Impax Asset Management Group Plc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$14.35B
Q ending 2026-03-31
Prior quarter
$15.98B
Q ending 2025-12-31
Change
-10.3% QoQ · -13.6% YoY
Positions
287
reported holdings
Largest positions
Top 100 of 287 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Linde Plc | Shares | $848.6M | 1.7M | |
| Nvidia Corp | NVDA | Shares | $635.0M | 3.6M |
| Xylem Inc/Ny | XYL | Shares | $548.0M | 4.6M |
| Kla Corp | KLAC | Shares | $535.6M | 364K |
| Microsoft Corp | MSFT | Shares | $440.1M | 1.2M |
| American Water Works Co Inc | AWK | Shares | $383.4M | 2.8M |
| Waste Connections Inc | WCN | Shares | $344.0M | 2.1M |
| Hubbell Inc | HUBB | Shares | $335.1M | 683K |
| Aptiv Plc | Shares | $318.8M | 4.6M | |
| Veralto Corp | VLTO | Shares | $298.5M | 3.4M |
| A O Smith Corp | AOS | Shares | $282.1M | 4.3M |
| Vertiv Holdings Co | VRT | Shares | $271.7M | 1.1M |
| Advanced Drainage Systems Inc | WMS | Shares | $264.3M | 1.9M |
| Cintas Corp | CTAS | Shares | $254.3M | 1.5M |
| Ebay Inc | EBAY | Shares | $247.2M | 2.7M |
| Marvell Technology Inc | MRVL | Shares | $229.2M | 2.3M |
| Ecolab Inc | ECL | Shares | $228.6M | 859K |
| Agilent Technologies Inc | A | Shares | $210.2M | 1.8M |
| Cia De Saneamento Basico Do Es | SBS | Shares | $205.7M | 6.7M |
| Itron Inc | ITRI | Shares | $196.6M | 2.2M |
| Renaissancere Holdings Ltd | Shares | $189.5M | 638K | |
| Union Pacific Corp | UNP | Shares | $181.5M | 748K |
| Idex Corp | IEX | Shares | $179.7M | 948K |
| Watts Water Technologies Inc | WTS | Shares | $170.7M | 588K |
| Cadence Design Systems Inc | CDNS | Shares | $164.9M | 593K |
| Te Connectivity Plc | Shares | $155.6M | 744K | |
| Zoetis Inc | ZTS | Shares | $155.0M | 1.3M |
| Pentair Plc | Shares | $149.4M | 1.7M | |
| Masco Corp | MAS | Shares | $143.5M | 2.4M |
| Core & Main Inc | CNM | Shares | $140.9M | 2.9M |
| Mastercard Inc | MA | Shares | $139.7M | 279K |
| Synopsys Inc | SNPS | Shares | $125.1M | 316K |
| Franklin Electric Co Inc | FELE | Shares | $119.5M | 1.3M |
| Aaon Inc | AAON | Shares | $118.9M | 1.4M |
| Littelfuse Inc | LFUS | Shares | $117.3M | 346K |
| Aecom | ACM | Shares | $117.3M | 1.4M |
| Zurn Elkay Water Solutions Cor | ZWS | Shares | $117.0M | 2.6M |
| Tetra Tech Inc | TTEK | Shares | $115.4M | 3.8M |
| Siteone Landscape Supply Inc | SITE | Shares | $109.7M | 824K |
| Apple Inc | AAPL | Shares | $106.9M | 421K |
| Monolithic Power Systems Inc | MPWR | Shares | $96.7M | 88K |
| Trane Technologies Plc | Shares | $95.4M | 229K | |
| Waters Corp | WAT | Shares | $93.7M | 315K |
| Qxo Inc | QXO | Shares | $91.5M | 4.7M |
| Valmont Industries Inc | VMI | Shares | $90.7M | 227K |
| Applied Materials Inc | AMAT | Shares | $88.7M | 260K |
| Boston Scientific Corp | BSX | Shares | $85.3M | 1.4M |
| Mueller Water Products Inc | MWA | Shares | $81.0M | 2.9M |
