Mirova US LLC
Mirova US LLC reported 45 positions worth $9.30B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (9.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $862.3M | 9.27% | 4,309,689 | — | — | |
| ▸ 2 | TSM | SH | $543.1M | 5.84% | 1,137,112 | — | — | |
| ▸ 3 | MA | SH | $474.9M | 5.11% | 924,618 | — | — | |
| ▸ 4 | MSFT | SH | $449.9M | 4.84% | 1,206,161 | — | — | |
| ▸ 5 | PANW | SH | $445.1M | 4.79% | 1,305,090 | — | — | |
| ▸ 6 | LLY | SH | $424.6M | 4.57% | 354,043 | — | — | |
| ▸ 7 | EBAY | SH | $358.3M | 3.85% | 3,206,010 | — | — | |
| ▸ 8 | AVGO | SH | $347.3M | 3.73% | 919,362 | — | — | |
| ▸ 9 | VRT | SH | $330.9M | 3.56% | 988,313 | — | — | |
| ▸ 10 | NEE | SH | $312.1M | 3.36% | 3,556,095 | — | — |
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Frequently Asked Questions
What stocks does Mirova US LLC hold as of Q2 2026?
Mirova US LLC reported 45 positions worth $9.30B in its Q2 2026 13F filing. Largest positions: NVDA (9.3%), TSM (5.8%), MA (5.1%), MSFT (4.8%) and PANW (4.8%).
What did Mirova US LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mirova US LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.