13F Insight
DOSSIER · 13F-HR · Q2 2026

Mirova US LLC

$9.3B in tracked AUM across 45 positions as of Q2 2026.

MU
CIK 0001802900 · last filed Jun 30, 2026
Total AUM
$9.3B
as of Q2 2026
Holdings
45
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Mirova US LLC reported $8.8B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in NVDA, MSFT, MA. Notable moves this quarter: VRT INCREASED (+$129.6M); HUBB INCREASED (+$70.0M). 2 new positions initiated, 3 closed out, reflecting 45 total changes from the prior quarter.

Mirova US LLC entered 2026-03-31 with $8.8B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a technology tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$862M4.3M9.3%02
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$543M1.1M5.8%03
MA
MASTERCARD INCORPORATED
$475M925K5.1%04
MSFT
MICROSOFT CORP
$450M1.2M4.8%05
PANW
PALO ALTO NETWORKS INC
$445M1.3M4.8%06
LLY
ELI LILLY & CO
$425M354K4.6%07
EBAY
EBAY INC.
$358M3.2M3.9%08
AVGO
BROADCOM INC
$347M919K3.7%09
VRT
VERTIV HOLDINGS CO
$331M988K3.6%10
NEE
NEXTERA ENERGY INC
$312M3.6M3.4%

Filing history

2026Q2Jun 30
$9.3B▲ 5.5%
45 positionsView →2026Q1Mar 31
$8.8B▼ 11.5%
42 positionsView →2025Q4Dec 31
$10.0B▲ 0.6%
43 positionsView →2025Q3Sep 30
$9.9B▲ 2.5%
36 positionsLocked2025Q2Jun 30
$9.7B▲ 14.7%
35 positionsLocked2025Q1Mar 31
$8.4B▲ 1.0%
34 positionsLocked2024Q4Dec 31
$8.3B▼ 4.4%
34 positionsLocked2024Q3Sep 30
$8.7B▲ 8.5%
33 positionsLocked2024Q2Jun 30
$8.0B▲ 8.0%
29 positionsLocked2024Q1Mar 31
$7.4B▲ 12.1%
27 positionsLocked2023Q4Dec 31
$6.6B▲ 12.5%
27 positionsLocked2023Q3Sep 30
$5.9B▼ 1.8%
26 positionsLocked
Showing 12 of 27