Filed: 8/14/2026ACC: 0001172661-26-003465
📋 What this filing means
MIROVA US LLC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $9.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$9.30B
Total AUM (reported)
50.87M
Total Shares
Allocation by class
COM$6.87B73.9%
CL A$636.20M6.8%
SPONSORED ADS$543.05M5.8%
COM CL A$431.67M4.6%
CL A SUB VTG SHS$296.90M3.2%
COM NEW$195.79M2.1%
COM SHS$144.37M1.6%
Portfolio Concentration
Top 3$1.88B20.2%
4–10$2.67B28.7%
11–25$3.52B37.8%
Rest$1.23B13.3%
Top 3 weight
20.2%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 50.87M
Sole
Full voting authority
34.79M
shares
% of voting shares68.4%
Shared
Joint voting authority
12.58M
shares
% of voting shares24.7%
None
No voting authority
3.50M
shares
% of voting shares6.9%
Investment Discretion (by position count)
Sole0
Shared0
Other45
Dominant voting typeSole · 68.4% of voting shares
Institutional Holdings45
Rows:
NVIDIA CORPORATION
DFNDShares4.31M
TypeSH
Market value$862.33M
9.27%
Sole
2.96M
Shared
1.05M
None
301.78K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares1.14M
TypeSH
Market value$543.05M
5.84%
Sole
808.27K
Shared
245.77K
None
83.07K
MASTERCARD INCORPORATED
DFNDShares924.62K
TypeSH
Market value$474.88M
5.11%
Sole
638.21K
Shared
223.97K
None
62.44K
MICROSOFT CORP
DFNDShares1.21M
TypeSH
Market value$449.92M
4.84%
Sole
834.32K
Shared
289.71K
None
82.13K
PALO ALTO NETWORKS INC
DFNDShares1.31M
TypeSH
Market value$445.06M
4.79%
Sole
908.99K
Shared
307.29K
None
88.81K
ELI LILLY & CO
DFNDShares354.04K
TypeSH
Market value$424.65M
4.57%
Sole
241.26K
Shared
89.62K
None
23.16K
EBAY INC.
DFNDShares3.21M
TypeSH
Market value$358.27M
3.85%
Sole
2.17M
Shared
801.84K
None
232.79K
BROADCOM INC
DFNDShares919.36K
TypeSH
Market value$347.29M
3.73%
Sole
634.88K
Shared
220.88K
None
63.60K
VERTIV HOLDINGS CO
DFNDShares988.31K
TypeSH
Market value$330.91M
3.56%
Sole
674.95K
Shared
245.67K
None
67.69K
NEXTERA ENERGY INC
DFNDShares3.56M
TypeSH
Market value$312.12M
3.36%
Sole
2.42M
Shared
890.09K
None
244.63K
ECOLAB INC
DFNDShares1.11M
TypeSH
Market value$310.35M
3.34%
Sole
769.32K
Shared
271.62K
None
72.99K
SHOPIFY INC
DFNDShares2.60M
TypeSH
Market value$296.90M
3.19%
Sole
1.76M
Shared
665.70K
None
179.37K
THERMO FISHER SCIENTIFIC INC
DFNDShares591.26K
TypeSH
Market value$296.43M
3.19%
Sole
403.95K
Shared
145.40K
None
41.91K
HUBBELL INC
DFNDShares561.82K
TypeSH
Market value$293.94M
3.16%
Sole
385.30K
Shared
138.09K
None
38.42K
WASTE MGMT INC DEL
DFNDShares1.31M
TypeSH
Market value$292.63M
3.15%
Sole
899.95K
Shared
323.58K
None
89.43K
TJX COS INC NEW
DFNDShares1.90M
TypeSH
Market value$288.08M
3.10%
Sole
1.30M
Shared
468.27K
None
129.64K
EDWARDS LIFESCIENCES CORP
DFNDShares2.54M
TypeSH
Market value$229.80M
2.47%
Sole
1.74M
Shared
631.39K
None
165.20K
CANADIAN PACIFIC KANSAS CITY
DFNDShares2.59M
TypeSH
Market value$224.11M
2.41%
Sole
1.74M
Shared
662.83K
None
182.53K
XYLEM INC
DFNDShares1.71M
TypeSH
Market value$201.81M
2.17%
Sole
1.18M
Shared
408.61K
None
116.76K
LOWES COS INC
