Mirova US LLC
- SEC CIK
- 0001802900
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 45
- 較 2026 年第 1 季 +3
- 總值
- $93.0 億
- 較 2026 年第 1 季 +$4.88 億 (+5.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 4,309,689 | $8.62 億 | 9.3% | −746,110−14.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,137,112 | $5.43 億 | 5.8% | −144,438−11.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 924,618 | $4.75 億 | 5.1% | −33,128−3.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,206,161 | $4.50 億 | 4.8% | −349,455−22.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,305,090 | $4.45 億 | 4.8% | −297,622−18.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 354,043 | $4.25 億 | 4.6% | −14,395−3.9% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 3,206,010 | $3.58 億 | 3.9% | −226,521−6.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 919,362 | $3.47 億 | 3.7% | −194,148−17.4% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 988,313 | $3.31 億 | 3.6% | −34,401−3.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,556,095 | $3.12 億 | 3.4% | −67,382−1.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,113,930 | $3.10 億 | 3.3% | −56,065−4.8% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,600,237 | $2.97 億 | 3.2% | −71,005−2.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 591,257 | $2.96 億 | 3.2% | −23,833−3.9% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 561,819 | $2.94 億 | 3.2% | −14,092−2.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,312,962 | $2.93 億 | 3.1% | −49,205−3.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,901,496 | $2.88 億 | 3.1% | −506,814−21.0% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,540,381 | $2.30 億 | 2.5% | −86,934−3.3% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,586,427 | $2.24 億 | 2.4% | +642,265+33.0% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 1,707,194 | $2.02 億 | 2.2% | −100,254−5.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 907,806 | $2.00 億 | 2.2% | −33,619−3.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 492,324 | $1.96 億 | 2.1% | −20,039−3.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 999,996 | $1.90 億 | 2.0% | −51,434−4.9% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 1,528,332 | $1.83 億 | 2.0% | −58,320−3.7% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 412,095 | $1.61 億 | 1.7% | −25,770−5.9% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 655,621 | $1.55 億 | 1.7% | −42,931−6.1% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 2,399,395 | $1.50 億 | 1.6% | −7,623−0.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 249,822 | $1.45 億 | 1.6% | +249,822 | 新進 | 歷史 |
| VLTOVeralto Corp | Stock | 1,628,033 | $1.44 億 | 1.6% | −61,304−3.6% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,101,478 | $1.32 億 | 1.4% | +898,077+40.8% | 加碼 | 歷史 |
| SWSmurfit Westrock plc | Stock | 2,363,387 | $1.09 億 | 1.2% | +2,363,387 | 新進 | 歷史 |
| VVisa Inc. | Stock | 293,703 | $1.01 億 | 1.1% | −32,061−9.8% | 減碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 619,117 | $9,718 萬 | 1.0% | −9,726−1.5% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 697,230 | $9,174 萬 | 1.0% | −53,465−7.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 563,506 | $8,828 萬 | 0.9% | −45,945−7.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 429,354 | $6,292 萬 | 0.7% | +429,354 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 337,013 | $4,194 萬 | 0.5% | −345,693−50.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 67,085 | $2,397 萬 | 0.3% | +47,661+245.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 40,220 | $1,164 萬 | 0.1% | +24,800+160.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 31,658 | $1,036 萬 | 0.1% | +31,658 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 82,108 | $756.1 萬 | 0.1% | +82,108 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 37,625 | $549.7 萬 | 0.1% | −6,342−14.4% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 39,990 | $315.2 萬 | <0.1% | −26,217−39.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 28,979 | $265.7 萬 | <0.1% | −4,887−14.4% | 減碼 | 歷史 |
| ESEversource Energy | Stock | 33,715 | $243.7 萬 | <0.1% | −10,127−23.1% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,931 | $128.7 萬 | <0.1% | −832−14.4% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。