Paul-Marc Lachaud
Mirova Us Llc
Assets Managed
$8.812B
Holdings
42
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-11.52%(2Q avg: -5.47%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Mirova Us Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.
Assets under management
The assets under management (AUM) of Mirova Us Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.812B in assets, with a quarterly growth rate of -11.52% and a 2-quarter average growth rate of -5.47%. The portfolio is managed by Paul-Marc Lachaud, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 10.01% | $881.731M 5.056M shares@ $174.41 avg price | Decreased -3.79% |
MSFT Microsoft Corp
| 6.54% | $575.842M 1.556M shares@ $370.18 avg price | Decreased -4.03% |
MA Mastercard Inc - A
| 5.44% | $478.547M 957,746 shares@ $499.66 avg price | Decreased -3.91% |
TSM Taiwan Semiconductor-sp Adr
| 4.92% | $433.1M 1.282M shares@ $337.96 avg price | Decreased -23.72% |
TJX Tjx Companies Inc
| 4.37% | $384.607M 2.408M shares@ $159.7 avg price | Decreased -4.05% |
AVGO Broadcom Inc
| 3.92% | $344.642M 1.114M shares@ $309.51 avg price | Increased 19.78% |
LLY Eli Lilly & Co
| 3.85% | $338.878M 368,438 shares@ $919.77 avg price | Decreased -4.12% |
NEE Nextera Energy Inc
| 3.82% | $336.549M 3.623M shares@ $92.89 avg price | Decreased -2.65% |
SHOP Shopify Inc - Class A
| 3.6% | $316.863M 2.671M shares@ $118.62 avg price | Decreased -4.11% |
WM Waste Management Inc
| 3.56% | $313.012M 1.362M shares@ $229.8 avg price | Decreased -4.03% |
1-10 of 42