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Latest Mirova US LLC Stock Portfolio

$6.64Billion

Equity Portfolio Value
Last Reported on: 30 Jan, 2024

About Mirova US LLC and it’s 13F Hedge Fund Stock Holdings

Mirova US LLC is a hedge fund based in Boston, MA. On 31-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $8.4 Billions. In it's latest 13F Holdings report, Mirova US LLC reported an equity portfolio of $6.6 Billions as of 31 Dec, 2023.

The top stock holdings of Mirova US LLC are MA, ADBE, MSFT. The fund has invested 7.6% of it's portfolio in MASTERCARD INCORPORATED and 7.3% of portfolio in ADOBE INC.

The fund managers got completely rid off VERIZON COMMUNICATIONS INC (VZ) stocks. They significantly reduced their stock positions in ELI LILLY & CO (LLY), DANAHER CORPORATION (DHR) and MICROSOFT CORP (MSFT). Mirova US LLC opened new stock positions in PALO ALTO NETWORKS INC (PANW) and VERALTO CORP. The fund showed a lot of confidence in some stocks as they added substantially to WASTE MGMT INC DEL (WM), BALL CORP (BALL) and NEXTERA ENERGY INC (NEE).

New Buys

Ticker$ Bought
PALO ALTO NETWORKS INC106,638,000
VERALTO CORP32,473,600
New stocks bought by Mirova US LLC

Additions

Ticker% Inc.
WASTE MGMT INC DEL26,116
BALL CORP49.19
NEXTERA ENERGY INC41.4
Additions to existing portfolio by Mirova US LLC

Reductions

Ticker% Reduced
ELI LILLY & CO-12.96
DANAHER CORPORATION-11.76
MICROSOFT CORP-11.35
FIRST SOLAR INC-1.61
ADOBE INC-1.45
TAIWAN SEMICONDUCTOR MFG LTD-1.45
MASTERCARD INCORPORATED-0.75
APTIV PLC-0.71
Mirova US LLC reduced stake in above stock

Sold off

Ticker$ Sold
VERIZON COMMUNICATIONS INC-96,139,400
Mirova US LLC got rid off the above stocks

Current Stock Holdings of Mirova US LLC

Last Reported on: 30 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
ADBEADOBE INC7.31812,844484,943,000REDUCED-1.45
AGCOAGCO CORP2.191,194,810145,062,000REDUCED-0.63
APTVAPTIV PLC3.602,666,070239,200,000REDUCED-0.71
AWKAMERICAN WTR WKS CO INC NEW1.79900,953118,917,000REDUCED-0.66
BALLBALL CORP2.192,527,920145,406,000ADDED49.19
DHRDANAHER CORPORATION4.121,181,880273,415,000REDUCED-11.76
EBAYEBAY INC.6.019,141,030398,732,000REDUCED-0.63
ECLECOLAB INC5.881,966,510390,057,000REDUCED-0.58
ELLAUDER ESTEE COS INC1.49674,94098,710,000REDUCED-0.66
ENPHENPHASE ENERGY INC1.14573,77075,818,000REDUCED-0.65
EWEDWARDS LIFESCIENCES CORP0.99860,40065,605,500REDUCED-0.59
FSLRFIRST SOLAR INC0.1453,4989,216,640REDUCED-1.61
ISRGINTUITIVE SURGICAL INC1.91376,589127,046,000REDUCED-0.66
LLYELI LILLY & CO5.28600,966350,315,000REDUCED-12.96
MAMASTERCARD INCORPORATED7.641,188,150506,757,000REDUCED-0.75
MSFTMICROSOFT CORP7.291,286,610483,817,000REDUCED-11.35
NEENEXTERA ENERGY INC3.503,825,680232,372,000ADDED41.4
NVDANVIDIA CORPORATION7.01939,647465,332,000REDUCED-0.68
PANWPALO ALTO NETWORKS INC1.61361,633106,638,000NEW
ROPROPER TECHNOLOGIES INC5.74698,469380,784,000REDUCED-0.56
TMOTHERMO FISHER SCIENTIFIC INC6.23778,434413,185,000REDUCED-0.64
TSMTAIWAN SEMICONDUCTOR MFG LTD3.742,387,970248,349,000REDUCED-1.45
VVISA INC4.801,222,770318,347,000REDUCED-0.55
VZVERIZON COMMUNICATIONS INC0.000.000.00SOLD OFF-100
WMWASTE MGMT INC DEL2.47913,904163,680,000ADDED26,116
WTSWATTS WATER TECHNOLOGIES INC2.24712,787148,502,000REDUCED-0.62
XYLXYLEM INC3.231,872,590214,149,000REDUCED-0.64
VERALTO CORP0.49394,76832,473,600NEW