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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 6
增持 5
减持 132
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
-$1.34B
2,646,934
-52%
清仓
—
TE Connectivity Ltd
-$1.05B
0
-100%
减持
AWK
American Water Works Co Inc
-$951.7M
5,678,248
-59%
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
—
Linde PLC
-$900.8M
2,374,339
-49%
减持
URI
United Rentals Inc
-$754.9M
6,073
-99%
减持
AMAT
Applied Materials Inc
-$697.9M
2,551,103
-50%
减持
—
Pentair PLC
-$616.4M
7,618,725
-57%
增持
CTAS
Cintas Corp
-$592.7M
2,429,272
+56%
减持
NVDA
NVIDIA Corp
-$532.5M
5,501,589
-43%
清仓
MSCI
MSCI Inc
-$524.7M
0
-100%
建仓
—
TE Connectivity PLC
+$524.2M
3,476,940
减持
—
Aptiv PLC
-$447.9M
5,948,349
-52%
减持
MA
Mastercard Inc
-$428.1M
1,024,966
-52%
减持
VLTO
Veralto Corp
-$386.3M
4,049,172
-54%
减持
IEX
IDEX Corp
-$383.3M
1,891,967
-52%
减持
RSG
Republic Services Inc
-$378.3M
904,792
-69%
减持
DHR
Danaher Corp
-$371.2M
945,937
-63%
减持
WMS
Advanced Drainage Systems Inc
-$369.8M
1,879,948
-55%
减持
TMO
Thermo Fisher Scientific Inc
-$360.0M
702,337
-51%
减持
HDB
HDFC Bank Ltd
-$340.2M
3,876,289
-57%
减持
WM
Waste Management Inc
-$329.1M
1,741,090
-46%
减持
CDNS
Cadence Design Systems Inc
-$326.7M
1,374,531
-40%
减持
MRSH
Marsh & McLennan Cos Inc
-$318.5M
1,812,150
-47%
减持
V
Visa Inc
-$296.8M
1,123,428
-51%
减持
ADI
Analog Devices Inc
-$296.7M
1,536,463
-46%
减持
IQV
IQVIA Holdings Inc
-$266.1M
1,793,010
-45%
减持
CGNX
Cognex Corp
-$264.3M
5,230,271
-49%
减持
TXN
Texas Instruments Inc
-$262.7M
1,296,287
-52%
减持
MTD
Mettler-Toledo International I
-$260.9M
188,022
-52%
减持
BSX
Boston Scientific Corp
-$258.0M
5,470,174
-41%
减持
WTS
Watts Water Technologies Inc
-$255.0M
1,491,976
-52%
减持
—
Stericycle Inc
-$252.0M
1,406,625
-76%
减持
AOS
A O Smith Corp
-$249.9M
3,133,600
-52%
减持
ORCL
Oracle Corp
-$245.1M
2,325,268
-49%
减持
ADSK
Autodesk Inc
-$244.1M
790,206
-58%
减持
A
Agilent Technologies Inc
-$242.8M
2,667,616
-46%
减持
—
STERIS PLC
-$234.1M
1,114,584
-52%
减持
CARR
Carrier Global Corp
-$225.1M
3,801,946
-55%
减持
XYL
Xylem Inc/NY
-$224.3M
1,677,816
-50%
减持
BDX
Becton Dickinson & Co
-$223.6M
936,258
-51%
减持
PTC
PTC Inc
-$213.8M
1,105,972
-52%
减持
ECL
Ecolab Inc
-$192.9M
663,023
-56%
减持
SBS
Cia de Saneamento Basico do Es
-$187.7M
14,037,496
-55%
减持
LFUS
Littelfuse Inc
-$184.8M
702,947
-52%
减持
RYN
Rayonier Inc
-$183.4M
6,593,452
-52%
减持
ZWS
Zurn Elkay Water Solutions Cor
-$180.4M
8,801,275
-48%
减持
MPWR
Monolithic Power Systems Inc
