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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 6
增持 95
减持 38
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
VRSK
Verisk Analytics Inc
-$180.4M
4,301
-100%
增持
IFF
International Flavors & Fragra
+$173.7M
2,153,060
+276%
增持
GL
Globe Life Inc
+$142.9M
1,190,306
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。
+41273%
增持
AWK
American Water Works Co Inc
+$132.4M
4,841,870
+4%
减持
—
Linde PLC
+$127.8M
2,898,762
-4%
增持
—
Aptiv PLC
+$110.3M
5,136,615
+9%
减持
TSM
Taiwan Semiconductor Manufactu
-$108.4M
74,144
-96%
增持
IQV
IQVIA Holdings Inc
+$106.5M
1,757,936
+26%
增持
MSFT
Microsoft Corp
+$100.9M
3,184,471
+12%
减持
A
Agilent Technologies Inc
+$98.9M
3,920,813
-2%
增持
AMAT
Applied Materials Inc
+$98.3M
3,972,186
+13%
增持
WMS
Advanced Drainage Systems Inc
-$81.2M
2,802,026
+12%
增持
CTAS
Cintas Corp
+$77.6M
1,027,507
+3%
增持
MA
Mastercard Inc
+$77.1M
1,039,115
+4%
建仓
KLAC
KLA Corp
+$76.8M
203,726
增持
—
Pentair PLC
+$76.4M
14,182,012
+3%
增持
ANSS
ANSYS Inc
+$73.4M
1,023,634
+31%
减持
BDX
Becton Dickinson and Co
-$70.0M
369,080
-50%
清仓
HASI
Hannon Armstrong Sustainable I
-$69.4M
0
-100%
增持
BSX
Boston Scientific Corp
+$68.4M
7,023,434
+6%
增持
EQIX
Equinix Inc
+$64.3M
659,094
+2%
减持
URI
United Rentals Inc
+$63.5M
875,327
-4%
增持
V
Visa Inc
+$59.1M
1,211,314
+12%
增持
PNC
PNC Financial Services Group I
+$53.8M
354,985
+2227%
增持
—
TE Connectivity Ltd
+$49.8M
3,201,761
+11%
增持
RSG
Republic Services Inc
+$49.7M
2,063,246
+30%
减持
IEX
IDEX Corp
+$46.8M
1,880,247
-2%
增持
TMO
Thermo Fisher Scientific Inc
+$45.8M
582,044
+7%
增持
WTS
Watts Water Technologies Inc
+$44.8M
1,951,990
+2%
增持
ADI
Analog Devices Inc
+$42.9M
1,686,163
+1%
清仓
—
Switch Inc
-$41.6M
0
-100%
增持
—
Cooper Cos Inc/The
+$40.2M
457,717
+9%
增持
GNRC
Generac Holdings Inc
-$39.8M
1,152,159
+32%
增持
—
Westrock Co
+$39.7M
5,218,617
+12%
减持
—
Amedisys Inc
-$38.9M
115,000
-77%
增持
AOS
A O Smith Corp
+$38.4M
4,066,526
+2%
增持
RYN
Rayonier Inc
+$37.8M
5,487,702
+15%
增持
CDNS
Cadence Design Systems Inc
+$37.8M
1,773,142
+17%
增持
AAPL
Apple Inc
+$36.2M
1,181,551
+39%
增持
AVTR
Avantor Inc
+$36.1M
1,776,476
+2441%
增持
—
AZEK Co Inc/The
+$36.1M
5,694,260
+19%
增持
ARE
Alexandria Real Estate Equitie
+$35.0M
246,979
+3436%
减持
HDB
HDFC Bank Ltd
+$34.6M
4,361,806
-3%
增持
XYL
Xylem Inc/NY
+$34.5M
1,200,599
+7%
增持
MKC
McCormick & Co Inc/MD
+$33.3M
979,075
+46%
增持
—
Ferguson PLC
+$33.2M
271,928
+2006%
增持
WM
Waste Management Inc
