Mirova US (Guillaume Abel) latest 13F portfolio: 42 holdings worth $8.8B as of Q1 2026.
Backtested since 2020: mirroring Mirova US's reported 13F equity holdings each quarter would have returned +172.5% versus +194.6%for the S&P 500 (+17.5% annualized). See the Performance tab for the full equity curve.
Investor: Guillaume Abel
Number of Assets: 42
Reporting Period: Q1 - 2026
Holdings at Report: $8,812,194,632
Return $ Since Report: +$1,407,345,275
Return % Since Report: +15.97%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Alphabet Inc. (GOOGL) | Equity | 0% | 19,424 | 0.06% | $287.56 | $359.85 | $5,585,565 | $6,989,726 | +$1,404,161 | +25.14% |
| Ball Corp. (BALL) | Equity | -4.33% | 2,407,018 | 1.61% | $59.11 | $63.33 | $142,278,834 | $152,424,415 | +$10,145,581 | +7.13% |
| Accenture PLC (ACN) | Equity | -4.01% | 682,706 | 1.54% | $198.29 | $168.50 | $135,373,773 | $115,032,547 | -$20,341,226 | -15.03% |
| Apple Inc. (AAPL) | Equity | 0% | 15,420 | 0.04% | $253.79 | $309.86 | $3,913,442 | $4,778,072 | +$864,630 | +22.09% |
| Advanced Drainage Systems Inc. (WMS) | Equity | -4.86% | 628,843 | 0.98% | $137.13 | $149.31 | $86,233,241 | $93,889,404 | +$7,656,163 | +8.88% |
| Agco Corp. (AGCO) | Equity | +36.24% | 1,586,652 | 2.09% | $115.87 | $102.42 | $183,845,367 | $162,504,898 | -$21,340,469 | -11.61% |
| Amazon.com Inc. (AMZN) | Equity | 0% | 15,144 | 0.04% | $208.27 | $273.55 | $3,154,041 | $4,142,641 | +$988,600 | +31.34% |
| Boston Scientific Corp. (BSX) | Equity | +60.83% | 2,203,401 | 1.57% | $62.75 | $49.99 | $138,263,413 | $110,148,016 | -$28,115,397 | -20.33% |
| Colgate-Palmolive Company (CL) | Equity | -0.18% | 33,866 | 0.03% | $85.23 | $93.18 | $2,886,399 | $3,155,634 | +$269,235 | +9.33% |
| Ebay Inc. (EBAY) | Equity | -3.27% | 3,432,531 | 3.55% | $91.02 | $109.54 | $312,428,972 | $375,982,283 | +$63,553,311 | +20.34% |
| American Water Works Company Inc. (AWK) | Equity | -3.98% | 750,695 | 1.16% | $136.09 | $134.40 | $102,162,083 | $100,889,655 | -$1,272,428 | -1.25% |
| Broadcom Inc. (AVGO) | Equity | +19.78% | 1,113,510 | 3.91% | $309.51 | $424.26 | $344,642,480 | $472,417,753 | +$127,775,273 | +37.07% |
| Canadian Pacific Kansas City Limited (CP) | Equity | -4.20% | 1,944,162 | 1.74% | $78.66 | $90.50 | $152,927,783 | $175,946,661 | +$23,018,878 | +15.05% |
| Ecolab Inc. (ECL) | Equity | -18.62% | 1,169,995 | 3.53% | $266.02 | $282.22 | $311,242,070 | $330,195,989 | +$18,953,919 | +6.09% |
| Mastercard Inc. (MA) | Equity | -3.92% | 957,746 | 5.43% | $499.66 | $568.46 | $478,547,366 | $544,435,502 | +$65,888,136 | +13.77% |
| Meta Platforms Inc. (META) | Equity | 0% | 3,798 | 0.02% | $572.13 | $589.24 | $2,172,950 | $2,237,934 | +$64,984 | +2.99% |
| Nasdaq Inc. (NDAQ) | Equity | -22.72% | 66,207 | 0.06% | $84.89 | $93.51 | $5,620,312 | $6,191,017 | +$570,705 | +10.15% |
| Nvidia Corp. (NVDA) | Equity | -3.80% | 5,055,799 | 10.01% | $174.40 | $217.85 | $881,731,346 | $1,101,405,812 | +$219,674,466 | +24.91% |
| Shopify Inc. (SHOP) | Equity | -4.12% | 2,671,242 | 3.60% | $118.62 | $145.86 | $316,862,726 | $389,614,002 | +$72,751,276 | +22.96% |
