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Impax Asset Management Group plc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Impax Asset Management Group plc
报告期 2026-03-31 · CIK 0001749768
持仓数
287
前50大市值合计
$10.78B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 6
增持 101
减持 33
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft Corp
+$227.9M
2,525,249
+41%
增持
URI
United Rentals Inc
+$137.3M
394,400
+11332%
减持
XYL
Xylem Inc/NY
-$117.8M
5,010,139
-19%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
GRFS
Grifols SA
-$110.3M
0
-100%
增持
TXN
Texas Instruments Inc
+$103.0M
1,472,995
+57%
减持
MTD
Mettler-Toledo International I
-$94.3M
134,712
-33%
建仓
CTAS
Cintas Corp
+$88.5M
232,474
增持
HRI
Herc Holdings Inc
+$85.4M
1,100,075
+31%
建仓
—
Cooper Cos Inc/The
+$84.0M
203,271
减持
AWK
American Water Works Co Inc
+$82.6M
5,576,780
-0%
增持
—
Rexnord Corp
+$66.8M
4,103,185
+4%
增持
WTRG
Essential Utilities Inc
+$55.6M
5,531,290
+27%
减持
TRMB
Trimble Inc
-$54.2M
7,956,224
-8%
增持
—
Linde PLC
+$52.7M
2,940,220
+5%
增持
ORA
Ormat Technologies Inc
+$50.6M
3,055,817
+39%
增持
ECL
Ecolab Inc
+$50.3M
3,396,625
+6%
增持
ITRI
Itron Inc
-$50.0M
2,791,507
+7%
增持
AOS
A O Smith Corp
+$50.0M
2,766,800
+68%
建仓
—
Dole PLC
+$49.8M
2,938,189
增持
—
Aptiv PLC
+$44.5M
3,780,297
+15%
增持
VRTX
Vertex Pharmaceuticals Inc
+$42.6M
1,074,736
+42%
清仓
—
Alexion Pharmaceuticals Inc
-$42.4M
0
-100%
增持
MA
Mastercard Inc
+$42.3M
893,052
+22%
增持
LFUS
Littelfuse Inc
+$37.7M
823,932
+12%
增持
ADI
Analog Devices Inc
+$36.2M
1,494,674
+20%
减持
WTS
Watts Water Technologies Inc
+$36.0M
2,076,170
-3%
减持
MPWR
Monolithic Power Systems Inc
+$34.1M
471,987
-9%
增持
ADSK
Autodesk Inc
+$33.6M
1,115,711
+14%
增持
TMO
Thermo Fisher Scientific Inc
+$32.7M
467,330
+1%
减持
DHR
Danaher Corp
+$32.4M
1,224,201
-3%
增持
VRT
Vertiv Holdings Co
+$31.6M
2,079,061
+207%
增持
HDB
HDFC Bank Ltd
+$31.4M
4,228,089
+11%
增持
V
Visa Inc
+$30.5M
1,130,174
+19%
减持
A
Agilent Technologies Inc
+$30.4M
3,996,222
-1%
增持
—
Westrock Co
+$30.2M
5,160,694
+21%
增持
—
Evoqua Water Technologies Corp
+$29.2M
4,816,623
+7%
增持
—
TE Connectivity Ltd
+$28.2M
2,743,100
+7%
增持
IQV
IQVIA Holdings Inc
+$26.9M
1,380,487
+10%
增持
WM
Waste Management Inc
+$26.8M
2,634,085
+1%
增持
—
Switch Inc
+$26.7M
3,302,447
+22%
减持
GNRC
Generac Holdings Inc
-$25.3M
562,943
-9%
清仓
FTNT
Fortinet Inc
-$24.7M
0
-100%
减持
WAT
Waters Corp
-$24.0M
619,322
-13%
建仓
AKAM
Akamai Technologies Inc
+$23.9M
228,200
增持
—
