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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 8
增持 46
减持 87
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
SBS
Cia de Saneamento Basico do Es
+$196.5M
24,661,508
建仓
BSX
Boston Scientific Corp
+$167.3M
4,488,665
减持
—
Aptiv PLC
-$145.2M
4,682,087
-0%
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。
减持
ECL
Ecolab Inc
-$143.3M
1,073,406
-39%
减持
TRMB
Trimble Inc
-$142.5M
9,256,274
-2%
减持
AWK
American Water Works Co Inc
-$140.9M
4,906,097
-7%
减持
—
Linde PLC
-$121.9M
2,829,656
-3%
增持
MSFT
Microsoft Corp
-$115.9M
2,531,393
+2%
减持
—
Pentair PLC
-$108.2M
12,323,267
-1%
减持
TSM
Taiwan Semiconductor Manufactu
-$106.0M
1,628,004
-29%
增持
URI
United Rentals Inc
-$100.0M
1,170,091
+8%
减持
DAR
Darling Ingredients Inc
-$91.4M
3,439,780
-7%
增持
AMAT
Applied Materials Inc
-$89.7M
3,318,958
+12%
减持
HRI
Herc Holdings Inc
-$88.0M
1,121,314
-1%
清仓
IPGP
IPG Photonics Corp
-$87.0M
0
-100%
建仓
SITE
SiteOne Landscape Supply Inc
+$85.9M
722,233
减持
LNN
Lindsay Corp
-$81.4M
74,753
-87%
减持
WMS
Advanced Drainage Systems Inc
-$81.3M
2,784,456
-0%
减持
A
Agilent Technologies Inc
-$74.6M
4,168,528
-3%
增持
VRSK
Verisk Analytics Inc
-$74.2M
1,972,858
+2%
减持
CTAS
Cintas Corp
-$71.0M
1,062,605
-3%
减持
—
Evoqua Water Technologies Corp
-$70.3M
4,367,964
-3%
减持
ADSK
Autodesk Inc
-$66.5M
1,286,554
-4%
减持
PTC
PTC Inc
-$66.3M
3,591,941
-14%
增持
RSG
Republic Services Inc
+$65.3M
1,333,489
+62%
减持
EQIX
Equinix Inc
-$64.6M
648,917
-2%
增持
DE
Deere & Co
-$57.5M
521,208
+1%
减持
RVTY
PerkinElmer Inc
-$57.5M
1,234,379
-8%
减持
IEX
IDEX Corp
-$57.5M
2,211,043
-8%
减持
RYN
Rayonier Inc
-$57.0M
4,646,153
-17%
减持
TXN
Texas Instruments Inc
-$55.0M
1,407,186
-5%
减持
WM
Waste Management Inc
-$54.8M
1,991,727
-12%
减持
IQV
IQVIA Holdings Inc
-$49.6M
1,335,136
-9%
增持
—
TE Connectivity Ltd
-$48.9M
2,848,923
+0%
减持
MPWR
Monolithic Power Systems Inc
-$48.5M
421,909
-3%
增持
ANSS
ANSYS Inc
-$46.7M
769,235
+6%
减持
HUBB
Hubbell Inc
-$44.7M
1,860,551
-9%
减持
WTRG
Essential Utilities Inc
-$42.1M
4,685,488
-7%
减持
MA
Mastercard Inc
-$41.5M
974,438
-0%
增持
—
Trane Technologies PLC
-$40.9M
1,861,701
+1%
增持
AMZN
Amazon.com Inc
-$39.4M
461,440
+1602%
增持
ROK
Rockwell Automation Inc
-$38.8M
834,081
+14%
减持
VMI
Valmont Industries Inc
-$36.8M
885,444
-10%
减持
—
Westrock Co
-$35.4M
3,973,504
-4%
减持
ADI
Analog Devices Inc
-$35.3M
1,667,199
-1%
增持
ZWS
