Instuitional Investor - Mirova Us Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	4,035,686	$921,669,969	10.07%
2.	Microsoft Corp	MSFT	1,127,207	$578,144,470	6.32%
3.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	1,072,260	$489,154,289	5.34%
4.	Mastercard Inc	MA	865,281	$477,176,513	5.21%
5.	Eli Lilly & Co	LLY	331,045	$383,045,549	4.18%