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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 45
减持 97
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
EQIX
Equinix Inc
-$301.8M
159,383
-70%
增持
CARR
Carrier Global Corp
+$121.8M
2,236,841
+6362%
减持
DE
Deere & Co
-$120.1M
5,210
-98%
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
—
Westrock Co
-$103.6M
475,122
-89%
减持
BSX
Boston Scientific Corp
-$101.3M
4,261,974
-29%
减持
WM
Waste Management Inc
-$99.7M
2,024,782
-14%
减持
MSFT
Microsoft Corp
-$98.5M
2,980,707
-2%
增持
BDX
Becton Dickinson & Co
+$95.3M
797,861
+90%
增持
AWK
American Water Works Co Inc
-$87.9M
5,624,759
+2%
减持
—
Linde PLC
-$75.1M
2,876,423
-4%
减持
—
Pentair PLC
-$74.0M
9,765,734
-11%
减持
AMAT
Applied Materials Inc
-$59.2M
2,546,672
-11%
减持
IFF
International Flavors & Fragra
-$57.4M
1,768,449
-21%
增持
HDB
HDFC Bank Ltd
-$57.3M
5,611,271
+1%
减持
WMS
Advanced Drainage Systems Inc
-$53.4M
3,015,735
-14%
增持
SEDG
SolarEdge Technologies Inc
-$50.9M
939,386
+46%
减持
IQV
IQVIA Holdings Inc
-$50.8M
1,659,884
-1%
增持
—
TE Connectivity Ltd
-$50.4M
3,723,030
+2%
减持
RSG
Republic Services Inc
-$49.5M
2,182,248
-7%
减持
—
Cooper Cos Inc/The
-$49.5M
428,805
-12%
减持
XYL
Xylem Inc/NY
-$45.4M
2,032,926
-1%
减持
ANSS
ANSYS Inc
-$45.4M
640,715
-10%
减持
ROK
Rockwell Automation Inc
-$43.7M
455,831
-14%
增持
—
Aptiv PLC
+$43.2M
6,790,225
+11%
减持
LFUS
Littelfuse Inc
-$42.8M
749,543
-4%
增持
GNRC
Generac Holdings Inc
-$41.2M
1,172,742
+3%
减持
CTAS
Cintas Corp
-$40.9M
1,129,892
-4%
建仓
—
STERIS PLC
+$40.4M
185,897
减持
TRMB
Trimble Inc
-$40.1M
9,684,602
-9%
减持
WTS
Watts Water Technologies Inc
-$38.3M
1,809,538
-5%
减持
TXN
Texas Instruments Inc
-$37.2M
1,301,275
-4%
减持
ADI
Analog Devices Inc
-$36.4M
1,552,160
-2%
减持
GPK
Graphic Packaging Holding Co
-$36.0M
6,201,304
-15%
减持
—
Trane Technologies PLC
-$35.8M
1,109,622
-19%
减持
LII
Lennox International Inc
-$35.6M
355,098
-31%
减持
BMI
Badger Meter Inc
-$35.1M
701,628
-24%
减持
DAR
Darling Ingredients Inc
+$33.8M
3,959,598
-5%
减持
HUBB
Hubbell Inc
-$31.0M
690,673
-7%
减持
HRI
Herc Holdings Inc
-$26.5M
489,800
-21%
减持
RYN
Rayonier Inc
-$25.4M
7,004,678
-2%
减持
ECL
Ecolab Inc
-$25.0M
1,097,504
-3%
增持
ABT
Abbott Laboratories
+$24.7M
793,076
+66%
增持
MPWR
Monolithic Power Systems Inc
-$24.3M
318,737
+0%
减持
VRT
Vertiv Holdings Co
-$22.5M
2,344,743
-47%
增持
AOS
A O Smith Corp
-$20.9M
4,101,386
+2%
减持
—
Accenture PLC
-$20.5M
166,387
-28%
增持
AAPL
Apple Inc
-$19.1M
1,020,415
+2%
减持
SITE
SiteOne Landscape Supply Inc
-$18.8M
940,652
-9%
增持
MTD
Mettler-Toledo International I
+$18.4M
180,977
+30%
增持
—
Altair Engineering Inc
-$17.8M
2,130,550
+7%
减持
—
Dole PLC
-$17.6M
2,855,370
-24%
增持
DHR
Danaher Corp
+$17.0M
1,201,327
+3%
减持
V
Visa Inc
-$17.0M
1,199,220
-3%
减持
TREX
Trex Co Inc
-$16.7M
897,432
-18%
减持
TGT
Target Corp
-$16.5M
330,739
-18%
增持
CGNX
Cognex Corp
-$16.5M
2,811,495
+16%
减持
IEX
IDEX Corp
-$15.5M
2,106,239
-0%
增持
MA
Mastercard Inc
+$15.3M
1,198,487
+3%
减持
AGCO
AGCO Corp
-$14.1M
301,778
-20%
减持
MIDD
Middleby Corp/The
-$13.9M
183,618
-27%
减持
TMO
Thermo Fisher Scientific Inc
-$13.9M
673,099
-1%
减持
—
AZEK Co Inc/The
-$13.7M
2,386,135
-15%
减持
MKC
McCormick & Co Inc/MD
-$13.0M
413,365
-18%
减持
ADSK
Autodesk Inc
-$12.8M
1,093,867
-6%
减持
SON
Sonoco Products Co
-$12.7M
933,289
-13%
减持
URI
United Rentals Inc
-$12.3M
960,056
-3%
减持
PPG
PPG Industries Inc
-$12.3M
276,468
-15%
减持
MAS
Masco Corp
-$12.1M
3,086,984
-0%
减持
ALGN
Align Technology Inc
-$11.8M
69,299
-26%
减持
RGEN
Repligen Corp
+$11.5M
972,669
-4%
减持
VRTX
Vertex Pharmaceuticals Inc
-$11.4M
558,138
-4%
减持
CCK
Crown Holdings Inc
-$11.3M
1,879,538
-8%
减持
GOOG
Alphabet Inc
-$10.1M
297,367
-27%
减持
WAT
Waters Corp
-$10.0M
775,540
-7%
减持
BALL
Ball Corp
-$10.0M
982,421
-3%
减持
CLH
Clean Harbors Inc
-$9.7M
610,291
-10%
增持
DXCM
Dexcom Inc
-$9.2M
358,356
+8%
增持
MRK
Merck & Co Inc
-$9.1M
781,036
+1%
减持
OPCH
Option Care Health Inc
-$9.0M
200,000
-58%
增持
CME
CME Group Inc
+$8.9M
309,340
+8%
增持
MRVL
Marvell Technology Inc
+$8.8M
649,756
+47%
减持
VOYA
Voya Financial Inc
-$8.5M
1,108,003
-3%
减持
BAX
Baxter International Inc
-$8.1M
797,246
-5%
建仓
COLD
Americold Realty Trust Inc
+$7.9M
260,000
减持
SYY
Sysco Corp
-$7.6M
659,447
-4%
增持
CL
Colgate-Palmolive Co
+$7.6M
694,779
+28%
减持
LOW
Lowe's Cos Inc
-$7.6M
263,315
-5%
减持
ZWS
Zurn Elkay Water Solutions Cor
-$7.6M
10,660,901
-6%
建仓
—
Shockwave Medical Inc
+$7.6M
38,000
减持
UPS
United Parcel Service Inc
-$7.4M
226,368
-5%
减持
CAG
Conagra Brands Inc
-$7.1M
52,571
-79%
减持
PNC
PNC Financial Services Group I
-$7.0M
303,672
-14%
减持
ARE
Alexandria Real Estate Equitie
-$6.4M
338,705
-5%
增持
A
Agilent Technologies Inc
-$6.4M
2,416,875
+5%
减持
SBS
Cia de Saneamento Basico do Es
-$6.4M
19,745,576
-5%
清仓
—
Amedisys Inc
-$6.4M
0
-100%
建仓
JBTM
John Bean Technologies Corp
