Mirova US (Guillaume Abel) latest 13F portfolio: 45 holdings worth $9.3B as of Q2 2026.
Backtested since 2020: mirroring Mirova US's reported 13F equity holdings each quarter would have returned +165.4% versus +192.2%for the S&P 500 (+16.6% annualized). See the Performance tab for the full equity curve.
Investor: Guillaume Abel
Number of Assets: 45
Reporting Period: Q2 - 2026
Holdings at Report: $9,300,232,966
Return $ Since Report: +$119,983,226
Return % Since Report: +1.29%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Advanced Micro Devices Inc. (AMD) | Equity | +100% | 249,822 | 1.56% | $580.91 | $559.82 | $145,124,098 | $139,855,352 | -$5,268,746 | -3.63% |
| Ball Corp. (BALL) | Equity | -0.32% | 2,399,395 | 1.61% | $62.40 | $60.15 | $149,722,248 | $144,323,609 | -$5,398,639 | -3.61% |
| Canadian Pacific Kansas City Limited (CP) | Equity | +33.04% | 2,586,427 | 2.41% | $86.65 | $87.48 | $224,113,900 | $226,260,634 | +$2,146,734 | +0.96% |
| Eversource Energy (ES) | Equity | -23.10% | 33,715 | 0.03% | $72.27 | $67.72 | $2,436,583 | $2,283,180 | -$153,403 | -6.30% |
| Hubbell Inc. (HUBB) | Equity | -2.45% | 561,819 | 3.16% | $523.20 | $446.92 | $293,943,701 | $251,088,147 | -$42,855,554 | -14.58% |
| Johnson Controls International PLC (JCI) | Equity | -14.42% | 37,625 | 0.06% | $146.11 | $143.28 | $5,497,389 | $5,390,910 | -$106,479 | -1.94% |
| Mastercard Inc. (MA) | Equity | -3.46% | 924,618 | 5.11% | $513.60 | $565.24 | $474,883,805 | $522,631,078 | +$47,747,273 | +10.05% |
| Nextera Energy Inc. (NEE) | Equity | -1.86% | 3,556,095 | 3.36% | $87.77 | $80.47 | $312,118,458 | $286,158,965 | -$25,959,493 | -8.32% |
| O'Reilly Automotive Inc. (ORLY) | Equity | +100% | 82,108 | 0.08% | $92.09 | $84.71 | $7,561,326 | $6,955,369 | -$605,957 | -8.01% |
| Shopify Inc. (SHOP) | Equity | -2.66% | 2,600,237 | 3.19% | $114.18 | $128.50 | $296,895,061 | $334,130,455 | +$37,235,394 | +12.54% |
| Advanced Drainage Systems Inc. (WMS) | Equity | -1.55% | 619,117 | 1.04% | $156.96 | $126.05 | $97,176,604 | $78,039,698 | -$19,136,906 | -19.69% |
| Broadcom Inc. (AVGO) | Equity | -17.44% | 919,362 | 3.73% | $377.75 | $357.61 | $347,288,995 | $328,773,045 | -$18,515,950 | -5.33% |
| Ecolab Inc. (ECL) | Equity | -4.79% | 1,113,930 | 3.34% | $278.61 | $269.46 | $310,352,037 | $300,159,578 | -$10,192,459 | -3.28% |
| Intuitive Surgical Inc. (ISRG) | Equity | -3.91% | 492,324 | 2.11% | $397.68 | $393.33 | $195,787,408 | $193,645,799 | -$2,141,609 | -1.09% |
| Lowe'S Companies Inc. (LOW) | Equity | -3.57% | 907,806 | 2.15% | $220.49 | $192.49 | $200,162,145 | $174,743,577 | -$25,418,568 | -12.70% |
| Nasdaq Inc. (NDAQ) | Equity | -39.60% | 39,990 | 0.03% | $78.82 | $93.54 | $3,152,012 | $3,740,665 | +$588,653 | +18.68% |
| Oracle Corp. (ORCL) | Equity | +100% | 429,354 | 0.68% | $146.55 | $147.61 | $62,921,829 | $63,376,944 | +$455,115 | +0.72% |
| Salesforce Inc. (CRM) | Equity | -7.54% | 563,506 | 0.95% | $156.66 | $237.92 | $88,278,850 | $134,069,348 | +$45,790,498 | +51.87% |
| Alphabet Inc. (GOOGL) | Equity | +245.37% | 67,085 | 0.26% | $357.37 | $349.54 | $23,974,166 | $23,448,891 | -$525,275 | -2.19% |
| Danaher Corp. (DHR) | Equity | -4.89% | 999,996 | 2.05% | $190.48 | $211.81 | $190,479,238 | $211,809,153 | +$21,329,915 | +11.20% |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | Equity | -11.27% | 1,137,112 | 5.84% | $477.57 | $434.67 | $543,050,578 | $494,268,473 | -$48,782,105 | -8.98% |