| Veralto Corp. (VLTO) | Equity | +60.45% | 1,689,337 | 1.70% | $88.42 | $97.14 | $149,371,178 | $164,102,196 | +$14,731,018 | +9.86% |
| Danaher Corp. (DHR) | Equity | -3.97% | 1,051,430 | 2.26% | $189.60 | $197.39 | $199,351,128 | $207,541,768 | +$8,190,640 | +4.11% |
| Edwards Lifesciences Corp. (EW) | Equity | -4.08% | 2,627,315 | 2.39% | $80.08 | $88.80 | $210,395,385 | $233,302,945 | +$22,907,560 | +10.89% |
| Eversource Energy (ES) | Equity | -18.87% | 43,842 | 0.03% | $69.28 | $72.30 | $3,037,374 | $3,169,557 | +$132,183 | +4.35% |
| Intuitive Surgical Inc. (ISRG) | Equity | -4.08% | 512,363 | 2.68% | $460.99 | $374.13 | $236,194,219 | $191,690,369 | -$44,503,850 | -18.84% |
| Nextera Energy Inc. (NEE) | Equity | -2.65% | 3,623,477 | 3.82% | $92.88 | $85.41 | $336,548,544 | $309,481,171 | -$27,067,373 | -8.04% |
| The Tjx Companies Inc. (TJX) | Equity | -4.06% | 2,408,310 | 4.36% | $159.70 | $160.48 | $384,607,107 | $386,485,589 | +$1,878,482 | +0.49% |
| Intuit Inc. (INTU) | Equity | -0.21% | 5,763 | 0.03% | $432.38 | $318.37 | $2,491,806 | $1,834,766 | -$657,040 | -26.37% |
| Lowe'S Companies Inc. (LOW) | Equity | -4.05% | 941,425 | 2.52% | $236.28 | $218.05 | $222,439,899 | $205,277,721 | -$17,162,178 | -7.72% |
| Palo Alto Networks Inc. (PANW) | Equity | -3.90% | 1,602,712 | 2.92% | $160.32 | $356.21 | $256,946,788 | $570,902,042 | +$313,955,254 | +122.19% |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | Equity | -23.72% | 1,281,550 | 4.91% | $337.95 | $422.28 | $433,099,823 | $541,172,934 | +$108,073,111 | +24.95% |
| Vertiv Holdings Co (VRT) | Equity | +30.81% | 1,022,714 | 2.91% | $250.58 | $283.55 | $256,271,674 | $289,985,441 | +$33,713,767 | +13.16% |
| Waste Management Inc. (WM) | Equity | -4.04% | 1,362,167 | 3.55% | $229.79 | $225.87 | $313,012,355 | $307,665,849 | -$5,346,506 | -1.71% |
| Eli Lilly And Company (LLY) | Equity | -4.12% | 368,438 | 3.85% | $919.77 | $1,182.33 | $338,878,219 | $435,615,301 | +$96,737,082 | +28.55% |
| First Solar Inc. (FSLR) | Equity | -21.43% | 698,552 | 1.56% | $197.26 | $248.37 | $137,796,368 | $173,495,867 | +$35,699,499 | +25.91% |
| Hubbell Inc. (HUBB) | Equity | +20.29% | 575,911 | 3.21% | $490.74 | $512.74 | $282,622,564 | $295,292,606 | +$12,670,042 | +4.48% |
| Johnson Controls International PLC (JCI) | Equity | -0.19% | 43,967 | 0.07% | $130.95 | $154.69 | $5,757,479 | $6,801,255 | +$1,043,776 | +18.13% |
| Microsoft Corp. (MSFT) | Equity | -4.04% | 1,555,616 | 6.53% | $370.17 | $495.94 | $575,842,375 | $771,492,199 | +$195,649,824 | +33.98% |
| Salesforce Inc. (CRM) | Equity | -3.96% | 609,451 | 1.29% | $186.67 | $185.41 | $113,766,218 | $112,998,310 | -$767,908 | -0.67% |
| Thermo Fisher Scientific Inc. (TMO) | Equity | -4.08% | 615,090 | 3.43% | $491.53 | $573.11 | $302,335,188 | $352,511,154 | +$50,175,966 | +16.60% |
| Visa Inc. (V) | Equity | -57.84% | 325,764 | 1.12% | $302.24 | $366.78 | $98,458,911 | $119,483,720 | +$21,024,809 | +21.35% |
| Watts Water Technologies Inc. (WTS) | Equity | -4.90% | 437,865 | 1.44% | $290.29 | $382.69 | $127,107,831 | $167,566,557 | +$40,458,726 | +31.83% |
| Xylem Inc. (XYL) | Equity | -3.92% | 1,807,448 | 2.45% | $119.50 | $121.33 | $215,990,036 | $219,288,629 | +$3,298,593 | +1.53% |