Stericycle Inc
+$22.3M
1,622,506
+32%
增持
EQIX
Equinix Inc
+$20.4M
636,982
+6%
增持
BDX
Becton Dickinson and Co
+$19.1M
803,369
+10%
增持
MWA
Mueller Water Products Inc
+$18.7M
13,298,017
+4%
增持
DAR
Darling Ingredients Inc
+$18.5M
2,923,813
+3%
增持
CWT
California Water Service Group
+$17.7M
1,948,700
+11%
减持
DGX
Quest Diagnostics Inc
-$17.3M
57,894
-70%
增持
CLH
Clean Harbors Inc
+$17.1M
1,475,425
+1%
增持
DOCU
DocuSign Inc
+$17.0M
79,611
+532%
增持
IEX
IDEX Corp
+$16.2M
3,235,347
+9%
增持
HUBB
Hubbell Inc
+$15.4M
2,118,708
+8%
减持
RGEN
Repligen Corp
+$15.4M
617,712
-24%
减持
SEDG
SolarEdge Technologies Inc
-$14.3M
750,069
-3%
增持
IPGP
IPG Photonics Corp
+$14.0M
907,346
+48%
增持
OTIS
Otis Worldwide Corp
+$14.0M
183,447
+1287%
增持
AAMI
Brightsphere Investment Group
+$13.6M
650,000
+347%
减持
CDNS
Cadence Design Systems Inc
+$13.3M
2,063,422
-6%
减持
—
Pentair PLC
+$13.2M
9,086,023
-5%
减持
—
SPX FLOW Inc
+$12.7M
1,775,124
-1%
增持
TSM
Taiwan Semiconductor Manufactu
+$11.8M
1,760,319
+15%
增持
VMI
Valmont Industries Inc
+$11.2M
800,824
+7%
增持
BBY
Best Buy Co Inc
+$10.9M
204,062
+120%
清仓
—
Middlesex Water Co
-$10.9M
0
-100%
增持
BMI
Badger Meter Inc
+$10.7M
1,200,745
+6%
减持
DCI
Donaldson Co Inc
-$10.4M
1,451,101
-2%
增持
HASI
Hannon Armstrong Sustainable I
+$9.9M
2,181,442
+15%
增持
OGN
Organon & Co
+$9.9M
720,245
+59%
增持
TTC
Toro Co/The
+$9.8M
2,028,891
+19%
减持
RVTY
PerkinElmer Inc
+$9.7M
1,116,914
-6%
减持
UPS
United Parcel Service Inc
-$9.6M
228,876
-7%
减持
—
BlackRock Inc
-$9.6M
27,026
-27%
增持
CFG
Citizens Financial Group Inc
+$9.5M
798,611
+31%
增持
GPK
Graphic Packaging Holding Co
+$9.5M
8,860,540
+1%
减持
VRSK
Verisk Analytics Inc
+$9.1M
2,247,583
-11%
建仓
MSEX
Middlesex Water Co
+$9.0M
87,879
增持
LII
Lennox International Inc
-$8.8M
500,607
+12%
增持
BALL
Ball Corp
+$7.7M
492,928
+9%
增持
SYY
Sysco Corp
+$7.5M
342,705
+37%
增持
RYN
Rayonier Inc
+$7.5M
7,528,878
+4%
增持
WMS
Advanced Drainage Systems Inc
+$6.8M
2,976,737
+10%
减持
DELL
Dell Technologies Inc
-$6.5M
156,117
-32%
减持
RBBN
Ribbon Communications Inc
-$6.3M
1,087,819
-35%
增持
FELE
Franklin Electric Co Inc
+$6.2M
1,037,256
+9%
增持
ANSS
ANSYS Inc
+$6.1M
770,859
+4%
增持
LNC
Lincoln National Corp
+$6.0M
425,649
+15%
增持
PTC
PTC Inc
-$6.0M
4,027,190
+16%
增持
CVS
CVS Health Corp
+$6.0M
523,361
+14%
增持
—
Trane Technologies PLC
+$5.2M
1,675,982
+9%
减持
CROX
Crocs Inc
-$4.9M
47,964
-52%
增持
CRM
salesforce.com Inc
+$4.8M
168,177
+1%
增持
SBS
Cia de Saneamento Basico do Es
-$4.6M
30,350,866
+2%
