Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/20 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 36
- 較 2025 年第 2 季 +1
- 總值
- $99.0 億
- 較 2025 年第 2 季 +$2.42 億 (+2.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 6,362,230 | $11.9 億 | 12.0% | −279,887−4.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,885,058 | $9.76 億 | 9.9% | −78,741−4.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,028,601 | $5.85 億 | 5.9% | −42,095−3.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,824,872 | $5.00 億 | 5.0% | −227,931−11.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,732,421 | $4.84 億 | 4.9% | −64,663−3.6% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,882,479 | $4.28 億 | 4.3% | −142,276−4.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,594,672 | $3.75 億 | 3.8% | −104,484−3.9% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 705,495 | $3.52 億 | 3.6% | −28,049−3.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,717,294 | $3.50 億 | 3.5% | −65,280−3.7% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 3,675,555 | $3.34 億 | 3.4% | −157,368−4.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,462,037 | $3.23 億 | 3.3% | −55,752−3.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 660,789 | $3.20 億 | 3.2% | −26,277−3.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 380,667 | $2.90 億 | 2.9% | −14,588−3.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,835,334 | $2.90 億 | 2.9% | −155,857−3.9% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 1,933,134 | $2.85 億 | 2.9% | −67,365−3.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 795,926 | $2.72 億 | 2.7% | −30,014−3.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 548,599 | $2.45 億 | 2.5% | −19,524−3.4% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,626,653 | $2.26 億 | 2.3% | −53,521−3.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,126,791 | $2.23 億 | 2.3% | −42,414−3.6% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,822,092 | $2.19 億 | 2.2% | −109,205−3.7% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 485,165 | $2.09 億 | 2.1% | +143,876+42.2% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 911,917 | $2.01 億 | 2.0% | −33,014−3.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 740,370 | $1.83 億 | 1.8% | −30,865−4.0% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,093,702 | $1.56 億 | 1.6% | −89,178−4.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 651,604 | $1.54 億 | 1.6% | −27,609−4.1% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 471,822 | $1.32 億 | 1.3% | −276,506−36.9% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 2,571,241 | $1.30 億 | 1.3% | −97,840−3.7% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 1,206,541 | $1.29 億 | 1.3% | −46,717−3.7% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,084,448 | $1.16 億 | 1.2% | −42,138−3.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 339,947 | $1.12 億 | 1.1% | +339,947 | 新進 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 681,397 | $9,451 萬 | 1.0% | −26,913−3.8% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 78,172 | $691.4 萬 | 0.1% | +13,265+20.4% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 57,308 | $407.7 萬 | <0.1% | −481−0.8% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 36,993 | $406.7 萬 | <0.1% | +12,479+50.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,851 | $331.3 萬 | <0.1% | +1,633+50.7% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 28,494 | $227.8 萬 | <0.1% | +9,614+50.9% | 加碼 | 歷史 |