Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 31
- 較 2022 年第 3 季 +2
- 總值
- $49.8 億
- 較 2022 年第 3 季 +$6.97 億 (+16.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 728,109 | $4.01 億 | 8.1% | +16,405+2.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,127,870 | $3.92 億 | 7.9% | −70,889−5.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,501,429 | $3.60 億 | 7.2% | +35,184+2.4% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 8,225,868 | $3.41 億 | 6.9% | +1,824,846+28.5% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 650,463 | $2.81 億 | 5.6% | +16,386+2.6% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,833,132 | $2.67 億 | 5.4% | +44,629+2.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,162,058 | $2.41 億 | 4.9% | −88,599−7.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,619,793 | $2.37 億 | 4.8% | +640,656+65.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 640,551 | $2.34 億 | 4.7% | −197,584−23.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 840,928 | $2.23 億 | 4.5% | +6,033+0.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 656,937 | $2.21 億 | 4.4% | +15,139+2.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 2,522,955 | $2.11 億 | 4.2% | +66,589+2.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,367,172 | $1.76 億 | 3.5% | +31,338+1.3% | 加碼 | 歷史 |
| SIVBSVB Financial Group | COM | 718,972 | $1.65 億 | 3.3% | +637,446+781.9% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 1,324,470 | $1.46 億 | 2.9% | +32,133+2.5% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 838,010 | $1.28 億 | 2.6% | +19,778+2.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,753,985 | $1.09 億 | 2.2% | +65,936+2.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 396,178 | $9,830 萬 | 2.0% | +9,129+2.4% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 663,646 | $9,704 萬 | 1.9% | +17,365+2.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 352,557 | $9,355 萬 | 1.9% | +7,950+2.3% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 107,365 | $9,087 萬 | 1.8% | −72,874−40.4% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 1,725,042 | $8,822 萬 | 1.8% | +55,908+3.3% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 618,588 | $8,579 萬 | 1.7% | +618,588 | 新進 | 歷史 |
| RUNSunrun Inc. | COM | 2,632,279 | $6,322 萬 | 1.3% | +45,076+1.7% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 802,882 | $5,990 萬 | 1.2% | +19,423+2.5% | 加碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 514,969 | $5,933 萬 | 1.2% | −128,154−19.9% | 減碼 | – |
| DEDeere & Co | Stock | 129,665 | $5,560 萬 | 1.1% | −85,369−39.7% | 減碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 701,762 | $4,428 萬 | 0.9% | +16,956+2.5% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 43,865 | $657.1 萬 | 0.1% | +215+0.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,401 | $53.4 萬 | <0.1% | +187+5.8% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,545 | $20.1 萬 | <0.1% | +2,545 | 新進 | 歷史 |