Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 26
- 較 2021 年第 1 季 0
- 總值
- $37.3 億
- 較 2021 年第 1 季 +$8.55 億 (+29.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,223,822 | $3.32 億 | 8.9% | +138,995+12.8% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 4,445,485 | $3.12 億 | 8.4% | +508,393+12.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 739,601 | $2.70 億 | 7.2% | +84,406+12.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 497,949 | $2.51 億 | 6.7% | +56,253+12.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 922,854 | $2.48 億 | 6.6% | +104,059+12.7% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,170,108 | $2.41 億 | 6.5% | +132,979+12.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 385,376 | $2.26 億 | 6.1% | +43,413+12.7% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 439,813 | $2.07 億 | 5.5% | +50,039+12.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 872,645 | $2.04 億 | 5.5% | +99,648+12.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,676,287 | $2.01 億 | 5.4% | +192,430+13.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 238,499 | $1.91 億 | 5.1% | +118,052+98.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 77,947 | $1.90 億 | 5.1% | +8,954+13.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 513,675 | $1.18 億 | 3.2% | +58,796+12.9% | 加碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 455,864 | $1.12 億 | 3.0% | +51,859+12.8% | 加碼 | – |
| NEENextera Energy Inc | Stock | 1,363,117 | $9,989 萬 | 2.7% | +149,566+12.3% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 595,563 | $9,179 萬 | 2.5% | +65,557+12.4% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 278,215 | $8,849 萬 | 2.4% | +30,858+12.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 82,051 | $7,546 萬 | 2.0% | +9,012+12.3% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 480,048 | $7,062 萬 | 1.9% | +292,015+155.3% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 453,730 | $6,620 萬 | 1.8% | +51,037+12.7% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 785,669 | $6,365 萬 | 1.7% | +89,728+12.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 804,697 | $6,264 萬 | 1.7% | +88,764+12.4% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 19,327 | $231.8 萬 | 0.1% | −127−0.7% | 減碼 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 26,097 | $181.4 萬 | <0.1% | −1,602−5.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 11,584 | $162.3 萬 | <0.1% | −69−0.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 444 | $111.2 萬 | <0.1% | −10−2.2% | 減碼 | 歷史 |