-$174.2M
187,524
-56%
减持
MAS
Masco Corp
-$167.3M
2,542,261
-55%
减持
ANSS
ANSYS Inc
-$167.0M
603,394
-46%
减持
—
Trane Technologies PLC
-$166.8M
498,797
-55%
减持
KLAC
KLA Corp
-$165.3M
168,288
-53%
减持
WAT
Waters Corp
-$165.3M
645,646
-53%
减持
ORA
Ormat Technologies Inc
-$159.6M
2,251,974
-52%
减持
HUBB
Hubbell Inc
-$159.6M
1,202,455
-35%
减持
COO
Cooper Cos Inc/The
-$158.5M
2,294,697
-51%
减持
—
Altair Engineering Inc
-$145.1M
1,360,221
-52%
减持
CHE
Chemed Corp
-$145.0M
332,757
-48%
减持
VMI
Valmont Industries Inc
-$136.7M
461,713
-53%
减持
IFF
International Flavors & Fragra
-$134.2M
55,194
-96%
减持
ACM
AECOM
-$130.4M
1,728,374
-51%
减持
LII
Lennox International Inc
-$128.9M
221,555
-55%
减持
GOOGL
Alphabet Inc
-$127.6M
728,575
-47%
减持
RGEN
Repligen Corp
-$125.8M
1,058,169
-53%
减持
AAPL
Apple Inc
-$124.5M
616,311
-52%
减持
DAR
Darling Ingredients Inc
-$123.1M
3,365,832
-50%
增持
UNP
Union Pacific Corp
+$123.0M
546,236
+963%
减持
GPK
Graphic Packaging Holding Co
-$117.0M
4,199,844
-55%
减持
CCK
Crown Holdings Inc
-$114.7M
1,384,275
-58%
减持
—
RenaissanceRe Holdings Ltd
-$110.4M
1,697,636
-34%
减持
GNRC
Generac Holdings Inc
-$106.1M
936,142
-52%
减持
MWA
Mueller Water Products Inc
-$102.5M
5,738,738
-55%
减持
SITE
SiteOne Landscape Supply Inc
-$95.7M
1,040,908
-50%
减持
CLH
Clean Harbors Inc
-$94.2M
439,977
-51%
建仓
BSY
Bentley Systems Inc
+$88.8M
1,756,690
减持
TRMB
Trimble Inc
-$88.2M
2,755,576
-41%
减持
FELE
Franklin Electric Co Inc
-$87.1M
991,250
-50%
减持
BMI
Badger Meter Inc
-$84.1M
457,469
-54%
清仓
—
Ferguson PLC
-$74.6M
0
-100%
减持
JPM
JPMorgan Chase & Co
-$71.3M
311,084
-54%
减持
CRM
Salesforce Inc
-$69.0M
86,944
-76%
减持
BALL
Ball Corp
-$68.2M
447,753
-73%
减持
MKC
McCormick & Co Inc/MD
-$67.5M
731,684
-59%
减持
MRK
Merck & Co Inc
-$64.7M
571,781
-45%
减持
—
AZEK Co Inc/The
-$63.4M
1,566,451
-52%
减持
NOW
ServiceNow Inc
-$62.5M
71,525
-56%
减持
DIS
Walt Disney Co/The
-$60.4M
644,017
-48%
减持
CSL
Carlisle Cos Inc
-$58.5M
108,789
-59%
减持
VOYA
Voya Financial Inc
-$57.5M
767,207
-54%
减持
PG
Procter & Gamble Co/The
-$55.5M
312,072
-53%
建仓
WCN
Waste Connections Inc
+$54.8M
309,885
减持
VRT
Vertiv Holdings Co
-$52.8M
624,648
-53%
减持
ABT
Abbott Laboratories
-$51.7M
557,608
-50%
清仓
TMUS
T-Mobile US Inc
-$51.6M
0
-100%
减持
DCI
Donaldson Co Inc
-$50.3M
704,553
-51%
增持
CNM
Core & Main Inc
+$47.7M
2,013,880
+137%
减持
VRTX
Vertex Pharmaceuticals Inc
-$46.6M
7,433
-93%
清仓
TSCO
Tractor Supply Co
-$43.1M
0
-100%
减持
HRI
Herc Holdings Inc
-$42.4M
385,532
-51%
减持
SON
Sonoco Products Co
