Institutional Fund
Mirova Us LLC
Boston, MACIK 18029005 filings on record
Portfolio Value
$8.81B
Q1 2026
Holdings
42
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-11.5%
from $9.96B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation10.0%
- Microsoft Corp6.5%
- Mastercard Incorporated5.4%
- Taiwan Semiconductor Mfg Ltd4.9%
- Tjx Cos Inc New4.4%
- Broadcom Inc3.9%
- Other64.8%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 5.06M | $881.73M | 10.0% | −199.6K | Reduced |
| 2 | Microsoft Corp | 1.56M | $575.84M | 6.5% | −65.4K | Reduced |
| 3 | Mastercard Incorporated | 957.7K | $478.55M | 5.4% | −39.0K | Reduced |
| 4 | Taiwan Semiconductor Mfg Ltd | 1.28M | $433.10M | 4.9% | −398.5K | Reduced |
| 5 | Tjx Cos Inc New | 2.41M | $384.61M | 4.4% | −101.8K | Reduced |
| 6 | Broadcom Inc | 1.11M | $344.64M | 3.9% | +183.8K | Added |
| 7 | Eli Lilly & Co | 368.4K | $338.88M | 3.8% | −15.8K | Reduced |
| 8 | Nextera Energy Inc | 3.62M | $336.55M | 3.8% | −98.7K | Reduced |
| 9 | Shopify Inc | 2.67M | $316.86M | 3.6% | −114.7K | Reduced |
| 10 | Waste Mgmt Inc Del | 1.36M | $313.01M | 3.6% | −57.3K | Reduced |
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