Mirova US LLC - Portfolio Stock Holdings

Mirova US LLC disclosed 47 stock positions in a recent SEC 13F filing. $9,300,232,965 of stock holdings were filed, with the largest holdings including NVDA, TSM, and MA. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $13,616,354,795 and has 64 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.