.05M
TypeSH
Market value$199.35M
2.26%
Sole
688.96K
Shared
232.05K
None
130.43K
AGCO CORP
DFNDShares1.59M
TypeSH
Market value$183.85M
2.09%
Sole
1.08M
Shared
306.21K
None
197.10K
CANADIAN PACIFIC KANSAS CITY
DFNDShares1.94M
TypeSH
Market value$152.93M
1.74%
Sole
1.29M
Shared
405.69K
None
247.51K
VERALTO CORP
DFNDShares1.69M
TypeSH
Market value$149.37M
1.70%
Sole
1.12M
Shared
365.71K
None
208.11K
BALL CORP
DFNDShares2.41M
TypeSH
Market value$142.28M
1.61%
Sole
1.72M
Shared
350.31K
None
335.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 5.06M | SH | $881.73M 10.01% | 3.42M | 1.01M | 620.72K |
MICROSOFT CORPDFND | COM | 1.56M | SH | $575.84M 6.53% | 1.05M | 308.88K | 192.07K |
MASTERCARD INCORPORATEDDFND | CL A | 957.75K | SH | $478.55M 5.43% | 650.38K | 190.36K | 117.01K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 1.28M | SH | $433.10M 4.91% | 930.49K | 176.99K | 174.07K |
TJX COS INC NEWDFND | COM | 2.41M | SH | $384.61M 4.36% | 1.63M | 488.45K | 292.19K |
BROADCOM INCDFND | COM | 1.11M | SH | $344.64M 3.91% | 748.07K | 228.05K | 137.39K |
ELI LILLY & CODFND | COM | 368.44K | SH | $338.88M 3.85% | 246.68K | 78.03K | 43.73K |
NEXTERA ENERGY INCDFND | COM | 3.62M | SH | $336.55M 3.82% | 2.44M | 760.38K | 427.11K |
SHOPIFY INCDFND | CL A SUB VTG SHS | 2.67M | SH | $316.86M 3.60% | 1.78M | 553.83K | 336.22K |
WASTE MGMT INC DELDFND | COM | 1.36M | SH | $313.01M 3.55% | 919.01K | 275.75K | 167.41K |
EBAY INC.DFND | COM | 3.43M | SH | $312.43M 3.55% | 2.33M | 684.56K | 421.45K |
ECOLAB INCDFND | COM | 1.17M | SH | $311.24M 3.53% | 784.31K | 248.61K | 137.07K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 615.09K | SH | $302.34M 3.43% | 412.45K | 124.38K | 78.26K |
HUBBELL INCDFND | COM | 575.91K | SH | $282.62M 3.21% | 393.58K | 108.53K | 73.81K |
PALO ALTO NETWORKS INCDFND | COM | 1.60M | SH | $256.95M 2.92% | 1.09M | 321.78K | 195.31K |
VERTIV HOLDINGS CODFND | COM CL A | 1.02M | SH | $256.27M 2.91% | 688.71K | 208.03K | 125.97K |
INTUITIVE SURGICAL INCDFND | COM NEW | 512.36K | SH | $236.19M 2.68% | 344.16K | 104.48K | 63.72K |
LOWES COS INCDFND | COM | 941.42K | SH | $222.44M 2.52% | 633.26K | 191.41K | 116.76K |
XYLEM INCDFND | COM | 1.81M | SH | $215.99M 2.45% | 1.21M | 381.11K | 217.66K |
EDWARDS LIFESCIENCES CORPDFND | COM | 2.63M | SH | $210.40M 2.39% | 1.78M | 534.12K | 312.50K |
DANAHER CORP DELDFND | COM | 1.05M | SH | $199.35M 2.26% | 688.96K | 232.05K | 130.43K |
AGCO CORPDFND | COM | 1.59M | SH | $183.85M 2.09% | 1.08M | 306.21K | 197.10K |
CANADIAN PACIFIC KANSAS CITYDFND | COM | 1.94M | SH | $152.93M 1.74% | 1.29M | 405.69K | 247.51K |
VERALTO CORPDFND | COM SHS | 1.69M | SH | $149.37M 1.70% | 1.12M | 365.71K | 208.11K |
BALL CORPDFND | COM | 2.41M | SH | $142.28M 1.61% | 1.72M | 350.31K | 335.66K |
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