DFNDShares907.81K
TypeSH
Market value$200.16M
2.15%
Sole
620.50K
Shared
224.99K
None
62.31K
INTUITIVE SURGICAL INC
DFNDShares492.32K
TypeSH
Market value$195.79M
2.11%
Sole
335.97K
Shared
122.39K
None
33.97K
DANAHER CORP DEL
DFNDShares1000K
TypeSH
Market value$190.48M
2.05%
Sole
672.86K
Shared
257.17K
None
69.97K
AGCO CORP
DFNDShares1.53M
TypeSH
Market value$182.94M
1.97%
Sole
1.06M
Shared
361.99K
None
105.43K
WATTS WATER TECHNOLOGIES INC
DFNDShares412.10K
TypeSH
Market value$161.31M
1.73%
Sole
292.41K
Shared
91.79K
None
27.90K
FIRST SOLAR INC
DFNDShares655.62K
TypeSH
Market value$154.70M
1.66%
Sole
454.15K
Shared
157.72K
None
43.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 4.31M | SH | $862.33M 9.27% | 2.96M | 1.05M | 301.78K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 1.14M | SH | $543.05M 5.84% | 808.27K | 245.77K | 83.07K |
MASTERCARD INCORPORATEDDFND | CL A | 924.62K | SH | $474.88M 5.11% | 638.21K | 223.97K | 62.44K |
MICROSOFT CORPDFND | COM | 1.21M | SH | $449.92M 4.84% | 834.32K | 289.71K | 82.13K |
PALO ALTO NETWORKS INCDFND | COM | 1.31M | SH | $445.06M 4.79% | 908.99K | 307.29K | 88.81K |
ELI LILLY & CODFND | COM | 354.04K | SH | $424.65M 4.57% | 241.26K | 89.62K | 23.16K |
EBAY INC.DFND | COM | 3.21M | SH | $358.27M 3.85% | 2.17M | 801.84K | 232.79K |
BROADCOM INCDFND | COM | 919.36K | SH | $347.29M 3.73% | 634.88K | 220.88K | 63.60K |
VERTIV HOLDINGS CODFND | COM CL A | 988.31K | SH | $330.91M 3.56% | 674.95K | 245.67K | 67.69K |
NEXTERA ENERGY INCDFND | COM | 3.56M | SH | $312.12M 3.36% | 2.42M | 890.09K | 244.63K |
ECOLAB INCDFND | COM | 1.11M | SH | $310.35M 3.34% | 769.32K | 271.62K | 72.99K |
SHOPIFY INCDFND | CL A SUB VTG SHS | 2.60M | SH | $296.90M 3.19% | 1.76M | 665.70K | 179.37K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 591.26K | SH | $296.43M 3.19% | 403.95K | 145.40K | 41.91K |
HUBBELL INCDFND | COM | 561.82K | SH | $293.94M 3.16% | 385.30K | 138.09K | 38.42K |
WASTE MGMT INC DELDFND | COM | 1.31M | SH | $292.63M 3.15% | 899.95K | 323.58K | 89.43K |
TJX COS INC NEWDFND | COM | 1.90M | SH | $288.08M 3.10% | 1.30M | 468.27K | 129.64K |
EDWARDS LIFESCIENCES CORPDFND | COM | 2.54M | SH | $229.80M 2.47% | 1.74M | 631.39K | 165.20K |
CANADIAN PACIFIC KANSAS CITYDFND | COM | 2.59M | SH | $224.11M 2.41% | 1.74M | 662.83K | 182.53K |
XYLEM INCDFND | COM | 1.71M | SH | $201.81M 2.17% | 1.18M | 408.61K | 116.76K |
LOWES COS INCDFND | COM | 907.81K | SH | $200.16M 2.15% | 620.50K | 224.99K | 62.31K |
INTUITIVE SURGICAL INCDFND | COM NEW | 492.32K | SH | $195.79M 2.11% | 335.97K | 122.39K | 33.97K |
DANAHER CORP DELDFND | COM | 1000K | SH | $190.48M 2.05% | 672.86K | 257.17K | 69.97K |
AGCO CORPDFND | COM | 1.53M | SH | $182.94M 1.97% | 1.06M | 361.99K | 105.43K |
WATTS WATER TECHNOLOGIES INCDFND | CL A | 412.10K | SH | $161.31M 1.73% | 292.41K | 91.79K | 27.90K |
FIRST SOLAR INCDFND | COM | 655.62K | SH | $154.70M 1.66% | 454.15K | 157.72K | 43.75K |
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