Mirova Us LLC Portfolio Holdings

Mirova Us LLC

  • $8 Billion
  • Q1 2025

Mirova Us LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $8 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $601M, Nvidia Corp with a value of $585M, Mastercard Inc with a value of $566M, Eli Lilly & CO with a value of $504M, and Ecolab Inc. with a value of $502M.

Examining the 13F form we can see an increase of $80.5M in the current position value, from $7.92B to 8B.

Below you can find more details about Mirova Us LLC portfolio as well as his latest detailed transactions.

Portfolio value $8 Billion
Technology: $2.55 Billion
Healthcare: $1.52 Billion
Industrials: $1.32 Billion
Financial Services: $846 Million
Consumer Cyclical: $748 Million
Utilities: $516 Million
Basic Materials: $502 Million
Consumer Defensive: $1.51 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.51T
$601 Million 7.51% of portfolio
1,602,280
Q1 2025 Added 3.58%
$359B
$585 Million 7.31% of portfolio
5,399,484
Q1 2025 Added 3.65%
$562B
$566 Million 7.08% of portfolio
1,033,252
Q1 2025 Reduced 11.29%
$767B
$504 Million 6.3% of portfolio
610,755
Q1 2025 Added 3.53%
$76.8B
$502 Million 6.27% of portfolio
1,979,175
Q1 2025 Added 3.28%
$43.3B
$491 Million 6.13% of portfolio
7,249,272
Q1 2025 Added 3.27%
$60.7B
$418 Million 5.22% of portfolio
708,549
Q1 2025 Added 3.41%
$162B
$393 Million 4.9% of portfolio
788,939
Q1 2025 Added 3.46%
$96B
$339 Million 4.23% of portfolio
1,463,261
Q1 2025 Added 3.55%
$1.1T
$293 Million 3.67% of portfolio
1,767,831
Q1 2025 Added 4.0%
$147B
$292 Million 3.65% of portfolio
1,426,756
Q1 2025 Added 3.6%
$58.6B
$292 Million 3.65% of portfolio
1,710,686
Q1 2025 Added 3.55%
$606B
$279 Million 3.49% of portfolio
796,640
Q1 2025 Added 3.35%
$143B
$278 Million 3.47% of portfolio
3,919,486
Q1 2025 Added 3.29%
$25.7B
$238 Million 2.98% of portfolio
1,616,705
Q1 2025 Added 3.7%
$202B
$231 Million 2.88% of portfolio
739,285
Q1 2025 Added 3.62%
$128B
$194 Million 2.43% of portfolio
2,034,159
Q1 2025 Added 3.17%
$187B
$190 Million 2.38% of portfolio
384,492
Q1 2025 Added 3.89%
$268B
$175 Million 2.18% of portfolio
650,395
Q1 2025 Added 3.59%
$6.7B
$149 Million 1.86% of portfolio
728,984
Q1 2025 Added 3.56%
$46.9B
$136 Million 1.7% of portfolio
1,876,996
Q1 2025 Added 3.75%
$16.8B
$132 Million 1.66% of portfolio
2,544,267
Q1 2025 Added 4.64%
$146B
$124 Million 1.55% of portfolio
1,020,491
Q1 2025 Added 3.59%
$17.5B
$113 Million 1.41% of portfolio
894,616
Q1 2025 Added 38.42%
$7.69B
$112 Million 1.4% of portfolio
1,213,995
Q1 2025 Added 3.55%
$9.76B
$75 Million 0.94% of portfolio
690,435
Q1 2025 Added 69.4%
$6.13B
$68.1 Million 0.85% of portfolio
1,096,831
Q1 2025 Added 92.82%
$76.7B
$1.51 Million 0.02% of portfolio
16,111
Q1 2025 Added 35.97%
$268B
$1.13 Million 0.01% of portfolio
18,315
Q1 2025 Added 36.0%
$70.9B
$1.16 Million 0.01% of portfolio
14,455
Q1 2025 Added 35.97%
Aptiv PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.5%
Veralto Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.51%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.48%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $8 Billion
  • Prior Value $7.92 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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