Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 185
- 較 2026 年第 1 季 +6
- 總值
- $27.1 億
- 較 2026 年第 1 季 +$2.45 億 (+10.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 905,162 | $1.81 億 | 6.7% | +35,824+4.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 271,512 | $1.02 億 | 3.8% | +39,480+17.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 263,154 | $9,816 萬 | 3.6% | +74,305+39.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 221,859 | $8,381 萬 | 3.1% | +52,142+30.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 215,705 | $7,709 萬 | 2.8% | +34,871+19.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 124,492 | $7,232 萬 | 2.7% | −58,175−31.8% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 247,227 | $6,292 萬 | 2.3% | −10,461−4.1% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 124,551 | $5,556 萬 | 2.1% | −27,322−18.0% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 183,756 | $5,544 萬 | 2.0% | −12,564−6.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 66,800 | $5,098 萬 | 1.9% | −50,824−43.2% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 128,865 | $4,329 萬 | 1.6% | +31,565+32.4% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 126,001 | $4,219 萬 | 1.6% | −25,387−16.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 184,679 | $4,116 萬 | 1.5% | +18,230+11.0% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 1,373,004 | $4,104 萬 | 1.5% | +115,302+9.2% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 55,398 | $3,989 萬 | 1.5% | +39,385+246.0% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 139,531 | $3,887 萬 | 1.4% | −63,107−31.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 93,416 | $3,715 萬 | 1.4% | +2,137+2.3% | 加碼 | 歷史 |
| VLTOVeralto Corp | Stock | 418,199 | $3,709 萬 | 1.4% | +64,010+18.1% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 151,873 | $3,447 萬 | 1.3% | −8,827−5.5% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 124,696 | $3,247 萬 | 1.2% | +52,047+71.6% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 190,204 | $3,226 萬 | 1.2% | −130,318−40.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 63,957 | $3,207 萬 | 1.2% | −9,318−12.7% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 208,212 | $3,019 萬 | 1.1% | +13,782+7.1% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 253,836 | $3,001 萬 | 1.1% | +9,331+3.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 86,461 | $2,948 萬 | 1.1% | −100,105−53.7% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 285,591 | $2,835 萬 | 1.0% | −326,181−53.3% | 減碼 | 歷史 |
| CLHClean Harbors Inc | COM | 92,631 | $2,767 萬 | 1.0% | −38,044−29.1% | 減碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 173,559 | $2,724 萬 | 1.0% | +1,407+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 78,691 | $2,700 萬 | 1.0% | +40,762+107.5% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 155,716 | $2,524 萬 | 0.9% | +19,626+14.4% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 141,587 | $2,360 萬 | 0.9% | −6,539−4.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 253,811 | $2,327 萬 | 0.9% | +138,998+121.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 118,203 | $2,252 萬 | 0.8% | −12,761−9.7% | 減碼 | 歷史 |
| MANHManhattan Associates Inc | Stock | 160,627 | $2,237 萬 | 0.8% | +12,005+8.1% | 加碼 | 歷史 |
| PNRPENTAIR plc | SHS | 280,319 | $2,149 萬 | 0.8% | +51,401+22.5% | 加碼 | 歷史 |
| FROGJFrog Ltd | Stock | 232,115 | $2,109 萬 | 0.8% | −122,459−34.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 480,731 | $2,035 萬 | 0.8% | +319,402+198.0% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 669,611 | $1,935 萬 | 0.7% | +57,889+9.5% | 加碼 | 歷史 |
| CNMCore & Main, Inc. | CL A | 399,233 | $1,926 萬 | 0.7% | −18,767−4.5% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 53,821 | $1,884 萬 | 0.7% | +14,000+35.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 144,550 | $1,857 萬 | 0.7% | +100,852+230.8% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 158,736 | $1,803 萬 | 0.7% | −14,303−8.3% | 減碼 | 歷史 |
| ENSEnerSys | COM | 75,268 | $1,760 萬 | 0.6% | +7,830+11.6% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 33,473 | $1,737 萬 | 0.6% | +6,337+23.4% | 加碼 | 歷史 |
| TRMBTrimble Inc. | COM | 337,734 | $1,729 萬 | 0.6% | +72,023+27.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 68,391 | $1,721 萬 | 0.6% | +40,342+143.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 118,071 | $1,690 萬 | 0.6% | +22,663+23.8% | 加碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 36,765 | $1,674 萬 | 0.6% | −10,645−22.5% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 14,267 | $1,647 萬 | 0.6% | +14,267 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 243,519 | $1,640 萬 | 0.6% | −49,235−16.8% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 154,532 | $1,599 萬 | 0.6% | +124,487+414.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 46,729 | $1,581 萬 | 0.6% | +14,851+46.6% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 398,722 | $1,528 萬 | 0.6% | +5,996+1.5% | 加碼 | 歷史 |
