Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 92
- 較 2025 年第 3 季 −19
- 總值
- $6.94 億
- 較 2025 年第 3 季 −$1,391 萬 (−2.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 256,949 | $4,792 萬 | 6.9% | +1,793+0.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 87,459 | $4,230 萬 | 6.1% | +271+0.3% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 150,020 | $3,938 萬 | 5.7% | −6,282−4.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 115,338 | $3,095 萬 | 4.5% | −6,291−5.2% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 105,758 | $2,763 萬 | 4.0% | −26,778−20.2% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 152,226 | $2,073 萬 | 3.0% | +160.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 18,944 | $2,036 萬 | 2.9% | −3,184−14.4% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 244,717 | $1,917 萬 | 2.8% | +16,454+7.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 81,971 | $1,801 萬 | 2.6% | −3,238−3.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 50,619 | $1,775 萬 | 2.6% | −1,548−3.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 47,468 | $1,756 萬 | 2.5% | −2,544−5.1% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 124,136 | $1,620 萬 | 2.3% | +5,809+4.9% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 43,291 | $1,353 萬 | 2.0% | +3,000+7.4% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 136,383 | $1,188 萬 | 1.7% | +5,055+3.8% | 加碼 | 歷史 |
| ITRIItron, Inc. | COM | 122,892 | $1,141 萬 | 1.6% | +83,038+208.4% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 288,530 | $1,101 萬 | 1.6% | +16,846+6.2% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 137,998 | $1,090 萬 | 1.6% | −4,189−2.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 80,552 | $1,014 萬 | 1.5% | +4,496+5.9% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 28,617 | $1,006 萬 | 1.5% | −363−1.3% | 減碼 | 歷史 |
| ENSEnerSys | COM | 67,981 | $997.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 68,767 | $985.5 萬 | 1.4% | −259−0.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 17,375 | $984.1 萬 | 1.4% | −82−0.5% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 22,994 | $980.4 萬 | 1.4% | +2,788+13.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 71,051 | $943.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 40,467 | $936.1 萬 | 1.3% | +5,759+16.6% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 51,448 | $915.5 萬 | 1.3% | −1,500−2.8% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 269,697 | $904.6 萬 | 1.3% | +104,417+63.2% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 48,840 | $851.8 萬 | 1.2% | −331−0.7% | 減碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 125,441 | $757.9 萬 | 1.1% | −6,700−5.1% | 減碼 | 歷史 |
| PNRPENTAIR plc | SHS | 72,181 | $751.7 萬 | 1.1% | −5,054−6.5% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 91,134 | $741.1 萬 | 1.1% | −16,431−15.3% | 減碼 | 歷史 |
| RUNSunrun Inc. | COM | 390,143 | $717.9 萬 | 1.0% | −120,054−23.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 38,493 | $709.0 萬 | 1.0% | −1,442−3.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 44,620 | $685.4 萬 | 1.0% | −17,829−28.5% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 36,533 | $664.5 萬 | 1.0% | −989−2.6% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 31,708 | $644.3 萬 | 0.9% | +21,888+222.9% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 51,358 | $637.3 萬 | 0.9% | +26,847+109.5% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 93,295 | $628.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 23,631 | $626.0 萬 | 0.9% | −183−0.8% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 38,904 | $596.0 萬 | 0.9% | +6,629+20.5% | 加碼依 5 比 1 拆股換算 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 302,140 | $595.8 萬 | 0.9% | −18,322−5.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 10,189 | $590.4 萬 | 0.9% | −9,779−49.0% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 13,743 | $580.0 萬 | 0.8% | −1,221−8.2% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 53,289 | $558.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LFUSLittelfuse Inc | COM | 21,733 | $549.7 萬 | 0.8% | +21,733 | 新進 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 68,439 | $545.3 萬 | 0.8% | +5,183+8.2% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 24,104 | $517.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 30,825 | $499.4 萬 | 0.7% | −1,391−4.3% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 10,367 | $461.5 萬 | 0.7% | −266−2.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,977 | $455.4 萬 | 0.7% | −948−10.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 19,574 | $448.1 萬 | 0.6% | −475−2.4% | 減碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 9,982 | $445.3 萬 | 0.6% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 12,706 | $439.8 萬 | 0.6% | +12,706 | 新進 | 歷史 |
| MTDMettler Toledo International Inc | COM | 2,970 | $414.1 萬 | 0.6% | −27−0.9% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 19,884 | $413.2 萬 | 0.6% | +4,057+25.6% | 加碼 | 歷史 |
