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Mirova US LLC - Philippe Zaouati

Mirova US LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
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Philippe Zaouati

Philippe Zaouati
Mirova US LLC

Hedge Fund Manager
Ranked #132 out of 487 Hedge Fund Managers

Portfolio Gain

+107.46%
Since Jan 2016

Sharpe Ratio

2.18
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$8.72B
Philippe Zaouati manages more assets than 77% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+21.96%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
35.36% Technology
19.83% Healthcare
13.57% Industrial Goods
9.58% Consumer Cyclical
9.34% Financial
6.42% Utilities
5.82% Basic Materials
0.01% Consumer Defensive
A breakdown of Mirova US LLC's portfolio by sector

Mirova US LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Adobe
Reduced
Technology
$543.88
($500.00-$587.75)
-2.58%
-47.69%
135.20M
1.55%
Ecolab
Added
Basic Materials
$238.78
($220.96-$256.59)
-4.66%
+0.62%
507.52M
5.82%
Colgate-Palmolive
New
Consumer Defensive
$102.16
($95.02-$109.30)
-8.75%
+100.00%
1.06M
0.01%
NextEra Energy
Added
Utilities
$77.47
($69.38-$85.56)
-8.48%
+0.81%
326.31M
3.74%
Mastercard
Added
Financial
$465.33
($428.86-$501.80)
+4.45%
+0.64%
591.62M
6.78%
Watts Water Technologies
Added
Industrial Goods
$193.93
($175.37-$212.49)
+1.74%
+1.22%
150.08M
1.72%
Nvidia
Reduced
Technology
$113.42
($90.69-$136.15)
+20.78%
-7.10%
651.76M
7.48%
Xylem
Added
Industrial Goods
$134.25
($125.01-$143.50)
-7.16%
+1.04%
256.04M
2.94%
Visa
Added
Financial
$272.88
($252.70-$293.07)
+12.93%
+0.75%
223.44M
2.56%
Danaher
Added
Healthcare
$259.82
($237.95-$281.70)
-15.46%
+19.41%
394.34M
4.52%
See a list of Mirova US LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare Mirova US LLC's performance with other Hedge Funds and the S&P 500

Mirova US LLC activity FAQ

What is Mirova US LLC’s portfolio gain since Jun 2013?
Mirova US LLC’s portfolio gain since Jun 2013 was 107.46%.
    What is Mirova US LLC’s Sharpe Ratio?
    Mirova US LLC’s Sharpe Ratio is 2.18.
      What is Mirova US LLC’s portfolio value?
      Mirova US LLC’s portfolio value is $8.72B.
        What is Mirova US LLC’s average return since the fund’s last 13F filing?
        Mirova US LLC’s average return since the fund’s last 13F filing is -1.88%.
          What was Mirova US LLC’s average return in the last 12 months?
          Mirova US LLC’s average return in the last 12 months was 29.55%.
            What was Mirova US LLC’s average return in the last 3 years?
            Mirova US LLC’s average return in the last 3 years was 21.96%.
              When was the most recent most recent 13F form submitted by Mirova US LLC?
              Mirova US LLC's most recent 13F form was submitted on Sep 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Philippe Zaouati Net Worth?
                  Philippe Zaouati is Managing Mirova US LLC which has a net worth of $8.72B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Philippe Zaouati and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.