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MIROVA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MIROVA
报告期 2026-03-31 · CIK 0001767843
持仓数
179
前50大市值合计
$1.67B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 92
增持 40
减持 13
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$103.7M
869,338
+238%
建仓
SNPS
SYNOPSYS INC
+$60.2M
151,873
增持
NOW
SERVICENOW INC
+$58.0M
611,772
+1473%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
GOOGL
ALPHABET INC
+$52.0M
180,834
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$50.9M
232,032
+436%
增持
AVGO
BROADCOM INC
+$48.1M
169,717
+1236%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$45.9M
117,624
建仓
SNOW
SNOWFLAKE INC
+$38.9M
257,688
建仓
—
NVENT ELEC PLC
+$37.9M
320,522
建仓
CLH
CLEAN HARBORS INC
+$37.5M
130,675
建仓
AMD
ADVANCED MICRO DEVICES INC
+$37.2M
182,667
增持
BSY
BENTLEY SYS INC
+$33.2M
1,257,702
+336%
增持
VRT
VERTIV HOLDINGS CO
+$32.9M
151,388
+391%
增持
ISRG
INTUITIVE SURGICAL INC
+$32.2M
91,279
+425%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$30.1M
73,275
+619%
建仓
KLAC
KLA CORP
+$28.9M
19,632
增持
MSFT
MICROSOFT CORP
+$27.6M
188,849
+116%
增持
VLTO
VERALTO CORP
+$27.3M
354,189
+774%
建仓
JBTM
JBT MAREL CORPORATION
+$24.9M
194,430
建仓
WCN
WASTE CONNECTIONS INC
+$24.1M
148,126
建仓
—
ELASTIC N V
+$23.9M
479,093
建仓
MDB
MONGODB INC
+$23.8M
97,300
增持
PANW
PALO ALTO NETWORKS INC
+$22.8M
186,566
+385%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$22.2M
172,152
+1670%
建仓
EQIX
EQUINIX INC
+$22.2M
22,604
增持
IEX
IDEX CORP
+$21.3M
160,700
+212%
增持
PTC
PTC INC
+$20.8M
173,039
+686%
建仓
CNM
CORE & MAIN INC
+$20.6M
418,000
增持
DHR
DANAHER CORP DEL
+$20.3M
130,964
+569%
增持
WM
WASTE MGMT INC DEL
+$20.2M
166,449
+103%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$19.8M
148,622
建仓
APG
API GROUP CORP
+$19.6M
482,616
建仓
DLR
DIGITAL RLTY TR INC
+$19.0M
105,387
减持
—
ACCENTURE PLC IRELAND
-$18.4M
63,016
-45%
建仓
DXCM
DEXCOM INC
+$18.4M
292,754
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$18.1M
723,842
建仓
OSIS
OSI SYSTEMS INC
+$17.3M
65,007
建仓
—
MEDTRONIC PLC
+$16.9M
195,560
建仓
—
JFROG LTD
+$16.6M
354,574
建仓
—
STERIS PLC
+$16.4M
74,230
建仓
MSI
MOTOROLA SOLUTIONS INC
+$16.4M
37,823
建仓
WTRG
ESSENTIAL UTILS INC
+$15.8M
392,726
建仓
WAB
WABTEC
+$15.4M
61,481
增持
NFLX
NETFLIX INC.
+$15.0M
160,622
+3279%
建仓
ZS
ZSCALER INC
+$14.9M
105,882
增持
ECL
ECOLAB INC
+$14.5M
202,638
+35%
建仓
ARGX
ARGENX SE
+$14.5M
19,833
建仓
NDAQ
NASDAQ INC
+$14.1M
165,715
建仓
FERG
FERGUSON ENTERPRISES INC
+$13.5M
57,804
建仓
MSA
MSA SAFETY INC
+$13.2M
80,640
增持
—
PENTAIR PLC
+$12.4M
228,918
+217%
建仓
—
CELLEBRITE DI LTD
+$12.1M
881,512
建仓
AXON
AXON ENTERPRISE INC
+$12.1M
28,564
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$12.1M
45,585
建仓
TYL
TYLER TECHNOLOGIES INC
+$12.0M
35,170
建仓
ROL
ROLLINS INC
+$12.0M
224,568
建仓
ADSK
AUTODESK INC
+$11.9M
49,886
建仓
HTO
H2O AMERICA
+$11.5M
195,246
建仓
AOS
SMITH A O CORP
+$11.3M
172,000
增持
—
APTIV PLC
+$10.9M
170,445
+1273%
建仓
TRU
TRANSUNION
+$10.7M
154,637
增持
ROP
ROPER TECHNOLOGIES INC
+$10.6M
43,035
+315%
增持
LFUS
LITTELFUSE INC
+$10.6M
47,410
+118%
建仓
ACM
AECOM
+$10.5M
123,635
建仓
GNRC
GENERAC HLDGS INC
+$10.4M
53,187
建仓
MSEX
MIDDLESEX WTR CO
+$10.2M
196,000
建仓
A
AGILENT TECHNOLOGIES INC
+$10.1M
88,559
建仓
SYM
SYMBOTIC INC
+$10.1M
189,642
建仓
BRKR
BRUKER CORP
+$9.7M
269,877
建仓
CYRX
CRYOPORT INC
+$9.6M
1,158,277
建仓
CTAS
CINTAS CORP
+$9.6M
56,593
增持
TTEK
TETRA TECH INC NEW
+$9.4M
611,722
+127%
建仓
