Mirova US LLC 13F 持仓 · 2026年Q2
Mirova US 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 93.00 亿美元。前几大持仓：NVDA（9.27%）、TSM（5.84%）、MA（5.11%）。本季前 25 大持仓中：增持 1 只、减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $862.3M | 9.27% | 4.3M | 减持 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $543.1M | 5.84% | 1.1M | 减持 |
| 3 | MA | MASTERCARD INCORPORATED | $474.9M | 5.11% | 924,618 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $449.9M | 4.84% | 1.2M | 减持 |
| 5 | PANW | PALO ALTO NETWORKS INC | $445.1M | 4.79% | 1.3M | 减持 |
| 6 | LLY | ELI LILLY & CO | $424.6M | 4.57% | 354,043 | 减持 |
| 7 | EBAY | EBAY INC. | $358.3M | 3.85% | 3.2M | 减持 |
| 8 | AVGO | BROADCOM INC | $347.3M | 3.73% | 919,362 | 减持 |
| 9 | VRT | VERTIV HOLDINGS CO | $330.9M | 3.56% | 988,313 | 减持 |
| 10 | NEE | NEXTERA ENERGY INC | $312.1M | 3.36% | 3.6M | 减持 |
| 11 | ECL | ECOLAB INC | $310.4M | 3.34% | 1.1M | 减持 |
| 12 | SHOP | SHOPIFY INC | $296.9M | 3.19% | 2.6M | 减持 |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $296.4M | 3.19% | 591,257 | 减持 |
| 14 | HUBB | HUBBELL INC | $293.9M | 3.16% | 561,819 | 减持 |
| 15 | WM | WASTE MGMT INC DEL | $292.6M | 3.15% | 1.3M | 减持 |
| 16 | TJX | TJX COS INC NEW | $288.1M | 3.10% | 1.9M | 减持 |
| 17 | EW | EDWARDS LIFESCIENCES CORP | $229.8M | 2.47% | 2.5M | 减持 |
| 18 | CP | CANADIAN PACIFIC KANSAS CITY | $224.1M | 2.41% | 2.6M | 增持 |
| 19 | XYL | XYLEM INC | $201.8M | 2.17% | 1.7M | 减持 |
| 20 | LOW | LOWES COS INC | $200.2M | 2.15% | 907,806 | 减持 |
| 21 | ISRG | INTUITIVE SURGICAL INC | $195.8M | 2.11% | 492,324 | 减持 |
| 22 | DHR | DANAHER CORP DEL | $190.5M | 2.05% | 999,996 | 减持 |
| 23 | AGCO | AGCO CORP | $182.9M | 1.97% | 1.5M | 减持 |
| 24 | WTS | WATTS WATER TECHNOLOGIES INC | $161.3M | 1.73% | 412,095 | 减持 |
| 25 | FSLR | FIRST SOLAR INC | $154.7M | 1.66% | 655,621 | 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