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 |
|---|---|---|---|---|---|---|---|
| LKQLKQ Corp | COM | 1,794 | $5.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 1,475 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 631 | $7.48 萬 | <0.1% | +224+55.0% | 加碼 | 歷史 |
| ALVAutoliv Inc | COM | 2,319 | $24.4 萬 | <0.1% | −379−14.0% | 減碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 9,994 | $27.5 萬 | <0.1% | −1,634−14.1% | 減碼 | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 8,500 | $27.7 萬 | <0.1% | +8,500 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,643 | $31.4 萬 | <0.1% | +183+7.4% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 4,244 | $34.0 萬 | <0.1% | +1,406+49.5% | 加碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 47,530 | $34.4 萬 | <0.1% | −62,094−56.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,715 | $50.7 萬 | <0.1% | −20,916−88.5% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 51,936 | $51.6 萬 | <0.1% | −8,486−14.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,642 | $55.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VITLVital Farms, Inc. | COM | 42,096 | $59.4 萬 | <0.1% | −6,879−14.0% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 5,417 | $62.8 萬 | <0.1% | −700−11.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,907 | $64.2 萬 | <0.1% | +1,860+36.9% | 加碼 | 歷史 |
| EMBCEmbecta Corp. | Stock | 80,139 | $70.8 萬 | <0.1% | −13,094−14.0% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 2,528 | $73.4 萬 | <0.1% | −12,043−82.7% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 32,179 | $76.6 萬 | <0.1% | +18,606+137.1% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 15,741 | $117.3 萬 | <0.1% | −75,393−82.7% | 減碼 | 歷史 |
| TREXTrex Co Inc | COM | 32,797 | $119.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 21,651 | $160.8 萬 | 0.1% | +21,651 | 新進 | 歷史 |
| ZDZiff Davis, Inc. | COM | 40,137 | $168.4 萬 | 0.1% | −10,992−21.5% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 20,868 | $172.5 萬 | 0.1% | −30,490−59.4% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 27,160 | $177.2 萬 | 0.1% | +2,994+12.4% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 17,977 | $180.2 萬 | 0.1% | −2,978−14.2% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,808 | $197.7 萬 | 0.1% | −238−11.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,365 | $203.0 萬 | 0.1% | −32,102−79.3% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 30,045 | $215.8 萬 | 0.1% | +30,045 | 新進 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 11,452 | $217.3 萬 | 0.1% | +11,452 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,068 | $218.3 萬 | 0.1% | +8,068 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 9,154 | $223.4 萬 | 0.1% | +9,154 | 新進 | 歷史 |
| TOSTToast, Inc. | Stock | 86,877 | $230.3 萬 | 0.1% | +86,877 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 19,200 | $242.6 萬 | 0.1% | +19,200 | 新進 | 歷史 |
| TTANServiceTitan, Inc. | SHS CL A | 39,704 | $252.0 萬 | 0.1% | +39,704 | 新進 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 62,101 | $268.2 萬 | 0.1% | +62,101 | 新進 | 歷史 |
| MPMP Materials Corp. | COM CL A | 58,691 | $283.2 萬 | 0.1% | +3,982+7.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 6,686 | $289.1 萬 | 0.1% | +6,686 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,074 | $293.1 萬 | 0.1% | +14,074 | 新進 | 歷史 |
| OCOwens Corning | Stock | 27,888 | $301.8 萬 | 0.1% | +27,888 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 19,884 | $304.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 39,530 | $304.9 萬 | 0.1% | −28,909−42.2% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 6,392 | $310.0 萬 | 0.1% | +6,392 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 21,389 | $314.7 萬 | 0.1% | +15,342+253.7% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 78,550 | $316.9 萬 | 0.1% | +78,550 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 33,972 | $327.4 萬 | 0.1% | +33,972 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 6,815 | $340.5 萬 | 0.1% | −1,162−14.6% | 減碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 89,335 | $355.8 萬 | 0.1% | +18,794+26.6% | 加碼 | 歷史 |
| NYTNew York Times Co | CL A | 44,155 | $369.7 萬 | 0.2% | +44,155 | 新進 | 歷史 |