| HTOH2O America | COM | 244,550 | $1,486 萬 | 0.5% | +49,304+25.3% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 15,891 | $1,474 萬 | 0.5% | −3,942−19.9% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 43,124 | $1,459 萬 | 0.5% | +89+0.2% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 59,932 | $1,422 萬 | 0.5% | +2,128+3.7% | 加碼 | 歷史 |
| BRKRBruker Corp | COM | 230,148 | $1,385 萬 | 0.5% | −39,729−14.7% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 97,819 | $1,381 萬 | 0.5% | −8,063−7.6% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 123,194 | $1,377 萬 | 0.5% | −8,103−6.2% | 減碼 | 歷史 |
| APGAPi Group Corp | COM STK | 324,405 | $1,374 萬 | 0.5% | −158,211−32.8% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 33,035 | $1,372 萬 | 0.5% | −4,788−12.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 43,499 | $1,370 萬 | 0.5% | −474−1.1% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 101,789 | $1,352 萬 | 0.5% | +13,230+14.9% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 24,000 | $1,345 萬 | 0.5% | −4,564−16.0% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 151,285 | $1,309 萬 | 0.5% | +11,715+8.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 84,803 | $1,285 萬 | 0.5% | +43,245+104.1% | 加碼 | 歷史 |
| MSAMSA Safety Inc | COM | 72,622 | $1,268 萬 | 0.5% | −8,018−9.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 175,462 | $1,253 萬 | 0.5% | +14,840+9.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 68,421 | $1,206 萬 | 0.4% | +49,221+256.4% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 151,934 | $1,198 萬 | 0.4% | −13,781−8.3% | 減碼 | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 34,996 | $1,183 萬 | 0.4% | −10,589−23.2% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 69,080 | $1,175 萬 | 0.4% | +12,487+22.1% | 加碼 | 歷史 |
| APTVAptiv PLC | Stock | 188,538 | $1,157 萬 | 0.4% | +18,093+10.6% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 84,853 | $1,116 萬 | 0.4% | −71,737−45.8% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 177,589 | $1,114 萬 | 0.4% | +5,589+3.2% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 40,825 | $1,101 萬 | 0.4% | −20,656−33.6% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 10,262 | $1,070 萬 | 0.4% | −12,342−54.6% | 減碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 313,869 | $1,040 萬 | 0.4% | +18,661+6.3% | 加碼 | 歷史 |
| OSISOsi Systems Inc | COM | 46,000 | $1,006 萬 | 0.4% | −19,007−29.2% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 56,000 | $1,006 萬 | 0.4% | −49,387−46.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,598 | $991.4 萬 | 0.4% | +4,204+65.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 67,228 | $985.8 萬 | 0.4% | +972+1.5% | 加碼 | 歷史 |
| ACMAecom | COM | 140,048 | $977.5 萬 | 0.4% | +16,413+13.3% | 加碼 | 歷史 |
| SYMSymbotic Inc. | Stock | 216,854 | $974.8 萬 | 0.4% | +27,212+14.3% | 加碼 | 歷史 |
| IOTSamsara Inc. | Stock | 298,000 | $966.4 萬 | 0.4% | +298,000 | 新進 | 歷史 |
| MODModine Manufacturing Co | COM | 35,804 | $956.0 萬 | 0.4% | −696−1.9% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 46,305 | $900.3 萬 | 0.3% | −3,581−7.2% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 38,054 | $897.9 萬 | 0.3% | −123,389−76.4% | 減碼 | 歷史 |
| MSEXMiddlesex Water Co | COM | 159,067 | $893.3 萬 | 0.3% | −36,933−18.8% | 減碼 | 歷史 |
| RBRKRubrik, Inc. | Stock | 110,000 | $883.1 萬 | 0.3% | +110,000 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 17,168 | $881.7 萬 | 0.3% | +10,353+151.9% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 58,026 | $849.4 萬 | 0.3% | +18,295+46.0% | 加碼 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 165,567 | $836.6 萬 | 0.3% | −1,710−1.0% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 91,821 | $830.6 萬 | 0.3% | +87,577+2,063.5% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 295,993 | $823.5 萬 | 0.3% | +209,116+240.7% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 343,409 | $822.1 萬 | 0.3% | +20,816+6.5% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 28,000 | $819.9 萬 | 0.3% | −25,187−47.4% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 196,000 | $818.1 萬 | 0.3% | −28,568−12.7% | 減碼 | 歷史 |
| CYRXCryoport, Inc. | COM PAR $0.001 | 518,000 | $813.3 萬 | 0.3% | −640,277−55.3% | 減碼 | 歷史 |
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 % | 紀錄 |
|---|---|---|---|---|---|
| MDTMedtronic plc | Stock | 195,560 | $1,695 萬 | 0.7% | 歷史 |
| TYLTyler Technologies Inc | COM | 35,170 | $1,204 萬 | 0.5% | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,074 | $293.1 萬 | 0.1% | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 62,101 | $268.2 萬 | 0.1% | 歷史 |
| HUBSHubSpot Inc | COM | 9,154 | $223.4 萬 | 0.1% | 歷史 |
| TREXTrex Co Inc | COM | 32,797 | $119.4 萬 | <0.1% | 歷史 |
| YETIYETI Holdings, Inc. | COM | 1,475 | $5.40 萬 | <0.1% | 歷史 |