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.
Impax Asset Management Group plc (CIK 1749768) reported $15.37B across 284 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: KLAC ($749.0M, 4.87%), NVDA ($744.9M, 4.85%), LIN ($736.6M, 4.79%), XYL ($528.3M, 3.44%), MSFT ($503.8M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA Corp | $749.0M | 4.87% | 2.5M | Added |
| 2 | NVDA | NVIDIA Corp | $744.9M | 4.85% | 3.7M | Added |
| 3 | LIN | Linde PLC | $736.6M | 4.79% | 1.4M | Trimmed |
| 4 | XYL | Xylem Inc/NY | $528.3M | 3.44% | 4.5M | Trimmed |
| 5 | MSFT | Microsoft Corp | $503.8M | 3.28% | 1.4M | Added |
| 6 | AWK | American Water Works Co Inc | $471.5M | 3.07% | 3.6M | Added |
| 7 | VLTO | Veralto Corp | $459.9M | 2.99% | 5.2M | Added |
| 8 | CTAS | Cintas Corp | $410.5M | 2.67% | 2.4M | Added |
| 9 | WCN | Waste Connections Inc | $329.9M | 2.15% | 2.0M | Trimmed |
| 10 | SBS | Cia de Saneamento Basico do Es | $302.4M | 1.97% | 52.3M | Added |
| 11 | WMS | Advanced Drainage Systems Inc | $289.7M | 1.89% | 1.8M | Trimmed |
| 12 | ECL | Ecolab Inc | $275.4M | 1.79% | 988,389 | Added |
| 13 | HUBB | Hubbell Inc | $254.7M | 1.66% | 486,855 | Trimmed |
| 14 | APTV | Aptiv PLC | $250.9M | 1.63% | 4.1M | Trimmed |
| 15 | VRT | Vertiv Holdings Co | $244.3M | 1.59% | 729,503 | Trimmed |
| 16 | A | Agilent Technologies Inc | $222.5M | 1.45% | 1.7M | Trimmed |
| 17 | IEX | IDEX Corp | $218.3M | 1.42% | 962,000 | Added |
| 18 | WTS | Watts Water Technologies Inc | $212.7M | 1.38% | 543,412 | Trimmed |
| 19 | APH | Amphenol Corp | $210.8M | 1.37% | 1.2M | Added |
| 20 | CNM | Core & Main Inc | $202.8M | 1.32% | 4.2M | Added |
| 21 | MRVL | Marvell Technology Inc | $196.7M | 1.28% | 660,285 | Trimmed |
| 22 | RNR | RenaissanceRe Holdings Ltd | $195.0M | 1.27% | 615,422 | Trimmed |
| 23 | AOS | A O Smith Corp | $176.5M | 1.15% | 2.8M | Trimmed |
| 24 | AMAT | Applied Materials Inc | $175.6M | 1.14% | 242,832 | Trimmed |
| 25 | MAS | Masco Corp | $165.3M | 1.08% | 2.0M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30