Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/3 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 29
- 較 2022 年第 2 季 +1
- 總值
- $42.8 億
- 較 2022 年第 2 季 −$3.63 億 (−7.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 711,704 | $3.61 億 | 8.4% | −5,932−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,466,245 | $3.42 億 | 8.0% | −9,206−0.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,198,759 | $3.41 億 | 8.0% | −6,391−0.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 838,135 | $2.71 億 | 6.3% | −3,572−0.4% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,788,503 | $2.58 億 | 6.0% | −6,115−0.3% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 6,401,022 | $2.36 億 | 5.5% | −16,362−0.3% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 634,077 | $2.28 億 | 5.3% | −2,054−0.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,250,657 | $2.22 億 | 5.2% | −3,135−0.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 834,895 | $2.16 億 | 5.0% | −317,596−27.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 2,456,366 | $1.93 億 | 4.5% | −13,974−0.6% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 641,798 | $1.77 億 | 4.1% | −2,577−0.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,335,834 | $1.60 億 | 3.7% | −52,417−2.2% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 180,239 | $1.49 億 | 3.5% | −3,853−2.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 979,137 | $1.19 億 | 2.8% | −5,970−0.6% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 1,292,337 | $1.13 億 | 2.6% | −5,868−0.5% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 818,232 | $1.07 億 | 2.5% | −3,019−0.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,688,049 | $1.02 億 | 2.4% | −12,367−0.5% | 減碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 643,123 | $9,711 萬 | 2.3% | −2,962−0.5% | 減碼 | – |
| ELEstee Lauder Companies Inc | CL A | 387,049 | $8,356 萬 | 2.0% | −1,338−0.3% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 646,281 | $8,126 萬 | 1.9% | −2,319−0.4% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 1,669,134 | $8,065 萬 | 1.9% | −45,043−2.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 215,034 | $7,180 萬 | 1.7% | +215,034 | 新進 | 歷史 |
| RUNSunrun Inc. | COM | 2,587,203 | $7,138 萬 | 1.7% | −102,277−3.8% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 783,459 | $6,474 萬 | 1.5% | +783,459 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 344,607 | $6,459 萬 | 1.5% | −1,340−0.4% | 減碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 684,806 | $3,948 萬 | 0.9% | −2,995−0.4% | 減碼 | 歷史 |
| SIVBSVB Financial Group | COM | 81,526 | $2,737 萬 | 0.6% | −403−0.5% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 43,650 | $577.3 萬 | 0.1% | −141−0.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,214 | $51.4 萬 | <0.1% | −514−13.8% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（1 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。