Zurn Water Solutions Corp
-$34.7M
10,090,612
+15%
减持
—
Stericycle Inc
-$34.5M
2,268,506
-0%
减持
WTS
Watts Water Technologies Inc
-$33.9M
1,901,674
-1%
减持
VRT
Vertiv Holdings Co
-$31.7M
5,242,656
-2%
减持
SEDG
SolarEdge Technologies Inc
-$30.5M
580,909
-1%
减持
TTC
Toro Co/The
-$30.5M
1,855,551
-7%
减持
TMO
Thermo Fisher Scientific Inc
-$30.4M
543,000
-1%
减持
RGEN
Repligen Corp
-$29.9M
850,151
-5%
增持
HDB
HDFC Bank Ltd
-$29.8M
4,955,604
+1%
减持
—
Altair Engineering Inc
-$27.5M
2,116,735
-2%
增持
AAPL
Apple Inc
-$26.6M
785,972
+2%
减持
—
Arista Networks Inc
-$26.2M
7,436
-96%
增持
—
AZEK Co Inc/The
-$25.7M
4,381,492
+10%
减持
HASI
Hannon Armstrong Sustainable I
-$24.9M
2,377,943
-2%
减持
—
Switch Inc
-$24.8M
2,375,285
-30%
减持
MTD
Mettler-Toledo International I
-$24.6M
100,007
-2%
减持
BMI
Badger Meter Inc
-$23.5M
1,166,525
-1%
建仓
—
Healthcare Realty Trust Inc
+$23.3M
856,352
增持
V
Visa Inc
-$23.1M
1,022,443
+1%
增持
CLH
Clean Harbors Inc
-$22.3M
1,313,460
+7%
增持
LII
Lennox International Inc
-$21.5M
595,326
+6%
减持
VRTX
Vertex Pharmaceuticals Inc
-$21.5M
720,934
-16%
减持
ITRI
Itron Inc
-$21.4M
2,402,922
-10%
清仓
AMT
American Tower Corp
-$19.9M
0
-100%
减持
—
LHC Group Inc
-$18.5M
529,423
-12%
减持
BMY
Bristol-Myers Squibb Co
-$17.8M
367,669
-42%
增持
—
Cooper Cos Inc/The
-$17.6M
384,968
+16%
增持
MAS
Masco Corp
+$17.5M
2,377,010
+18%
减持
XYL
Xylem Inc/NY
-$17.4M
1,258,762
-7%
减持
CSCO
Cisco Systems Inc
-$17.3M
197,309
-57%
减持
MWA
Mueller Water Products Inc
-$16.9M
13,289,256
-1%
增持
EL
Estee Lauder Cos Inc/The
+$16.5M
133,067
+109%
增持
GNRC
Generac Holdings Inc
-$16.5M
846,161
+29%
减持
ORA
Ormat Technologies Inc
-$15.8M
3,052,936
-2%
减持
PG
Procter & Gamble Co/The
-$15.6M
322,303
-21%
增持
BDX
Becton Dickinson and Co
-$15.2M
793,418
+0%
增持
WY
Weyerhaeuser Co
+$15.2M
498,097
+1369%
减持
SON
Sonoco Products Co
-$13.9M
1,144,417
-10%
减持
WAT
Waters Corp
-$13.7M
606,485
-12%
减持
FELE
Franklin Electric Co Inc
-$13.5M
991,250
-4%
增持
AGCO
AGCO Corp
-$13.4M
393,734
+10%
减持
AKAM
Akamai Technologies Inc
-$12.5M
221,800
-19%
清仓
—
Natus Medical Inc
-$12.0M
0
-100%
减持
OMC
Omnicom Group Inc
-$11.2M
109,994
-49%
减持
MKC
McCormick & Co Inc/MD
-$10.8M
649,038
-0%
减持
PLD
Prologis Inc
-$10.8M
139,462
-17%
增持
TGT
Target Corp
-$10.2M
145,434
+1%
增持
MRK
Merck & Co Inc
+$10.1M
544,085
+13%
增持
CCK
Crown Holdings Inc
+$10.0M
267,619
+129%
减持
LFUS
Littelfuse Inc
-$9.8M
828,344
-6%
增持
CDNS
Cadence Design Systems Inc