| Ormat Technologies Inc | ORA | Shares | $80.9M | 723K |
| Westinghouse Air Brake Technol | WAB | Shares | $79.6M | 318K |
| Autodesk Inc | ADSK | Shares | $78.4M | 328K |
| Citizens Financial Group Inc | CFG | Shares | $76.4M | 1.3M |
| Impax Global Infrastructure Et | BLDX | Shares | $70.7M | 2.8M |
| Cullen/Frost Bankers Inc | CFR | Shares | $67.6M | 493K |
| Chemed Corp | CHE | Shares | $66.6M | 176K |
| Carrier Global Corp | CARR | Shares | $66.2M | 1.2M |
| Generac Holdings Inc | GNRC | Shares | $65.7M | 336K |
| Trex Co Inc | TREX | Shares | $64.3M | 1.8M |
| Danaher Corp | DHR | Shares | $63.3M | 334K |
| Trimble Inc | TRMB | Shares | $62.8M | 962K |
| Nvent Electric Plc | Shares | $62.4M | 528K | |
| Amazon.Com Inc | AMZN | Shares | $62.2M | 299K |
| Intuitive Surgical Inc | ISRG | Shares | $61.9M | 134K |
| Bentley Systems Inc | BSY | Shares | $58.9M | 1.7M |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $58.6M | 338K |
| Thermo Fisher Scientific Inc | TMO | Shares | $57.9M | 118K |
| Tyler Technologies Inc | TYL | Shares | $56.2M | 164K |
| Alphabet Inc | GOOGL | Shares | $56.1M | 195K |
| Broadcom Inc | AVGO | Shares | $52.7M | 170K |
| Repligen Corp | RGEN | Shares | $51.7M | 438K |
| Darling Ingredients Inc | DAR | Shares | $47.6M | 770K |
| Servicenow Inc | NOW | Shares | $47.5M | 454K |
| Acadian Asset Management Inc | AAMI | Shares | $44.8M | 823K |
| Progressive Corp/The | PGR | Shares | $43.9M | 221K |
| Amphenol Corp | APH | Shares | $43.5M | 345K |
| Ptc Inc | PTC | Shares | $42.7M | 300K |
| Victory Capital Holdings Inc | VCTR | Shares | $42.6M | 650K |
| Mettler-Toledo International I | MTD | Shares | $41.0M | 33K |
| Eli Lilly & Co | LLY | Shares | $36.2M | 39K |
| Pinnacle Financial Partners In | PNFP | Shares | $35.7M | 414K |
| Clean Harbors Inc | CLH | Shares | $35.3M | 123K |
| Mercadolibre Inc | MELI | Shares | $34.1M | 20K |
| United Rentals Inc | URI | Shares | $33.7M | 46K |
| Hdfc Bank Ltd | HDB | Shares | $31.7M | 1.3M |
| Ligand Pharmaceuticals Inc | LGND | Shares | $30.4M | 152K |
| Gilead Sciences Inc | GILD | Shares | $29.4M | 211K |
| Johnson & Johnson | JNJ | Shares | $28.7M | 117K |
| Oracle Corp | ORCL | Shares | $28.2M | 192K |
| Tesla Inc | TSLA | Shares | $27.1M | 73K |
| Waste Management Inc | WM | Shares | $26.9M | 117K |
| Eastern Bankshares Inc | EBC | Shares | $24.9M | 1.3M |
| Taiwan Semiconductor Manufactu | TSM | Shares | $23.2M | 69K |
| On Holding Ag | Shares | $22.9M | 672K | |
| Alphabet Inc | GOOG | Shares | $21.7M | 76K |
| Abbott Laboratories | ABT | Shares | $21.2M | 207K |
| Nextpower Inc | NXT | Shares | $21.2M | 176K |
| Ge Vernova Inc | GEV | Shares | $20.9M | 24K |
| Mccormick & Co Inc/Md | MKC | Shares | $19.6M | 389K |
| Agree Realty Corp | ADC | Shares | $19.6M | 260K |
| Citigroup Inc | C | Shares | $19.6M | 173K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.