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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 67
减持 70
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
A
Agilent Technologies Inc
-$151.4M
2,300,775
-26%
清仓
GL
Globe Life Inc
-$143.1M
0
-100%
建仓
ACM
AECOM
+$129.0M
1,523,080
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
MSFT
Microsoft Corp
+$127.2M
3,053,071
-4%
清仓
—
Evoqua Water Technologies Corp
-$113.9M
0
-100%
增持
XYL
Xylem Inc/NY
+$104.0M
2,046,714
+69%
减持
WMS
Advanced Drainage Systems Inc
+$98.3M
3,487,607
-2%
增持
—
TE Connectivity Ltd
+$95.1M
3,641,254
+15%
增持
AMAT
Applied Materials Inc
+$78.4M
2,848,770
+5%
减持
DE
Deere & Co
-$76.8M
301,268
-37%
增持
URI
United Rentals Inc
+$74.9M
985,991
+7%
增持
SBS
Cia de Saneamento Basico do Es
+$73.4M
20,762,545
+21%
减持
ANSS
ANSYS Inc
-$62.3M
714,612
-20%
减持
ZWS
Zurn Elkay Water Solutions Cor
+$60.5M
11,390,253
-1%
增持
HDB
HDFC Bank Ltd
+$60.1M
5,574,226
+13%
增持
MA
Mastercard Inc
+$59.1M
1,167,421
+6%
增持
CGNX
Cognex Corp
+$58.0M
2,423,635
+55%
减持
—
Linde PLC
+$51.8M
3,007,510
-2%
增持
NOW
ServiceNow Inc
+$50.1M
96,527
+978%
增持
—
Aptiv PLC
+$49.5M
6,133,380
+19%
减持
SBUX
Starbucks Corp
-$48.0M
141,953
-76%
增持
ABT
Abbott Laboratories
+$47.7M
478,257
+979%
减持
AWK
American Water Works Co Inc
-$47.5M
5,495,754
-3%
减持
AMZN
Amazon.com Inc
-$46.7M
209,116
-71%
减持
GNRC
Generac Holdings Inc
+$45.3M
1,134,896
-1%
减持
EQIX
Equinix Inc
-$43.1M
533,252
-17%
减持
EL
Estee Lauder Cos Inc/The
-$41.0M
7,585
-96%
增持
HLT
Hilton Worldwide Holdings Inc
+$40.0M
282,093
+3706%
减持
—
Westrock Co
-$39.6M
4,150,645
-21%
增持
CL
Colgate-Palmolive Co
+$39.3M
542,427
+1550%
减持
MKC
McCormick & Co Inc/MD
-$36.6M
506,930
-48%
增持
MTD
Mettler-Toledo International I
+$35.6M
138,857
+45%
增持
CCK
Crown Holdings Inc
+$35.5M
2,044,249
+19%
增持
PANW
Palo Alto Networks Inc
+$34.9M
143,808
+1453%
减持
VRTX
Vertex Pharmaceuticals Inc
-$34.6M
583,920
-23%
清仓
—
BlackRock Inc
-$34.4M
0
-100%
减持
GPK
Graphic Packaging Holding Co
-$34.3M
7,254,669
-11%
减持
GEN
Gen Digital Inc
-$33.5M
74,439
-96%
建仓
ALGN
Align Technology Inc
+$32.9M
93,136
减持
IQV
IQVIA Holdings Inc
+$32.7M
1,679,196
-3%
减持
VRT
Vertiv Holdings Co
+$32.5M
4,429,492
-18%
建仓
MSCI
MSCI Inc
+$32.5M
69,222
清仓
OGN
Organon & Co
-$32.3M
0
-100%
减持
RSG
Republic Services Inc
+$31.3M
2,353,755
-3%
增持
RYN
Rayonier Inc
+$31.2M
7,161,545
+23%
减持
BMY
Bristol-Myers Squibb Co
-$29.4M
