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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$1.05 Billion 11.19% of portfolio
6,642,117
Q2 2025 Added 23.01%
$3.95T
$977 Million 10.42% of portfolio
1,963,799
Q2 2025 Added 22.56%
$548B
$602 Million 6.42% of portfolio
1,070,696
Q2 2025 Added 3.62%
$1.27T
$407 Million 4.34% of portfolio
1,797,084
Q2 2025 Added 1.65%
$608B
$308 Million 3.29% of portfolio
395,255
Q2 2025 Reduced 35.28%
$551B
$293 Million 3.13% of portfolio
825,940
Q2 2025 Added 3.68%
$232B
$185 Million 1.98% of portfolio
679,213
Q2 2025 Added 4.43%
$201B
$2.53 Million 0.03% of portfolio
3,218
Q2 2025 New

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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