MIROVA
- SEC CIK
- 0001767843
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/13。SEC
- 持股檔數
- 185
- 較 2026 年第 1 季 +6
- 總值
- $27.08 億
- 較 2026 年第 1 季 +$2.45 億 (+10.0%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | Stock | 905,162 | $1.81 億 | 6.69% | +35,824+4.1% | 加碼 | 查看 |
| CDNSCADENCE DESIGN SYSTEM INC COM | Stock | 271,512 | $1.02 億 | 3.76% | +39,480+17.0% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 263,154 | $9,816.17 萬 | 3.63% | +74,305+39.3% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 221,859 | $8,380.72 萬 | 3.10% | +52,142+30.7% | 加碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 215,705 | $7,708.65 萬 | 2.85% | +34,871+19.3% | 加碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 124,492 | $7,231.86 萬 | 2.67% | −58,175−31.8% | 減碼 | 查看 |
| SNOWSNOWFLAKE INC COM SHS | Stock | 247,227 | $6,291.93 萬 | 2.32% | −10,461−4.1% | 減碼 | 查看 |
| SNPSSYNOPSYS INC | COM | 124,551 | $5,555.85 萬 | 2.05% | −27,322−18.0% | 減碼 | 查看 |
| KLACKLA CORP | COM NEW | 183,756 | $5,544.1 萬 | 2.05% | +164,124+836.0% | 加碼 | 查看 |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 66,800 | $5,097.78 萬 | 1.88% | −50,824−43.2% | 減碼 | 查看 |
| MDBMONGODB INC | CL A | 128,865 | $4,328.58 萬 | 1.60% | +31,565+32.4% | 加碼 | 查看 |
| VRTVERTIV HOLDINGS CO | COM CL A | 126,001 | $4,218.77 萬 | 1.56% | −25,387−16.8% | 減碼 | 查看 |
| WMWASTE MGMT INC DEL COM | Stock | 184,679 | $4,116.13 萬 | 1.52% | +18,230+11.0% | 加碼 | 查看 |
| BSYBENTLEY SYS INC | COM CL B | 1,373,004 | $4,103.91 萬 | 1.52% | +115,302+9.2% | 加碼 | 查看 |
| PWRQUANTA SVCS INC | COM | 55,398 | $3,988.88 萬 | 1.47% | +39,385+246.0% | 加碼 | 查看 |
| ECLECOLAB INC COM | Stock | 139,531 | $3,887.47 萬 | 1.44% | −63,107−31.1% | 減碼 | 查看 |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 93,416 | $3,714.97 萬 | 1.37% | +2,137+2.3% | 加碼 | 查看 |
| VLTOVERALTO CORP COM SHS | Stock | 418,199 | $3,708.59 萬 | 1.37% | +64,010+18.1% | 加碼 | 查看 |
| IEXIDEX CORP | COM | 151,873 | $3,446.76 萬 | 1.27% | −8,827−5.5% | 減碼 | 查看 |
| DDOGDATADOG INC | CL A COM | 124,696 | $3,246.59 萬 | 1.20% | +52,047+71.6% | 加碼 | 查看 |
| NVTNVENT ELEC PLC | SHS | 190,204 | $3,226.05 萬 | 1.19% | −130,318−40.7% | 減碼 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 63,957 | $3,206.55 萬 | 1.18% | −9,318−12.7% | 減碼 | 查看 |
| JBTMJBT MAREL CORPORATION | COM | 208,212 | $3,019.07 萬 | 1.11% | +13,782+7.1% | 加碼 | 查看 |
| XYLXYLEM INC | COM | 253,836 | $3,000.6 萬 | 1.11% | +9,331+3.8% | 加碼 | 查看 |
