Mirova US LLC: 13F holdings
CIK 18029002026Q2
| Positions | 45 |
|---|---|
| Reported value | $9.3bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 4,309,689 | $862.3m | 9.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,137,112 | $543.1m | 5.8% |
| MA MASTERCARD INCORPORATED | 924,618 | $474.9m | 5.1% |
| MSFT MICROSOFT CORP | 1,206,161 | $449.9m | 4.8% |
| PANW PALO ALTO NETWORKS INC | 1,305,090 | $445.1m | 4.8% |
| LLY ELI LILLY & CO | 354,043 | $424.6m | 4.6% |
| EBAY EBAY INC. | 3,206,010 | $358.3m | 3.9% |
| AVGO BROADCOM INC | 919,362 | $347.3m | 3.7% |
| VRT VERTIV HOLDINGS CO | 988,313 | $330.9m | 3.6% |
| NEE NEXTERA ENERGY INC | 3,556,095 | $312.1m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802900")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.