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Mirova US LLC
upravljavec premoženja · portfelj $9.30 mrd. · 45 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 47
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| NVIDIA Corporation US:NVDA | 4 309 689 | $862 mio. | 9.27% | −746 110 |
| Taiwan Semiconductor Manufac… US:TSM · potrdilo o deponiranju | 1 137 112 | $543 mio. | 5.84% | −144 438 |
| Mastercard Inc US:MA | 924 618 | $475 mio. | 5.11% | −33 128 |
| Microsoft Corporation US:MSFT | 1 206 161 | $450 mio. | 4.84% | −349 455 |
| Palo Alto Networks Inc US:PANW | 1 305 090 | $445 mio. | 4.79% | −297 622 |
| Eli Lilly and Company US:LLY | 354 043 | $425 mio. | 4.57% | −14 395 |
| eBay Inc US:EBAY | 3 206 010 | $358 mio. | 3.85% | −226 521 |
| Broadcom Inc. US:AVGO | 919 362 | $347 mio. | 3.73% | −194 148 |
| Vertiv Holdings Co US:VRT | 988 313 | $331 mio. | 3.56% | −34 401 |
| Nextera Energy Inc US:NEE | 3 556 095 | $312 mio. | 3.36% | −67 382 |
| Ecolab Inc US:ECL | 1 113 930 | $310 mio. | 3.34% | −56 065 |
| Shopify Inc US:SHOP | 2 600 237 | $297 mio. | 3.19% | −71 005 |
| Thermo Fisher Scientific Inc US:TMO | 591 257 | $296 mio. | 3.19% | −23 833 |
| Hubbell Inc US:HUBB | 561 819 | $294 mio. | 3.16% | −14 092 |
| Waste Management Inc US:WM | 1 312 962 | $293 mio. | 3.15% | −49 205 |
| The TJX Companies Inc US:TJX | 1 901 496 | $288 mio. | 3.10% | −506 814 |
| Edwards Lifesciences Corp US:EW | 2 540 381 | $230 mio. | 2.47% | −86 934 |
| Canadian Pacific Kansas City… US:CP | 2 586 427 | $224 mio. | 2.41% | +642 265 |
| Xylem Inc US:XYL | 1 707 194 | $202 mio. | 2.17% | −100 254 |
| Lowe's Companies Inc US:LOW | 907 806 | $200 mio. | 2.15% | −33 619 |
| Intuitive Surgical Inc US:ISRG | 492 324 | $196 mio. | 2.11% | −20 039 |
| Danaher Corporation US:DHR | 999 996 | $190 mio. | 2.05% | −51 434 |
| AGCO Corporation US:AGCO | 1 528 332 | $183 mio. | 1.97% | −58 320 |
| Watts Water Technologies Inc US:WTS | 412 095 | $161 mio. | 1.73% | −25 770 |
| First Solar Inc US:FSLR | 655 621 | $155 mio. | 1.66% | −42 931 |
| Ball Corporation US:BALL | 2 399 395 | $150 mio. | 1.61% | −7 623 |
| Advanced Micro Devices Inc US:AMD | 249 822 | $145 mio. | 1.56% | nova |
| Veralto Corporation US:VLTO | 1 628 033 | $144 mio. | 1.55% | −61 304 |
| Boston Scientific Corp US:BSX | 3 101 478 | $132 mio. | 1.42% | +898 077 |
| SMURFIT WESTROCK PLC CUSIP G8267P108 | 2 363 387 | $109 mio. | 1.18% | nova |
| Visa Inc. Class A US:V | 293 703 | $101 mio. | 1.08% | −32 061 |
| Advanced Drainage Systems In… US:WMS | 619 117 | $97.2 mio. | 1.04% | −9 726 |
| American Water Works US:AWK | 697 230 | $91.7 mio. | 0.99% | −53 465 |
| Salesforce.com Inc US:CRM | 563 506 | $88.3 mio. | 0.95% | −45 945 |
| Oracle Corporation US:ORCL | 429 354 | $62.9 mio. | 0.68% | nova |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 337 013 | $41.9 mio. | 0.45% | −345 693 |
| Alphabet Inc. US:GOOGL | 67 085 | $24.0 mio. | 0.26% | +47 661 |
| Apple Inc. US:AAPL | 40 220 | $11.6 mio. | 0.13% | +24 800 |
| JPMorgan Chase & Co. US:JPM | 31 658 | $10.4 mio. | 0.11% | nova |
| O’Reilly Automotive Inc US:ORLY | 82 108 | $7.56 mio. | 0.08% | nova |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 37 625 | $5.50 mio. | 0.06% | −6 342 |
| NASDAQ, INC. US:NDAQ | 39 990 | $3.15 mio. | 0.03% | −26 217 |
| Colgate-Palmolive Company US:CL | 28 979 | $2.66 mio. | 0.03% | −4 887 |
| Eversource Energy US:ES | 33 715 | $2.44 mio. | 0.03% | −10 127 |
| Intuit Inc US:INTU | 4 931 | $1.29 mio. | 0.01% | −832 |
| Amazon.com, Inc. US:AMZN | 0 (bilo je 15 144) | — | — | prodana |
| Meta Platforms, Inc. US:META | 0 (bilo je 3 798) | — | — | prodana |
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