Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 34
- 較 2024 年第 3 季 +1
- 總值
- $83.4 億
- 較 2024 年第 3 季 −$3.79 億 (−4.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 5,209,444 | $7.00 億 | 8.4% | −157,460−2.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,546,921 | $6.52 億 | 7.8% | −46,448−2.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,164,697 | $6.13 億 | 7.4% | −33,401−2.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 589,921 | $4.55 億 | 5.5% | −18,023−3.0% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,916,391 | $4.49 億 | 5.4% | −71,305−3.6% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 7,019,402 | $4.35 億 | 5.2% | −213,266−2.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 762,525 | $3.97 億 | 4.8% | −23,283−3.0% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 685,167 | $3.56 億 | 4.3% | −20,732−2.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,699,845 | $3.36 億 | 4.0% | −344,100−16.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,377,202 | $3.16 億 | 3.8% | −41,191−2.9% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,651,964 | $3.01 億 | 3.6% | −49,616−2.9% | 減碼依 2 比 1 拆股換算 | 歷史 |
| WMWaste Management Inc | Stock | 1,413,109 | $2.85 億 | 3.4% | −42,505−2.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,794,690 | $2.72 億 | 3.3% | −65,577−1.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 713,474 | $2.51 億 | 3.0% | +149,119+26.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 770,794 | $2.44 億 | 2.9% | −41,868−5.2% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 1,841,615 | $2.14 億 | 2.6% | −54,551−2.9% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 627,829 | $2.10 億 | 2.5% | +155,163+32.8% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 1,971,701 | $2.10 億 | 2.5% | −57,162−2.8% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,559,036 | $1.94 億 | 2.3% | −45,340−2.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 370,096 | $1.93 億 | 2.3% | −11,590−3.0% | 減碼 | 歷史 |
| APTVAptiv PLC | Stock | 2,599,731 | $1.57 億 | 1.9% | −80,114−3.0% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,084,949 | $1.51 億 | 1.8% | −63,753−3.0% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 703,906 | $1.43 億 | 1.7% | −20,476−2.8% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 2,431,399 | $1.34 億 | 1.6% | −87,598−3.5% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,809,222 | $1.34 億 | 1.6% | −53,910−2.9% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 985,095 | $1.19 億 | 1.4% | +985,095 | 新進 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 646,310 | $1.14 億 | 1.4% | +585,394+961.0% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 1,172,381 | $1.10 億 | 1.3% | −34,807−2.9% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,032,125 | $1.05 億 | 1.3% | −31,201−2.9% | 減碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 407,588 | $4,712 萬 | 0.6% | +63,625+18.5% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 568,829 | $3,907 萬 | 0.5% | −16,659−2.8% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 11,849 | $107.7 萬 | <0.1% | +1,659+16.3% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 10,631 | $83.9 萬 | <0.1% | +10,631 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,467 | $79.7 萬 | <0.1% | +1,888+16.3% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。