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Size ($ in 1000's)
At 12/31/2023: $6,636,830
At 09/30/2023: $5,898,472
Combined Holding Report Includes:
Mirova US LLC
MIROVA
Mirova US LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mirova US LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Mirova US LLC top holdings by largest position size, as per the latest 13f filing made by Mirova US LLC.
In the Mirova US LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Mirova US LLC in that top holding, then the share count change between reporting periods, and finally the Mirova US LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MASTERCARD INCORPORATED |
1,188,149 |
-9,036 |
$506,757 | | MA | 1,188,149 | -9,036 | $506,757 | | ADOBE INC |
812,844 |
-11,979 |
$484,943 | | ADBE | 812,844 | -11,979 | $484,943 | | MICROSOFT CORP |
1,286,610 |
-164,646 |
$483,817 | | MSFT | 1,286,610 | -164,646 | $483,817 | | NVIDIA CORPORATION |
939,647 |
-6,424 |
$465,332 | | NVDA | 939,647 | -6,424 | $465,332 | | THERMO FISHER SCIENTIFIC INC |
778,434 |
-5,018 |
$413,185 | | TMO | 778,434 | -5,018 | $413,185 | | EBAY INC. |
9,141,027 |
-57,988 |
$398,732 | | EBAY | 9,141,027 | -57,988 | $398,732 | | ECOLAB INC |
1,966,508 |
-11,422 |
$390,057 | | ECL | 1,966,508 | -11,422 | $390,057 | | ROPER TECHNOLOGIES INC |
698,469 |
-3,939 |
$380,784 | | ROP | 698,469 | -3,939 | $380,784 | | ELI LILLY & CO |
600,966 |
-89,499 |
$350,315 | | LLY | 600,966 | -89,499 | $350,315 | | VISA INC |
1,222,766 |
-6,814 |
$318,347 | | V | 1,222,766 | -6,814 | $318,347 | | DANAHER CORPORATION |
1,181,875 |
-5,496 |
$273,415 | | DHR | 1,181,875 | -5,496 | $273,415 | | TAIWAN SEMICONDUCTOR MFG LTD |
2,387,973 |
-35,050 |
$248,349 | | TSM | 2,387,973 | -35,050 | $248,349 | | APTIV PLC |
2,666,073 |
-19,083 |
$239,200 | | APTV | 2,666,073 | -19,083 | $239,200 | | NEXTERA ENERGY INC |
3,825,684 |
+1,120,051 |
$232,372 | | NEE | 3,825,684 | +1,120,051 | $232,372 | | XYLEM INC |
1,872,588 |
-12,029 |
$214,149 | | XYL | 1,872,588 | -12,029 | $214,149 | | WASTE MGMT INC DEL |
913,904 |
+910,418 |
$163,680 | | WM | 913,904 | +910,418 | $163,680 | | WATTS WATER TECHNOLOGIES INC |
712,787 |
-4,441 |
$148,502 | | WTS | 712,787 | -4,441 | $148,502 | | BALL CORP |
2,527,925 |
+833,494 |
$145,406 | | BALL | 2,527,925 | +833,494 | $145,406 | | AGCO CORP |
1,194,810 |
-7,568 |
$145,062 | | AGCO | 1,194,810 | -7,568 | $145,062 | | INTUITIVE SURGICAL INC |
376,589 |
-2,518 |
$127,046 | | ISRG | 376,589 | -2,518 | $127,046 | | AMERICAN WTR WKS CO INC NEW |
900,953 |
-6,016 |
$118,917 | | AWK | 900,953 | -6,016 | $118,917 | | PALO ALTO NETWORKS INC |
361,633 |
+361,633 |
$106,638 | | PANW | 361,633 | +361,633 | $106,638 | | LAUDER ESTEE COS INC |
674,940 |
-4,479 |
$98,710 | | EL | 674,940 | -4,479 | $98,710 | | ENPHASE ENERGY INC |
573,770 |
-3,765 |
$75,818 | | ENPH | 573,770 | -3,765 | $75,818 | | EDWARDS LIFESCIENCES CORP |
860,400 |
-5,150 |
$65,606 | | EW | 860,400 | -5,150 | $65,606 | | VERALTO CORP |
394,768 |
+394,768 |
$32,474 | | VLTO | 394,768 | +394,768 | $32,474 |
See Full List: All Stocks Held By Mirova US LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mirova US LLC
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