小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 11
增持 50
减持 84
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
VLTO
Veralto Corp
+$347.8M
4,233,797
增持
MSCI
MSCI Inc
+$298.5M
587,978
+804%
减持
TRMB
Trimble Inc
-$289.1M
4,369,696
-55%
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。
建仓
MRSH
Marsh & McLennan Cos Inc
+$261.8M
1,384,825
增持
MSFT
Microsoft Corp
+$205.0M
3,048,699
+2%
增持
—
STERIS PLC
+$171.0M
964,935
+419%
减持
VRTX
Vertex Pharmaceuticals Inc
-$159.4M
84,313
-85%
减持
CTAS
Cintas Corp
+$134.9M
1,126,123
-0%
减持
ROK
Rockwell Automation Inc
-$128.5M
5,757
-99%
减持
DAR
Darling Ingredients Inc
-$109.3M
3,792,091
-4%
减持
EQIX
Equinix Inc
-$102.4M
16,593
-90%
增持
—
Pentair PLC
+$87.0M
9,897,479
+1%
减持
—
Linde PLC
+$84.5M
2,813,999
-2%
增持
—
TE Connectivity Ltd
+$70.4M
3,774,896
+1%
增持
AMAT
Applied Materials Inc
+$69.5M
2,604,951
+2%
增持
CARR
Carrier Global Corp
+$66.5M
3,306,877
+48%
增持
DHR
Danaher Corp
+$60.9M
1,552,417
+29%
增持
TMO
Thermo Fisher Scientific Inc
+$59.3M
753,666
+12%
减持
A
Agilent Technologies Inc
+$58.4M
2,364,236
-2%
增持
TXN
Texas Instruments Inc
+$57.0M
1,548,458
+19%
增持
HDB
HDFC Bank Ltd
+$56.1M
5,771,491
+3%
减持
URI
United Rentals Inc
+$43.6M
820,424
-15%
减持
MPWR
Monolithic Power Systems Inc
+$42.8M
301,659
-5%
增持
ADI
Analog Devices Inc
+$42.5M
1,583,138
+2%
增持
V
Visa Inc
+$41.7M
1,220,110
+2%
增持
MKC
McCormick & Co Inc/MD
+$41.5M
1,063,273
+157%
建仓
DELL
Dell Technologies Inc
+$41.5M
542,014
减持
AWK
American Water Works Co Inc
+$41.2M
5,589,339
-1%
减持
XYL
Xylem Inc/NY
+$40.9M
1,975,817
-3%
减持
MAS
Masco Corp
+$40.9M
3,073,907
-0%
增持
ORA
Ormat Technologies Inc
+$39.3M
2,638,182
+15%
减持
—
Accenture PLC
-$38.9M
34,777
-79%
增持
IEX
IDEX Corp
+$37.5M
2,190,741
+4%
减持
WMS
Advanced Drainage Systems Inc
+$37.3M
2,706,706
-10%
减持
SBS
Cia de Saneamento Basico do Es
+$36.8M
18,135,419
-8%
建仓
ORCL
Oracle Corp
+$36.3M
343,950
减持
MA
Mastercard Inc
+$36.1M
1,197,498
-0%
减持
PNC
PNC Financial Services Group I
-$35.2M
13,541
-96%
增持
MTD
Mettler-Toledo International I
+$33.4M
192,857
+7%
增持
KEY
KeyCorp
+$32.8M
2,289,724
+11813%
减持
WAT
Waters Corp
+$32.5M
744,663
-4%
增持
SEDG
SolarEdge Technologies Inc
-$32.2M
954,264
+2%
减持
—
Altair Engineering Inc
+$26.4M
1,899,850
-11%
增持
BSX
Boston Scientific Corp
+$25.9M
4,342,045
+2%
减持
ADSK
Autodesk Inc
+$25.7M
1,035,080
-5%
减持
—
Cooper Cos Inc/The
+$25.4M
427,500
