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 |
|---|---|---|---|---|---|---|---|
| LKQLKQ Corp | COM | 1,794 | $4.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VGNTVersigent PLC | ORDINARY SHARES | 1,190 | $5.00 萬 | <0.1% | +1,190 | 新進 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 9,994 | $25.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMBCEmbecta Corp. | Stock | 80,139 | $26.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALVAutoliv Inc | COM | 2,319 | $26.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 13,112 | $29.6 萬 | <0.1% | −710,730−98.2% | 減碼 | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 9,322 | $32.4 萬 | <0.1% | +822+9.7% | 加碼 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 3,350 | $33.3 萬 | <0.1% | +3,350 | 新進 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 47,530 | $35.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,363 | $37.0 萬 | <0.1% | −352−13.0% | 減碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 1,618 | $39.0 萬 | <0.1% | +1,618 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,798 | $40.5 萬 | <0.1% | +155+5.9% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 14,420 | $40.8 萬 | <0.1% | −64,130−81.6% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,449 | $47.3 萬 | <0.1% | −19,532−88.9% | 減碼 | 歷史 |
| VITLVital Farms, Inc. | COM | 42,096 | $49.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,246 | $51.8 萬 | <0.1% | −6,822−84.6% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,140 | $52.5 萬 | <0.1% | +2,140 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,175 | $53.9 萬 | <0.1% | −5,217−81.6% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 51,936 | $54.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 4,052 | $59.4 萬 | <0.1% | −17,337−81.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,806 | $59.7 萬 | <0.1% | −101−1.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,236 | $60.0 萬 | <0.1% | −27,736−81.6% | 減碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 2,039 | $61.4 萬 | <0.1% | −11,639−85.1% | 減碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 12,093 | $63.1 萬 | <0.1% | −49,893−80.5% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 5,417 | $64.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 9,557 | $66.2 萬 | <0.1% | −42,506−81.6% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 2,474 | $69.3 萬 | <0.1% | −13,512−84.5% | 減碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 9,304 | $69.3 萬 | <0.1% | −12,347−57.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,117 | $79.2 萬 | <0.1% | +3,117 | 新進 | 歷史 |
| UNITUniti Group Inc. | COM SHS | 72,004 | $82.6 萬 | <0.1% | −442,671−86.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,831 | $87.4 萬 | <0.1% | +189+11.5% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 2,383 | $93.3 萬 | <0.1% | −145−5.7% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 5,970 | $100.1 萬 | <0.1% | −20,130−77.1% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 9,237 | $113.7 萬 | <0.1% | −16,278−63.8% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 12,875 | $116.3 萬 | <0.1% | −67,733−84.0% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 28,021 | $119.6 萬 | <0.1% | −67,912−70.8% | 減碼 | 歷史 |
| ZDZiff Davis, Inc. | COM | 23,191 | $121.5 萬 | <0.1% | −16,946−42.2% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 16,066 | $123.8 萬 | <0.1% | +325+2.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10,020 | $126.6 萬 | <0.1% | −25,801−72.0% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 4,673 | $126.8 萬 | <0.1% | −24,744−84.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 9,574 | $133.7 萬 | <0.1% | +9,574 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 19,449 | $139.8 萬 | 0.1% | −57,519−74.7% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 32,179 | $145.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 17,879 | $151.2 萬 | 0.1% | −21,651−54.8% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 18,927 | $160.7 萬 | 0.1% | −1,941−9.3% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 28,064 | $164.9 萬 | 0.1% | +904+3.3% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,262 | $174.5 萬 | 0.1% | −546−30.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,707 | $209.6 萬 | 0.1% | −658−7.9% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 19,689 | $224.8 萬 | 0.1% | −195−1.0% | 減碼 | 歷史 |
