Impax Asset Management Group plc
Institutional investor · Portfolio as of Q2 2025
Top Holdings280 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
LINDE PLC | 1.9M | $890.1M | 5.1% | $349.02 | +31.98% | 10 qtrssince 2023-Q1 | Increased 66 |
MICROSOFT CORP | 1.6M | $785.9M | 4.5% | $215.79 | +129.02% | 26 qtrssince 2019-Q1 | Decreased 0 |
XYLEM INC | 5.5M | $709.2M | 4.1% | $109.89 | +16.04% | 26 qtrssince 2019-Q1 | Increased 66 |
NVIDIA CORP | 3.8M | $601M | 3.5% | $122.13 | +29.15% | 18 qtrssince 2021-Q1 | Decreased 0 |
PENTAIR PLC | 4.4M | $451.8M | 2.6% | $43.00 | +135.28% | 26 qtrssince 2019-Q1 | Decreased 0 |
HUBBELL INC | 1M | $409.4M | 2.4% | $276.72 | +46.02% | 26 qtrssince 2019-Q1 | Increased 59 |
VERALTO CORP-W/I | 3.7M | $372.3M | 2.1% | $81.86 | +23.04% | 7 qtrssince 2023-Q4 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 3M | $356.7M | 2.1% | $103.56 | +12.81% | 26 qtrssince 2019-Q1 | Increased 55 |
ADVANCED DRAINAGE SYSTEMS IN | 3M | $348.7M | 2.0% | $73.07 | +58.32% | 26 qtrssince 2019-Q1 | Increased 56 |
IDEX CORP | 2M | $345.3M | 2.0% | $168.98 | +3.12% | 26 qtrssince 2019-Q1 | Decreased 0 |
SYNOPSYS INC | 618,415 | $315.7M | 1.8% | $539.95 | -6.91% | 5 qtrssince 2024-Q2 | Increased 61 |
KLA CORP | 345,121 | $308.3M | 1.8% | $53.08 | +67.66% | 11 qtrssince 2022-Q4 | Decreased 0 |
SMITH (A.O.) CORP | 4.7M | $307.7M | 1.8% | $60.51 | +5.49% | 18 qtrssince 2021-Q1 | Decreased 0 |
RENAISSANCERE HOLDINGS LTD | 1.2M | $295.5M | 1.7% | $241.35 | -0.11% | 6 qtrssince 2024-Q1 | Increased 54 |
EBAY INC | 3.8M | $282.8M | 1.6% | $66.80 | +9.68% | 4 qtrssince 2024-Q3 | Increased 53 |
TE CONNECTIVITY PLC | 1.7M | $278.7M | 1.6% | $148.76 | +11.78% | 4 qtrssince 2024-Q3 | Decreased 0 |
MARVELL TECHNOLOGY INC | 3.4M | $262.4M | 1.5% | $61.38 | +25.43% | 9 qtrssince 2023-Q2 | Decreased 0 |
WASTE MANAGEMENT INC | 1.1M | $254.6M | 1.5% | $124.58 | +81.84% | 26 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 1.3M | $244.4M | 1.4% | $119.12 | +52.57% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN WATER WORKS CO INC | 1.7M | $241.4M | 1.4% | $119.38 | +12.79% | 26 qtrssince 2019-Q1 | Decreased 0 |
Impax Asset Management Group plc manages $17.4B across 280 positions as of Q2 2025. Top holdings: LIN (5.1%), MSFT (4.5%), XYL (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 35 new positions, 50 exits, 97 increased. Top move: LIN (INCREASED, conviction 66). Portfolio: $17.4B across 280 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer