Impax Asset Management Group plc
13F Reported Value
ⓘ$15.4B
Holdings
284
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Impax Asset Management Group plc disclosed 284 positions worth $15.4B in its Form 13F-HR for Q2 2026, led by $KLAC (KLA CORP) at 4.9% of the equity portfolio, followed by $NVDA and $LIN. During the quarter the fund opened 9 new positions and exited 12 — including a new stake in $BMI. The portfolio is most concentrated in Technology (43.3% of disclosed assets). All figures are sourced directly from Impax Asset Management Group plc’s Form 13F-HR filing with the SEC under CIK 1749768.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.6#51
Quality
$749.0M2,482,564 sh - 85.9#5
Quality
$744.9M3,722,756 sh - —
Quality
$736.6M1,419,343 sh - 65.8
Quality
$528.3M4,468,984 sh - 79.8
Quality
$503.8M1,350,648 sh - 58.1
Quality
$471.5M3,583,592 sh - 65.5
Quality
$459.9M5,186,589 sh - 68.7
Quality
$410.5M2,413,313 sh - 68.2
Quality
$329.9M1,979,027 sh - $302.4M52,324,409 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 KLA CORP$KLAC | 78.6#51 | $749.0M | 2,482,564 |
 NVIDIA CORP$NVDA | 85.9#5 | $744.9M | 3,722,756 |
 LINDE PLC$LIN | — | $736.6M | 1,419,343 |
 Xylem Inc.$XYL | 65.8 | $528.3M | 4,468,984 |
 MICROSOFT CORP$MSFT | 79.8 | $503.8M | 1,350,648 |
 American Water Works Company, Inc.$AWK | 58.1 | $471.5M | 3,583,592 |
 Veralto Corp$VLTO | 65.5 | $459.9M | 5,186,589 |
 CINTAS CORP$CTAS | 68.7 | $410.5M | 2,413,313 |
 Waste Connections, Inc.$WCN | 68.2 | $329.9M | 1,979,027 |
 COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP$SBS | 51.0 | $302.4M | 52,324,409 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Impax Asset Management Group plc's 284 positions.
Showing top 10 of 284 holdings.
Sector Allocation
Technology
$6.7B
Industrials
$2.9B
Materials
$1.4B
Utilities
$1.4B
Consumer Discretionary
$1.1B
Financials
$1.0B
Healthcare
$648.0M
Real Estate
$105.7M
Top Holdings — Impax Asset Management Group plc (Q2 2026)
Top 150 of 284 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $KLAC | KLA CORP | $749.0M | 4.9% | +582% | 78.6 |
| 2 | $NVDA | NVIDIA CORP | $744.9M | 4.8% | +2% | 85.9 |
| 3 | $LIN | LINDE PLC | $736.6M | 4.8% | -17% | — |
| 4 | $XYL | Xylem Inc. | $528.3M | 3.4% | -3% | 65.8 |
| 5 | $MSFT | MICROSOFT CORP | $503.8M | 3.3% | +14% | 79.8 |
| 6 | $AWK | American Water Works Company, Inc. | $471.5M | 3.1% | +27% | 58.1 |
| 7 | $VLTO | Veralto Corp | $459.9M | 3.0% | +54% | 65.5 |
| 8 | $CTAS | CINTAS CORP | $410.5M | 2.7% | +61% | 68.7 |