| TTANServiceTitan, Inc. | SHS CL A | 39,649 | $280.4 萬 | 0.1% | −55−0.1% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 17,634 | $297.2 萬 | 0.1% | −12,210−40.9% | 減碼 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 34,335 | $299.5 萬 | 0.1% | −17,034−33.2% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,298 | $337.9 萬 | 0.1% | −3,694−30.8% | 減碼 | 歷史 |
| NYTNew York Times Co | CL A | 49,460 | $346.1 萬 | 0.1% | +5,305+12.0% | 加碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 61,848 | $346.4 萬 | 0.1% | +3,157+5.4% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 7,071 | $351.2 萬 | 0.1% | −3,312−31.9% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 2,824 | $360.8 萬 | 0.1% | −116−3.9% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 53,882 | $361.5 萬 | 0.1% | −4,654−8.0% | 減碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 33,204 | $371.3 萬 | 0.1% | +15,227+84.7% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 6,948 | $389.1 萬 | 0.1% | −2,126−23.4% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 46,372 | $401.8 萬 | 0.1% | +46,372 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 15,952 | $416.3 萬 | 0.2% | +9,266+138.6% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 69,561 | $434.1 萬 | 0.2% | +69,561 | 新進 | 歷史 |
| MIRMirion Technologies, Inc. | COM CL A | 246,000 | $441.1 萬 | 0.2% | −122,380−33.2% | 減碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 130,361 | $483.9 萬 | 0.2% | +41,026+45.9% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 20,000 | $526.5 萬 | 0.2% | −9,547−32.3% | 減碼 | 歷史 |
| BMIBadger Meter Inc | COM | 39,132 | $580.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 103,833 | $592.1 萬 | 0.2% | −375,260−78.3% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 36,533 | $593.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RUNSunrun Inc. | COM | 446,791 | $597.8 萬 | 0.2% | +21,375+5.0% | 加碼 | 歷史 |
| OCOwens Corning | Stock | 38,350 | $609.6 萬 | 0.2% | +10,462+37.5% | 加碼 | 歷史 |
| VRNSVaronis Systems Inc | COM | 150,000 | $629.4 萬 | 0.2% | +150,000 | 新進 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 35,338 | $634.4 萬 | 0.2% | +23,886+208.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 30,004 | $661.6 萬 | 0.2% | −297−1.0% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 32,499 | $684.3 萬 | 0.3% | −41,731−56.2% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 56,000 | $707.3 萬 | 0.3% | −27,040−32.6% | 減碼 | 歷史 |
| TRUTransUnion | COM | 103,000 | $743.0 萬 | 0.3% | −51,637−33.4% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 65,742 | $750.6 萬 | 0.3% | +65,111+10,318.7% | 加碼 | 歷史 |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 516,000 | $753.4 萬 | 0.3% | −365,512−41.5% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 137,614 | $755.5 萬 | 0.3% | +137,614 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 61,855 | $769.7 萬 | 0.3% | −1,161−1.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,467 | $775.7 萬 | 0.3% | −15,703−70.8% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 15,172 | $793.8 萬 | 0.3% | +5,285+53.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 16,508 | $810.8 萬 | 0.3% | +4,828+41.3% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 106,920 | $811.3 萬 | 0.3% | −1,057−1.0% | 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 |
| ROLRollins Inc | COM | 196,000 | $818.1 萬 | 0.3% | −28,568−12.7% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 28,000 | $819.9 萬 | 0.3% | −25,187−47.4% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 343,409 | $822.1 萬 | 0.3% | +20,816+6.5% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 295,993 | $823.5 萬 | 0.3% | +209,116+240.7% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 91,821 | $830.6 萬 | 0.3% | +87,577+2,063.5% | 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 |
| TPRTapestry, Inc. | COM | 58,026 | $849.4 萬 | 0.3% | +18,295+46.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,168 | $881.7 萬 | 0.3% | +10,353+151.9% | 加碼 | 歷史 |
| RBRKRubrik, Inc. | Stock | 110,000 | $883.1 萬 | 0.3% | +110,000 | 新進 | 歷史 |
| MSEXMiddlesex Water Co | COM | 159,067 | $893.3 萬 | 0.3% | −36,933−18.8% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 38,054 | $897.9 萬 | 0.3% | −123,389−76.4% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 46,305 | $900.3 萬 | 0.3% | −3,581−7.2% | 減碼 | 歷史 |
| MODModine Manufacturing Co | COM | 35,804 | $956.0 萬 | 0.4% | −696−1.9% | 減碼 | 歷史 |
| IOTSamsara Inc. | Stock | 298,000 | $966.4 萬 | 0.4% | +298,000 | 新進 | 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 |