| Veralto Corp. (VLTO) | Equity | -3.63% | 1,628,033 | 1.55% | $88.68 | $94.49 | $144,373,966 | $153,832,838 | +$9,458,872 | +6.55% |
| Waste Management Inc. (WM) | Equity | -3.61% | 1,312,962 | 3.15% | $222.88 | $211.10 | $292,632,971 | $277,166,278 | -$15,466,693 | -5.29% |
| Xylem Inc. (XYL) | Equity | -5.55% | 1,707,194 | 2.17% | $118.21 | $107.56 | $201,807,403 | $183,625,787 | -$18,181,616 | -9.01% |
| Agco Corp. (AGCO) | Equity | -3.68% | 1,528,332 | 1.97% | $119.70 | $119.79 | $182,941,340 | $183,078,890 | +$137,550 | +0.08% |
| Apple Inc. (AAPL) | Equity | +160.83% | 40,220 | 0.13% | $289.36 | $336.13 | $11,638,059 | $13,519,149 | +$1,881,090 | +16.16% |
| Colgate-Palmolive Company (CL) | Equity | -14.43% | 28,979 | 0.03% | $91.68 | $87.47 | $2,656,795 | $2,534,793 | -$122,002 | -4.59% |
| Eli Lilly And Company (LLY) | Equity | -3.91% | 354,043 | 4.57% | $1,199.43 | $1,152.93 | $424,649,796 | $408,186,796 | -$16,463,000 | -3.88% |
| First Solar Inc. (FSLR) | Equity | -6.15% | 655,621 | 1.66% | $235.96 | $195.96 | $154,700,331 | $128,475,491 | -$26,224,840 | -16.95% |
| Smurfit Westrock (SW) | Equity | +100% | 2,363,387 | 1.18% | $46.26 | $44.33 | $109,330,283 | $104,768,946 | -$4,561,337 | -4.17% |
| The Tjx Companies Inc. (TJX) | Equity | -21.04% | 1,901,496 | 3.10% | $151.50 | $127.24 | $288,076,644 | $241,946,351 | -$46,130,293 | -16.01% |
| Visa Inc. (V) | Equity | -9.84% | 293,703 | 1.08% | $343.09 | $368.29 | $100,766,562 | $108,167,878 | +$7,401,316 | +7.35% |
| Accenture PLC (ACN) | Equity | -50.64% | 337,013 | 0.45% | $124.44 | $181.29 | $41,937,898 | $61,097,087 | +$19,159,189 | +45.68% |
| American Water Works Company Inc. (AWK) | Equity | -7.12% | 697,230 | 0.99% | $131.58 | $135.90 | $91,741,523 | $94,753,557 | +$3,012,034 | +3.28% |
| Edwards Lifesciences Corp. (EW) | Equity | -3.31% | 2,540,381 | 2.47% | $90.46 | $88.26 | $229,802,865 | $224,214,027 | -$5,588,838 | -2.43% |
| Thermo Fisher Scientific Inc. (TMO) | Equity | -3.87% | 591,257 | 3.19% | $501.36 | $651.45 | $296,432,610 | $385,174,373 | +$88,741,763 | +29.94% |
| Vertiv Holdings Co (VRT) | Equity | -3.36% | 988,313 | 3.56% | $334.82 | $249.39 | $330,906,959 | $246,475,379 | -$84,431,580 | -25.52% |
| Boston Scientific Corp. (BSX) | Equity | +40.76% | 3,101,478 | 1.42% | $42.68 | $43.34 | $132,371,081 | $134,418,057 | +$2,046,976 | +1.55% |
| Ebay Inc. (EBAY) | Equity | -6.60% | 3,206,010 | 3.85% | $111.75 | $111.84 | $358,271,617 | $358,560,158 | +$288,541 | +0.08% |
| Intuit Inc. (INTU) | Equity | -14.44% | 4,931 | 0.01% | $261.00 | $303.19 | $1,286,991 | $1,495,030 | +$208,039 | +16.16% |
| JP Morgan Chase & Co. (JPM) | Equity | +100% | 31,658 | 0.11% | $327.33 | $349.67 | $10,362,613 | $11,069,853 | +$707,240 | +6.82% |
| Microsoft Corp. (MSFT) | Equity | -22.46% | 1,206,161 | 4.84% | $373.02 | $493.78 | $449,922,176 | $595,578,179 | +$145,656,003 | +32.37% |
| Nvidia Corp. (NVDA) | Equity | -14.76% | 4,309,689 | 9.27% | $200.09 | $222.27 | $862,325,672 | $957,914,574 | +$95,588,902 | +11.09% |
| Palo Alto Networks Inc. (PANW) | Equity | -18.57% | 1,305,090 | 4.79% | $341.02 | $363.58 | $445,061,792 | $474,504,622 | +$29,442,830 | +6.62% |
| Watts Water Technologies Inc. (WTS) | Equity | -5.89% | 412,095 | 1.73% | $391.45 | $350.66 | $161,314,588 | $144,505,233 | -$16,809,355 | -10.42% |