-$9.8M
1,650,077
+5%
建仓
OPCH
Option Care Health Inc
+$9.7M
350,000
增持
—
Dole PLC
-$9.2M
4,198,355
+16%
减持
SBUX
Starbucks Corp
-$8.5M
572,286
-0%
减持
JPM
JPMorgan Chase & Co
-$8.4M
344,834
-0%
增持
LNC
Lincoln National Corp
-$7.9M
425,831
+0%
减持
LULU
Lululemon Athletica Inc
-$7.5M
45,574
-16%
减持
FISV
Fiserv Inc
-$7.4M
244,792
-15%
清仓
—
Colfax Corp
-$7.2M
0
-100%
减持
OGN
Organon & Co
-$7.2M
535,270
-26%
减持
LOW
Lowe's Cos Inc
-$7.2M
187,651
-5%
清仓
MITK
Mitek Systems Inc
-$6.6M
0
-100%
减持
—
Karuna Therapeutics Inc
-$6.4M
49,463
-50%
增持
DHR
Danaher Corp
+$6.2M
734,081
+20%
减持
CIEN
Ciena Corp
-$6.1M
163,064
-27%
减持
CE
Celanese Corp
-$6.0M
104,702
-19%
减持
PCRX
Pacira BioSciences Inc
-$6.0M
270,027
-5%
减持
ULTA
Ulta Beauty Inc
-$5.9M
31,979
-30%
减持
UPS
United Parcel Service Inc
-$5.8M
171,530
-1%
减持
TMUS
T-Mobile US Inc
-$5.8M
254,376
-18%
增持
AOS
A O Smith Corp
+$5.7M
3,930,782
+20%
建仓
ENOV
Enovis Corp
+$5.5M
100,630
增持
ATEN
A10 Networks Inc
+$5.5M
625,000
+150%
减持
BBY
Best Buy Co Inc
-$5.1M
168,482
-5%
建仓
—
R1 RCM Inc
+$5.0M
236,711
减持
VOYA
Voya Financial Inc
-$4.8M
705,300
-0%
减持
DECK
Deckers Outdoor Corp
-$4.3M
13,057
-53%
清仓
—
R1 RCM Inc
-$4.2M
0
-100%
减持
CVS
CVS Health Corp
-$4.0M
441,339
-1%
减持
GEN
NortonLifeLock Inc
-$3.9M
839,667
-0%
清仓
SAP
SAP SE
-$3.8M
0
-100%
增持
SWK
Stanley Black & Decker Inc
-$3.6M
203,179
+14%
减持
NFLX
Netflix Inc
-$3.5M
14,747
-10%
增持
WELL
Welltower Inc
-$3.4M
259,771
+1%
清仓
—
ASML Holding NV
-$3.3M
0
-100%
增持
CRM
Salesforce Inc
-$3.3M
229,378
+18%
清仓
—
Cerner Corp
-$3.3M
0
-100%
增持
CFG
Citizens Financial Group Inc
-$3.2M
798,818
+14%
减持
—
Walgreens Boots Alliance Inc
-$3.0M
38,284
-61%
减持
BAC
Bank of America Corp
-$2.9M
266,813
-2%
增持
SIBN
SI-BONE Inc
-$2.8M
895,343
+39%
减持
INDB
Independent Bank Corp
-$2.6M
250,000
-9%
增持
NSSC
Napco Security Technologies In
+$2.6M
575,000
+28%
减持
OTIS
Otis Worldwide Corp
-$2.6M
403,627
-0%
增持
DCI
Donaldson Co Inc
+$2.2M
1,634,167
+11%
建仓
AVTR
Avantor Inc
+$2.2M
69,908
减持
QNST
QuinStreet Inc
-$2.1M
969,776
-5%
增持
CYRX
CryoPort Inc
-$2.1M
1,574,251
+8%
增持
LGND
Ligand Pharmaceuticals Inc
-$2.0M
184,320
+12%
减持
ADBE
Adobe Inc
-$1.9M
17,871
-4%
减持
—
Paramount Global
-$1.9M
139,912
-1%
增持
EXTR
Extreme Networks Inc
-$1.9M
1,305,178
+18%
增持
ILMN
Illumina Inc
-$1.8M
13,020
+8%
增持
INTC
Intel Corp
-$1.8M
203,746
+7%
减持
GPK
Graphic Packaging Holding Co
-$1.8M
8,146,556
-3%