| MTDMettler Toledo International Inc | COM | 2,940 | $370.8 萬 | 0.2% | −30−1.0% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 52,063 | $372.6 萬 | 0.2% | +52,063 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 21,981 | $374.9 萬 | 0.2% | +21,981 | 新進 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 25,515 | $381.6 萬 | 0.2% | +25,515 | 新進 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 29,844 | $393.2 萬 | 0.2% | +29,844 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 15,986 | $426.5 萬 | 0.2% | +15,986 | 新進 | 歷史 |
| ALCAlcon Inc | Stock | 58,536 | $441.1 萬 | 0.2% | +58,536 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 13,678 | $452.6 萬 | 0.2% | +13,678 | 新進 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 61,986 | $461.1 萬 | 0.2% | +61,986 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 10,383 | $463.6 萬 | 0.2% | +10,383 | 新進 | 歷史 |
| UNITUniti Group Inc. | COM SHS | 514,675 | $482.8 萬 | 0.2% | +514,675 | 新進 | 歷史 |
| HUBBHubbell Inc | COM | 9,887 | $485.2 萬 | 0.2% | +2,985+43.2% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 11,680 | $486.8 萬 | 0.2% | +1,516+14.9% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 9,074 | $489.1 萬 | 0.2% | +9,074 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 35,821 | $499.2 萬 | 0.2% | +32,097+861.9% | 加碼 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 51,369 | $505.6 萬 | 0.2% | +51,369 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 11,992 | $510.1 萬 | 0.2% | +11,992 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 43,698 | $525.6 萬 | 0.2% | +43,698 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 26,100 | $548.2 萬 | 0.2% | +26,100 | 新進 | 歷史 |
| TPRTapestry, Inc. | COM | 39,731 | $560.6 萬 | 0.2% | +39,731 | 新進 | 歷史 |
| RUNSunrun Inc. | COM | 425,416 | $576.9 萬 | 0.2% | +35,273+9.0% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 29,417 | $588.3 萬 | 0.2% | +29,417 | 新進 | 歷史 |
| BMIBadger Meter Inc | COM | 39,132 | $596.2 萬 | 0.2% | −9,708−19.9% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 95,933 | $602.0 萬 | 0.2% | +77,657+424.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 28,049 | $610.0 萬 | 0.2% | +28,049 | 新進 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 29,547 | $617.8 萬 | 0.3% | +29,547 | 新進 | 歷史 |
| AVYAvery Dennison Corp | COM | 36,533 | $630.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,394 | $637.1 萬 | 0.3% | +6,394 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 41,558 | $663.7 萬 | 0.3% | −3,062−6.9% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 80,608 | $673.6 萬 | 0.3% | +80,608 | 新進 | 歷史 |
| MIRMirion Technologies, Inc. | COM CL A | 368,380 | $684.8 萬 | 0.3% | +368,380 | 新進 | 歷史 |
| BBYBest Buy Co Inc | Stock | 107,977 | $693.2 萬 | 0.3% | +107,977 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 30,301 | $716.0 萬 | 0.3% | +30,301 | 新進 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 167,277 | $750.1 萬 | 0.3% | +167,277 | 新進 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 322,593 | $788.1 萬 | 0.3% | +173,719+116.7% | 加碼 | 歷史 |
| MODModine Manufacturing Co | COM | 36,500 | $791.0 萬 | 0.3% | +36,500 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 161,329 | $809.9 萬 | 0.3% | +150,031+1,327.9% | 加碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 295,208 | $825.1 萬 | 0.3% | −6,932−2.3% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 83,040 | $848.2 萬 | 0.3% | +83,040 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 72,649 | $857.6 萬 | 0.3% | +72,649 | 新進 | 歷史 |
| PWRQuanta Services, Inc. | COM | 16,013 | $879.1 萬 | 0.4% | +2,270+16.5% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 136,090 | $890.8 萬 | 0.4% | +10,649+8.5% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 76,968 | $909.8 萬 | 0.4% | −3,584−4.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 66,256 | $957.0 萬 | 0.4% | −2,511−3.7% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 56,593 | $957.2 萬 | 0.4% | +56,593 | 新進 | 歷史 |
| CYRXCryoport, Inc. | COM PAR $0.001 | 1,158,277 | $959.1 萬 | 0.4% | +1,158,277 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 31,878 | $964.2 萬 | 0.4% | −15,590−32.8% | 減碼 | 歷史 |
| BRKRBruker Corp | COM | 269,877 | $974.8 萬 | 0.4% | +269,877 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 114,813 | $978.6 萬 | 0.4% | −23,185−16.8% | 減碼 | 歷史 |
| SYMSymbotic Inc. | Stock | 189,642 | $1,009 萬 | 0.4% | +189,642 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 88,559 | $1,009 萬 | 0.4% | +88,559 | 新進 | 歷史 |
| MSEXMiddlesex Water Co | COM | 196,000 | $1,020 萬 | 0.4% | +196,000 | 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 |