Mirova US LLC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
36
Total value ($000)
$9,902,490
Net value change ($000)
+241,530 (2.5%)
New positions
1
Sold out positions
0
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/23/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 137,677 13.1%
AVGO 112,152 NEW
SHOP 79,460 22.8%
TSM 76,826 18.9%
HUBB 69,385 49.8%
EBAY 48,893 17.1%
FSLR 44,681 28.6%
TMO 41,918 15.0%
TJX 41,715 12.5%
XYL 26,352 10.2%
Top Reduces (Value $000, Stocks/ETFs)
ROP -63,979 -15.4%
ISRG -63,374 -20.5%
ECL -53,348 -9.6%
WTS -52,236 -28.4%
ACN -47,939 -20.8%
CRM -30,785 -16.6%
WM -24,438 -7.0%
V -21,537 -7.3%
BALL -20,067 -13.4%
LLY -17,664 -5.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type