285,577
-59%
减持
IFF
International Flavors & Fragra
-$28.8M
2,235,556
-1%
减持
SITE
SiteOne Landscape Supply Inc
+$28.8M
1,030,868
-2%
增持
ROK
Rockwell Automation Inc
+$27.2M
528,121
+6%
减持
CDNS
Cadence Design Systems Inc
+$26.8M
1,505,080
-3%
建仓
MRVL
Marvell Technology Inc
+$26.4M
441,310
增持
CME
CME Group Inc
+$26.2M
286,050
+105%
增持
MAS
Masco Corp
+$25.8M
3,087,233
+1%
增持
DAR
Darling Ingredients Inc
+$23.7M
4,149,571
+1%
减持
ECL
Ecolab Inc
+$22.8M
1,130,039
-1%
减持
BSX
Boston Scientific Corp
-$22.5M
6,036,641
-13%
减持
CFG
Citizens Financial Group Inc
-$20.9M
1,193,361
-30%
减持
WTS
Watts Water Technologies Inc
+$20.9M
1,911,071
-3%
增持
SEDG
SolarEdge Technologies Inc
+$19.4M
642,297
+27%
增持
BDX
Becton Dickinson & Co
+$19.0M
419,447
+13%
增持
V
Visa Inc
+$19.0M
1,233,237
+2%
增持
TREX
Trex Co Inc
+$18.6M
1,098,068
+0%
减持
MPWR
Monolithic Power Systems Inc
-$17.9M
317,703
-16%
减持
AAPL
Apple Inc
+$17.3M
998,957
-7%
增持
CHE
Chemed Corp
+$16.3M
298,583
+10%
增持
TRMB
Trimble Inc
+$16.1M
10,610,873
+2%
增持
CYRX
CryoPort Inc
-$15.6M
2,599,149
+3%
增持
—
Cooper Cos Inc/The
+$15.3M
484,929
+6%
减持
TMUS
T-Mobile US Inc
-$14.6M
305,066
-22%
减持
ORA
Ormat Technologies Inc
-$14.5M
2,052,280
-3%
增持
GOOGL
Alphabet Inc
+$14.5M
861,465
+1%
减持
ADSK
Autodesk Inc
-$14.2M
1,168,761
-4%
减持
LFUS
Littelfuse Inc
-$13.0M
783,995
-13%
减持
WM
Waste Management Inc
-$12.8M
2,354,569
-9%
减持
HUBB
Hubbell Inc
+$12.6M
746,507
-23%
减持
HRI
Herc Holdings Inc
+$11.5M
620,769
-4%
增持
—
Accenture PLC
+$11.4M
231,982
+10%
减持
PTC
PTC Inc
-$11.2M
1,509,561
-14%
减持
MWA
Mueller Water Products Inc
+$11.1M
13,261,070
-9%
减持
—
AZEK Co Inc/The
+$10.7M
2,798,272
-11%
减持
ATEN
A10 Networks Inc
-$9.5M
425,000
-58%
减持
CLH
Clean Harbors Inc
-$9.2M
680,471
-20%
减持
CVS
CVS Health Corp
-$9.0M
781,855
-8%
增持
MIDD
Middleby Corp/The
+$8.9M
253,236
+30%
减持
LII
Lennox International Inc
+$8.8M
517,385
-19%
减持
BMI
Badger Meter Inc
+$8.8M
922,815
-12%
增持
VMI
Valmont Industries Inc
-$8.6M
650,449
+5%
增持
—
Ferguson PLC
+$8.6M
348,982
+1%
减持
KLAC
KLA Corp
+$8.4M
213,055
-10%
增持
CAG
Conagra Brands Inc
+$8.1M
252,381
+2185%
增持
JPM
JPMorgan Chase & Co
+$8.0M
500,419
+1%
建仓
NVST
Envista Holdings Corp
+$8.0M
235,000
增持
MRK
Merck & Co Inc
+$7.7M
775,513
+1%
减持
DCI
Donaldson Co Inc
-$7.5M
1,286,724
-4%
减持
—
Stericycle Inc
+$7.4M
2,924,834
-1%
减持
CTAS
Cintas Corp
+$7.1M
1,175,633
-6%
增持
WAT
Waters Corp
+$7.0M
835,477
+20%
增持
PPG
