SEC Form 13F
Mirova US LLC 13F holdings
Quarter ended Sep 30, 2026, filed with the SEC on Nov 5, 2026. Largest holding: NVDA at 10.1%.
- Reported value
- $9.15B
- Holdings
- 45
- Top 10 holdings
- 48.7%
- of the reported 13F total
- Changes since Jun 30, 2026
- 2 new, 4 added to, 39 trimmed, 2 exited
Biggest moves this quarter
Change in shares held compared with the filing for the quarter ended Jun 30, 2026.
Biggest buys
- JPM JPMORGAN CHASE & CO+2,065.5%Weight 2.48%
AMD ADVANCED MICRO DEVICES INC+45.6%Weight 2.43%
FSLR FIRST SOLAR INC+36.8%Weight 1.72%
ORCL ORACLE CORP+89.3%Weight 1.22%
BAC BANK OF AMER CORPNewWeight 1.21%
Biggest sells
- NVDA NVIDIA CORPORATION-6.4%Weight 10.07%
- MSFT MICROSOFT CORP-6.5%Weight 6.32%
- TSM TAIWAN SEMICONDUCTOR MANUFAC-5.7%Weight 5.34%
- MA MASTERCARD INCORPORATED-6.4%Weight 5.21%
- LLY ELI LILLY & CO-6.5%Weight 4.18%
Top holdings
The 30 largest of 45 positions by weight. Option rows are not included.
| # | Company | Weight | Change vs prior quarter |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | 10.07% | -6.4% |
| 2 | MSFT MICROSOFT CORP | 6.32% | -6.5% |
| 3 | TSM TAIWAN SEMICONDUCTOR MANUFAC | 5.34% | -5.7% |
| 4 | MA MASTERCARD INCORPORATED | 5.21% | -6.4% |
| 5 | LLY ELI LILLY & CO | 4.18% | -6.5% |
| 6 | TMO THERMO FISHER SCIENTIFIC INC | 4.08% | -6.5% |
| 7 | PANW PALO ALTO NETWORKS INC | 3.75% | -33.7% |
| 8 | SHOP SHOPIFY INC | 3.31% | -21.4% |
| 9 | AVGO BROADCOM INC | 3.30% | -6.4% |
| 10 | ECL ECOLAB INC | 3.12% | -6.5% |
| 11 | NEE NEXTERA ENERGY INC | 2.79% | -5.3% |
| 12 | EBAY EBAY INC. | 2.77% | -25.4% |
| 13 | WM WASTE MGMT INC DEL | 2.74% | -6.5% |
| 14 | HUBB HUBBELL INC | 2.60% | -6.5% |
| 15 | TJX TJX COS INC NEW | 2.57% | -6.4% |
| 16 | JPM JPMORGAN CHASE & CO | 2.48% | +2,065.5% |
| 17 |  VRT VERTIV HOLDINGS CO | 2.44% | -6.4% |
| 18 | AMD ADVANCED MICRO DEVICES INC | 2.43% | +45.6% |
| 19 | DHR DANAHER CORP DEL | 2.26% | -6.4% |
| 20 | CP CANADIAN PACIFIC KANSAS CITY | 2.25% | -6.4% |
| 21 |  EW EDWARDS LIFESCIENCES CORP | 2.24% | -6.5% |
| 22 |  ISRG INTUITIVE SURGICAL INC | 2.05% | -6.5% |
| 23 |  AGCO AGCO CORP | 1.78% | -6.6% |
| 24 |  XYL XYLEM INC | 1.77% | -6.4% |
| 25 | FSLR FIRST SOLAR INC | 1.72% | +36.8% |
| 26 |  LOW LOWES COS INC | 1.71% | -6.4% |
| 27 |  VLTO VERALTO CORP | 1.57% | -6.4% |
| 28 |  WTS WATTS WATER TECHNOLOGIES INC | 1.48% | -7.0% |
| 29 |  BALL BALL CORP | 1.40% | -4.5% |
| 30 |  BSX BOSTON SCIENTIFIC CORP | 1.38% | -6.4% |
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Positions as reported in the SEC Form 13F-HR filing, valued at quarter-end prices. Weights are each position's share of the reported 13F total, not of the manager's total assets, and say nothing about returns.
A 13F shows US-listed long positions on the last day of the quarter and is filed up to 45 days later. Short positions, cash, bonds and most non-US holdings are not included, and positions may have changed since.
Source: SEC Form 13F-HR, accession 0001172661-26-004865.
Information only. Not investment advice or a recommendation to buy or sell any security.