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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 137
减持 2
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft Corp
+$1.20B
5,553,732
+82%
增持
NVDA
NVIDIA Corp
+$1.08B
9,721,498
+6982%
增持
AWK
American Water Works Co Inc
+$968.5M
13,804,514
+107%
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。
增持
—
Linde PLC
+$787.4M
4,635,128
+73%
增持
AMAT
Applied Materials Inc
+$653.2M
5,145,500
+89%
增持
—
Pentair PLC
+$572.1M
17,769,092
+92%
增持
—
TE Connectivity Ltd
+$508.7M
6,970,028
+88%
增持
CTAS
Cintas Corp
+$480.9M
1,561,844
+75%
增持
VLTO
Veralto Corp
+$446.1M
8,797,840
+98%
增持
HUBB
Hubbell Inc
+$424.9M
1,845,602
+208%
增持
MRSH
Marsh & McLennan Cos Inc
+$412.6M
3,433,220
+128%
增持
BSX
Boston Scientific Corp
+$410.0M
9,309,542
+108%
增持
ORCL
Oracle Corp
+$402.1M
4,544,280
+139%
增持
TMO
Thermo Fisher Scientific Inc
+$384.6M
1,438,142
+104%
增持
MA
Mastercard Inc
+$368.8M
2,120,054
+81%
增持
CDNS
Cadence Design Systems Inc
+$358.7M
2,274,072
+108%
增持
IQV
IQVIA Holdings Inc
+$344.1M
3,270,402
+139%
增持
ADI
Analog Devices Inc
+$343.5M
2,852,030
+84%
增持
URI
United Rentals Inc
+$325.2M
1,176,686
+95%
增持
—
Aptiv PLC
+$321.3M
12,450,142
+79%
增持
WM
Waste Management Inc
+$320.3M
3,236,788
+86%
增持
CGNX
Cognex Corp
+$312.7M
10,197,422
+166%
增持
IEX
IDEX Corp
+$310.3M
3,921,964
+100%
增持
A
Agilent Technologies Inc
+$308.4M
4,928,764
+117%
增持
—
STERIS PLC
+$304.6M
2,301,034
+159%
增持
—
RenaissanceRe Holdings Ltd
+$292.7M
2,564,540
+115%
增持
MTD
Mettler-Toledo International I
+$278.6M
388,442
+96%
增持
CARR
Carrier Global Corp
+$274.7M
8,419,014
+91%
增持
TXN
Texas Instruments Inc
+$270.0M
2,726,880
+82%
增持
V
Visa Inc
+$267.5M
2,309,700
+91%
建仓
SNPS
Synopsys Inc
+$265.3M
445,774
增持
WMS
Advanced Drainage Systems Inc
+$255.8M
4,152,552
+75%
增持
AOS
A O Smith Corp
+$240.8M
6,498,422
+100%
增持
DHR
Danaher Corp
+$239.3M
2,541,196
+61%
增持
COO
Cooper Cos Inc/The
+$228.7M
4,719,596
+162%
增持
WTS
Watts Water Technologies Inc
+$227.5M
3,079,440
+94%
增持
HDB
HDFC Bank Ltd
+$224.3M
9,070,668
+42%
增持
PTC
PTC Inc
+$206.9M
2,283,564
+109%
增持
BDX
Becton Dickinson & Co
+$205.4M
1,925,060
+95%
增持
RSG
Republic Services Inc
+$205.3M
2,881,586
+56%
增持
RYN
Rayonier Inc
+$202.1M
13,630,376
+135%
增持
ADSK
Autodesk Inc
+$196.5M
1,866,268
+83%
增持
XYL
Xylem Inc/NY
+$196.0M
3,323,982
+69%
增持
ZWS
Zurn Elkay Water Solutions Cor
+$195.3M
16,909,726
+88%
增持
MPWR
Monolithic Power Systems Inc
+$182.4M
424,370
+74%
增持
LFUS
Littelfuse Inc
+$181.8M
1,456,512
+86%