| PANWPALO ALTO NETWORKS INC COM | Stock | 86,461 | $2,948.49 萬 | 1.09% | −100,105−53.7% | 減碼 | 查看 |
| NOWSERVICENOW INC COM | Stock | 285,591 | $2,835.35 萬 | 1.05% | −326,181−53.3% | 減碼 | 查看 |
| CLHCLEAN HARBORS INC | COM | 92,631 | $2,767.35 萬 | 1.02% | −38,044−29.1% | 減碼 | 查看 |
| WMSADVANCED DRAIN SYS INC DEL | COM | 173,559 | $2,724.18 萬 | 1.01% | +1,407+0.8% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 78,691 | $2,699.81 萬 | 1.00% | +40,762+107.5% | 加碼 | 查看 |
| FLEXFLEX LTD ORD | Stock | 155,716 | $2,523.69 萬 | 0.93% | +19,626+14.4% | 加碼 | 查看 |
| WCNWASTE CONNECTIONS INC | COM | 141,587 | $2,360.11 萬 | 0.87% | −6,539−4.4% | 減碼 | 查看 |
| CLCOLGATE PALMOLIVE CO COM | Stock | 253,811 | $2,326.94 萬 | 0.86% | +138,998+121.1% | 加碼 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 118,203 | $2,251.53 萬 | 0.83% | −12,761−9.7% | 減碼 | 查看 |
| MANHMANHATTAN ASSOCIATES INC COM | Stock | 160,627 | $2,236.73 萬 | 0.83% | +12,005+8.1% | 加碼 | 查看 |
| PNRPENTAIR PLC | SHS | 280,319 | $2,148.93 萬 | 0.79% | +51,401+22.5% | 加碼 | 查看 |
| FROGJFROG LTD ORD SHS | Stock | 232,115 | $2,109.46 萬 | 0.78% | −122,459−34.5% | 減碼 | 查看 |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 480,731 | $2,035.42 萬 | 0.75% | +319,402+198.0% | 加碼 | 查看 |
| TTEKTETRA TECH INC NEW | COM | 669,611 | $1,934.51 萬 | 0.71% | +57,889+9.5% | 加碼 | 查看 |
| CNMCORE & MAIN INC | CL A | 399,233 | $1,926.3 萬 | 0.71% | −18,767−4.5% | 減碼 | 查看 |
| KEYSKEYSIGHT TECHNOLOGIES INC COM | Stock | 53,821 | $1,884.11 萬 | 0.70% | +14,000+35.2% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 144,550 | $1,857.47 萬 | 0.69% | +100,852+230.8% | 加碼 | 查看 |
| PTCPTC INC COM | Stock | 158,736 | $1,803.4 萬 | 0.67% | −14,303−8.3% | 減碼 | 查看 |
| ENSENERSYS | COM | 75,268 | $1,759.92 萬 | 0.65% | +7,830+11.6% | 加碼 | 查看 |
| LINLINDE PLC SHS | Stock | 33,473 | $1,737.05 萬 | 0.64% | +6,337+23.4% | 加碼 | 查看 |
| TRMBTRIMBLE INC | COM | 337,734 | $1,728.52 萬 | 0.64% | +72,023+27.1% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 68,391 | $1,720.99 萬 | 0.64% | +40,342+143.8% | 加碼 | 查看 |
| EMREMERSON ELEC CO COM | Stock | 118,071 | $1,690.19 萬 | 0.62% | +22,663+23.8% | 加碼 | 查看 |
| LFUSLITTELFUSE INC | COM | 36,765 | $1,674.02 萬 | 0.62% | −10,645−22.5% | 減碼 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 14,267 | $1,646.83 萬 | 0.61% | +14,267 | 新進 | 查看 |
| DXCMDEXCOM INC | COM | 243,519 | $1,640.1 萬 | 0.61% | −49,235−16.8% | 減碼 | 查看 |
