Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/11 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 42
- 較 2025 年第 4 季 −1
- 總值
- $88.1 億
- 較 2025 年第 4 季 −$11.5 億 (−11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 5,055,799 | $8.82 億 | 10.0% | −199,604−3.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,555,616 | $5.76 億 | 6.5% | −65,447−4.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 957,746 | $4.79 億 | 5.4% | −39,036−3.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,281,550 | $4.33 億 | 4.9% | −398,518−23.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,408,310 | $3.85 億 | 4.4% | −101,835−4.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,113,510 | $3.45 億 | 3.9% | +183,850+19.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 368,438 | $3.39 億 | 3.8% | −15,836−4.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,623,477 | $3.37 億 | 3.8% | −98,734−2.7% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,671,242 | $3.17 億 | 3.6% | −114,701−4.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,362,167 | $3.13 億 | 3.6% | −57,277−4.0% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 3,432,531 | $3.12 億 | 3.5% | −116,114−3.3% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,169,995 | $3.11 億 | 3.5% | −267,646−18.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 615,090 | $3.02 億 | 3.4% | −26,169−4.1% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 575,911 | $2.83 億 | 3.2% | +97,151+20.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,602,712 | $2.57 億 | 2.9% | −65,125−3.9% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1,022,714 | $2.56 億 | 2.9% | +240,856+30.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 512,363 | $2.36 億 | 2.7% | −21,766−4.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 941,425 | $2.22 億 | 2.5% | −39,703−4.0% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 1,807,448 | $2.16 億 | 2.5% | −73,742−3.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,627,315 | $2.10 億 | 2.4% | −111,756−4.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,051,430 | $1.99 億 | 2.3% | −43,442−4.0% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 1,586,652 | $1.84 億 | 2.1% | +422,034+36.2% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 1,944,162 | $1.53 億 | 1.7% | −85,157−4.2% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,689,337 | $1.49 億 | 1.7% | +636,447+60.4% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 2,407,018 | $1.42 億 | 1.6% | −109,008−4.3% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,203,401 | $1.38 億 | 1.6% | +833,372+60.8% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 698,552 | $1.38 億 | 1.6% | −190,525−21.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 682,706 | $1.35 億 | 1.5% | −28,548−4.0% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 437,865 | $1.27 億 | 1.4% | −22,563−4.9% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 609,451 | $1.14 億 | 1.3% | −25,108−4.0% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 750,695 | $1.02 億 | 1.2% | −31,123−4.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 325,764 | $9,846 萬 | 1.1% | −446,946−57.8% | 減碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 628,843 | $8,623 萬 | 1.0% | −32,149−4.9% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 43,967 | $575.7 萬 | 0.1% | −82−0.2% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 66,207 | $562.0 萬 | 0.1% | −19,464−22.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,424 | $558.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 15,420 | $391.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,144 | $315.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 43,842 | $303.7 萬 | <0.1% | −10,195−18.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 33,866 | $288.6 萬 | <0.1% | −62−0.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 5,763 | $249.2 萬 | <0.1% | −12−0.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,798 | $217.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（1 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。