Q2 2026 13F · SEC CIK 1802900

Mirova US LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $9.3B
Reported positions: 45
Top holdings a year, 3 yrs: +21.5%
Assets under management: $13.6B

Mirova US LLC is a hedge fund that reported 45 positions worth $9.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation (NVDA, 9.3%), Taiwan Semiconductor Manufac (TSM, 5.8%), Mastercard Incorporated (MA, 5.1%). A portfolio copying its top holdings returned 21.5% a year over the last 3 years, against 22.3% for the S&P 500.

Mirova US LLC holdings all 45 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mirova US LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	9.3%	10.0%	4,309,689	-14.8%	$862.3M
TSMTaiwan Semiconductor Manufac	5.8%	4.9%	1,137,112	-11.3%	$543.1M
MAMastercard Incorporated	5.1%	5.4%	924,618	-3.5%	$474.9M
MSFTMicrosoft Corp	4.8%	6.5%	1,206,161	-22.5%	$449.9M
PANWPalo Alto Networks Inc	4.8%	2.9%	1,305,090	-18.6%	$445.1M
LLYEli Lilly & Co	4.6%	3.8%	354,043	-3.9%	$424.6M
EBAYEbay Inc.	3.9%	3.5%	3,206,010	-6.6%	$358.3M
AVGOBroadcom Inc	3.7%	3.9%	919,362	-17.4%	$347.3M
VRTVertiv Holdings Co	3.6%	2.9%	988,313	-3.4%	$330.9M
NEENextera Energy Inc	3.4%	3.8%	3,556,095	-1.9%	$312.1M
ECLEcolab Inc	3.3%	3.5%	1,113,930	-4.8%	$310.4M
SHOPShopify Inc	3.2%	3.6%	2,600,237	-2.7%	$296.9M
TMOThermo Fisher Scientific Inc	3.2%	3.4%	591,257	-3.9%	$296.4M
HUBBHubbell Inc	3.2%	3.2%	561,819	-2.4%	$293.9M
WMWaste Mgmt Inc Del	3.1%	3.6%	1,312,962	-3.6%	$292.6M
TJXTjx Cos Inc New	3.1%	4.4%	1,901,496	-21.0%	$288.1M
EWEdwards Lifesciences Corp	2.5%	2.4%	2,540,381	-3.3%	$229.8M
CPCanadian Pacific Kansas City	2.4%	1.7%	2,586,427	+33.0%	$224.1M
XYLXylem Inc	2.2%	2.5%	1,707,194	-5.5%	$201.8M
LOWLowes Cos Inc	2.2%	2.5%	907,806	-3.6%	$200.2M
ISRGIntuitive Surgical Inc	2.1%	2.7%	492,324	-3.9%	$195.8M
DHRDanaher Corp Del	2.0%	2.3%	999,996	-4.9%	$190.5M
AGCOAgco Corp	2.0%	2.1%	1,528,332	-3.7%	$182.9M
WTSWatts Water Technologies Inc	1.7%	1.4%	412,095	-5.9%	$161.3M
FSLRFirst Solar Inc	1.7%	1.6%	655,621	-6.1%	$154.7M
BALLBall Corp	1.6%	1.6%	2,399,395	-0.3%	$149.7M
AMDAdvanced Micro Devices Inc	1.6%	New	249,822	—	$145.1M
VLTOVeralto Corp	1.6%	1.7%	1,628,033	-3.6%	$144.4M
BSXBoston Scientific Corp	1.4%	1.6%	3,101,478	+40.8%	$132.4M
SWSmurfit Westrock PLC F	1.2%	New	2,363,387	—	$109.3M
VVisa Inc	1.1%	1.1%	293,703	-9.8%	$100.8M
WMSAdvanced Drain Sys Inc Del	1.0%	1.0%	619,117	-1.5%	$97.2M
AWKAmerican Wtr Wks Co Inc New Com	1.0%	1.2%	697,230	-7.1%	$91.7M
CRMSalesforce Inc	0.9%	1.3%	563,506	-7.5%	$88.3M
ORCLOracle Corp	0.7%	New	429,354	—	$62.9M
ACNAccenture PLC Ireland	0.5%	1.5%	337,013	-50.6%	$41.9M
GOOGLAlphabet Inc	0.3%	0.1%	67,085	+245.4%	$24.0M
AAPLApple Inc	0.1%	0.0%	40,220	+160.8%	$11.6M
JPMJpmorgan Chase & Co	0.1%	New	31,658	—	$10.4M
ORLYOreilly Automotive Inc	0.1%	New	82,108	—	$7.6M
JCIJohnson Controls Internation	0.1%	0.1%	37,625	-14.4%	$5.5M
NDAQNasdaq Inc	0.0%	0.1%	39,990	-39.6%	$3.2M
CLColgate Palmolive Co	0.0%	0.0%	28,979	-14.4%	$2.7M
ESEversource Energy	0.0%	0.0%	33,715	-23.1%	$2.4M
INTUIntuit	0.0%	0.0%	4,931	-14.4%	$1.3M

What Mirova US LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +5.6% /yr; S&P 500 +11.7%
3 years: +21.5% /yr; S&P 500 +22.3%
5 years: +9.7% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$9.3B	45
Q1 2026	$8.8B	42
Q4 2025	$10.0B	43
Q3 2025	$9.9B	36
Q2 2025	$9.7B	35
Q1 2025	$8.4B	34
Q4 2024	$8.3B	34
Q3 2024	$8.7B	33
Q2 2024	$8.0B	29
Q1 2024	$7.4B	27
Q4 2023	$6.6B	27
Q3 2023	$5.9B	26

Questions about Mirova US LLC's portfolio

What stocks does Mirova US LLC own?

Mirova US LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 45 positions worth $9.3B. The largest are Nvidia Corporation (NVDA) at 9.3%, Taiwan Semiconductor Manufac (TSM) at 5.8%, Mastercard Incorporated (MA) at 5.1%, Microsoft Corp (MSFT) at 4.8% and Palo Alto Networks Inc (PANW) at 4.8%.

What did Mirova US LLC buy last quarter?

In Q2 2026, Mirova US LLC added a new position in Advanced Micro Devices Inc (AMD), a new position in Smurfit Westrock PLC F (SW), a new position in Oracle Corp (ORCL), a new position in Jpmorgan Chase & Co (JPM), a new position in Oreilly Automotive Inc (ORLY), Alphabet Inc (GOOGL) (+245.4% shares), Apple Inc (AAPL) (+160.8% shares) and Boston Scientific Corp (BSX) (+40.8% shares), compared with its Q1 2026 filing.

What did Mirova US LLC sell last quarter?

In Q2 2026, Mirova US LLC sold all of Amazon Com Inc (AMZN), sold all of Meta Platforms Inc (META), Accenture PLC Ireland (ACN) (-50.6% shares), Nasdaq Inc (NDAQ) (-39.6% shares) and Eversource Energy (ES) (-23.1% shares), compared with its Q1 2026 filing.

How has Mirova US LLC's portfolio performed?

A portfolio copying Mirova US LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.5% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +5.6% against +11.7%. Over 5 years: +9.7% a year against +10.6%.

When is Mirova US LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mirova US LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mirova US LLC manage?

Mirova US LLC reported $13.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $9.3B.