Mirova US LLC holds a focused book of 42 stocks worth $8.8B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802900/holdings"
Use Arkolith to show Mirova US LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $881.7M | 5.06M | 10.0% | ▼−3.8% Reduced · −200K sh | |
| 2 | Microsoft Corp COM | $575.8M | 1.56M | 6.5% | ▼−4.0% Reduced · −65K sh | |
| 3 | Mastercard Incorporated CL A | $478.5M | 957.7K | 5.4% | ▼−3.9% Reduced · −39K sh | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $433.1M | 1.28M | 4.9% | ▼−24% Reduced · −399K sh | |
| 5 | TJX Cos Inc New COM | $384.6M | 2.41M | 4.4% | ▼−4.0% Reduced · −102K sh | |
| 6 | Broadcom Inc COM | $344.6M | 1.11M | 3.9% | ▲+20% Added · +184K sh | |
| 7 | Eli Lilly & Co COM | $338.9M | 368.4K | 3.8% | ▼−4.1% Reduced · −16K sh | |
| 8 | NextEra Energy Inc COM | $336.5M | 3.62M | 3.8% | ▼−2.6% Reduced · −99K sh | |
| 9 | Shopify Inc CL A SUB VTG SHS | $316.9M | 2.67M | 3.6% | ▼−4.1% Reduced · −115K sh | |
| 10 | Waste Mgmt Inc Del COM | $313.0M | 1.36M | 3.6% | ▼−4.0% Reduced · −57K sh | |
| 11 | Ebay Inc. COM | $312.4M | 3.43M | 3.5% | ▼−3.3% Reduced · −116K sh | |
| 12 | Ecolab Inc COM | $311.2M | 1.17M | 3.5% | ▼−19% Reduced · −268K sh | |
| 13 | Thermo Fisher Scientific Inc COM | $302.3M | 615.1K | 3.4% | ▼−4.1% Reduced · −26K sh | |
| 14 | Hubbell Inc COM | $282.6M | 575.9K | 3.2% | ▲+20% Added · +97K sh | |
| 15 | Palo Alto Networks Inc COM | $256.9M | 1.60M | 2.9% | ▼−3.9% Reduced · −65K sh | |
| 16 | Vertiv Holdings Co COM CL A | $256.3M | 1.02M | 2.9% | ▲+31% Added · +241K sh | |
| 17 | Intuitive Surgical Inc COM NEW | $236.2M | 512.4K | 2.7% | ▼−4.1% Reduced · −22K sh | |
| 18 | Lowes Cos Inc COM | $222.4M | 941.4K | 2.5% | ▼−4.0% Reduced · −40K sh | |
| 19 | Xylem Inc COM | $216.0M | 1.81M | 2.5% | ▼−3.9% Reduced · −74K sh | |
| 20 | Edwards Lifesciences Corp COM | $210.4M | 2.63M | 2.4% | ▼−4.1% Reduced · −112K sh | |
| 21 | Danaher Corp Del COM | $199.4M | 1.05M | 2.3% | ▼−4.0% Reduced · −43K sh | |
| 22 | Agco Corp COM | $183.8M | 1.59M | 2.1% | ▲+36% Added · +422K sh | |
| 23 | Canadian Pacific Kansas City COM | $152.9M | 1.94M | 1.7% | ▼−4.2% Reduced · −85K sh | |
| 24 | Veralto Corp COM SHS | $149.4M | 1.69M | 1.7% | ▲+60% Added · +636K sh | |
| 25 | Ball Corp COM | $142.3M | 2.41M | 1.6% | ▼−4.3% Reduced · −109K sh | |
| 26 | Boston Scientific Corp COM | $138.3M | 2.20M | 1.6% | ▲+61% Added · +833K sh | |
| 27 | First Solar Inc COM | $137.8M | 698.6K | 1.6% | ▼−21% Reduced · −191K sh | |
| 28 | Accenture PLC Ireland SHS CLASS A | $135.4M | 682.7K | 1.5% | ▼−4.0% Reduced · −29K sh | |
| 29 | Watts Water Technologies Inc CL A | $127.1M | 437.9K | 1.4% | ▼−4.9% Reduced · −23K sh | |
| 30 | Salesforce Inc COM | $113.8M | 609.5K | 1.3% | ▼−4.0% Reduced · −25K sh | |
| 31 | American WTR WKS Co Inc New COM | $102.2M | 750.7K | 1.2% | ▼−4.0% Reduced · −31K sh | |
| 32 | Visa Inc COM CL A | $98.5M | 325.8K | 1.1% | ▼−58% Reduced · −447K sh | |
| 33 | Advanced Drain Sys Inc Del COM | $86.2M | 628.8K | 1.0% | ▼−4.9% Reduced · −32K sh | |
| 34 | Johnson Controls Internation SHS | $5.8M | 44.0K | 0.1% | ▼−0.2% Reduced · −82 sh | |
| 35 | Nasdaq Inc COM | $5.6M | 66.2K | 0.1% | ▼−23% Reduced · −19K sh | |
| 36 | Alphabet Inc CAP STK CL A | $5.6M | 19.4K | 0.1% | —Held | |
| 37 | Apple Inc COM | $3.9M | 15.4K | 0.0% | —Held | |
| 38 | Amazon Com Inc COM | $3.2M | 15.1K | 0.0% | —Held | |
| 39 | Eversource Energy COM | $3.0M | 43.8K | 0.0% | ▼−19% Reduced · −10K sh | |
| 40 | Colgate Palmolive Co COM | $2.9M | 33.9K | 0.0% | ▼−0.2% Reduced · −62 sh | |
| 41 | Intuit COM | $2.5M | 5.8K | 0.0% | ▼−0.2% Reduced · −12 sh | |
| 42 | Meta Platforms Inc CL A | $2.2M | 3.8K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 42 | $8.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 43 | $10.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 36 | $9.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 35 | $9.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 34 | $8.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 34 | $8.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 33 | $8.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 31, 2024 | 29 | $8.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 9, 2024 | 27 | $7.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 30, 2024 | 27 | $6.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 26 | $5.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 24, 2023 | 28 | $6.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 2, 2023 | 27 | $5.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 31 | $5.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 3, 2022 | 29 | $4.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 28, 2022 | 28 | $4.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 6, 2022 | 25 | $5.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 27 | $5.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 27 | $4.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 26 | $3.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 26 | $2.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 25 | $2.3B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 26 | $1.7B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 25 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.