-0%
增持
TSCO
Tractor Supply Co
+$25.1M
121,817
+2120%
减持
RSG
Republic Services Inc
+$24.3M
2,032,965
-7%
减持
WM
Waste Management Inc
+$22.3M
1,847,956
-9%
减持
ANSS
ANSYS Inc
+$21.9M
585,625
-9%
增持
—
Stericycle Inc
+$21.6M
3,139,032
+5%
减持
GNRC
Generac Holdings Inc
+$21.6M
1,156,533
-1%
减持
CDNS
Cadence Design Systems Inc
-$20.4M
1,201,392
-19%
减持
WTS
Watts Water Technologies Inc
+$20.2M
1,597,987
-12%
减持
AOS
A O Smith Corp
+$20.0M
3,532,300
-14%
减持
RYN
Rayonier Inc
+$19.9M
6,563,109
-6%
增持
ABT
Abbott Laboratories
+$19.6M
876,251
+10%
增持
CCK
Crown Holdings Inc
+$19.1M
2,013,351
+7%
减持
AAPL
Apple Inc
+$19.0M
1,006,086
-1%
减持
DCI
Donaldson Co Inc
-$18.9M
858,950
-32%
增持
BDX
Becton Dickinson & Co
+$18.0M
919,899
+15%
增持
—
Aptiv PLC
-$16.9M
7,273,382
+7%
减持
IQV
IQVIA Holdings Inc
-$16.0M
1,342,415
-19%
增持
BAX
Baxter International Inc
+$15.2M
1,170,655
+47%
减持
HRI
Herc Holdings Inc
+$14.0M
485,868
-1%
减持
ECL
Ecolab Inc
+$13.5M
1,005,301
-8%
减持
LOW
Lowe's Cos Inc
-$13.1M
186,829
-29%
增持
ENPH
Enphase Energy Inc
+$12.7M
99,950
+2283%
增持
BBWI
Bath & Body Works Inc
+$12.4M
356,910
+306%
减持
—
Trane Technologies PLC
+$12.2M
973,294
-12%
增持
INTU
Intuit Inc
+$12.1M
26,137
+218%
减持
NOW
ServiceNow Inc
+$12.1M
88,225
-2%
增持
MRVL
Marvell Technology Inc
+$11.8M
778,207
+20%
减持
MWA
Mueller Water Products Inc
+$11.1M
12,445,555
-6%
减持
TMUS
T-Mobile US Inc
-$11.0M
184,923
-36%
减持
LFUS
Littelfuse Inc
+$10.9M
733,819
-2%
清仓
BDC
Belden Inc
-$10.4M
0
-100%
减持
CHE
Chemed Corp
-$10.3M
258,992
-17%
增持
ALGN
Align Technology Inc
+$10.2M
114,369
+65%
减持
LII
Lennox International Inc
+$10.1M
319,879
-10%
减持
DIS
Walt Disney Co/The
-$9.8M
692,330
-22%
减持
TGT
Target Corp
+$9.7M
324,826
-2%
增持
MRK
Merck & Co Inc
+$9.4M
823,846
+5%
减持
RGEN
Repligen Corp
+$9.4M
912,821
-6%
减持
GIS
General Mills Inc
-$8.7M
53,629
-72%
减持
IFF
International Flavors & Fragra
+$8.6M
1,594,882
-10%
清仓
NVST
Envista Holdings Corp
-$8.4M
0
-100%
减持
HLT
Hilton Worldwide Holdings Inc
+$8.2M
265,747
-1%
增持
ACA
Arcosa Inc
+$8.1M
155,000
+138%
增持
UPS
United Parcel Service Inc
+$7.9M
274,737
+21%
增持
PG
Procter & Gamble Co/The
+$7.8M
431,740
+14%
建仓
ADC
Agree Realty Corp
+$7.6M
120,000
减持
SYY
Sysco Corp
-$7.5M
492,585
-25%
增持
PLD
Prologis Inc
+$7.5M
314,958
+3%
增持
ZTS
Zoetis Inc
+$7.5M
70,522
+91%
减持
CFG
Citizens Financial Group Inc
+$7.1M
1,133,767
-0%
减持
—
AZEK Co Inc/The
+$7.0M