+$33.0M
2,069,181
+14%
减持
—
Evoqua Water Technologies Corp
-$32.9M
2,649,753
-36%
减持
WAT
Waters Corp
+$31.1M
656,611
-9%
增持
TRMB
Trimble Inc
+$30.7M
10,789,353
+14%
增持
ZWS
Zurn Elkay Water Solutions Cor
-$29.4M
11,273,427
+3%
增持
SYY
Sysco Corp
+$29.3M
609,696
+150%
建仓
BAX
Baxter International Inc
+$29.2M
572,907
减持
MTD
Mettler-Toledo International I
+$28.4M
96,020
-6%
增持
—
Stericycle Inc
+$27.4M
2,914,598
+4%
增持
MRK
Merck & Co Inc
+$26.3M
658,883
+21%
减持
DE
Deere & Co
+$26.1M
488,527
-11%
增持
DIS
Walt Disney Co/The
+$25.9M
775,034
+76%
减持
WTRG
Essential Utilities Inc
+$25.9M
4,449,350
-1%
增持
VOYA
Voya Financial Inc
+$25.5M
1,189,882
+51%
增持
OGN
Organon & Co
+$24.6M
1,557,191
+93%
增持
DHR
Danaher Corp
+$24.1M
798,196
+10%
增持
—
Altair Engineering Inc
+$23.5M
2,882,029
+19%
清仓
LNC
Lincoln National Corp
-$23.5M
0
-100%
增持
ADSK
Autodesk Inc
+$22.7M
1,305,051
+10%
增持
CFG
Citizens Financial Group Inc
+$22.4M
1,397,208
+47%
增持
GPK
Graphic Packaging Holding Co
+$22.3M
8,086,510
+1%
增持
VRT
Vertiv Holdings Co
+$21.4M
5,307,516
+1%
增持
MWA
Mueller Water Products Inc
+$21.1M
14,645,826
+10%
增持
PLD
Prologis Inc
+$21.1M
409,724
+66%
增持
UPS
United Parcel Service Inc
+$20.7M
305,794
+52%
增持
TXN
Texas Instruments Inc
+$20.4M
1,345,997
+3%
减持
VMI
Valmont Industries Inc
-$20.4M
598,285
-26%
增持
SITE
SiteOne Landscape Supply Inc
+$19.7M
911,269
+9%
增持
JPM
JPMorgan Chase & Co
+$19.1M
485,638
+10%
增持
TMUS
T-Mobile US Inc
+$18.8M
386,088
+47%
增持
GOOGL
Alphabet Inc
+$18.6M
840,996
+45%
增持
VRTX
Vertex Pharmaceuticals Inc
+$18.6M
764,011
+9%
清仓
SWK
Stanley Black & Decker Inc
-$18.4M
0
-100%
减持
ROK
Rockwell Automation Inc
+$18.4M
525,684
-3%
清仓
ISRG
Intuitive Surgical Inc
-$17.9M
0
-100%
增持
—
Accenture PLC
+$17.9M
207,985
+42%
减持
HRI
Herc Holdings Inc
+$17.8M
668,264
-1%
增持
EL
Estee Lauder Cos Inc/The
+$17.6M
213,553
+30%
增持
FISV
Fiserv Inc
+$17.5M
441,215
+52%
建仓
MIDD
Middleby Corp/The
+$17.4M
129,970
减持
WELL
Welltower Inc
-$17.1M
34,060
-89%
减持
—
Trane Technologies PLC
+$17.1M
1,446,245
-7%
增持
CSL
Carlisle Cos Inc
+$17.1M
205,314
+84%
增持
LOW
Lowe's Cos Inc
+$17.0M
287,710
+34%
增持
PG
Procter & Gamble Co/The
+$16.6M
403,261
+14%
减持
SBS
Cia de Saneamento Basico do Es
-$16.2M
16,774,548
-22%
减持
AGCO
AGCO Corp
+$16.0M
446,741
-7%
增持
CVS
CVS Health Corp
+$15.8M
613,929
+41%
清仓
ITRI
Itron Inc
-$15.7M
0
-100%
增持
PPG
PPG Industries Inc
+$15.6M
302,666
+49%
减持
LFUS
Littelfuse Inc
+$15.3M
885,562
-2%
增持
DXCM
