Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/11 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 43
- 較 2025 年第 3 季 +7
- 總值
- $99.6 億
- 較 2025 年第 3 季 +$5,786 萬 (+0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 5,255,403 | $9.80 億 | 9.8% | −1,106,827−17.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,621,063 | $7.84 億 | 7.9% | −263,995−14.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 996,782 | $5.69 億 | 5.7% | −31,819−3.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,680,068 | $5.11 億 | 5.1% | −52,353−3.0% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,785,943 | $4.48 億 | 4.5% | −96,536−3.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 384,274 | $4.13 億 | 4.1% | +3,607+0.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,510,145 | $3.86 億 | 3.9% | −84,527−3.3% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,437,641 | $3.77 億 | 3.8% | −387,231−21.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 641,259 | $3.72 億 | 3.7% | −19,530−3.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 929,660 | $3.22 億 | 3.2% | +589,713+173.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,419,444 | $3.12 億 | 3.1% | −42,593−2.9% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 3,548,645 | $3.09 億 | 3.1% | −126,910−3.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,667,837 | $3.07 億 | 3.1% | −49,457−2.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 534,129 | $3.03 億 | 3.0% | −14,470−2.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,722,211 | $2.99 億 | 3.0% | −113,123−2.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 772,710 | $2.71 億 | 2.7% | −23,216−2.9% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 1,881,190 | $2.56 億 | 2.6% | −51,944−2.7% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,094,872 | $2.51 億 | 2.5% | −31,919−2.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 981,128 | $2.37 億 | 2.4% | +981,128 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,739,071 | $2.34 億 | 2.3% | −83,021−2.9% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 889,077 | $2.32 億 | 2.3% | −22,840−2.5% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 478,760 | $2.13 億 | 2.1% | −6,405−1.3% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 711,254 | $1.91 億 | 1.9% | −29,116−3.9% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 634,559 | $1.68 億 | 1.7% | −17,045−2.6% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,029,319 | $1.49 億 | 1.5% | −64,383−3.1% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 2,516,026 | $1.33 億 | 1.3% | −55,215−2.1% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 1,370,029 | $1.31 億 | 1.3% | +1,370,029 | 新進 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 460,428 | $1.27 億 | 1.3% | −11,394−2.4% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 781,858 | $1.27 億 | 1.3% | +781,858 | 新進 | 歷史 |
| AGCOAGCO Corp | COM | 1,164,618 | $1.21 億 | 1.2% | −41,923−3.5% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,052,890 | $1.05 億 | 1.1% | −31,558−2.9% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 781,818 | $1.02 億 | 1.0% | −844,835−51.9% | 減碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 660,992 | $9,573 萬 | 1.0% | −20,405−3.0% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 193,763 | $8,625 萬 | 0.9% | −511,732−72.5% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 85,671 | $832.1 萬 | 0.1% | +7,499+9.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,424 | $608.0 萬 | 0.1% | +19,424 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 44,049 | $527.5 萬 | 0.1% | +7,056+19.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 15,420 | $419.2 萬 | <0.1% | +15,420 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 5,775 | $382.5 萬 | <0.1% | +924+19.0% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 54,037 | $363.8 萬 | <0.1% | −3,271−5.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,144 | $349.6 萬 | <0.1% | +15,144 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 33,928 | $268.1 萬 | <0.1% | +5,434+19.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,798 | $250.7 萬 | <0.1% | +3,798 | 新進 | 歷史 |