增持
MAS
Masco Corp
+$175.9M
5,710,112
+120%
增持
CHE
Chemed Corp
+$174.3M
635,886
+139%
增持
—
Stericycle Inc
+$173.6M
5,850,282
+87%
增持
KLAC
KLA Corp
+$169.8M
358,524
+99%
增持
MSCI
MSCI Inc
+$163.7M
1,091,750
+69%
增持
ECL
Ecolab Inc
+$161.2M
1,521,774
+75%
增持
ACM
AECOM
+$160.1M
3,504,974
+131%
增持
—
Trane Technologies PLC
+$157.9M
1,096,464
+62%
增持
RGEN
Repligen Corp
+$157.8M
2,253,756
+231%
增持
ORA
Ormat Technologies Inc
+$152.8M
4,654,964
+71%
增持
WAT
Waters Corp
+$151.7M
1,370,572
+92%
增持
ANSS
ANSYS Inc
+$150.8M
1,117,578
+86%
增持
SBS
Cia de Saneamento Basico do Es
+$147.7M
31,250,552
+93%
增持
—
Altair Engineering Inc
+$132.1M
2,813,308
+70%
增持
AAPL
Apple Inc
+$126.7M
1,272,736
+54%
增持
GOOGL
Alphabet Inc
+$121.3M
1,363,796
+62%
增持
LII
Lennox International Inc
+$121.0M
492,300
+70%
增持
SITE
SiteOne Landscape Supply Inc
+$111.1M
2,081,816
+156%
增持
GNRC
Generac Holdings Inc
+$108.0M
1,931,576
+66%
增持
GPK
Graphic Packaging Holding Co
+$97.4M
9,234,408
+87%
增持
CCK
Crown Holdings Inc
+$93.1M
3,326,088
+71%
增持
CLH
Clean Harbors Inc
+$86.7M
891,680
+58%
增持
FELE
Franklin Electric Co Inc
+$85.1M
1,982,500
+100%
增持
MWA
Mueller Water Products Inc
+$82.5M
12,671,442
+41%
增持
TRMB
Trimble Inc
+$82.2M
4,643,022
+69%
增持
DAR
Darling Ingredients Inc
+$82.0M
6,768,936
+89%
增持
BMI
Badger Meter Inc
+$75.6M
990,010
+48%
增持
NOW
ServiceNow Inc
+$69.0M
160,812
+113%
建仓
SWK
Stanley Black & Decker Inc
+$59.2M
740,854
增持
VMI
Valmont Industries Inc
+$55.7M
985,896
+5%
增持
JPM
JPMorgan Chase & Co
+$55.0M
676,702
+66%
增持
GIS
General Mills Inc
+$51.5M
990,548
+519%
增持
MRK
Merck & Co Inc
+$45.7M
1,046,826
+65%
增持
CSL
Carlisle Cos Inc
+$44.9M
265,142
+66%
增持
VRT
Vertiv Holdings Co
+$44.8M
1,327,636
+55%
增持
—
AZEK Co Inc/The
+$44.2M
3,259,452
+77%
增持
DCI
Donaldson Co Inc
+$43.0M
1,435,726
+81%
增持
DIS
Walt Disney Co/The
+$41.4M
1,232,422
+86%
增持
VOYA
Voya Financial Inc
+$41.2M
1,661,918
+59%
增持
PG
Procter & Gamble Co/The
+$41.0M
664,046
+57%
清仓
CWT
California Water Service Group
-$40.0M
0
-100%
增持
BALL
Ball Corp
+$39.5M
1,643,166
+87%
增持
ABT
Abbott Laboratories
+$38.5M
1,109,708
+64%
增持
HRI
Herc Holdings Inc
+$36.6M
782,132
+96%
增持
PLD
Prologis Inc
+$35.3M
675,940
+117%
增持
TREX
Trex Co Inc
+$33.7M
1,140,198
+124%
增持
VCTR
Victory Capital Holdings Inc
+$32.6M
1,350,000
+80%
增持
PANW
Palo Alto Networks Inc
+$32.5M
207,770
+56%
增持
MKC
McCormick & Co Inc/MD
+$32.4M
1,800,112
+45%
增持
UPS
United Parcel Service Inc
+$30.7M
547,892
+84%
增持
LGND
Ligand Pharmaceuticals Inc
+$28.6M
560,416
+120%
增持
SON
