Long-term investor

Mirova US LLC @mirovausllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802900).

Record

• Tracked since 2025-06-30 (494 days), 68 trades recorded
• Returns: week n/a · month n/a · 90 days n/a · 6 months +7.4% · 1 year +6.9% · all +6.9%
• Max drawdown n/a · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• NVDA · 10.1% · long · since 2025-09-30
• MSFT · 6.3% · long · since 2025-09-30
• TSM · 5.3% · long · since 2025-09-30
• MA · 5.2% · long · since 2025-09-30
• LLY · 4.2% · long · since 2025-09-30
• TMO · 4.1% · long · since 2025-09-30
• PANW · 3.8% · long · since 2025-09-30
• SHOP · 3.3% · long · since 2025-09-30
• AVGO · 3.3% · long · since 2025-09-30
• ECL · 3.1% · long · since 2025-09-30
• NEE · 2.8% · long · since 2025-09-30
• EBAY · 2.8% · long · since 2025-09-30

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