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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 Dec 31, 2023
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Philippe Zaouati

Philippe Zaouati
Mirova US LLC

Hedge Fund Manager
Ranked #142 out of 483 Hedge Fund Managers

Portfolio Gain

+84.56%
Since Jun 2013

Sharpe Ratio

1.71
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$6.64B
Philippe Zaouati manages more assets than 74% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+20.29%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
33.95% Technology
18.52% Healthcare
13.28% Consumer Cyclical
12.41% Financial
10.59% Industrial Goods
5.88% Basic Materials
5.25% Utilities
0.00% Communication Services
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
Visa
Reduced
Financial
$245.51
($227.78-$263.25)
+8.96%
-0.55%
318.35M
4.79%
Waste Management
Added
Industrial Goods
$164.75
($149.71-$179.80)
+14.90%
+26116.41%
163.68M
2.47%
Adobe
Reduced
Technology
$569.22
($504.55-$633.89)
-4.30%
-1.45%
484.94M
7.31%
Enphase Energy
Reduced
Technology
$106.57
($73.49-$139.65)
-1.88%
-0.65%
75.82M
1.14%
Thermo Fisher
Reduced
Healthcare
$475.80
($415.60-$536.00)
+8.58%
-0.64%
413.18M
6.23%
Watts Water Technologies
Reduced
Industrial Goods
$190.50
($167.87-$213.14)
-0.95%
-0.62%
148.50M
2.23%
Agco
Reduced
Industrial Goods
$117.40
($110.11-$124.69)
-8.78%
-0.63%
145.06M
2.18%
First Solar
Reduced
Technology
$153.36
($129.22-$177.51)
-8.26%
-1.61%
9.22M
0.14%
American Water
Reduced
Utilities
$125.84
($114.25-$137.43)
-8.80%
-0.66%
118.92M
1.78%
Xylem
Reduced
Industrial Goods
$101.24
($87.59-$114.89)
+12.20%
-0.64%
214.15M
3.22%
See a list of Mirova US LLC's holdings, as reported to the SEC on Dec 31, 2023. 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 84.56%.
    What is Mirova US LLC’s Sharpe Ratio?
    Mirova US LLC’s Sharpe Ratio is 1.71.
      What is Mirova US LLC’s portfolio value?
      Mirova US LLC’s portfolio value is $6.64B.
        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 10.72%.
          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 30.01%.
            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 20.29%.
              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 Dec 31, 2023.
                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 $6.64B.
                    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.