Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 34
- 較 2024 年第 4 季 0
- 總值
- $84.2 億
- 較 2024 年第 4 季 +$8,228 萬 (+1.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,602,280 | $6.01 億 | 7.1% | +55,359+3.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,399,484 | $5.85 億 | 7.0% | +190,040+3.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,033,252 | $5.66 億 | 6.7% | −131,445−11.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 610,755 | $5.04 億 | 6.0% | +20,834+3.5% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,979,175 | $5.02 億 | 6.0% | +62,784+3.3% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 7,249,272 | $4.91 億 | 5.8% | +229,870+3.3% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 708,549 | $4.18 億 | 5.0% | +23,382+3.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 788,939 | $3.93 億 | 4.7% | +26,414+3.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,463,261 | $3.39 億 | 4.0% | +50,152+3.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,767,831 | $2.93 億 | 3.5% | +67,986+4.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,426,756 | $2.92 億 | 3.5% | +49,554+3.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,710,686 | $2.92 億 | 3.5% | +58,722+3.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 796,640 | $2.79 億 | 3.3% | +25,846+3.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,919,486 | $2.78 億 | 3.3% | +124,796+3.3% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,616,705 | $2.38 億 | 2.8% | +57,669+3.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 739,285 | $2.31 億 | 2.7% | +25,811+3.6% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 1,906,271 | $2.28 億 | 2.7% | +64,656+3.5% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,034,159 | $1.94 億 | 2.3% | +62,458+3.2% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 384,492 | $1.90 億 | 2.3% | +14,396+3.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 650,395 | $1.75 億 | 2.1% | +22,566+3.6% | 加碼 | 歷史 |
| APTVAptiv PLC | Stock | 2,690,741 | $1.60 億 | 1.9% | +91,010+3.5% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,157,535 | $1.51 億 | 1.8% | +72,586+3.5% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 728,984 | $1.49 億 | 1.8% | +25,078+3.6% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,876,996 | $1.36 億 | 1.6% | +67,774+3.7% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 2,544,267 | $1.32 億 | 1.6% | +112,868+4.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,020,491 | $1.24 億 | 1.5% | +35,396+3.6% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 894,616 | $1.13 億 | 1.3% | +248,306+38.4% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 1,213,995 | $1.12 億 | 1.3% | +41,614+3.5% | 加碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,068,326 | $1.04 億 | 1.2% | +36,201+3.5% | 加碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 690,435 | $7,502 萬 | 0.9% | +282,847+69.4% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 1,096,831 | $6,806 萬 | 0.8% | +528,002+92.8% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 16,111 | $151.0 萬 | <0.1% | +4,262+36.0% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 14,455 | $115.8 萬 | <0.1% | +3,824+36.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,315 | $113.0 萬 | <0.1% | +4,848+36.0% | 加碼 | 歷史 |