Mirova US LLC
CIK 1802900
13F filing for Q2 2026・No. 597
- Holdings
- US$9.3B
- Quarter change
- +US$488.04M
- Entries
- 45
- Net bought (estimate)
- −US$435.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 2
- Cut 36
- Added 4
- Corporate actions 0
- Unchanged 0
Largest holdings
45 stocks worth US$9.3B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 4,309,689 | US$862.33M | 9.27% |
| TSMTSMC ADRSPONSORED ADS | Cut | 1,137,112 | US$543.05M | 5.84% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 924,618 | US$474.88M | 5.11% |
| MSFTMicrosoftCOM | Cut | 1,206,161 | US$449.92M | 4.84% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 1,305,090 | US$445.06M | 4.79% |
| LLYELI LILLY & COCOM | Cut | 354,043 | US$424.65M | 4.57% |
| EBAYEBAY INC.COM | Cut | 3,206,010 | US$358.27M | 3.85% |
| AVGOBroadcomCOM | Cut | 919,362 | US$347.29M | 3.73% |
| VRTVERTIV HOLDINGS COCOM CL A | Cut | 988,313 | US$330.91M | 3.56% |
| NEENEXTERA ENERGY INCCOM | Cut | 3,556,095 | US$312.12M | 3.36% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.