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 $14.35B across 286 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LIN ($848.6M, 5.92%), NVDA ($635.0M, 4.43%), XYL ($548.0M, 3.82%), KLAC ($535.6M, 3.73%), MSFT ($440.1M, 3.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LIN | Linde PLC | $848.6M | 5.92% | 1.7M | Trimmed |
| 2 | NVDA | NVIDIA Corp | $635.0M | 4.43% | 3.6M | Added |
| 3 | XYL | Xylem Inc/NY | $548.0M | 3.82% | 4.6M | Trimmed |
| 4 | KLAC | KLA Corp | $535.6M | 3.73% | 363,789 | Added |
| 5 | MSFT | Microsoft Corp | $440.1M | 3.07% | 1.2M | Trimmed |
| 6 | AWK | American Water Works Co Inc | $383.4M | 2.67% | 2.8M | Added |
| 7 | WCN | Waste Connections Inc | $344.0M | 2.40% | 2.1M | Added |
| 8 | HUBB | Hubbell Inc | $335.1M | 2.34% | 682,761 | Trimmed |
| 9 | APTV | Aptiv PLC | $318.8M | 2.22% | 4.6M | Added |
| 10 | VLTO | Veralto Corp | $298.5M | 2.08% | 3.4M | Added |
| 11 | AOS | A O Smith Corp | $282.1M | 1.97% | 4.3M | Trimmed |
| 12 | VRT | Vertiv Holdings Co | $271.7M | 1.89% | 1.1M | Trimmed |
| 13 | WMS | Advanced Drainage Systems Inc | $264.3M | 1.84% | 1.9M | Trimmed |
| 14 | CTAS | Cintas Corp | $254.3M | 1.77% | 1.5M | Added |
| 15 | EBAY | eBay Inc | $247.2M | 1.72% | 2.7M | Trimmed |
| 16 | MRVL | Marvell Technology Inc | $229.2M | 1.60% | 2.3M | Trimmed |
| 17 | ECL | Ecolab Inc | $228.6M | 1.59% | 859,293 | Added |
| 18 | A | Agilent Technologies Inc | $210.2M | 1.47% | 1.8M | Trimmed |
| 19 | SBS | Cia de Saneamento Basico do Es | $205.7M | 1.43% | 6.7M | Trimmed |
| 20 | ITRI | Itron Inc | $196.6M | 1.37% | 2.2M | Added |
| 21 | RNR | RenaissanceRe Holdings Ltd | $189.5M | 1.32% | 637,714 | Trimmed |
| 22 | UNP | Union Pacific Corp | $181.5M | 1.27% | 748,216 | Added |
| 23 | IEX | IDEX Corp | $179.7M | 1.25% | 947,946 | Trimmed |
| 24 | WTS | Watts Water Technologies Inc | $170.7M | 1.19% | 588,022 | Trimmed |
| 25 | CDNS | Cadence Design Systems Inc | $164.9M | 1.15% | 593,375 | Added |
Source: SEC Form 13F filings · as of 2026-03-31