13F Insight
DOSSIER · 13F-HR · Q1 2026

Mirova US LLC

$8.8B in tracked AUM across 42 positions as of Q1 2026.

MU
CIK 0001802900 · last filed Mar 31, 2026
Total AUM
$8.8B
as of Q1 2026
Holdings
42
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$882M5.1M10.0%02
MSFT
MICROSOFT CORP
$576M1.6M6.5%03
MA
MASTERCARD INCORPORATED
$479M958K5.4%04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$433M1.3M4.9%05
TJX
TJX COS INC NEW
$385M2.4M4.4%06
AVGO
BROADCOM INC
$345M1.1M3.9%07
LLY
ELI LILLY & CO
$339M368K3.8%08
NEE
NEXTERA ENERGY INC
$337M3.6M3.8%09
SHOP
SHOPIFY INC
$317M2.7M3.6%10
WM
WASTE MGMT INC DEL
$313M1.4M3.6%

Filing history

2026Q1Mar 31
$8.8B▼ 11.5%
42 positionsView →2025Q4Dec 31
$10.0B▲ 0.6%
43 positionsView →2025Q3Sep 30
$9.9B▲ 2.5%
36 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$6.0B▲ 9.0%
28 positionsLocked
Showing 12 of 26