减持
AMAT
Applied Materials Inc
-$4.6M
312,207
-1%
增持
—
Kansas City Southern
+$4.5M
18,518
+929%
增持
FISV
Fiserv Inc
+$4.1M
287,633
+13%
减持
HCA
HCA Healthcare Inc
-$4.0M
2,972
-87%
减持
PLD
Prologis Inc
-$4.0M
166,629
-20%
减持
GOOGL
Alphabet Inc
+$3.8M
20,508
-2%
减持
ROK
Rockwell Automation Inc
+$3.6M
698,555
-1%
增持
BYND
Beyond Meat Inc
-$3.5M
178,658
+26%
增持
SON
Sonoco Products Co
-$3.5M
1,139,153
+7%
增持
RUN
Sunrun Inc
-$3.5M
300,451
+0%
增持
LGND
Ligand Pharmaceuticals Inc
+$3.4M
99,320
+25%
增持
—
CatchMark Timber Trust Inc
+$3.2M
1,196,169
+28%
增持
SIBN
SI-BONE Inc
-$3.2M
470,343
+12%
增持
WST
West Pharmaceutical Services I
+$3.1M
11,037
+149%
增持
—
Karuna Therapeutics Inc
+$3.0M
94,174
+26%
增持
IFF
International Flavors & Fragra
-$2.9M
185,627
+0%
清仓
LSF
Laird Superfood Inc
-$2.8M
0
-100%
减持
—
Altair Engineering Inc
-$2.7M
2,073,293
-2%
增持
AMZN
Amazon.com Inc
-$2.6M
24,658
+1%
增持
PINS
Pinterest Inc
-$2.6M
92,677
+0%
增持
JPM
JPMorgan Chase & Co
+$2.5M
304,159
+0%
增持
MKC
McCormick & Co Inc/MD
-$2.5M
655,538
+4%
增持
HCAT
Health Catalyst Inc
+$2.5M
310,056
+32%
增持
DE
Deere & Co
-$2.4M
463,815
+4%
增持
QNST
QuinStreet Inc
+$2.4M
721,390
+31%
清仓
EXEL
Exelixis Inc
-$2.4M
0
-100%
增持
TMUS
T-Mobile US Inc
+$2.4M
311,469
+20%
增持
POOL
Pool Corp
+$2.2M
278,113
+8%
增持
LOW
Lowe's Cos Inc
+$2.1M
198,666
+1%
增持
PG
Procter & Gamble Co/The
+$2.0M
405,713
+0%
增持
—
Natus Medical Inc
+$2.0M
656,049
+18%
增持
SBUX
Starbucks Corp
+$2.0M
489,375
+5%
增持
TWLO
Twilio Inc
-$2.0M
26,613
+0%
清仓
MORN
Morningstar Inc
-$1.9M
0
-100%
清仓
—
Eaton Corp PLC
-$1.9M
0
-100%
增持
ILMN
Illumina Inc
+$1.7M
12,115
+81%
建仓
—
NXP Semiconductors NV
+$1.7M
8,700
增持
TGT
Target Corp
-$1.7M
129,900
+0%
增持
NFLX
Netflix Inc
+$1.6M
14,868
+6%
增持
AGCO
AGCO Corp
-$1.6M
259,458
+1%
增持
NVDA
NVIDIA Corp
-$1.6M
38,648
+222%
增持
DOC
Healthpeak Properties Inc
+$1.6M
101,800
+83%
增持
NEM
Newmont Corp
-$1.5M
166,315
+0%
减持
NSLR
SuRo Capital Corp
-$1.5M
733,207
-9%
增持
OKTA
Okta Inc
+$1.3M
9,687
+149%
减持
SPT
Sprout Social Inc
+$1.3M
74,224
-14%
清仓
—
Maxim Integrated Products Inc
-$1.3M
0
-100%
增持
RSG
Republic Services Inc
+$1.3M
72,796
+7%
增持
OMCL
Omnicell Inc
+$1.3M
83,163
+14%
清仓
ODFL
Old Dominion Freight Line Inc
-$1.2M
0
-100%
减持
—
Arista Networks Inc
-$1.2M
63,963
-0%
增持
MITK
Mitek Systems Inc
+$1.2M
452,579
+21%
增持
NSC
Norfolk Southern Corp
+$1.2M
11,166
+101%
增持
BNY
Bank of New York Mellon Corp/T
+$1.2M
47,301
+92%
增持
PYPL
PayPal Holdings Inc
-$1.1M
37,638
+0%