+$6.3M
60,000
增持
ACM
AECOM
+$6.2M
1,628,534
+7%
增持
AVTR
Avantor Inc
+$6.2M
1,882,017
+15%
减持
BDC
Belden Inc
-$6.1M
107,500
-38%
减持
CRM
Salesforce Inc
-$6.1M
287,609
-6%
增持
—
Walgreens Boots Alliance Inc
+$6.1M
548,132
+155%
减持
FISV
Fiserv Inc
-$5.8M
299,467
-5%
减持
KLAC
KLA Corp
-$5.6M
213,031
-0%
减持
PG
Procter & Gamble Co/The
-$5.5M
380,364
-5%
减持
OTIS
Otis Worldwide Corp
-$5.3M
404,195
-5%
减持
CDNS
Cadence Design Systems Inc
-$5.3M
1,483,905
-1%
增持
DIS
Walt Disney Co/The
-$5.3M
891,846
+3%
减持
DCI
Donaldson Co Inc
-$5.2M
1,261,388
-2%
减持
PLD
Prologis Inc
-$5.0M
307,237
-5%
清仓
—
Leslie's Inc
-$4.9M
0
-100%
建仓
ACA
Arcosa Inc
+$4.7M
65,000
增持
ORA
Ormat Technologies Inc
-$4.6M
2,294,532
+12%
减持
JPM
JPMorgan Chase & Co
-$4.4M
471,487
-6%
增持
CWT
California Water Service Group
-$4.3M
1,570,771
+3%
减持
ILMN
Illumina Inc
-$4.1M
10,576
-64%
减持
NOW
ServiceNow Inc
-$4.0M
89,822
-7%
减持
WY
Weyerhaeuser Co
-$3.9M
880,853
-5%
增持
GILD
Gilead Sciences Inc
+$3.8M
163,417
+49%
减持
NBIX
Neurocrine Biosciences Inc
-$3.7M
135,000
-33%
增持
ATEN
A10 Networks Inc
+$3.6M
650,000
+53%
减持
JNJ
Johnson & Johnson
-$3.6M
80,695
-17%
增持
C
Citigroup Inc
+$3.4M
294,740
+56%
增持
EBC
Eastern Bankshares Inc
+$3.4M
750,000
+53%
减持
BJ
BJ's Wholesale Club Holdings I
-$3.3M
89,955
-42%
建仓
—
Tecnoglass Inc
+$3.3M
100,000
减持
MSA
MSA Safety Inc
-$3.2M
35,089
-30%
减持
PLNT
Planet Fitness Inc
-$3.1M
165,557
-0%
减持
EIX
Edison International
-$2.8M
234,727
-8%
减持
PTC
PTC Inc
-$2.8M
1,496,228
-1%
减持
CVS
CVS Health Corp
-$2.7M
735,087
-6%
增持
CIEN
Ciena Corp
+$2.6M
283,064
+12%
增持
GIS
General Mills Inc
-$2.4M
190,500
+0%
增持
HR
Healthcare Realty Trust Inc
-$2.3M
967,722
+7%
增持
CLX
Clorox Co/The
-$2.2M
84,355
+1%
增持
VMI
Valmont Industries Inc
+$2.2M
797,247
+23%
减持
EXTR
Extreme Networks Inc
-$2.2M
340,178
-15%
增持
ESI
Element Solutions Inc
+$2.2M
561,946
+22%
减持
BMY
Bristol-Myers Squibb Co
-$2.1M
278,066
-3%
增持
EGHT
8x8 Inc
-$2.1M
3,330,000
+34%
增持
SPT
Sprout Social Inc
+$2.0M
178,724
+20%
增持
—
Stericycle Inc
-$2.0M
2,991,580
+2%
减持
CAH
Cardinal Health Inc
-$2.0M
135,777
-7%
增持
TRNO
Terreno Realty Corp
+$1.9M
140,000
+40%
增持
BBY
Best Buy Co Inc
-$1.9M
161,643
+1%
减持
KO
Coca-Cola Co/The
-$1.9M
251,438
-5%
减持
CRI
Carter's Inc
-$1.8M
67,826
-24%
减持
AMZN
Amazon.com Inc
-$1.8M
200,272
-4%
减持
TSM
Taiwan Semiconductor Manufactu
-$1.8M
55,784
-15%
增持
QNST
QuinStreet Inc
+$1.8M
1,310,395
+16%
