Impax Asset Management Group plc
Institutional investor · Portfolio as of Q2 2026
Top Holdings284 positions
 KLA Corporation | 2.5M | $749M | 4.9% | $92.07 | +64.43% | 15 qtrssince 2022-Q4 | Decreased 0 |
 NVIDIA Corporation | 3.7M | $744.9M | 4.8% | $123.75 | +44.37% | 22 qtrssince 2021-Q1 | Increased 59 |
 Linde plc | 1.4M | $736.6M | 4.8% | $349.83 | +48.74% | 14 qtrssince 2023-Q1 | Decreased 0 |
 Xylem Inc. | 4.5M | $528.3M | 3.4% | $108.81 | -8.78% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Microsoft Corporation | 1.4M | $503.8M | 3.3% | $237.92 | +129.15% | 30 qtrssince 2019-Q1 | Increased 65 |
 American Water Works Company, Inc. | 3.6M | $471.5M | 3.1% | $125.14 | +19.24% | 30 qtrssince 2019-Q1 | Increased 71 |
 Veralto Corp | 5.2M | $459.9M | 3.0% | $84.82 | +39.18% | 11 qtrssince 2023-Q4 | Increased 75 |
 Cintas Corporation | 2.4M | $410.5M | 2.7% | $148.73 | +50.04% | 20 qtrssince 2021-Q3 | Increased 77 |
 Waste Connections, Inc. | 2M | $329.9M | 2.1% | $166.33 | +14.24% | 8 qtrssince 2024-Q3 | Decreased 0 |
 Companhia de saneamento Basico Do Estado De Sao Paulo | 52.3M | $302.4M | 2.0% | $3.09 | +60.09% | 17 qtrssince 2022-Q2 | Increased 69 |
 Advanced Drainage Systems, Inc. | 1.8M | $289.7M | 1.9% | $72.98 | +79.51% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Ecolab Inc. | 988,389 | $275.4M | 1.8% | $216.42 | +41.73% | 30 qtrssince 2019-Q1 | Increased 56 |
 Hubbell Inc | 486,855 | $254.7M | 1.7% | $274.56 | +60.83% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Aptiv PLC | 4.1M | $250.9M | 1.6% | $69.55 | -42.62% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Vertiv Holdings, LLC | 729,503 | $244.3M | 1.6% | $104.49 | +91.86% | 26 qtrssince 2020-Q1 | Decreased 0 |
 Agilent Technologies, Inc. | 1.7M | $222.5M | 1.4% | $103.41 | +74.23% | 30 qtrssince 2019-Q1 | Decreased 0 |
 IDEX Corporation | 962,000 | $218.3M | 1.4% | $168.36 | +40.14% | 30 qtrssince 2019-Q1 | Increased 49 |
 Watts Water Technologies, Inc. | 543,412 | $212.7M | 1.4% | $92.29 | +289.66% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Amphenol Corporation | 1.2M | $210.8M | 1.4% | $72.01 | +12.08% | 6 qtrssince 2025-Q1 | Increased 78 |
 Core & Main, Inc. | 4.2M | $202.8M | 1.3% | $46.17 | +3.76% | 14 qtrssince 2023-Q1 | Increased 66 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $16,605,228,861 | -24.7990649335% |
| 2025-Q2 | $17,393,278,545 | 4.74579236815% |
| 2025-Q3 | $17,135,740,133 | -1.48067778788% |
| 2025-Q4 | $15,984,518,018 | -6.71825147945% |
| 2026-Q1 | $14,345,768,998 | -10.2521015532% |
| 2026-Q2 | $15,370,564,179 | 7.14353605682% |
Impax Asset Management Group plc manages $15.4B across 284 positions as of Q2 2026. Top holdings: KLAC (4.9%), NVDA (4.8%), LIN (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 9 new positions, 12 exits, 126 increased. Top move: APH (INCREASED, conviction 78). Portfolio: $15.4B across 284 positions.
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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
Verify source filings on SEC EDGAR