Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 179
- 較 2025 年第 4 季 +87
- 總值
- $24.6 億
- 較 2025 年第 4 季 +$17.7 億 (+255.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 869,338 | $1.52 億 | 6.2% | +612,389+238.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 188,849 | $6,991 萬 | 2.8% | +101,390+115.9% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 232,032 | $6,447 萬 | 2.6% | +188,741+436.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 611,772 | $6,396 萬 | 2.6% | +572,868+1,472.5% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 151,873 | $6,021 萬 | 2.4% | +151,873 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 202,638 | $5,391 萬 | 2.2% | +52,618+35.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 169,717 | $5,253 萬 | 2.1% | +157,011+1,235.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 180,834 | $5,200 萬 | 2.1% | +180,834 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 117,624 | $4,592 萬 | 1.9% | +117,624 | 新進 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 1,257,702 | $4,417 萬 | 1.8% | +969,172+335.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 91,279 | $4,208 萬 | 1.7% | +73,904+425.3% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 257,688 | $3,886 萬 | 1.6% | +257,688 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 166,449 | $3,825 萬 | 1.6% | +84,478+103.1% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 151,388 | $3,793 萬 | 1.5% | +120,563+391.1% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 320,522 | $3,791 萬 | 1.5% | +320,522 | 新進 | 歷史 |
| CLHClean Harbors Inc | COM | 130,675 | $3,747 萬 | 1.5% | +130,675 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 182,667 | $3,716 萬 | 1.5% | +182,667 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 73,275 | $3,602 萬 | 1.5% | +63,086+619.2% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 161,443 | $3,185 萬 | 1.3% | +55,685+52.7% | 加碼 | 歷史 |
| VLTOVeralto Corp | Stock | 354,189 | $3,132 萬 | 1.3% | +313,687+774.5% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 160,700 | $3,046 萬 | 1.2% | +109,252+212.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 186,566 | $2,991 萬 | 1.2% | +148,073+384.7% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 244,505 | $2,922 萬 | 1.2% | +92,279+60.6% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 19,632 | $2,891 萬 | 1.2% | +19,632 | 新進 | 歷史 |
| JBTMJBT Marel Corp | COM | 194,430 | $2,486 萬 | 1.0% | +194,430 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 130,964 | $2,483 萬 | 1.0% | +111,390+569.1% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 173,039 | $2,466 萬 | 1.0% | +151,017+685.8% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 148,126 | $2,406 萬 | 1.0% | +148,126 | 新進 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 479,093 | $2,395 萬 | 1.0% | +479,093 | 新進 | 歷史 |
| MDBMongoDB, Inc. | CL A | 97,300 | $2,382 萬 | 1.0% | +97,300 | 新進 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 172,152 | $2,361 萬 | 1.0% | +162,424+1,669.7% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 22,604 | $2,216 萬 | 0.9% | +22,604 | 新進 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 156,590 | $2,131 萬 | 0.9% | +32,454+26.1% | 加碼 | 歷史 |
| CNMCore & Main, Inc. | CL A | 418,000 | $2,065 萬 | 0.8% | +418,000 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 22,170 | $2,039 萬 | 0.8% | +3,226+17.0% | 加碼 | 歷史 |
| PNRPENTAIR plc | SHS | 228,918 | $1,994 萬 | 0.8% | +156,737+217.1% | 加碼 | 歷史 |
| MANHManhattan Associates Inc | Stock | 148,622 | $1,978 萬 | 0.8% | +148,622 | 新進 | 歷史 |
| APGAPi Group Corp | COM STK | 482,616 | $1,956 萬 | 0.8% | +482,616 | 新進 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 105,387 | $1,899 萬 | 0.8% | +105,387 | 新進 | 歷史 |
| TTEKTetra Tech Inc | COM | 611,722 | $1,843 萬 | 0.7% | +342,025+126.8% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 292,754 | $1,838 萬 | 0.7% | +292,754 | 新進 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 723,842 | $1,810 萬 | 0.7% | +723,842 | 新進 | 歷史 |
| TRMBTrimble Inc. | COM | 265,711 | $1,733 萬 | 0.7% | +20,994+8.6% | 加碼 | 歷史 |
| OSISOsi Systems Inc | COM | 65,007 | $1,726 萬 | 0.7% | +65,007 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 195,560 | $1,695 萬 | 0.7% | +195,560 | 新進 | 歷史 |
| FROGJFrog Ltd | Stock | 354,574 | $1,664 萬 | 0.7% | +354,574 | 新進 | 歷史 |
| STESTERIS plc | SHS USD | 74,230 | $1,641 萬 | 0.7% | +74,230 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 37,823 | $1,641 萬 | 0.7% | +37,823 | 新進 | 歷史 |
| LFUSLittelfuse Inc | COM | 47,410 | $1,609 萬 | 0.7% | +25,677+118.1% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 392,726 | $1,582 萬 | 0.6% | +392,726 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 160,622 | $1,544 萬 | 0.6% | +155,869+3,279.4% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 61,481 | $1,536 萬 | 0.6% | +61,481 | 新進 | 歷史 |