Dexcom Inc
+$14.9M
331,229
+18%
减持
DCI
Donaldson Co Inc
+$14.6M
1,638,663
-2%
增持
GEN
Gen Digital Inc
+$14.5M
1,883,761
+47%
增持
CRM
Salesforce Inc
+$13.9M
361,952
+53%
增持
TGT
Target Corp
+$13.8M
297,083
+45%
增持
GOOG
Alphabet Inc
+$12.5M
527,013
+48%
增持
MPWR
Monolithic Power Systems Inc
+$12.5M
458,590
+11%
增持
CAH
Cardinal Health Inc
+$12.0M
164,279
+1720%
增持
EIX
Edison International
+$11.9M
221,985
+459%
增持
CLX
Clorox Co/The
+$11.6M
90,198
+996%
增持
—
Dole PLC
+$11.6M
4,376,702
+4%
增持
DAR
Darling Ingredients Inc
-$11.5M
3,677,811
+1%
减持
EXPE
Expedia Group Inc
-$11.2M
4,569
-96%
减持
HUBB
Hubbell Inc
+$11.2M
1,006,734
-0%
减持
ORA
Ormat Technologies Inc
-$11.1M
1,804,422
-7%
增持
WY
Weyerhaeuser Co
+$11.0M
903,111
+52%
增持
LII
Lennox International Inc
+$10.9M
611,664
+1%
减持
CWT
California Water Service Group
+$10.4M
1,523,505
-2%
增持
C
Citigroup Inc
+$10.4M
306,675
+270%
减持
SEDG
SolarEdge Technologies Inc
+$10.2M
483,656
-12%
清仓
OMCL
Omnicell Inc
-$9.8M
0
-100%
增持
BMY
Bristol-Myers Squibb Co
+$9.6M
651,572
+24%
建仓
HURN
Huron Consulting Group Inc
+$9.1M
125,000
增持
—
BlackRock Inc
+$8.9M
50,430
+3%
增持
MAS
Masco Corp
+$8.7M
2,578,015
+8%
增持
SBUX
Starbucks Corp
+$8.5M
569,867
+0%
清仓
HTB
HomeTrust Bancshares Inc
-$7.9M
0
-100%
增持
AAMI
Brightsphere Investment Group
+$7.9M
1,123,745
+10%
减持
TTC
Toro Co/The
+$7.4M
1,510,647
-20%
减持
PCRX
Pacira BioSciences Inc
-$6.6M
200,027
-26%
减持
VICI
VICI Properties Inc
-$6.5M
22,785
-91%
减持
OMC
Omnicom Group Inc
-$6.4M
5,108
-95%
清仓
—
R1 RCM Inc
-$6.2M
0
-100%
增持
AMZN
Amazon.com Inc
+$6.2M
746,092
+49%
减持
DGX
Quest Diagnostics Inc
-$5.9M
6,498
-89%
减持
PTC
PTC Inc
+$5.7M
2,847,682
-11%
减持
OTIS
Otis Worldwide Corp
+$5.1M
423,224
-4%
增持
ECL
Ecolab Inc
+$5.1M
1,111,258
+2%
增持
NBIX
Neurocrine Biosciences Inc
+$5.0M
175,000
+17%
建仓
MCD
McDonald's Corp
+$4.8M
18,270
增持
PBH
Prestige Consumer Healthcare I
+$4.7M
170,000
+42%
增持
NPO
EnPro Industries Inc
+$4.5M
120,000
+20%
增持
WK
Workiva Inc
+$4.4M
158,586
+39%
建仓
OABI
OmniAb Inc
+$4.1M
1,148,184
减持
—
Leslie's Inc
-$4.1M
247,284
-49%
增持
HCAT
Health Catalyst Inc
+$4.0M
1,204,475
+32%
清仓
FIX
Comfort Systems USA Inc
-$3.9M
0
-100%
增持
ESI
Element Solutions Inc
+$3.9M
736,946
+26%
增持
DECK
Deckers Outdoor Corp
+$3.7M
19,557
+50%
清仓
—
GrafTech International Ltd
-$3.4M
0
-100%
减持
PLNT
Planet Fitness Inc
+$3.4M
165,577
-1%
增持
—
Walgreens Boots Alliance Inc
+$3.3M
119,855
+222%
减持
HR
Healthcare Realty Trust Inc
-$3.2M
759,645
-11%