DDOG
DATADOG INC
+$8.6M
72,649
增持
XYL
XYLEM INC
+$8.5M
244,505
+61%
建仓
IRM
IRON MTN INC DEL
+$8.5M
83,040
减持
AXP
AMERICAN EXPRESS CO
-$7.9M
31,878
-33%
建仓
MOD
MODINE MFG CO
+$7.9M
36,500
增持
VZ
VERIZON COMMUNICATIONS INC
+$7.6M
161,329
+1328%
建仓
ZWS
ZURN ELKAY WATER SOLNS CORP
+$7.5M
167,277
减持
UNP
UNION PAC CORP
-$7.3M
8,365
-79%
建仓
LOW
LOWES COS INC
+$7.2M
30,301
建仓
BBY
BEST BUY INC
+$6.9M
107,977
建仓
MIR
MIRION TECHNOLOGIES INC
+$6.8M
368,380
建仓
HQY
HEALTHEQUITY INC
+$6.7M
80,608
建仓
COST
COSTCO WHOLESALE CORPORATION
+$6.4M
6,394
减持
V
VISA INC
-$6.3M
37,929
-25%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$6.3M
0
-100%
减持
GM
GENERAL MTRS CO
-$6.2M
15,741
-83%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$6.2M
29,547
建仓
ABBV
ABBVIE INC
+$6.1M
28,049
建仓
NTRA
NATERA INC
+$5.9M
29,417
减持
CRM
SALESFORCE INC
-$5.8M
2,715
-89%
建仓
TPR
TAPESTRY INC
+$5.6M
39,731
清仓
EL
LAUDER ESTEE COS INC
-$5.6M
0
-100%
建仓
TMUS
T-MOBILE US INC
+$5.5M
26,100
建仓
MRK
MERCK & CO INC
+$5.3M
43,698
清仓
WDAY
WORKDAY INC
-$5.2M
0
-100%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$5.1M
156,590
+26%
建仓
SPGI
S&P GLOBAL INC
+$5.1M
11,992
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$5.1M
51,369
建仓
MSCI
MSCI INC
+$4.9M
9,074
建仓
UNIT
UNITI GROUP LLC
+$4.8M
514,675
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$4.8M
39,821
+26%
减持
GDDY
GODADDY INC
-$4.6M
20,868
-59%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$4.6M
10,383
建仓
PLNT
PLANET FITNESS MASTER ISSUER
+$4.6M
61,986
增持
GILD
GILEAD SCIENCES INC
+$4.5M
35,821
+862%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$4.5M
13,678
清仓
—
CYBERARK SOFTWARE LTD
-$4.5M
0
-100%
建仓
—
ALCON AG
+$4.4M
58,536
增持
SYK
STRYKER CORPORATION
+$4.4M
43,973
+54%
增持
WY
WEYERHAEUSER CO
+$4.4M
322,593
+117%
增持
BSX
BOSTON SCIENTIFIC CORP
+$4.3M
95,933
+425%
建仓
LH
LABCORP HOLDINGS INC
+$4.3M
15,986
增持
FSLR
FIRST SOLAR INC
+$4.2M
161,443
+53%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$3.9M
29,844
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$3.8M
25,515
建仓
IQV
IQVIA HLDGS INC
+$3.7M
21,981
建仓
DSGX
DESCARTES SYS GROUP INC
+$3.7M
52,063
建仓
NYT
NEW YORK TIMES CO MTN BE
+$3.7M
44,155
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$3.7M
0
-100%
增持
—
LINDE PLC
+$3.6M
27,136
+18%
减持
WTS
WATTS WATER TECHNOLOGIES INC
-$3.3M
2,528
-83%
建仓
DIS
DISNEY WALT CO
+$3.3M
33,972
建仓
CSGP
COSTAR GROUP INC
+$3.2M
78,550
建仓
—
SPOTIFY TECHNOLOGY S A
+$3.1M
6,392
增持
EMR
EMERSON ELEC CO
+$3.1M
95,408
+34%
建仓
OC
OWENS CORNING NEW
+$3.0M
27,888
增持
PWR
QUANTA SVCS INC
+$3.0M
16,013
+17%
建仓
AMZN
AMAZON COM INC
+$2.9M
14,074
建仓
INTU
INTUIT
+$2.9M
6,686
建仓
ALRM
ALARM COM HLDGS INC
+$2.7M
62,101
减持
BMI
BADGER METER INC
-$2.6M
39,132
-20%
建仓
TTAN
SERVICETITAN INC
+$2.5M
39,704
建仓
APH
AMPHENOL CORP
+$2.4M
19,200
减持
SFM
SPROUTS FMRS MKT INC
-$2.4M
39,530
-42%
建仓
TOST
TOAST INC
+$2.3M
86,877
减持
PL
PLANET LABS PBC
+$2.3M
295,208
-2%
建仓
HUBS
HUBSPOT INC
+$2.2M
9,154
建仓
UNH
UNITEDHEALTH GROUP INC
+$2.2M
8,068
建仓
VRSK
VERISK ANALYTICS INC
+$2.2M
11,452
建仓
CVS
CVS HEALTH CORP
+$2.2M
30,045
增持
ORCL
ORACLE CORP
+$2.0M
21,389
+254%
增持
TRMB
TRIMBLE INC
-$1.8M
265,711
+9%
增持
HUBB
HUBBELL INC
+$1.8M
9,887
+43%
减持
ENS
ENERSYS
+$1.7M
67,438
-1%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$1.6M
21,651
增持
RUN
SUNRUN INC
-$1.4M
425,416
+9%
增持
—
FLEXTRONICS INTL LTD
+$1.3M
136,090
+8%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
6,815
-15%
