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Mirova US LLC
Long Only Manager
Mirova US LLC is a Long Only Manager based in Boston, MA led by Zineb Bennani, reporting $12.9B in AUM as of Q3 2025 with 39% Technology concentration and 56% concentrated in top 10 holdings.
CEOZineb Bennani
- Portfolio Value
- $9.9B
- Positions
- 36
- Top Holding
- NVDA at 11.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Mirova US LLC's portfolio (56.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $1.2B | 11.99% | -$52.2M Sold | 0.03% 6.4M shares | |
Software - Infrastructure Technology | $976.4M | 9.86% | -$40.8M Sold | 0.03% 1.9M shares | |
Financial - Credit Services Financial Services | $585.1M | 5.91% | -$23.9M Sold | 0.11% 1.0M shares | |
Chemicals - Specialty Basic Materials | $499.8M | 5.05% | -$62.4M Sold | 0.64% 1.8M shares | |
Semiconductors Technology | $483.8M | 4.89% | -$18.1M Sold | — 1.7M shares | |
Software - Application Technology | $428.4M | 4.33% | -$21.1M Sold | 0.22% 2.9M shares | |
Apparel - Retail Consumer Cyclical | $375.0M | 3.79% | -$15.1M Sold | 0.23% 2.6M shares | |
Industrial - Machinery Industrials | $351.8M | 3.55% | -$14.0M Sold | 0.66% 705.5K shares | |
Software - Infrastructure Technology | $349.7M | 3.53% | -$13.3M Sold | 0.25% 1.7M shares | |
Specialty Retail Consumer Cyclical | $334.3M | 3.38% | -$14.3M Sold | 0.80% 3.7M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Mirova US LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+50.92% | |
+50.91% | |
+50.75% | |
+42.16% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-36.95% | |
-11.1% | |
-4.7% | |
-4.21% | |
-4.11% |
Analytics
Portfolio insights and performance metrics for Mirova US LLC
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