Impax Asset Management Group plc 13F holdings
Impax Asset Management Group plc reported 283 positions with a total reported value of $15.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-11. Top holdings by reported value: KLAC KLA Corp (4.9%), NVDA NVIDIA Corp (4.8%), LIN Linde PLC (4.8%), XYL Xylem Inc/NY (3.4%), MSFT Microsoft Corp (3.3%). Against 2026-03-31 it opened 9 new positions and exited 12. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 283 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| KLAC KLA Corp | 2,482,564 | $749.0M | 4.9% |
| NVDA NVIDIA Corp | 3,722,756 | $744.9M | 4.8% |
| LIN Linde PLC | 1,419,343 | $736.6M | 4.8% |
| XYL Xylem Inc/NY | 4,468,984 | $528.3M | 3.4% |
| MSFT Microsoft Corp | 1,350,648 | $503.8M | 3.3% |
| American Water Works Co Inc | 3,583,592 | $471.5M | 3.1% |
| VLTO Veralto Corp | 5,186,589 | $459.9M | 3.0% |
| CTAS Cintas Corp | 2,413,313 | $410.5M | 2.7% |
| WCN Waste Connections Inc | 1,979,027 | $329.9M | 2.1% |
| SBS Cia de Saneamento Basico do Es | 52,324,409 | $302.4M | 2.0% |
| Advanced Drainage Systems Inc | 1,845,942 | $289.7M | 1.9% |
| ECL Ecolab Inc | 988,389 | $275.4M | 1.8% |
| HUBB Hubbell Inc | 486,855 | $254.7M | 1.7% |
| APTV Aptiv PLC | 4,087,314 | $250.9M | 1.6% |
| VRT Vertiv Holdings Co | 729,503 | $244.3M | 1.6% |
| A Agilent Technologies Inc | 1,674,957 | $222.5M | 1.4% |
| IEX IDEX Corp | 962,000 | $218.3M | 1.4% |
| WTS Watts Water Technologies Inc | 543,412 | $212.7M | 1.4% |
| APH Amphenol Corp | 1,195,285 | $210.8M | 1.4% |
| CNM Core & Main Inc | 4,203,618 | $202.8M | 1.3% |
| MRVL Marvell Technology Inc | 660,285 | $196.7M | 1.3% |
| RNR RenaissanceRe Holdings Ltd | 615,422 | $195.0M | 1.3% |
| AOS A O Smith Corp | 2,813,713 | $176.5M | 1.1% |
| Applied Materials Inc | 242,832 | $175.6M | 1.1% |
| ITRI Itron Inc | 1,926,905 | $166.7M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BMI Badger Meter Inc | 945,694 | $140.3M | 0.9% |
| TEVA Teva Pharmaceutical Industries | 534,639 | $18.1M | 0.1% |
| ZBRA Zebra Technologies Corp | 57,500 | $15.1M | <0.1% |
| EQIX Equinix Inc | 13,339 | $13.9M | <0.1% |
| MTH Meritage Homes Corp | 106,961 | $9.0M | <0.1% |
| NHP National Healthcare Properties | 547,518 | $8.0M | <0.1% |
| HLIT Harmonic Inc | 475,000 | $7.8M | <0.1% |
| FCX Freeport-McMoRan Inc | 72,471 | $4.6M | <0.1% |
| Vulcan Materials Co | 6,724 | $2.0M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 12 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| Impax Global Infrastructure ET | 2,755,857 | $70.7M | 0.5% |
| CHE Chemed Corp | 176,426 | $66.6M | 0.5% |
| Sealed Air Corp | 144,781 | $6.1M | <0.1% |
| RVTY Revvity Inc | 62,822 | $5.5M | <0.1% |
| BIIB Biogen Inc | 28,728 | $5.3M | <0.1% |
| WGS GeneDx Holdings Corp | 60,000 | $3.9M | <0.1% |
| PBH Prestige Consumer Healthcare I | 65,000 | $3.9M | <0.1% |
| VITL Vital Farms Inc | 238,915 | $3.4M | <0.1% |
| GIS General Mills Inc | 66,766 | $2.5M | <0.1% |
| WESCO International Inc | 7,899 | $2.2M | <0.1% |
| FIS Fidelity National Information | 35,504 | $1.7M | <0.1% |
| PODD Insulet Corp | 6,929 | $1.5M | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KLAC KLA Corp | 363,789 | 2,482,564 | +582.4% | $749.0M |
| SBS Cia de Saneamento Basico do Es | 6,742,360 | 52,324,409 | +676.1% | $302.4M |
| VLTO Veralto Corp | 3,376,097 | 5,186,589 | +53.6% | $459.9M |
| CTAS Cintas Corp | 1,503,567 | 2,413,313 | +60.5% | $410.5M |
| APH Amphenol Corp | 344,516 | 1,195,285 | +246.9% | $210.8M |
| DE Deere & Co | 18,532 | 230,130 | +1,141.8% | $146.0M |
| American Water Works Co Inc | 2,817,225 | 3,583,592 | +27.2% | $471.5M |
| NEE NextEra Energy Inc | 45,298 | 1,175,682 | +2,495.4% | $103.2M |
| PNFP Pinnacle Financial Partners In | 414,438 | 1,142,360 | +175.6% | $115.2M |
| CNM Core & Main Inc | 2,851,367 | 4,203,618 | +47.4% | $202.8M |
| Westinghouse Air Brake Technol | 318,350 | 558,757 | +75.5% | $150.6M |
| MSFT Microsoft Corp | 1,188,887 | 1,350,648 | +13.6% | $503.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MRVL Marvell Technology Inc | 2,314,196 | 660,285 | -71.5% | $196.7M |
| EBAY eBay Inc | 2,715,835 | 491,790 | -81.9% | $55.0M |
| LIN Linde PLC | 1,711,780 | 1,419,343 | -17.1% | $736.6M |
| AAON AAON Inc | 1,436,288 | 343,165 | -76.1% | $43.5M |
| VRT Vertiv Holdings Co | 1,084,483 | 729,503 | -32.7% | $244.3M |
| HUBB Hubbell Inc | 682,761 | 486,855 | -28.7% | $254.7M |
| WAT Waters Corp | 314,584 | 45,018 | -85.7% | $16.9M |
| AOS A O Smith Corp | 4,278,219 | 2,813,713 | -34.2% | $176.5M |
| UNP Union Pacific Corp | 748,216 | 455,346 | -39.1% | $123.9M |
| ZTS Zoetis Inc | 1,311,067 | 220,398 | -83.2% | $15.8M |
| LFUS Littelfuse Inc | 345,705 | 197,265 | -42.9% | $89.8M |
| CDNS Cadence Design Systems Inc | 593,375 | 426,623 | -28.1% | $160.1M |
CIK 1749768 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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