Mirova US LLC holds a diversified book of 45 stocks worth $9.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 9% of the equity book.
Top-heavy: diversified 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mirova US LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Ketron Financial | 12 / 45 | $254.4M |
| New World Advisors LLC | 20 / 45 | $454.1M |
| Hoffman, Alan N Investment Management | 4 / 45 | $122.6M |
| Prospect Hill Management, LLC | 6 / 45 | $179.1M |
| Voyager Global Management LP | 4 / 45 | $2.5B |
| Integrated Financial Solutions, Inc. | 9 / 45 | $127.6M |
| Private Capital Advisors, Inc. | 12 / 45 | $782.2M |
| Independent Investors Inc | 9 / 45 | $352.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Mirova US LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $862.3M | 4.31M | 9.3% | ▼−15% Reduced · −746K sh | |
| 2 | Taiwan Semiconductor Manufac SPONSORED ADS | $543.1M | 1.14M | 5.8% | ▼−11% Reduced · −144K sh | |
| 3 | Mastercard Incorporated CL A | $474.9M | 924.6K | 5.1% | ▼−3.5% Reduced · −33K sh | |
| 4 | Microsoft Corp COM | $449.9M | 1.21M | 4.8% | ▼−22% Reduced · −349K sh | |
| 5 | Palo Alto Networks Inc COM | $445.1M | 1.31M | 4.8% | ▼−19% Reduced · −298K sh | |
| 6 | Eli Lilly & Co COM | $424.6M | 354.0K | 4.6% | ▼−3.9% Reduced · −14K sh | |
| 7 | Ebay Inc. COM | $358.3M | 3.21M | 3.9% | ▼−6.6% Reduced · −227K sh | |
| 8 | Broadcom Inc COM | $347.3M | 919.4K | 3.7% | ▼−17% Reduced · −194K sh | |
| 9 | Vertiv Holdings Co COM CL A | $330.9M | 988.3K | 3.6% | ▼−3.4% Reduced · −34K sh | |
| 10 | NextEra Energy Inc COM | $312.1M | 3.56M | 3.4% | ▼−1.9% Reduced · −67K sh | |
| 11 | Ecolab Inc COM | $310.4M | 1.11M | 3.3% | ▼−4.8% Reduced · −56K sh | |
| 12 | Shopify Inc CL A SUB VTG SHS | $296.9M | 2.60M | 3.2% | ▼−2.6% Reduced · −71K sh | |
| 13 | Thermo Fisher Scientific Inc COM | $296.4M | 591.3K | 3.2% | ▼−3.9% Reduced · −24K sh | |
| 14 | Hubbell Inc COM | $293.9M | 561.8K | 3.2% | ▼−2.4% Reduced · −14K sh | |
| 15 | Waste Mgmt Inc Del COM | $292.6M | 1.31M | 3.1% | ▼−3.6% Reduced · −49K sh | |
| 16 | TJX Cos Inc New COM | $288.1M | 1.90M | 3.1% | ▼−21% Reduced · −507K sh | |
| 17 | Edwards Lifesciences Corp COM | $229.8M | 2.54M | 2.5% | ▼−3.3% Reduced · −87K sh | |
| 18 | Canadian Pacific Kansas City COM | $224.1M | 2.59M | 2.4% | ▲+33% Added · +642K sh | |
| 19 | Xylem Inc COM | $201.8M | 1.71M | 2.2% | ▼−5.5% Reduced · −100K sh | |
| 20 | Lowes Cos Inc COM | $200.2M | 907.8K | 2.2% | ▼−3.6% Reduced · −34K sh | |
| 21 | Intuitive Surgical Inc COM NEW | $195.8M | 492.3K | 2.1% | ▼−3.9% Reduced · −20K sh | |
| 22 | Danaher Corp Del COM | $190.5M | 1000.0K | 2.0% | ▼−4.9% Reduced · −51K sh | |
| 23 | Agco Corp COM | $182.9M | 1.53M | 2.0% | ▼−3.7% Reduced · −58K sh | |
| 24 | Watts Water Technologies Inc CL A | $161.3M | 412.1K | 1.7% | ▼−5.9% Reduced · −26K sh | |
| 25 | First Solar Inc COM | $154.7M | 655.6K | 1.7% | ▼−6.1% Reduced · −43K sh | |
| 26 | Ball Corp COM | $149.7M | 2.40M | 1.6% | ▼−0.3% Reduced · −8K sh | |
| 27 | Advanced Micro Devices Inc COM | $145.1M | 249.8K | 1.6% | ▲New New position | |
| 28 | Veralto Corp COM SHS | $144.4M | 1.63M | 1.6% | ▼−3.6% Reduced · −61K sh | |
| 29 | Boston Scientific Corp COM | $132.4M | 3.10M | 1.4% | ▲+41% Added · +898K sh | |
| 30 | Smurfit Westrock PLC SHS | $109.3M | 2.36M | 1.2% | ▲New New position | |
| 31 | Visa Inc COM CL A | $100.8M | 293.7K | 1.1% | ▼−9.8% Reduced · −32K sh | |
| 32 | Advanced Drain Sys Inc Del COM | $97.2M | 619.1K | 1.0% | ▼−1.5% Reduced · −10K sh | |
| 33 | American WTR WKS Co Inc New COM | $91.7M | 697.2K | 1.0% | ▼−7.1% Reduced · −53K sh | |
| 34 | Salesforce Inc COM | $88.3M | 563.5K | 0.9% | ▼−7.5% Reduced · −46K sh | |
| 35 | Oracle Corp COM | $62.9M | 429.4K | 0.7% | ▲New New position | |
| 36 | Accenture PLC Ireland SHS CLASS A | $41.9M | 337.0K | 0.5% | ▼−51% Reduced · −346K sh | |
| 37 | Alphabet Inc CAP STK CL A | $24.0M | 67.1K | 0.3% | ▲+245% Added · +48K sh | |
| 38 | Apple Inc COM | $11.6M | 40.2K | 0.1% | ▲+161% Added · +25K sh | |
| 39 | JPMorgan Chase & Co COM | $10.4M | 31.7K | 0.1% | ▲New New position | |
| 40 | Oreilly Automotive Inc COM | $7.6M | 82.1K | 0.1% | ▲New New position | |
| 41 | Johnson Controls Internation SHS | $5.5M | 37.6K | 0.1% | ▼−14% Reduced · −6K sh | |
| 42 | Nasdaq Inc COM | $3.2M | 40.0K | 0.0% | ▼−40% Reduced · −26K sh | |
| 43 | Colgate Palmolive Co COM | $2.7M | 29.0K | 0.0% | ▼−14% Reduced · −5K sh | |
| 44 | Eversource Energy COM | $2.4M | 33.7K | 0.0% | ▼−23% Reduced · −10K sh | |
| 45 | Intuit COM | $1.3M | 4.9K | 0.0% | ▼−14% Reduced · −832 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45 | $9.3B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.