| CVSCVS HEALTH CORP COM | Stock | 154,532 | $1,598.63 萬 | 0.59% | +124,487+414.3% | 加碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 46,729 | $1,580.61 萬 | 0.58% | +14,851+46.6% | 加碼 | 查看 |
| WTRGESSENTIAL UTILS INC | COM | 398,722 | $1,527.5 萬 | 0.56% | +5,996+1.5% | 加碼 | 查看 |
| HTOH2O AMERICA | COM | 244,550 | $1,486.13 萬 | 0.55% | +49,304+25.3% | 加碼 | 查看 |
| ARGXARGENX SE | SPONSORED ADR | 15,891 | $1,474.32 萬 | 0.54% | −3,942−19.9% | 減碼 | 查看 |
| ROPROPER TECHNOLOGIES INC COM | Stock | 43,124 | $1,459.27 萬 | 0.54% | +89+0.2% | 加碼 | 查看 |
| FERGFERGUSON ENTERPRISES INC | COMMON STOCK NEW | 59,932 | $1,422.37 萬 | 0.53% | +2,128+3.7% | 加碼 | 查看 |
| BRKRBRUKER CORP | COM | 230,148 | $1,385.03 萬 | 0.51% | −39,729−14.7% | 減碼 | 查看 |
| ZSZSCALER INC COM | Stock | 97,819 | $1,380.72 萬 | 0.51% | −8,063−7.6% | 減碼 | 查看 |
| EBAYEBAY INC. | COM | 123,194 | $1,376.69 萬 | 0.51% | −8,103−6.2% | 減碼 | 查看 |
| APGAPI GROUP CORP | COM STK | 324,405 | $1,373.86 萬 | 0.51% | −158,211−32.8% | 減碼 | 查看 |
| MSIMOTOROLA SOLUTIONS INC COM NEW | Stock | 33,035 | $1,371.91 萬 | 0.51% | −4,788−12.7% | 減碼 | 查看 |
| SYKSTRYKER CORPORATION COM | Stock | 43,499 | $1,369.52 萬 | 0.51% | −474−1.1% | 減碼 | 查看 |
| AAGILENT TECHNOLOGIES INC | COM | 101,789 | $1,352.06 萬 | 0.50% | +13,230+14.9% | 加碼 | 查看 |
| AXONAXON ENTERPRISE INC | COM | 24,000 | $1,345.46 萬 | 0.50% | −4,564−16.0% | 減碼 | 查看 |
| ITRIITRON INC | COM | 151,285 | $1,309.07 萬 | 0.48% | +11,715+8.4% | 加碼 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 84,803 | $1,284.77 萬 | 0.47% | +43,245+104.1% | 加碼 | 查看 |
| MSAMSA SAFETY INC | COM | 72,622 | $1,267.83 萬 | 0.47% | −8,018−9.9% | 減碼 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 175,462 | $1,252.8 萬 | 0.46% | +14,840+9.2% | 加碼 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 68,421 | $1,206.4 萬 | 0.45% | +49,221+256.4% | 加碼 | 查看 |
| NDAQNASDAQ INC | COM | 151,934 | $1,197.54 萬 | 0.44% | −13,781−8.3% | 減碼 | 查看 |
| AITAPPLIED INDL TECHNOLOGIES IN | COM | 34,996 | $1,183.39 萬 | 0.44% | −10,589−23.2% | 減碼 | 查看 |
| CTASCINTAS CORP COM | Stock | 69,080 | $1,174.91 萬 | 0.43% | +12,487+22.1% | 加碼 | 查看 |
| APTVAPTIV PLC COM SHS | Stock | 188,538 | $1,157.25 萬 | 0.43% | +18,093+10.6% | 加碼 | 查看 |
| AWKAMERICAN WTR WKS CO INC NEW COM | Stock | 84,853 | $1,116.5 萬 | 0.41% | −71,737−45.8% | 減碼 | 查看 |
| AOSSMITH A O CORP | COM | 177,589 | $1,113.84 萬 | 0.41% | +5,589+3.2% | 加碼 | 查看 |
| WABWABTEC COM | Stock | 40,825 | $1,100.64 萬 | 0.41% | −20,656−33.6% | 減碼 | 查看 |
| EQIXEQUINIX INC | COM | 10,262 | $1,069.7 萬 | 0.40% | −12,342−54.6% | 減碼 | 查看 |