| ROPRoper Technologies Inc | Stock | 43,035 | $1,523 萬 | 0.6% | +32,668+315.1% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 105,882 | $1,485 萬 | 0.6% | +105,882 | 新進 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 19,833 | $1,448 萬 | 0.6% | +19,833 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 43,973 | $1,445 萬 | 0.6% | +15,356+53.7% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 165,715 | $1,407 萬 | 0.6% | +165,715 | 新進 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 57,804 | $1,348 萬 | 0.5% | +57,804 | 新進 | 歷史 |
| LINLinde PLC | Stock | 27,136 | $1,345 萬 | 0.5% | +4,142+18.0% | 加碼 | 歷史 |
| MSAMSA Safety Inc | COM | 80,640 | $1,322 萬 | 0.5% | +80,640 | 新進 | 歷史 |
| ITRIItron, Inc. | COM | 139,570 | $1,251 萬 | 0.5% | +16,678+13.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 95,408 | $1,250 萬 | 0.5% | +24,357+34.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 63,016 | $1,250 萬 | 0.5% | −52,322−45.4% | 減碼 | 歷史 |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 881,512 | $1,215 萬 | 0.5% | +881,512 | 新進 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 28,564 | $1,213 萬 | 0.5% | +28,564 | 新進 | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 45,585 | $1,209 萬 | 0.5% | +45,585 | 新進 | 歷史 |
| TYLTyler Technologies Inc | COM | 35,170 | $1,204 萬 | 0.5% | +35,170 | 新進 | 歷史 |
| ROLRollins Inc | COM | 224,568 | $1,199 萬 | 0.5% | +224,568 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 131,297 | $1,195 萬 | 0.5% | −5,086−3.7% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 49,886 | $1,194 萬 | 0.5% | +49,886 | 新進 | 歷史 |
| APTVAptiv PLC | Stock | 170,445 | $1,184 萬 | 0.5% | +158,027+1,272.6% | 加碼 | 歷史 |
| ENSEnerSys | COM | 67,438 | $1,172 萬 | 0.5% | −543−0.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 37,929 | $1,146 萬 | 0.5% | −12,690−25.1% | 減碼 | 歷史 |
| HTOH2O America | COM | 195,246 | $1,146 萬 | 0.5% | +195,246 | 新進 | 歷史 |
| AOSSmith A O Corp | COM | 172,000 | $1,134 萬 | 0.5% | +172,000 | 新進 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 39,821 | $1,124 萬 | 0.5% | +8,113+25.6% | 加碼 | 歷史 |
| TRUTransUnion | COM | 154,637 | $1,070 萬 | 0.4% | +154,637 | 新進 | 歷史 |
| ACMAecom | COM | 123,635 | $1,049 萬 | 0.4% | +123,635 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 53,187 | $1,039 萬 | 0.4% | +53,187 | 新進 | 歷史 |
| MSEXMiddlesex Water Co | COM | 196,000 | $1,020 萬 | 0.4% | +196,000 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 88,559 | $1,009 萬 | 0.4% | +88,559 | 新進 | 歷史 |
| SYMSymbotic Inc. | Stock | 189,642 | $1,009 萬 | 0.4% | +189,642 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 114,813 | $978.6 萬 | 0.4% | −23,185−16.8% | 減碼 | 歷史 |
| BRKRBruker Corp | COM | 269,877 | $974.8 萬 | 0.4% | +269,877 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 31,878 | $964.2 萬 | 0.4% | −15,590−32.8% | 減碼 | 歷史 |
| CYRXCryoport, Inc. | COM PAR $0.001 | 1,158,277 | $959.1 萬 | 0.4% | +1,158,277 | 新進 | 歷史 |
| CTASCintas Corp | Stock | 56,593 | $957.2 萬 | 0.4% | +56,593 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 66,256 | $957.0 萬 | 0.4% | −2,511−3.7% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 76,968 | $909.8 萬 | 0.4% | −3,584−4.4% | 減碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 136,090 | $890.8 萬 | 0.4% | +10,649+8.5% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 16,013 | $879.1 萬 | 0.4% | +2,270+16.5% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 72,649 | $857.6 萬 | 0.3% | +72,649 | 新進 | 歷史 |
| IRMIron Mountain Inc | COM | 83,040 | $848.2 萬 | 0.3% | +83,040 | 新進 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 295,208 | $825.1 萬 | 0.3% | −6,932−2.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 161,329 | $809.9 萬 | 0.3% | +150,031+1,327.9% | 加碼 | 歷史 |
| MODModine Manufacturing Co | COM | 36,500 | $791.0 萬 | 0.3% | +36,500 | 新進 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 322,593 | $788.1 萬 | 0.3% | +173,719+116.7% | 加碼 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 167,277 | $750.1 萬 | 0.3% | +167,277 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 30,301 | $716.0 萬 | 0.3% | +30,301 | 新進 | 歷史 |
| BBYBest Buy Co Inc | Stock | 107,977 | $693.2 萬 | 0.3% | +107,977 | 新進 | 歷史 |
2025 年第 4 季之後清倉（6 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IFFInternational Flavors & Fragrances Inc | COM | 93,295 | $628.7 萬 | 0.9% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 53,289 | $558.0 萬 | 0.8% | 歷史 |
| WDAYWorkday, Inc. | CL A | 24,104 | $517.7 萬 | 0.7% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 9,982 | $445.3 萬 | 0.6% | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 36,245 | $367.5 萬 | 0.5% | 歷史 |
| ADBEAdobe Inc. | Stock | 782 | $27.4 萬 | <0.1% | 歷史 |