| 9 | $WCN | Waste Connections, Inc. | $329.9M | 2.1% | -7% | 68.2 |
| 10 | $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | $302.4M | 2.0% | +676% | 51 |
| 11 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $289.7M | 1.9% | -4% | 63.1 |
| 12 |  $ECL | ECOLAB INC. | $275.4M | 1.8% | +15% | 63.3 |
| 13 |  $HUBB | HUBBELL INC | $254.7M | 1.7% | -29% | 64.1 |
| 14 |  $APTV | Aptiv PLC | $250.9M | 1.6% | -11% | — |
| 15 |  $VRT | Vertiv Holdings Co | $244.3M | 1.6% | -33% | 81 |
| 16 |  $A | AGILENT TECHNOLOGIES, INC. | $222.5M | 1.4% | -9% | 67.1 |
| 17 |  $IEX | IDEX CORP /DE/ | $218.3M | 1.4% | +1% | 60.9 |
| 18 |  $WTS | WATTS WATER TECHNOLOGIES INC | $212.7M | 1.4% | -8% | 64.5 |
| 19 |  $APH | AMPHENOL CORP /DE/ | $210.8M | 1.4% | +247% | 79.3 |
| 20 |  $CNM | Core & Main, Inc. | $202.8M | 1.3% | +47% | 59.9 |
| 21 |  $MRVL | Marvell Technology, Inc. | $196.7M | 1.3% | -71% | 76.5 |
| 22 |  $RNR | RENAISSANCERE HOLDINGS LTD | $195.0M | 1.3% | -3% | — |
| 23 |  $AOS | SMITH A O CORP | $176.5M | 1.1% | -34% | 60 |
| 24 |  $AMAT | APPLIED MATERIALS INC /DE | $175.6M | 1.1% | -6% | 72.3 |
| 25 |  $ITRI | ITRON, INC. | $166.7M | 1.1% | -12% | 55.8 |
| 26 |  $MAS | MASCO CORP /DE/ | $165.3M | 1.1% | -15% | 58.2 |
| 27 |  $MA | Mastercard Inc | $163.2M | 1.1% | +14% | 85.1 |
| 28 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $160.1M | 1.0% | -28% | 72.6 |
| 29 |  $PNR | PENTAIR plc | $160.0M | 1.0% | +22% | — |
| 30 |  $TEL | TE Connectivity plc | $153.8M | 1.0% | +2% | — |
| 31 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $150.6M | 1.0% | +76% | 66.3 |
| 32 |  $ACM | AECOM | $148.6M | 1.0% | +54% | 47.1 |
| 33 |  $SNPS | SYNOPSYS INC | $148.5M | 1.0% | +6% | 67.9 |
| 34 |  $DE | DEERE & CO | $146.0M | 0.9% | +1142% | 55.4 |
| 35 |  $BMI | BADGER METER INC | $140.3M | 0.9% | NEW | 61 |
| 36 |  $ZWS | Zurn Elkay Water Solutions Corp | $133.1M | 0.9% | +1% | 59.7 |
| 37 |  $VMI | VALMONT INDUSTRIES INC | $130.6M | 0.8% | -0% | 60.7 |
| 38 |  $FELE | FRANKLIN ELECTRIC CO INC | $126.0M | 0.8% | -9% | 52.9 |
| 39 |  $UNP | UNION PACIFIC CORP | $123.9M | 0.8% | -39% | 69.7 |
| 40 |  $PNFP | Pinnacle Financial Partners, Inc. | $115.2M | 0.8% | +176% | 54.5 |
| 41 |  $TTEK | TETRA TECH INC | $113.6M | 0.7% | +3% | 60.2 |
| 42 |  $AAPL | Apple Inc. | $105.0M | 0.7% | -14% | 76.4 |
| 43 |  $NEE | NEXTERA ENERGY INC | $103.2M | 0.7% | +2495% | 64.6 |
| 44 |  $QXO | QXO, Inc. | $101.3M | 0.7% | +24% | 49 |
| 45 |  $TT | Trane Technologies plc | $99.2M | 0.7% | -12% | — |
