Mirova US
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2020-02-14 → 2026-10-02, 27 filings) | +15.89% | Cumulative +165.9% vs SPY +150.7% |
| Trailing 10Y | — | |
| Trailing 5Y | +12.83% | |
| Trailing 3Y | +20.84% | |
| Trailing 1Y | +8.14% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| NVDA | Nvidia Corporation | 9.27% | $862M |
| TSM | Taiwan Semiconductor Manufac | 5.84% | $543M |
| MA | Mastercard Incorporated | 5.11% | $475M |
| MSFT | Microsoft Corp | 4.84% | $450M |
| PANW | Palo Alto Networks Inc | 4.79% | $445M |
| LLY | Eli Lilly & Co | 4.57% | $425M |
| EBAY | Ebay Inc. | 3.85% | $358M |
| AVGO | Broadcom Inc | 3.73% | $347M |
| VRT | Vertiv Holdings Co | 3.56% | $331M |
| NEE | Nextera Energy Inc | 3.36% | $312M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 91.9% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.sec.gov/Archives/edgar/data/770540/000119312520261176/d34188d485apos.htm — Mirova US LLC was formed in 2018 and began operations March 29, 2019 as a spin-out of the Mirova division of Ostrum Asset Management US; wholly owned subsidiary of Paris-based Mirova (founded 2012, Natixis affiliate). Jens Peers is CEO of Mirova US and CIO, Equity. US operations began via Ostrum in 2014.