| VLTOVeralto Corp | Stock | 40,502 | $404.1 萬 | 0.6% | −3,784−8.5% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 14,571 | $402.2 萬 | 0.6% | −2,518−14.7% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 10,164 | $395.6 萬 | 0.6% | −359−3.4% | 減碼 | 歷史 |
| PTCPTC Inc. | Stock | 22,022 | $383.6 萬 | 0.6% | +6,000+37.4% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 36,245 | $367.5 萬 | 0.5% | −5,483−13.1% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 148,874 | $352.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HUBBHubbell Inc | COM | 6,902 | $306.5 萬 | 0.4% | +700+11.3% | 加碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 54,709 | $276.4 萬 | 0.4% | −8,259−13.1% | 減碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 70,541 | $270.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 20,955 | $215.8 萬 | 0.3% | +17,667+537.3% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 2,046 | $185.4 萬 | 0.3% | −1,009−33.0% | 減碼 | 歷史 |
| ZDZiff Davis, Inc. | COM | 51,129 | $179.7 萬 | 0.3% | +51,129 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 18,276 | $174.3 萬 | 0.3% | −1,918−9.5% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 24,166 | $167.9 萬 | 0.2% | −2,079−7.9% | 減碼 | 歷史 |
| VITLVital Farms, Inc. | COM | 48,975 | $156.4 萬 | 0.2% | −5,136−9.5% | 減碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 9,728 | $140.9 萬 | 0.2% | −24−0.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,047 | $117.9 萬 | 0.2% | +6,047 | 新進 | 歷史 |
| TREXTrex Co Inc | COM | 32,797 | $115.1 萬 | 0.2% | −5,319−14.0% | 減碼 | 歷史 |
| EMBCEmbecta Corp. | Stock | 93,233 | $110.8 萬 | 0.2% | −9,777−9.5% | 減碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 109,624 | $101.1 萬 | 0.1% | −4,612−4.0% | 減碼 | 歷史 |
| APTVAptiv PLC | Stock | 12,418 | $94.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 60,422 | $91.0 萬 | 0.1% | −209,315−77.6% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 6,117 | $63.8 萬 | 0.1% | −3,670−37.5% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,642 | $49.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,298 | $46.0 萬 | 0.1% | −57,236−83.5% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,724 | $45.7 萬 | 0.1% | −311−7.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,753 | $44.6 萬 | 0.1% | −6,957−59.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| NEENextera Energy Inc | Stock | 5,047 | $40.5 萬 | 0.1% | +1,566+45.0% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 13,573 | $32.6 萬 | <0.1% | −12,886−48.7% | 減碼 | 歷史 |
| ALVAutoliv Inc | COM | 2,698 | $32.0 萬 | <0.1% | −226−7.7% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,460 | $28.6 萬 | <0.1% | −62−2.5% | 減碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 11,628 | $27.7 萬 | <0.1% | −27,707−70.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 782 | $27.4 萬 | <0.1% | −913−53.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,838 | $24.2 萬 | <0.1% | −71−2.4% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 407 | $6.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 1,475 | $6.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LKQLKQ Corp | COM | 1,794 | $5.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（23 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TPCTutor Perini Corp | COM | 44,544 | $292.2 萬 | 0.4% | 歷史 |
| NXTNextpower Inc. | Stock | 32,196 | $238.2 萬 | 0.3% | 歷史 |
| PINSPinterest, Inc. | CL A | 56,145 | $180.6 萬 | 0.3% | 歷史 |
| ABTAbbott Laboratories | Stock | 12,671 | $169.7 萬 | 0.2% | 歷史 |
| ONOn Semiconductor Corp | Stock | 30,192 | $148.9 萬 | 0.2% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 3,969 | $138.7 萬 | 0.2% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 29,138 | $114.2 萬 | 0.2% | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 16,826 | $79.1 萬 | 0.1% | 歷史 |
| DCIDonaldson Co Inc | Stock | 8,576 | $70.2 萬 | 0.1% | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 37,576 | $60.3 萬 | 0.1% | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 19,129 | $58.7 萬 | 0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,768 | $56.2 萬 | 0.1% | 歷史 |
| NEONeogenomics Inc | COM NEW | 64,935 | $50.1 萬 | 0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 988 | $48.7 萬 | 0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 7,041 | $47.1 萬 | 0.1% | 歷史 |
| VOYAVoya Financial, Inc. | COM | 5,871 | $43.9 萬 | 0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,134 | $41.2 萬 | 0.1% | 歷史 |
| ONONOn Holding AG | Stock | 9,244 | $39.1 萬 | 0.1% | 歷史 |
| CNMCore & Main, Inc. | CL A | 5,223 | $28.1 萬 | <0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,770 | $22.7 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 3,889 | $19.6 萬 | <0.1% | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 3,718 | $2.97 萬 | <0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 456 | $2.88 萬 | <0.1% | 歷史 |