MIROVA US LLC

PrivateCIK: 1802900
Location

BOSTON, MA

45
Positions
$9.30B
Total AUM (reported)
50.87M
Total Shares

Allocation by class

TOTAL AUM$9.30B45 positions
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 320.2%4–1028.7%11–2537.8%Rest13.3%TOP 1048.9%0%100%
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

DFND
COM
Shares4.31M
TypeSH
Market value$862.33M
9.27%
Sole
2.96M
Shared
1.05M
None
301.78K

TAIWAN SEMICONDUCTOR MANUFAC

DFND
SPONSORED ADS
Shares1.14M
TypeSH
Market value$543.05M
5.84%
Sole
808.27K
Shared
245.77K
None
83.07K

MASTERCARD INCORPORATED

DFND
CL A
Shares924.62K
TypeSH
Market value$474.88M
5.11%
Sole
638.21K
Shared
223.97K
None
62.44K

MICROSOFT CORP

DFND
COM
Shares1.21M
TypeSH
Market value$449.92M
4.84%
Sole
834.32K
Shared
289.71K
None
82.13K

PALO ALTO NETWORKS INC

DFND
COM
Shares1.31M
TypeSH
Market value$445.06M
4.79%
Sole
908.99K
Shared
307.29K
None
88.81K

ELI LILLY & CO

DFND
COM
Shares354.04K
TypeSH
Market value$424.65M
4.57%
Sole
241.26K
Shared
89.62K
None
23.16K

EBAY INC.

DFND
COM
Shares3.21M
TypeSH
Market value$358.27M
3.85%
Sole
2.17M
Shared
801.84K
None
232.79K

BROADCOM INC

DFND
COM
Shares919.36K
TypeSH
Market value$347.29M
3.73%
Sole
634.88K
Shared
220.88K
None
63.60K

VERTIV HOLDINGS CO

DFND
COM CL A
Shares988.31K
TypeSH
Market value$330.91M
3.56%
Sole
674.95K
Shared
245.67K
None
67.69K

NEXTERA ENERGY INC

DFND
COM
Shares3.56M
TypeSH
Market value$312.12M
3.36%
Sole
2.42M
Shared
890.09K
None
244.63K

ECOLAB INC

DFND
COM
Shares1.11M
TypeSH
Market value$310.35M
3.34%
Sole
769.32K
Shared
271.62K
None
72.99K

SHOPIFY INC

DFND
CL A SUB VTG SHS
Shares2.60M
TypeSH
Market value$296.90M
3.19%
Sole
1.76M
Shared
665.70K
None
179.37K

THERMO FISHER SCIENTIFIC INC

DFND
COM
Shares591.26K
TypeSH
Market value$296.43M
3.19%
Sole
403.95K
Shared
145.40K
None
41.91K

HUBBELL INC

DFND
COM
Shares561.82K
TypeSH
Market value$293.94M
3.16%
Sole
385.30K
Shared
138.09K
None
38.42K

WASTE MGMT INC DEL

DFND
COM
Shares1.31M
TypeSH
Market value$292.63M
3.15%
Sole
899.95K
Shared
323.58K
None
89.43K

TJX COS INC NEW

DFND
COM
Shares1.90M
TypeSH
Market value$288.08M
3.10%
Sole
1.30M
Shared
468.27K
None
129.64K

EDWARDS LIFESCIENCES CORP

DFND
COM
Shares2.54M
TypeSH
Market value$229.80M
2.47%
Sole
1.74M
Shared
631.39K
None
165.20K

CANADIAN PACIFIC KANSAS CITY

DFND
COM
Shares2.59M
TypeSH
Market value$224.11M
2.41%
Sole
1.74M
Shared
662.83K
None
182.53K

XYLEM INC

DFND
COM
Shares1.71M
TypeSH
Market value$201.81M
2.17%
Sole
1.18M
Shared
408.61K
None
116.76K

LOWES COS INC

DFND
COM
Shares907.81K
TypeSH
Market value$200.16M
2.15%
Sole
620.50K
Shared
224.99K
None
62.31K

INTUITIVE SURGICAL INC

DFND
COM NEW
Shares492.32K
TypeSH
Market value$195.79M
2.11%
Sole
335.97K
Shared
122.39K
None
33.97K

DANAHER CORP DEL

DFND
COM
Shares1000K
TypeSH
Market value$190.48M
2.05%
Sole
672.86K
Shared
257.17K
None
69.97K

AGCO CORP

DFND
COM
Shares1.53M
TypeSH
Market value$182.94M
1.97%
Sole
1.06M
Shared
361.99K
None
105.43K

WATTS WATER TECHNOLOGIES INC

DFND
CL A
Shares412.10K
TypeSH
Market value$161.31M
1.73%
Sole
292.41K
Shared
91.79K
None
27.90K

FIRST SOLAR INC

DFND
COM
Shares655.62K
TypeSH
Market value$154.70M
1.66%
Sole
454.15K
Shared
157.72K
None
43.75K
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