DOSSIER · 13F-HR · Q1 2026

Mirova US LLC

Mirova US's pension fund based in Chicago, IL — $8.8B in tracked AUM across 42 positions as of Q1 2026.

MU

Mirova US·Chicago, IL·Pension Fund

CIK 0001802900 · last filed Mar 31, 2026

Total AUM

$8.8B

▼ 17.3%

vs prior

Holdings

42

—

positions

Whale Score

71

71

strong

Activity

—

no data

changes this Q

Top sector

Tech

38% weight

concentration

AI Analysis · Q1 2026 · 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.

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

NVIDIA CORPORATION

$882M5.1M10.0%

02

MICROSOFT CORP

$576M1.6M6.5%

03

MASTERCARD INCORPORATED

$479M958K5.4%

04

TAIWAN SEMICONDUCTOR MANUFAC

$433M1.3M4.9%

05

TJX COS INC NEW

$385M2.4M4.4%

06

BROADCOM INC

$345M1.1M3.9%

07

ELI LILLY & CO

$339M368K3.8%

08

NEXTERA ENERGY INC

$337M3.6M3.8%

09

SHOPIFY INC

$317M2.7M3.6%

10

WASTE MGMT INC DEL

$313M1.4M3.6%

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