| 46 |  $ADSK | Autodesk, Inc. | $97.3M | 0.6% | +53% | 78.6 |
| 47 |  $SITE | SiteOne Landscape Supply, Inc. | $95.7M | 0.6% | +1% | 52.1 |
| 48 |  $LFUS | LITTELFUSE INC /DE | $89.8M | 0.6% | -43% | 51.6 |
| 49 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $87.7M | 0.6% | -28% | 73.3 |
| 50 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $77.5M | 0.5% | -13% | 62.9 |
| 51 |  $MWA | Mueller Water Products, Inc. | $76.6M | 0.5% | +1% | 62.2 |
| 52 |  $GNRC | GENERAC HOLDINGS INC. | $75.1M | 0.5% | -24% | 54.4 |
| 53 |  $CARR | CARRIER GLOBAL Corp | $67.4M | 0.4% | -22% | 56.6 |
| 54 |  $TREX | TREX CO INC | $65.3M | 0.4% | -26% | 54.5 |
| 55 |  $NXT | Nextpower Inc. | $60.1M | 0.4% | +187% | 69.1 |
| 56 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $59.4M | 0.4% | +1% | 65.1 |
| 57 |  $GOOG | Alphabet Inc. | $58.5M | 0.4% | -16% | 78.2 |
| 58 |  $ISRG | INTUITIVE SURGICAL INC | $57.0M | 0.4% | +7% | 79.9 |
| 59 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $56.6M | 0.4% | +1% | 66.2 |
| 60 |  $ORA | ORMAT TECHNOLOGIES, INC. | $55.9M | 0.4% | -29% | 49.8 |
| 61 |  $EBAY | EBAY INC | $55.0M | 0.4% | -82% | 66.4 |
| 62 |  $AMZN | AMAZON COM INC | $54.8M | 0.4% | -23% | 68.7 |
| 63 |  $RGEN | REPLIGEN CORP | $54.1M | 0.3% | -10% | 58.4 |
| 64 |  $AVGO | Broadcom Inc. | $53.8M | 0.3% | -16% | 84.5 |
| 65 |  $NVT | nVent Electric plc | $51.5M | 0.3% | -43% | — |
| 66 |  $TRMB | TRIMBLE INC. | $50.3M | 0.3% | +2% | 49.3 |
| 67 |  $BSY | BENTLEY SYSTEMS INC | $49.5M | 0.3% | -1% | 67.9 |
| 68 |  $BSX | BOSTON SCIENTIFIC CORP | $49.5M | 0.3% | -15% | 77.5 |
| 69 |  $NOW | ServiceNow, Inc. | $46.9M | 0.3% | +4% | 72.9 |
| 70 |  $PGR | PROGRESSIVE CORP/OH/ | $44.7M | 0.3% | -7% | 80.1 |
| 71 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $44.6M | 0.3% | +7% | 67.5 |
| 72 |  $VCTR | Victory Capital Holdings, Inc. | $44.1M | 0.3% | -19% | 77.9 |
| 73 |  $AAON | AAON, INC. | $43.5M | 0.3% | -76% | 56.4 |
| 74 |  $TYL | TYLER TECHNOLOGIES INC | $41.9M | 0.3% | -13% | 64.3 |
| 75 |  $LGND | LIGAND PHARMACEUTICALS INC | $41.1M | 0.3% | -15% | 76 |
| 76 |  $LLY | ELI LILLY & Co | $38.9M | 0.3% | -18% | 87.5 |
| 77 |  $ONON | On Holding AG | $36.6M | 0.2% | +54% | 53.1 |
| 78 |  $URI | UNITED RENTALS, INC. | $35.9M | 0.2% | -32% | 63.9 |
| 79 |  $MU | MICRON TECHNOLOGY INC | $34.9M | 0.2% | +6% | 86.2 |
| 80 |  $MELI | MERCADOLIBRE INC | $34.3M | 0.2% | +2% | 80.2 |
| 81 |  $JNJ | JOHNSON & JOHNSON | $34.1M | 0.2% | +15% | 69 |
| 82 |  $PTC | PTC INC. | $33.3M | 0.2% | -2% | 74.7 |
