Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/31 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 29
- 較 2024 年第 1 季 +2
- 總值
- $80.3 億
- 較 2024 年第 1 季 +$5.95 億 (+8.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 5,777,147 | $7.14 億 | 8.9% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,289,467 | $5.76 億 | 7.2% | +25,119+2.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 602,929 | $5.46 億 | 6.8% | +12,634+2.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,190,467 | $5.25 億 | 6.5% | +23,241+2.0% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 9,170,829 | $4.93 億 | 6.1% | +189,505+2.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,975,415 | $4.70 億 | 5.9% | +43,553+2.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 781,008 | $4.32 億 | 5.4% | +16,189+2.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,354,043 | $4.09 億 | 5.1% | +13,751+0.6% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 700,651 | $3.95 億 | 4.9% | +14,501+2.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,442,917 | $3.08 億 | 3.8% | +28,180+2.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,187,799 | $2.97 億 | 3.7% | +27,486+2.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 843,447 | $2.86 億 | 3.6% | +17,060+2.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 499,202 | $2.77 億 | 3.5% | +9,708+2.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,829,237 | $2.71 億 | 3.4% | +67,250+1.8% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 1,876,618 | $2.55 億 | 3.2% | +36,013+2.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 806,622 | $2.12 億 | 2.6% | −396,163−32.9% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,588,109 | $2.05 億 | 2.6% | +32,764+2.1% | 加碼 | 歷史 |
| APTVAptiv PLC | SHS | 2,667,362 | $1.88 億 | 2.3% | +48,393+1.8% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,134,680 | $1.68 億 | 2.1% | +2,134,680 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 377,745 | $1.68 億 | 2.1% | +7,933+2.1% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 2,495,497 | $1.50 億 | 1.9% | +13,320+0.5% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,026,379 | $1.34 億 | 1.7% | +34,600+1.7% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 715,674 | $1.31 億 | 1.6% | +15,462+2.2% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 1,198,024 | $1.17 億 | 1.5% | +23,536+2.0% | 加碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,055,767 | $1.01 億 | 1.3% | +22,324+2.2% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 863,066 | $7,972 萬 | 1.0% | +17,365+2.1% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 579,241 | $5,776 萬 | 0.7% | +15,444+2.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 187,048 | $5,675 萬 | 0.7% | +187,048 | 新進 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 52,860 | $1,192 萬 | 0.1% | −638−1.2% | 減碼 | 歷史 |