2,039,784
-15%
减持
KLAC
KLA Corp
+$7.0M
180,094
-15%
清仓
FOXF
Fox Factory Holding Corp
-$6.7M
0
-100%
减持
BMY
Bristol-Myers Squibb Co
-$6.6M
185,850
-33%
减持
CVS
CVS Health Corp
+$6.6M
733,105
-0%
建仓
SIEGY
Siemens AG
+$6.3M
67,168
增持
PPG
PPG Industries Inc
+$6.3M
281,835
+2%
减持
HUBB
Hubbell Inc
+$6.0M
676,318
-2%
增持
EL
Estee Lauder Cos Inc/The
+$5.7M
46,633
+518%
减持
BALL
Ball Corp
+$5.6M
946,875
-4%
增持
AVGO
Broadcom Inc
+$5.2M
11,896
+23%
减持
—
Gates Industrial Corp PLC
-$5.2M
678,067
-45%
减持
SITE
SiteOne Landscape Supply Inc
-$5.1M
914,481
-3%
建仓
CWST
Casella Waste Systems Inc
+$5.1M
60,000
减持
FISV
Fiserv Inc
+$5.1M
293,240
-2%
减持
ACM
AECOM
+$5.0M
1,517,137
-7%
减持
CME
CME Group Inc
-$5.0M
270,558
-13%
减持
GOOGL
Alphabet Inc
+$4.7M
777,581
-2%
减持
PTC
PTC Inc
+$4.6M
1,238,219
-17%
增持
HCAT
Health Catalyst Inc
+$4.6M
1,754,475
+52%
建仓
DLR
Digital Realty Trust Inc
+$4.5M
33,600
建仓
FRPT
Freshpet Inc
+$4.3M
50,000
减持
CSL
Carlisle Cos Inc
+$4.3M
200,517
-11%
增持
VMI
Valmont Industries Inc
-$4.1M
802,356
+1%
清仓
NSC
Norfolk Southern Corp
-$4.1M
0
-100%
增持
USFD
US Foods Holding Corp
+$4.1M
300,000
+25%
减持
EXTR
Extreme Networks Inc
-$4.0M
240,178
-29%
减持
CLH
Clean Harbors Inc
-$3.9M
562,375
-8%
减持
BMI
Badger Meter Inc
+$3.9M
679,588
-3%
增持
MITK
Mitek Systems Inc
+$3.9M
720,349
+41%
建仓
AMT
American Tower Corp
+$3.9M
18,093
增持
LGND
Ligand Pharmaceuticals Inc
+$3.6M
205,208
+11%
减持
SON
Sonoco Products Co
-$3.5M
844,399
-10%
减持
OTIS
Otis Worldwide Corp
+$3.5M
402,391
-0%
减持
VRT
Vertiv Holdings Co
-$3.5M
1,742,588
-26%
减持
DXCM
Dexcom Inc
-$3.5M
241,221
-33%
增持
—
TechTarget Inc
+$3.4M
213,387
+61%
减持
UFPT
UFP Technologies Inc
-$3.3M
12,000
-64%
清仓
ALL
Allstate Corp/The
-$3.2M
0
-100%
增持
—
Axonics Inc
+$3.2M
244,525
+14%
减持
VOYA
Voya Financial Inc
+$3.0M
1,050,863
-5%
减持
—
Lam Research Corp
-$3.0M
4,598
-56%
减持
CSCO
Cisco Systems Inc
-$2.9M
116,396
-29%
减持
WY
Weyerhaeuser Co
+$2.9M
859,953
-2%
减持
VTR
Ventas Inc
-$2.9M
8,356
-89%
增持
PGR
Progressive Corp/The
+$2.8M
57,213
+27%
减持
AVY
Avery Dennison Corp
+$2.8M
180,366
-2%
减持
HR
Healthcare Realty Trust Inc
-$2.6M
706,352
-27%
建仓
CASY
Casey's General Stores Inc
+$2.6M
9,448
增持
WELL
Welltower Inc
+$2.6M
57,918
+80%
减持
ABBV
AbbVie Inc
-$2.5M
36,474
-34%
减持
AVTR
Avantor Inc
+$2.5M
1,845,666
-2%
减持
TREX
Trex Co Inc
+$2.3M
695,512
-22%
减持
GPK
Graphic Packaging Holding Co
+$2.3M
5,698,159
-8%