| 83 |  $HDB | HDFC BANK LTD | $31.6M | 0.2% | -4% | — |
| 84 |  $LRCX | LAM RESEARCH CORP | $28.8M | 0.2% | -4% | 79.4 |
| 85 |  $EBC | Eastern Bankshares, Inc. | $28.4M | 0.2% | +0% | 69.5 |
| 86 |  $GILD | GILEAD SCIENCES, INC. | $28.3M | 0.2% | +6% | 57.4 |
| 87 |  $GOOGL | Alphabet Inc. | $28.0M | 0.2% | +5% | 78.2 |
| 88 |  $AMD | ADVANCED MICRO DEVICES INC | $27.6M | 0.2% | -5% | 79.8 |
| 89 |  $MITK | MITEK SYSTEMS INC | $27.3M | 0.2% | -5% | 59.2 |
| 90 |  $INTC | INTEL CORP | $27.1M | 0.2% | +19% | 45.6 |
| 91 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $27.0M | 0.2% | +113% | 76.5 |
| 92 |  $MRK | Merck & Co., Inc. | $26.2M | 0.2% | +35% | 59.9 |
| 93 |  $WM | WASTE MANAGEMENT INC | $25.7M | 0.2% | -1% | 67.6 |
| 94 |  $AAMI | Acadian Asset Management Inc. | $25.0M | 0.2% | -57% | 72.1 |
| 95 |  $ABT | ABBOTT LABORATORIES | $24.7M | 0.2% | +32% | 65.5 |
| 96 |  $ORCL | ORACLE CORP | $24.2M | 0.2% | -14% | 66.2 |
| 97 |  $C | CITIGROUP INC | $24.2M | 0.2% | -0% | 65 |
| 98 |  $TDC | TERADATA CORP /DE/ | $23.7M | 0.1% | +25% | 63.6 |
| 99 |  $SIBN | SI-BONE, Inc. | $23.3M | 0.1% | +0% | 42.7 |
| 100 |  $V | VISA INC. | $22.5M | 0.1% | +21% | 82.9 |
| 101 |  $GEV | GE Vernova Inc. | $22.5M | 0.1% | -20% | 81.1 |
| 102 |  $ONTO | ONTO INNOVATION INC. | $22.4M | 0.1% | +0% | 61.9 |
| 103 |  $QCOM | QUALCOMM INC/DE | $21.5M | 0.1% | +38% | 70.5 |
| 104 |  $DAR | DARLING INGREDIENTS INC. | $21.2M | 0.1% | -50% | 63.5 |
| 105 |  $GTES | Gates Industrial Corp Ltd. | $21.1M | 0.1% | +36% | — |
| 106 |  $VOYA | Voya Financial, Inc. | $20.6M | 0.1% | +9% | 49.9 |
| 107 |  $EIX | EDISON INTERNATIONAL | $20.5M | 0.1% | +39% | 61.2 |
| 108 |  $NTCT | NETSCOUT SYSTEMS INC | $20.5M | 0.1% | -10% | 60.6 |
| 109 |  $NPO | Enpro Inc. | $20.3M | 0.1% | +12% | 55 |
| 110 |  $STT | STATE STREET CORP | $20.2M | 0.1% | +10% | 71.5 |
| 111 |  $ACA | Arcosa, Inc. | $19.8M | 0.1% | -20% | 60.2 |
| 112 |  $ADC | AGREE REALTY CORP | $19.7M | 0.1% | +0% | 53.5 |
| 113 |  $EXTR | EXTREME NETWORKS INC | $19.2M | 0.1% | -38% | 54 |
| 114 |  $DY | DYCOM INDUSTRIES INC | $19.1M | 0.1% | +26% | 56.3 |
| 115 |  $PCRX | Pacira BioSciences, Inc. | $19.0M | 0.1% | +0% | 51.5 |
| 116 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $18.7M | 0.1% | +7% | 65.1 |
| 117 |  $DHR | DANAHER CORP /DE/ | $18.7M | 0.1% | -71% | 64.8 |
| 118 |  $JPM | JPMORGAN CHASE & CO | $18.5M | 0.1% | -0% | 70.7 |
| 119 |  $CLH | CLEAN HARBORS INC | $18.4M | 0.1% | -50% | 55.6 |
