account_balance
Investment manager · 13F filer · SEC CIK 1802900
Mirova US LLC
Reported value$9.15Bas of Sep 30, 2026
Positions45 2 new, 2 sold out
Top 10 weight48.7%NVDA alone is 10%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
10.1%Trimmed −6%
MSFTMicrosoft Corp
6.3%Trimmed −7%
TSMTaiwan Semiconductor Manufac
5.3%Trimmed −6%
MAMastercard Incorporated
5.2%Trimmed −6%
LLYEli Lilly & Co
4.2%Trimmed −6%
TMOThermo Fisher Scientific Inc
4.1%Trimmed −7%
PANWPalo Alto Networks Inc
3.8%Trimmed −34%
SHOPShopify Inc
3.3%Trimmed −21%
AVGOBroadcom Inc
3.3%Trimmed −6%
ECLEcolab Inc
3.1%Trimmed −7%
NEENextera Energy Inc
2.8%Trimmed −5%
EBAYEbay Inc.
2.8%Trimmed −25%
NVDANvidia Corporation
10.1%Trimmed −6%
MSFTMicrosoft Corp
6.3%Trimmed −7%
TSMTaiwan Semiconductor Manufac
5.3%Trimmed −6%
MAMastercard Incorporated
5.2%Trimmed −6%
LLYEli Lilly & Co
4.2%Trimmed −6%
TMO4.1%PANW3.8%SHOP3.3%AVGO3.3%ECL3.1%NEE2.8%EBAY2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 10.1% Trimmed −6%MSFT Microsoft Corp 6.3% Trimmed −7%TSM Taiwan Semiconductor Manufac 5.3% Trimmed −6%MA Mastercard Incorporated 5.2% Trimmed −6%LLY Eli Lilly & Co 4.2% Trimmed −6%TMO Thermo Fisher Scientific Inc 4.1% Trimmed −7%PANW Palo Alto Networks Inc 3.8% Trimmed −34%SHOP Shopify Inc 3.3% Trimmed −21%AVGO Broadcom Inc 3.3% Trimmed −6%ECL Ecolab Inc 3.1% Trimmed −7%NEE Nextera Energy Inc 2.8% Trimmed −5%EBAY Ebay Inc. 2.8% Trimmed −25%
What changed