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Mirova Us LLC
CIK:0001802900
Investment Adviser
$5B AUM
36 holdings
Boston, MA, USA
Mirova US LLC is a Boston-based investment management firm focused on sustainable investing in equity and bonds.
Investment Strategy
Sustainable investing, focusing on companies contributing to the United Nations' Sustainable Development Goals and strong ESG performance.
Latest 13F Filing Activity
Mirova Us LLC filed their most recent 13F report on Sep 30, 2025 disclosing 36 equity positions with a total 13F market value of $10B. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Shopify Inc. among other positions. Mirova Us LLC reduced exposure to Roper Technologies Inc., Intuitive Surgical Inc., Ecolab Inc. among others.
Top Buys
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 11.99% | $1.19B | 6,362,230 | $45.77 | $186.58 | +$137.7M |
M MSFT | MICROSOFT CORP | 9.86% | $976.4M | 1,885,058 | $310.43 | $517.95 | -$447.5K |
M MA | MASTERCARD INCORPORATED | 5.91% | $585.1M | 1,028,601 | $349.17 | $568.81 | -$16.6M |
E ECL | ECOLAB INC | 5.05% | $499.8M | 1,824,872 | $205.16 | $273.86 | -$53.3M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.89% | $483.8M | 1,732,421 | $93.11 | $279.29 | +$76.8M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+20.0%
SERVICES-PREPACKAGED SOFTWARE
+15.8%
SERVICES-BUSINESS SERVICES, NEC
+13.9%
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+5.8%
SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS
+5.0%
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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