Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/28 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 28
- 較 2022 年第 1 季 +3
- 總值
- $46.4 億
- 較 2022 年第 1 季 −$5.63 億 (−10.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 717,636 | $3.90 億 | 8.4% | +42,260+6.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,205,150 | $3.80 億 | 8.2% | +63,420+5.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,475,451 | $3.79 億 | 8.2% | +86,432+6.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,152,491 | $2.92 億 | 6.3% | −89,949−7.2% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,794,618 | $2.76 億 | 5.9% | +103,590+6.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 841,707 | $2.73 億 | 5.9% | +50,381+6.4% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 6,417,384 | $2.67 億 | 5.8% | +394,840+6.6% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 636,131 | $2.51 億 | 5.4% | +37,668+6.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,253,792 | $2.47 億 | 5.3% | +71,209+6.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 644,375 | $2.36 億 | 5.1% | +38,272+6.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,388,251 | $1.95 億 | 4.2% | +135,549+6.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 2,470,340 | $1.91 億 | 4.1% | +150,530+6.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 985,107 | $1.49 億 | 3.2% | +62,171+6.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,700,416 | $1.37 億 | 3.0% | +158,933+6.3% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 821,251 | $1.22 億 | 2.6% | +49,891+6.5% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 1,714,177 | $1.18 億 | 2.5% | +97,671+6.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 184,092 | $1.17 億 | 2.5% | +101,244+122.2% | 加碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 646,085 | $1.16 億 | 2.5% | +37,716+6.2% | 加碼 | – |
| XYLXylem Inc. | COM | 1,298,205 | $1.01 億 | 2.2% | +76,415+6.3% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 388,387 | $9,891 萬 | 2.1% | +22,932+6.3% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 648,600 | $7,967 萬 | 1.7% | +38,553+6.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 345,947 | $6,943 萬 | 1.5% | +21,405+6.6% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 2,689,480 | $6,282 萬 | 1.4% | +146,944+5.8% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 687,801 | $5,813 萬 | 1.3% | +40,531+6.3% | 加碼 | 歷史 |
| SIVBSVB Financial Group | COM | 81,929 | $3,236 萬 | 0.7% | +81,929 | 新進 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 43,791 | $298.3 萬 | 0.1% | +2,241+5.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,728 | $57.0 萬 | <0.1% | +3,728 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,592 | $20.7 萬 | <0.1% | +2,592 | 新進 | 歷史 |