Sonoco Products Co
+$27.7M
1,419,254
+86%
增持
ONTO
Onto Innovation Inc
+$27.6M
214,114
+100%
增持
CRM
Salesforce Inc
+$26.6M
361,056
+64%
增持
CME
CME Group Inc
+$25.9M
415,444
+60%
增持
PPG
PPG Industries Inc
+$23.7M
509,548
+83%
增持
CFG
Citizens Financial Group Inc
+$23.6M
1,785,772
+59%
减持
GOOG
Alphabet Inc
-$22.6M
37,290
-81%
增持
AAMI
Brightsphere Investment Group
+$22.5M
2,097,636
+100%
增持
ULTA
Ulta Beauty Inc
+$22.4M
167,112
+107%
增持
TMUS
T-Mobile US Inc
+$21.8M
293,030
+60%
增持
VRTX
Vertex Pharmaceuticals Inc
+$21.7M
106,792
+58%
增持
—
Dole PLC
+$21.7M
3,922,660
+78%
增持
EXTR
Extreme Networks Inc
+$21.4M
1,800,356
+650%
增持
WY
Weyerhaeuser Co
+$21.4M
2,014,948
+102%
增持
AVGO
Broadcom Inc
+$20.7M
24,280
+77%
增持
MRVL
Marvell Technology Inc
+$20.1M
1,068,400
+39%
增持
LOW
Lowe's Cos Inc
+$19.5M
302,002
+63%
增持
SEDG
SolarEdge Technologies Inc
-$19.3M
1,858,042
+99%
增持
ENPH
Enphase Energy Inc
+$19.2M
390,202
+140%
增持
—
Ferguson PLC
+$18.9M
385,014
+51%
清仓
—
Westrock Co
-$18.6M
0
-100%
增持
MIDD
Middleby Corp/The
+$18.3M
348,698
+129%
增持
KEY
KeyCorp
+$18.1M
4,209,228
+60%
增持
LLY
Eli Lilly & Co
+$18.1M
43,922
+57%
建仓
—
CNH Industrial NV
+$17.8M
1,753,634
增持
USFD
US Foods Holding Corp
+$17.4M
670,000
+100%
增持
AMZN
Amazon.com Inc
+$17.4M
234,392
+52%
增持
CNM
Core & Main Inc
+$17.3M
851,526
+100%
增持
—
Roivant Sciences Ltd
+$17.0M
3,200,000
+100%
清仓
—
Axonics Inc
-$16.9M
0
-100%
增持
TGT
Target Corp
+$16.5M
444,704
+60%
增持
ESI
Element Solutions Inc
+$16.4M
1,123,892
+100%
增持
DXCM
Dexcom Inc
+$16.4M
373,156
+100%
增持
AVTR
Avantor Inc
+$16.1M
2,962,894
+62%
建仓
INSP
Inspire Medical Systems Inc
+$16.1M
120,000
建仓
AAON
AAON Inc
+$15.7M
180,000
增持
ARE
Alexandria Real Estate Equitie
+$15.7M
408,084
+64%
减持
CL
Colgate-Palmolive Co
-$15.4M
344,886
-36%
增持
JNJ
Johnson & Johnson
+$15.4M
233,612
+97%
增持
GILD
Gilead Sciences Inc
+$14.9M
351,442
+179%
建仓
WH
Wyndham Hotels & Resorts Inc
+$14.8M
200,000
增持
HLT
Hilton Worldwide Holdings Inc
+$14.8M
319,206
+24%
增持
ALGN
Align Technology Inc
+$14.5M
179,884
+104%
增持
CYRX
CryoPort Inc
-$14.1M
4,388,766
+74%
增持
ADC
Agree Realty Corp
+$14.0M
420,000
+100%
增持
IFF
International Flavors & Fragra
+$13.8M
1,469,870
+0%
增持
ACA
Arcosa Inc
+$13.8M
340,000
+100%
建仓
NTCT
NetScout Systems Inc
+$13.7M
750,000
增持
AVY
Avery Dennison Corp
+$13.6M
244,108
+37%
建仓
CYTK
Cytokinetics Inc
+$13.5M
250,000
增持
PGR
Progressive Corp/The
+$13.5M
104,848
+163%
增持
HR
Healthcare Realty Trust Inc
+$13.3M
1,412,704
+100%
增持
ELV
Elevance Health Inc
+$13.1M
47,740
+94%
