Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 35
- 較 2025 年第 1 季 +1
- 總值
- $96.6 億
- 較 2025 年第 1 季 +$12.4 億 (+14.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 6,642,117 | $10.5 億 | 10.9% | +1,242,633+23.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,963,799 | $9.77 億 | 10.1% | +361,519+22.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,070,696 | $6.02 億 | 6.2% | +37,444+3.6% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,052,803 | $5.53 億 | 5.7% | +73,628+3.7% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 733,544 | $4.16 億 | 4.3% | +24,995+3.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,797,084 | $4.07 億 | 4.2% | +29,253+1.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,782,574 | $3.65 億 | 3.8% | +71,888+4.2% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,024,755 | $3.49 億 | 3.6% | +990,596+48.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,517,789 | $3.47 億 | 3.6% | +54,528+3.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,699,156 | $3.33 億 | 3.5% | +1,678,665+164.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 568,123 | $3.09 億 | 3.2% | +183,631+47.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 395,255 | $3.08 億 | 3.2% | −215,500−35.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 825,940 | $2.93 億 | 3.0% | +29,300+3.7% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 3,832,923 | $2.85 億 | 3.0% | −3,416,349−47.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 687,066 | $2.79 億 | 2.9% | −101,873−12.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,991,191 | $2.77 億 | 2.9% | +71,705+1.8% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 2,000,499 | $2.59 億 | 2.7% | +94,228+4.9% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,680,174 | $2.34 億 | 2.4% | +63,469+3.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,169,205 | $2.31 億 | 2.4% | −257,551−18.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 771,235 | $2.31 億 | 2.4% | +31,950+4.3% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,931,297 | $2.29 億 | 2.4% | +1,054,301+56.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 679,213 | $1.85 億 | 1.9% | +28,818+4.4% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 748,328 | $1.84 億 | 1.9% | +19,344+2.7% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,182,880 | $1.73 億 | 1.8% | +25,345+1.2% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 944,931 | $1.56 億 | 1.6% | +50,315+5.6% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 2,669,081 | $1.50 億 | 1.5% | +124,814+4.9% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 341,289 | $1.39 億 | 1.4% | +341,289 | 新進 | 歷史 |
| AGCOAGCO Corp | COM | 1,253,258 | $1.29 億 | 1.3% | +39,263+3.2% | 加碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,126,586 | $1.14 億 | 1.2% | +58,260+5.5% | 加碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 708,310 | $8,136 萬 | 0.8% | +17,875+2.6% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 64,907 | $580.4 萬 | 0.1% | +64,907 | 新進 | 歷史 |
| ESEversource Energy | Stock | 57,789 | $367.7 萬 | <0.1% | +57,789 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 24,514 | $258.9 萬 | <0.1% | +10,059+69.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,218 | $253.5 萬 | <0.1% | +3,218 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 18,880 | $171.6 萬 | <0.1% | +2,769+17.2% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。