Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/24 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 28
- 較 2023 年第 1 季 +1
- 總值
- $60.1 億
- 較 2023 年第 1 季 +$4.96 億 (+9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,134,505 | $4.80 億 | 8.0% | −497,551−30.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,409,071 | $4.80 億 | 8.0% | −110,015−7.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,167,737 | $4.59 億 | 7.6% | +25,000+2.2% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 8,834,501 | $3.95 億 | 6.6% | +202,778+2.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 754,155 | $3.93 億 | 6.5% | +16,299+2.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 803,296 | $3.93 億 | 6.5% | +19,092+2.4% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,902,142 | $3.55 億 | 5.9% | +47,432+2.6% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 675,259 | $3.25 億 | 5.4% | +16,756+2.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 664,314 | $3.12 億 | 5.2% | +16,207+2.5% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,193,862 | $2.87 億 | 4.8% | +373,071+45.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,181,894 | $2.81 億 | 4.7% | +27,690+2.4% | 加碼 | 歷史 |
| APTVAptiv PLC | SHS | 2,596,200 | $2.65 億 | 4.4% | +54,265+2.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,390,183 | $2.41 億 | 4.0% | −7,287−0.3% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 1,813,888 | $2.04 億 | 3.4% | +42,706+2.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 2,599,813 | $1.93 億 | 3.2% | +64,434+2.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 653,617 | $1.28 億 | 2.1% | +252,574+63.0% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 688,464 | $1.26 億 | 2.1% | +16,839+2.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 365,674 | $1.25 億 | 2.1% | +8,648+2.4% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 870,648 | $1.24 億 | 2.1% | +23,358+2.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,852,764 | $1.06 億 | 1.8% | +67,271+2.4% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 754,279 | $9,913 萬 | 1.7% | +16,941+2.3% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 1,673,785 | $9,743 萬 | 1.6% | −61,991−3.6% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 831,909 | $7,847 萬 | 1.3% | +19,816+2.4% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 2,729,909 | $4,876 萬 | 0.8% | +68,571+2.6% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 54,391 | $1,034 萬 | 0.2% | +91+0.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,503 | $60.7 萬 | <0.1% | +102+3.0% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,622 | $20.2 萬 | <0.1% | +2,622 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 654 | $20.2 萬 | <0.1% | +654 | 新進 | 歷史 |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。