PPG Industries Inc
+$7.0M
324,718
+5%
增持
BAX
Baxter International Inc
+$7.0M
838,200
+9%
增持
CSL
Carlisle Cos Inc
+$6.9M
224,261
+0%
减持
—
Trane Technologies PLC
+$6.6M
1,364,277
-1%
减持
GOOG
Alphabet Inc
-$6.4M
407,769
-24%
建仓
UFPT
UFP Technologies Inc
+$6.4M
33,000
增持
IEX
IDEX Corp
-$6.1M
2,107,500
+6%
减持
PNC
PNC Financial Services Group I
-$6.1M
351,711
-11%
建仓
TRNO
Terreno Realty Corp
+$6.0M
100,000
减持
SON
Sonoco Products Co
-$5.6M
1,075,358
-5%
减持
AGCO
AGCO Corp
-$5.6M
379,102
-7%
增持
VOYA
Voya Financial Inc
+$5.3M
1,145,385
+7%
增持
HURN
Huron Consulting Group Inc
+$5.2M
194,000
+39%
减持
—
TechTarget Inc
-$5.0M
132,583
-48%
减持
—
Altair Engineering Inc
-$4.8M
1,992,617
-8%
增持
BALL
Ball Corp
+$4.8M
1,011,221
+3%
增持
DHR
Danaher Corp
+$4.6M
1,170,675
+7%
减持
AVTR
Avantor Inc
-$4.3M
1,630,833
-9%
增持
ADI
Analog Devices Inc
+$4.1M
1,582,304
+3%
增持
LLY
Eli Lilly & Co
+$3.9M
30,889
+0%
减持
—
Amedisys Inc
-$3.9M
70,000
-50%
增持
ARE
Alexandria Real Estate Equitie
-$3.9M
355,289
+1%
减持
FISV
Fiserv Inc
-$3.9M
314,275
-18%
增持
TMO
Thermo Fisher Scientific Inc
-$3.8M
679,604
+9%
清仓
—
Shockwave Medical Inc
-$3.8M
0
-100%
增持
—
Axonics Inc
+$3.8M
214,525
+66%
增持
TGT
Target Corp
+$3.7M
402,143
+35%
增持
DY
Dycom Industries Inc
+$3.6M
84,000
+33%
增持
UPS
United Parcel Service Inc
-$3.3M
237,899
+1%
增持
EGHT
8x8 Inc
+$3.0M
2,481,799
+38%
增持
QNST
QuinStreet Inc
+$3.0M
1,129,918
+157%
减持
WY
Weyerhaeuser Co
+$2.9M
922,563
-1%
增持
SYY
Sysco Corp
+$2.8M
690,082
+10%
减持
LGND
Ligand Pharmaceuticals Inc
-$2.8M
159,320
-18%
增持
OPCH
Option Care Health Inc
+$2.7M
475,000
+19%
增持
RGEN
Repligen Corp
-$2.7M
1,012,067
+17%
减持
EBAY
eBay Inc
-$2.7M
15,474
-80%
增持
AVGO
Broadcom Inc
+$2.6M
9,915
+6%
减持
EXTR
Extreme Networks Inc
-$2.6M
400,178
-41%
增持
HR
Healthcare Realty Trust Inc
+$2.4M
906,352
+19%
增持
VRRM
Verra Mobility Corp
+$2.4M
418,661
+20%
增持
OTIS
Otis Worldwide Corp
+$2.2M
424,180
+1%
减持
DECK
Deckers Outdoor Corp
-$2.2M
12,557
-36%
减持
PG
Procter & Gamble Co/The
-$2.1M
401,928
-5%
增持
AVY
Avery Dennison Corp
+$2.1M
193,296
+11%
增持
MITK
Mitek Systems Inc
+$2.0M
449,555
+50%
清仓
IVV
iShares Core S&P 500 ETF
-$2.0M
0
-100%
增持
—
Gates Industrial Corp PLC
+$1.9M
1,227,713
+17%
减持
NVDA
NVIDIA Corp
+$1.8M
25,624
-21%
减持
DXCM
Dexcom Inc
+$1.8M
331,445
-6%
增持
BBWI
Bath & Body Works Inc
+$1.8M
88,547
+116%
减持
LOW
Lowe's Cos Inc
+$1.8M
276,186
-9%
减持
CMI
Cummins Inc
-$1.8M
3,585
-68%