| 120 |  $USFD | US Foods Holding Corp. | $18.4M | 0.1% | +0% | 58.4 |
| 121 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $18.1M | 0.1% | NEW | — |
| 122 |  $DOLE | Dole plc | $17.9M | 0.1% | -3% | — |
| 123 |  $MIDD | MIDDLEBY Corp | $17.7M | 0.1% | -3% | 40.6 |
| 124 |  $ESI | Element Solutions Inc | $17.5M | 0.1% | +0% | 46.2 |
| 125 |  $BALL | BALL Corp | $17.1M | 0.1% | -3% | 61.1 |
| 126 |  $TVTX | Travere Therapeutics, Inc. | $17.0M | 0.1% | +33% | 56.6 |
| 127 |  $WAT | WATERS CORP /DE/ | $16.9M | 0.1% | -86% | 60.4 |
| 128 |  $FERG | Ferguson Enterprises Inc. /DE/ | $16.7M | 0.1% | -1% | 52.2 |
| 129 |  $JBTM | JBT MAREL Corp | $16.5M | 0.1% | +7% | 64.3 |
| 130 |  $CRNX | Crinetics Pharmaceuticals, Inc. | $16.3M | 0.1% | +24% | 25.5 |
| 131 |  $GWW | W.W. GRAINGER, INC. | $15.9M | 0.1% | -20% | 61.8 |
| 132 |  $RYN | RAYONIER INC | $15.9M | 0.1% | -2% | 58.2 |
| 133 |  $ZTS | Zoetis Inc. | $15.8M | 0.1% | -83% | 68.6 |
| 134 |  $ATEN | A10 Networks, Inc. | $15.3M | 0.1% | -13% | 58.4 |
| 135 |  $WH | WYNDHAM HOTELS & RESORTS, INC. | $15.2M | 0.1% | +0% | 51.3 |
| 136 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $15.1M | 0.1% | NEW | 67.5 |
| 137 |  $VTR | Ventas, Inc. | $15.1M | 0.1% | -9% | 62.5 |
| 138 |  $MKC | MCCORMICK & CO INC | $14.9M | 0.1% | -24% | 67.6 |
| 139 |  $RIVN | Rivian Automotive, Inc. / DE | $14.7M | 0.1% | +31% | 35.9 |
| 140 |  $BNY | Bank of New York Mellon Corp | $14.7M | 0.1% | +1% | 74.1 |
| 141 |  $UFPT | UFP TECHNOLOGIES INC | $14.7M | 0.1% | +0% | 63.1 |
| 142 |  $CFR | CULLEN/FROST BANKERS, INC. | $14.7M | 0.1% | -81% | 63.4 |
| 143 |  $LYFT | Lyft, Inc. | $14.6M | 0.1% | +0% | 72.8 |
| 144 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $14.4M | 0.1% | +0% | 59.3 |
| 145 |  $CYTK | CYTOKINETICS INC | $14.1M | 0.1% | +32% | 28.1 |
| 146 |  $BROS | Dutch Bros Inc. | $14.0M | 0.1% | +44% | 63.6 |
| 147 |  $CI | Cigna Group | $14.0M | 0.1% | +92% | 66.2 |
| 148 |  $EQIX | EQUINIX INC | $13.9M | 0.1% | NEW | 59 |
| 149 |  $TECH | BIO-TECHNE Corp | $13.8M | 0.1% | +0% | 58.9 |
| 150 |  $PCG | PG&E Corp | $13.7M | 0.1% | +42% | 58.8 |
New Positions (9)
Exited Positions (12)
$CHE CHEMED CORP
$SDA SunCar Technology Group Inc.
$RVTY REVVITY, INC.
$BIIB BIOGEN INC.
$WGS GeneDx Holdings Corp.
$PBH Prestige Consumer Healthcare Inc.
$VITL Vital Farms, Inc.
$GIS GENERAL MILLS INC
$WCC WESCO INTERNATIONAL INC
$FIS Fidelity National Information Services, Inc.
$PODD INSULET CORPBrowse Top Institutional Investors
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