Mirova Us LLC Portfolio Holdings

Mirova Us LLC

  • $9.37 Billion
  • Q2 2025

Mirova Us LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.37 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $1.05B, Microsoft Corp with a value of $977M, Mastercard Inc with a value of $602M, Ecolab Inc. with a value of $553M, and Roper Technologies Inc with a value of $416M.

Examining the 13F form we can see an increase of $1.37B in the current position value, from $8B to 9.37B.

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

Portfolio value $9.37 Billion
Technology: $3.72 Billion
Industrials: $1.56 Billion
Healthcare: $1.36 Billion
Financial Services: $901 Million
Consumer Cyclical: $768 Million
Basic Materials: $553 Million
Utilities: $514 Million
Consumer Defensive: $1.72 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.8B
$553 Million 5.9% of portfolio
2,052,803
Q2 2025 Added 3.72%
$55.1B
$416 Million 4.44% of portfolio
733,544
Q2 2025 Added 3.53%
$52.5B
$365 Million 3.89% of portfolio
1,782,574
Q2 2025 Added 4.2%
$178B
$349 Million 3.72% of portfolio
3,024,755
Q2 2025 Added 48.7%
$95.6B
$347 Million 3.7% of portfolio
1,517,789
Q2 2025 Added 3.73%
$155B
$333 Million 3.56% of portfolio
2,699,156
Q2 2025 Added 164.5%
$169B
$309 Million 3.29% of portfolio
568,123
Q2 2025 Added 47.76%
$53.3B
$285 Million 3.04% of portfolio
3,832,923
Q2 2025 Reduced 47.13%
$187B
$279 Million 2.97% of portfolio
687,066
Q2 2025 Reduced 12.91%
$141B
$277 Million 2.96% of portfolio
3,991,191
Q2 2025 Added 1.83%
$25.8B
$259 Million 2.76% of portfolio
2,000,499
Q2 2025 Added 4.94%
$25.8B
$234 Million 2.49% of portfolio
1,680,174
Q2 2025 Added 3.93%
$150B
$231 Million 2.46% of portfolio
771,235
Q2 2025 Added 4.32%
$150B
$231 Million 2.46% of portfolio
1,169,205
Q2 2025 Reduced 18.05%
$47.6B
$229 Million 2.45% of portfolio
2,931,297
Q2 2025 Added 56.17%
$19.7B
$156 Million 1.67% of portfolio
944,931
Q2 2025 Added 5.62%
$23.2B
$139 Million 1.49% of portfolio
341,289
Q2 2025 New
$11.4B
$81.4 Million 0.87% of portfolio
708,310
Q2 2025 Added 2.59%
$47.2B
$5.8 Million 0.06% of portfolio
64,907
Q2 2025 New
$22.8B
$3.68 Million 0.04% of portfolio
57,789
Q2 2025 New
$73.5B
$2.59 Million 0.03% of portfolio
24,514
Q2 2025 Added 69.59%
$70.9B
$1.72 Million 0.02% of portfolio
18,880
Q2 2025 Added 17.19%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $9.37 Billion
  • Prior Value $8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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