Mirova Us LLC Portfolio Holdings

Mirova Us LLC

  • $9.63 Billion
  • Q3 2025

Mirova Us LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $9.63 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $1.19B, Microsoft Corp with a value of $976M, Mastercard Inc with a value of $585M, Ecolab Inc. with a value of $500M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $484M.

Examining the 13F form we can see an increase of $257M in the current position value, from $9.37B to 9.63B.

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

Portfolio value $9.63 Billion
Technology: $4.08 Billion
Industrials: $1.53 Billion
Healthcare: $1.3 Billion
Financial Services: $864 Million
Consumer Cyclical: $839 Million
Utilities: $520 Million
Basic Materials: $500 Million
Consumer Defensive: $2.28 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
$451B
$1.19 Billion 12.33% of portfolio
6,362,230
Q3 2025 Reduced 4.21%
$3.86T
$976 Million 10.14% of portfolio
1,885,058
Q3 2025 Reduced 4.01%
$546B
$585 Million 6.08% of portfolio
1,028,601
Q3 2025 Reduced 3.93%
$1.53T
$484 Million 5.02% of portfolio
1,732,421
Q3 2025 Reduced 3.6%
$219B
$320 Million 3.33% of portfolio
660,789
Q3 2025 Reduced 3.82%
$760B
$290 Million 3.02% of portfolio
380,667
Q3 2025 Reduced 3.69%
$568B
$272 Million 2.82% of portfolio
795,926
Q3 2025 Reduced 3.63%
$263B
$154 Million 1.6% of portfolio
651,604
Q3 2025 Reduced 4.06%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $9.63 Billion
  • Prior Value $9.37 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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