Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 26
- 2020 年第 4 季沒有 13F 資料
- 總值
- $28.7 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,084,827 | $2.56 億 | 8.9% | – | – | 歷史 |
| EBAYeBay Inc | COM | 3,937,092 | $2.41 億 | 8.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 655,195 | $2.33 億 | 8.1% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 1,037,129 | $2.22 億 | 7.7% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 441,696 | $2.02 億 | 7.0% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 818,795 | $1.84 億 | 6.4% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,483,857 | $1.76 億 | 6.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 772,997 | $1.64 億 | 5.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 341,963 | $1.63 億 | 5.7% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 389,774 | $1.57 億 | 5.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 68,993 | $1.42 億 | 5.0% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 1,213,551 | $9,176 萬 | 3.2% | – | – | 歷史 |
| Signature BK New York N Y82669G104 | COM | 404,005 | $9,135 萬 | 3.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 454,879 | $8,498 萬 | 3.0% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 530,006 | $7,946 萬 | 2.8% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 247,357 | $7,194 萬 | 2.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 120,447 | $6,431 萬 | 2.2% | – | – | 歷史 |
| BALLBALL Corp | COM | 695,941 | $5,897 萬 | 2.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 73,039 | $5,397 萬 | 1.9% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 715,933 | $5,024 萬 | 1.7% | – | – | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 402,693 | $4,784 萬 | 1.7% | – | – | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 188,033 | $3,224 萬 | 1.1% | – | – | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 27,699 | $217.5 萬 | 0.1% | – | – | 歷史 |
| XYLXylem Inc. | COM | 19,454 | $204.6 萬 | 0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 11,653 | $150.3 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 454 | $93.9 萬 | <0.1% | – | – | 歷史 |