| PLPLANET LABS PBC | COM CL A | 313,869 | $1,039.85 萬 | 0.38% | +18,661+6.3% | 加碼 | 查看 |
| OSISOSI SYSTEMS INC | COM | 46,000 | $1,006.02 萬 | 0.37% | −19,007−29.2% | 減碼 | 查看 |
| DLRDIGITAL RLTY TR INC | COM | 56,000 | $1,005.65 萬 | 0.37% | −49,387−46.9% | 減碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 10,598 | $991.41 萬 | 0.37% | +4,204+65.7% | 加碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 67,228 | $985.83 萬 | 0.36% | +972+1.5% | 加碼 | 查看 |
| ACMAECOM | COM | 140,048 | $977.54 萬 | 0.36% | +16,413+13.3% | 加碼 | 查看 |
| SYMSYMBOTIC INC CLASS A COM | Stock | 216,854 | $974.76 萬 | 0.36% | +27,212+14.3% | 加碼 | 查看 |
| IOTSAMSARA INC COM CL A | Stock | 298,000 | $966.41 萬 | 0.36% | +298,000 | 新進 | 查看 |
| MODMODINE MFG CO | COM | 35,804 | $956.04 萬 | 0.35% | −696−1.9% | 減碼 | 查看 |
| ADSKAUTODESK INC | COM | 46,305 | $900.26 萬 | 0.33% | −3,581−7.2% | 減碼 | 查看 |
| FSLRFIRST SOLAR INC COM | Stock | 38,054 | $897.92 萬 | 0.33% | −123,389−76.4% | 減碼 | 查看 |
| MSEXMIDDLESEX WTR CO | COM | 159,067 | $893.32 萬 | 0.33% | −36,933−18.8% | 減碼 | 查看 |
| RBRKRUBRIK INC. CL A | Stock | 110,000 | $883.08 萬 | 0.33% | +110,000 | 新進 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 17,168 | $881.75 萬 | 0.33% | +10,353+151.9% | 加碼 | 查看 |
| TPRTAPESTRY INC | COM | 58,026 | $849.38 萬 | 0.31% | +18,295+46.0% | 加碼 | 查看 |
| ZWSZURN ELKAY WATER SOLNS CORP | COM | 165,567 | $836.61 萬 | 0.31% | −1,710−1.0% | 減碼 | 查看 |
| EWEDWARDS LIFESCIENCES CORP COM | Stock | 91,821 | $830.61 萬 | 0.31% | +87,577+2,063.5% | 加碼 | 查看 |
| TOSTTOAST INC CL A | Stock | 295,993 | $823.45 萬 | 0.30% | +209,116+240.7% | 加碼 | 查看 |
| WYWEYERHAEUSER CO MTN BE | COM NEW | 343,409 | $822.12 萬 | 0.30% | +20,816+6.5% | 加碼 | 查看 |
| GNRCGENERAC HLDGS INC COM | Stock | 28,000 | $819.87 萬 | 0.30% | −25,187−47.4% | 減碼 | 查看 |
| ROLROLLINS INC | COM | 196,000 | $818.1 萬 | 0.30% | −28,568−12.7% | 減碼 | 查看 |
| CYRXCRYOPORT INC | COM PAR $0.001 | 518,000 | $813.26 萬 | 0.30% | −640,277−55.3% | 減碼 | 查看 |
2026 年第 1 季 之後清倉（7 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| MDTMEDTRONIC PLC SHS | Stock | 195,560 | $1,694.53 萬 | 0.69% |
| TYLTYLER TECHNOLOGIES INC | COM | 35,170 | $1,204.15 萬 | 0.49% |
| AMZNAMAZON COM INC COM | Stock | 14,074 | $293.12 萬 | 0.12% |
| ALRMALARM COM HLDGS INC | COM | 62,101 | $268.21 萬 | 0.11% |
| HUBSHUBSPOT INC | COM | 9,154 | $223.45 萬 | 0.09% |
| TREXTREX INC | COM | 32,797 | $119.45 萬 | 0.05% |
| YETIYETI HLDGS INC | COM | 1,475 | $5.4 萬 | 0.00% |