-$41.7M
553,559
-61%
减持
PLD
Prologis Inc
-$40.5M
280,673
-58%
减持
CME
CME Group Inc
-$39.5M
191,129
-54%
减持
LOW
Lowe's Cos Inc
-$36.6M
110,762
-63%
减持
HLT
Hilton Worldwide Holdings Inc
-$35.8M
146,801
-54%
减持
CFG
Citizens Financial Group Inc
-$35.7M
696,939
-61%
减持
PANW
Palo Alto Networks Inc
-$35.5M
102,167
-51%
减持
MRVL
Marvell Technology Inc
-$33.2M
574,996
-46%
减持
PPG
PPG Industries Inc
-$32.6M
237,791
-53%
减持
CL
Colgate-Palmolive Co
-$31.6M
18,396
-95%
减持
GIS
General Mills Inc
-$31.1M
427,174
-57%
减持
CVS
CVS Health Corp
-$30.2M
460,028
-54%
减持
DXCM
Dexcom Inc
-$29.8M
186,578
-50%
减持
TREX
Trex Co Inc
-$29.8M
822,361
-28%
减持
UPS
United Parcel Service Inc
-$29.3M
335,306
-39%
减持
AVY
Avery Dennison Corp
-$28.6M
112,231
-54%
减持
TGT
Target Corp
-$28.2M
241,447
-46%
减持
CYRX
CryoPort Inc
-$28.2M
237,375
-95%
减持
ULTA
Ulta Beauty Inc
-$28.1M
93,419
-44%
减持
ONTO
Onto Innovation Inc
-$27.9M
92,057
-57%
减持
AVTR
Avantor Inc
-$27.4M
1,368,358
-54%
减持
KEY
KeyCorp
-$27.4M
1,936,049
-54%
减持
VCTR
Victory Capital Holdings Inc
-$27.0M
675,000
-50%
建仓
—
Chubb Ltd
+$26.3M
91,321
减持
WY
Weyerhaeuser Co
-$25.8M
928,731
-54%
减持
SEDG
SolarEdge Technologies Inc
-$25.7M
921,962
-50%
减持
ARE
Alexandria Real Estate Equitie
-$25.0M
191,483
-53%
减持
BAX
Baxter International Inc
-$24.6M
708,525
-54%
减持
—
Dole PLC
-$24.3M
1,455,807
-63%
减持
AMZN
Amazon.com Inc
-$24.2M
113,047
-52%
减持
JNJ
Johnson & Johnson
-$22.5M
71,955
-69%
减持
LLY
Eli Lilly & Co
-$20.8M
21,395
-51%
减持
LGND
Ligand Pharmaceuticals Inc
-$19.2M
280,208
-50%
减持
DELL
Dell Technologies Inc
-$18.6M
321,153
-22%
减持
AAMI
Brightsphere Investment Group
-$18.6M
1,098,818
-48%
减持
MIDD
Middleby Corp/The
-$18.5M
174,349
-50%
增持
AVGO
Broadcom Inc
-$18.4M
119,529
+392%
清仓
—
CNH Industrial NV
-$17.8M
0
-100%
减持
ADC
Agree Realty Corp
-$17.4M
115,000
-73%
建仓
CMG
Chipotle Mexican Grill Inc
+$17.2M
297,732
增持
SNPS
Synopsys Inc
-$16.8M
490,723
+10%
减持
HR
Healthcare Realty Trust Inc
-$16.0M
400,000
-72%
减持
ESI
Element Solutions Inc
-$15.2M
561,946
-50%
减持
USFD
US Foods Holding Corp
-$14.9M
335,000
-50%
减持
ALGN
Align Technology Inc
-$14.4M
114,057
-37%
减持
EXTR
Extreme Networks Inc
-$14.1M
675,178
-62%
减持
SWK
Stanley Black & Decker Inc
-$13.9M
411,470
-44%
建仓
FERG
Ferguson Enterprises Inc
+$13.6M
68,632
减持
CIEN
Ciena Corp
-$13.6M
211,064
-62%
清仓
HURN
Huron Consulting Group Inc
-$13.6M
0
-100%
减持
ENPH
Enphase Energy Inc
-$13.4M
226,109
-42%
减持
ELV
Elevance Health Inc
-$12.7M
25,305
-47%
