Mirova 13F 持仓 · 2026年Q2
Mirova 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 185 只证券，申报市值合计 27.08 亿美元。前几大持仓：NVDA（6.69%）、CDNS（3.76%）、MSFT（3.63%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $181.1M | 6.69% | 905,162 | 增持 |
| 2 | CDNS | CADENCE DESIGN SYSTEM INC | $101.9M | 3.76% | 271,512 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $98.2M | 3.63% | 263,154 | 增持 |
| 4 | AVGO | BROADCOM INC | $83.8M | 3.10% | 221,859 | 增持 |
| 5 | GOOGL | ALPHABET INC | $77.1M | 2.85% | 215,705 | 增持 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $72.3M | 2.67% | 124,492 | 减持 |
| 7 | SNOW | SNOWFLAKE INC | $62.9M | 2.32% | 247,227 | 减持 |
| 8 | KLAC | KLA CORP | $55.4M | 2.05% | 183,756 | 增持 |
| 9 | SNPS | SYNOPSYS INC | $55.6M | 2.05% | 124,551 | 减持 |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $51.0M | 1.88% | 66,800 | 减持 |
| 11 | MDB | MONGODB INC | $43.3M | 1.60% | 128,865 | 增持 |
| 12 | VRT | VERTIV HOLDINGS CO | $42.2M | 1.56% | 126,001 | 减持 |
| 13 | BSY | BENTLEY SYS INC | $41.0M | 1.52% | 1.4M | 增持 |
| 14 | WM | WASTE MGMT INC DEL | $41.2M | 1.52% | 184,679 | 增持 |
| 15 | PWR | QUANTA SVCS INC | $39.9M | 1.47% | 55,398 | 增持 |
| 16 | ECL | ECOLAB INC | $38.9M | 1.44% | 139,531 | 减持 |
| 17 | ISRG | INTUITIVE SURGICAL INC | $37.1M | 1.37% | 93,416 | 增持 |
| 18 | VLTO | VERALTO CORP | $37.1M | 1.37% | 418,199 | 增持 |
| 19 | IEX | IDEX CORP | $34.5M | 1.27% | 151,873 | 减持 |
| 20 | DDOG | DATADOG INC | $32.5M | 1.20% | 124,696 | 增持 |
| 21 | NVT | NVENT ELEC PLC | $32.3M | 1.19% | 190,204 | 减持 |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $32.1M | 1.18% | 63,957 | 减持 |
| 23 | JBTM | JBT MAREL CORPORATION | $30.2M | 1.11% | 208,212 | 增持 |
| 24 | XYL | XYLEM INC | $30.0M | 1.11% | 253,836 | 增持 |
| 25 | PANW | PALO ALTO NETWORKS INC | $29.5M | 1.09% | 86,461 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR