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Mirova
Mirova US LLC is a Boston-based investment management firm, founded in 2018 as the US affiliate of Mirova S.A., part of Natixis Investment Managers. Mirova specializes in sustainable investing across multiple asset classes, including equities, fixed income, energy transition infrastructure, natural capital, impact private equity, and multi-asset strategies. The firm aims to generate both strong financial performance and positive social and environmental impact. Mirova employs multidisciplinary experts and manages both listed and private market portfolios, serving institutional investors globally. It leverages its Paris-based parent's resources and expertise to provide innovative solutions designed to accelerate the transition to a sustainable economy.
Investment Strategy
Mirova's investment strategy centers around high-conviction, multi-thematic sustainable portfolios managed across seven asset classes in both listed and private markets. The firm leverages finance as a tool to address societal challenges and focuses on investments that drive a real, sustainable, and value-creating economy. Mirova aims to deliver financial outperformance while generating a greater sustainability impact compared to the broader market, targeting portfolios aligned with a global warming scenario below 2°C. Strategies include non-diversified approaches with concentrated holdings, thematic equities, impact private equity, and infrastructure investments focused on the energy transition and natural capital. The portfolio construction emphasizes environmental, social, and governance (ESG) integration and impact measurement.
Latest 13F Filing Activity
Mirova filed their most recent 13F report on Jun 30, 2025 disclosing 119 equity positions with a total 13F market value of $709M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Trimble Inc. among other positions. Mirova reduced exposure to Thermo Fisher Scientific Inc., Exponent Inc., Cisco SYS Inc. among others.
Top Holdings
Equity Positions (119)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TMO | THERMO FISHER SCIENTIFIC INC | 7.91% | $56.1M | 138,272 | $348.16 | $405.46 | -$19.3M |
E ECL | ECOLAB INC | 6.22% | $44.1M | 163,663 | $197.16 | $269.44 | +$3.8M |
N NVDA | NVIDIA CORPORATION | 5.90% | $41.8M | 264,875 | $48.45 | $157.99 | +$16.2M |
M MSFT | MICROSOFT CORP | 5.50% | $39.0M | 78,330 | $339.04 | $497.41 | +$13.5M |
A ACN | ACCENTURE PLC IRELAND | 5.31% | $37.6M | 125,912 | $291.53 | $298.89 | +$289.5K |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Client Portfolio Manager | Boston, MA , United States | |
H Hua Cheng | Portfolio Manager | Boston, MA , United States | |
 | Investment Analyst | Boston, MA , United States | |
 | Associate Portfolio Manager | Abington, MA , United States | |
 | Senior Investment Analyst | New York, NY , United States | |
M Manon Salomez | Analyste ESG | Boston, MA , United States | |
 | Carbon Portfolio Manager | Paris, United States | |
 | Senior Investment Analyst | Boston, MA , United States |
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