Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Impact Asset Management GmbH (CIK 2068799) reported $255.2M across 75 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: MSFT ($15.2M, 5.97%), GOOG ($14.0M, 5.49%), MA ($11.6M, 4.53%), V ($11.1M, 4.34%), LLY ($8.1M, 3.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $15.2M | 5.97% | 40,561 | Trimmed |
| 2 | GOOG | ALPHABET INC | $14.0M | 5.49% | 89,730 | New |
| 3 | MA | MASTERCARD INCORPORATED | $11.6M | 4.53% | 21,100 | Trimmed |
| 4 | V | VISA INC | $11.1M | 4.34% | 31,640 | Added |
| 5 | LLY | ELI LILLY & CO | $8.1M | 3.16% | 9,780 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7.6M | 2.99% | 45,900 | Trimmed |
| 7 | AAPL | APPLE INC | $7.2M | 2.83% | 32,481 | Added |
| 8 | AVGO | BROADCOM INC | $7.1M | 2.79% | 42,510 | Trimmed |
| 9 | MELI | MERCADOLIBRE INC | $7.0M | 2.75% | 3,600 | Trimmed |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | $7.0M | 2.73% | 40,410 | Added |
| 11 | ABBV | ABBVIE INC | $6.6M | 2.60% | 31,630 | Added |
| 12 | LOW | LOWES COS INC | $6.3M | 2.47% | 27,085 | Added |
| 13 | SPGI | S&P GLOBAL INC | $6.3M | 2.45% | 12,310 | Trimmed |
| 14 | VRTX | VERTEX PHARMACEUTICALS INC | $6.2M | 2.43% | 12,770 | Trimmed |
| 15 | PNC | PNC FINL SVCS GROUP INC | $6.2M | 2.42% | 35,140 | Trimmed |
| 16 | TJX | TJX COS INC NEW | $5.9M | 2.30% | 48,200 | Added |
| 17 | C | CITIGROUP INC | $5.8M | 2.27% | 81,600 | Trimmed |
| 18 | WELL | WELLTOWER INC | $5.8M | 2.26% | 37,630 | New |
| 19 | MCO | MOODYS CORP | $5.6M | 2.19% | 12,010 | Trimmed |
| 20 | NOW | SERVICENOW INC | $5.2M | 2.02% | 6,485 | Added |
| 21 | ECL | ECOLAB INC | $5.0M | 1.98% | 19,910 | Added |
| 22 | BKNG | BOOKING HOLDINGS INC | $5.0M | 1.96% | 1,085 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $4.9M | 1.93% | 45,356 | Added |
| 24 | PANW | PALO ALTO NETWORKS INC | $4.8M | 1.87% | 28,040 | Trimmed |
| 25 | WM | WASTE MGMT INC DEL | $4.5M | 1.75% | 19,280 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31