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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 40
减持 85
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
—
Aptiv PLC
-$427.8M
0
-100%
增持
XYL
Xylem Inc/NY
+$417.5M
5,561,661
+231%
减持
IQV
IQVIA Holdings Inc
-$384.3M
201,203
-89%
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
—
Aptiv PLC
+$287.8M
4,765,012
减持
AWK
American Water Works Co Inc
-$252.8M
4,636,529
-18%
减持
—
Pentair PLC
-$235.0M
5,061,719
-34%
清仓
BDX
Becton Dickinson & Co
-$225.1M
0
-100%
减持
—
Linde PLC
-$190.1M
2,249,901
-5%
减持
ZWS
Zurn Elkay Water Solutions Cor
-$163.1M
4,091,710
-54%
减持
CTAS
Cintas Corp
-$160.4M
1,858,040
-24%
减持
MSFT
Microsoft Corp
-$139.9M
2,370,430
-10%
增持
VOYA
Voya Financial Inc
+$138.3M
2,898,785
+278%
减持
CCK
Crown Holdings Inc
-$114.7M
217,904
-84%
减持
TMO
Thermo Fisher Scientific Inc
-$109.7M
624,093
-11%
增持
ISRG
Intuitive Surgical Inc
+$101.2M
199,419
+3759%
清仓
BMI
Badger Meter Inc
-$99.2M
0
-100%
增持
AMAT
Applied Materials Inc
-$89.7M
2,617,378
+3%
减持
HUBB
Hubbell Inc
-$86.1M
1,024,120
-15%
增持
CNM
Core & Main Inc
+$85.2M
3,430,787
+70%
清仓
—
Stericycle Inc
-$85.2M
0
-100%
减持
MRSH
Marsh & McLennan Cos Inc
-$74.9M
1,550,711
-14%
减持
—
STERIS PLC
-$74.5M
951,758
-15%
减持
ADI
Analog Devices Inc
-$73.8M
1,316,955
-14%
减持
COO
Cooper Cos Inc/The
-$72.5M
1,964,749
-14%
减持
—
TE Connectivity PLC
-$72.2M
3,166,828
-9%
减持
MA
Mastercard Inc
-$69.9M
828,541
-19%
减持
AOS
A O Smith Corp
-$69.9M
3,102,128
-1%
减持
CARR
Carrier Global Corp
-$67.0M
3,501,376
-8%
减持
ORCL
Oracle Corp
-$59.3M
2,022,043
-13%
减持
RYN
Rayonier Inc
-$56.3M
5,963,964
-10%
减持
BSX
Boston Scientific Corp
-$56.0M
4,505,479
-18%
减持
WTS
Watts Water Technologies Inc
-$53.3M
1,258,274
-16%
减持
DHR
Danaher Corp
-$50.5M
925,550
-2%
减持
TXN
Texas Instruments Inc
-$50.3M
1,159,673
-11%
减持
NVDA
NVIDIA Corp
+$47.0M
5,327,049
-3%
减持
MAS
Masco Corp
-$46.9M
2,294,921
-10%
减持
VLTO
Veralto Corp
-$46.6M
3,988,936
-1%
增持
—
nVent Electric PLC
+$42.0M
647,304
+2764%
减持
HDB
HDFC Bank Ltd
-$42.0M
3,140,187
-19%
增持
MTD
Mettler-Toledo International I
-$38.6M
198,852
+6%
减持
SBS
Cia de Saneamento Basico do Es
-$38.3M
13,520,902
-4%
减持
—
Trane Technologies PLC
-$36.1M
427,315
-14%
减持
VMI
Valmont Industries Inc
-$35.0M
322,476
-30%
增持
WAT
Waters Corp
+$32.6M
714,155
+11%
增持
MPWR
Monolithic Power Systems Inc
-$32.4M
237,910
+27%
减持
WM
Waste Management Inc
-$31.9M
1,633,330
-6%
清仓
SON
Sonoco Products Co
-$30.2M
0
-100%
增持
KLAC
KLA Corp
+$30.0M
254,365
+51%
减持
LFUS
Littelfuse Inc
-$29.8M
664,371
-5%
减持
CGNX
Cognex Corp
-$29.5M
5,082,314
-3%
减持
IEX
IDEX Corp
-$29.2M
1,799,552
-5%
减持
GPK
Graphic Packaging Holding Co
-$28.5M
3,519,697
-16%
增持
BSY
Bentley Systems Inc
+$26.9M
2,493,059
+42%
清仓
BAX
Baxter International Inc
-$26.9M
0
-100%
增持
NBIX
Neurocrine Biosciences Inc
+$25.9M
261,599
+208%
减持
DAR
Darling Ingredients Inc
-$24.3M
2,989,309
-11%
减持
CHE
Chemed Corp
-$23.8M
332,457
-0%
减持
GIS
General Mills Inc
-$22.6M
139,784
-67%
减持
ADSK
Autodesk Inc
-$22.4M
660,720
-16%
减持
MWA
Mueller Water Products Inc
-$21.5M
4,580,816
-20%
增持
GILD
Gilead Sciences Inc
+$21.1M
380,570
+127%
减持
ARE
Alexandria Real Estate Equitie
-$21.0M
17,955
-91%
减持
SITE
SiteOne Landscape Supply Inc
-$20.9M
1,033,820
-1%
减持
MRK
Merck & Co Inc
-$20.6M
445,559
-22%
增持
SBUX
Starbucks Corp
+$19.9M
312,653
+254%
增持
VTR
Ventas Inc
+$19.9M
385,324
+779%
减持
FELE
Franklin Electric Co Inc
-$19.8M
862,708
-13%
建仓
—
CNH Industrial NV
+$19.2M
1,696,161
减持
LII
Lennox International Inc
-$18.9M
188,600
-15%
减持
ABT
Abbott Laboratories
-$18.3M
400,051
-28%
建仓
—
Sealed Air Corp
+$18.2M
538,281
减持
GNRC
Generac Holdings Inc
-$18.0M
843,412
-10%
增持
LLY
Eli Lilly & Co
+$17.0M
46,562
+118%
减持
ECL
Ecolab Inc
-$16.2M
653,377
-1%
增持
A
Agilent Technologies Inc
-$16.0M
2,829,429
+6%
建仓
CFR
Cullen/Frost Bankers Inc
+$15.4M
115,000
减持
CRM
Salesforce Inc
-$15.4M
25,116
-71%
减持
SEDG
SolarEdge Technologies Inc
-$15.0M
440,255
-52%
减持
ACM
AECOM
-$14.3M
1,537,176
-11%
减持
CSL
Carlisle Cos Inc
-$14.0M
94,778
-13%
清仓
DXCM
Dexcom Inc
-$12.5M
0
-100%
减持
KEY
KeyCorp
-$12.5M
1,165,540
-40%
增持
HHH
Howard Hughes Holdings Inc
+$12.1M
257,393
+157%
清仓
—
Tecnoglass Inc
-$11.3M
0
-100%
增持
SWK
Stanley Black & Decker Inc
-$11.1M
426,021
+4%
减持
TRMB
Trimble Inc
+$10.7M
2,575,802
-7%
增持
SHLS
Shoals Technologies Group Inc
+$10.5M
3,469,360
+126%
减持
NOW
ServiceNow Inc
-$10.3M
50,627
-29%
增持
SNPS
Synopsys Inc
-$10.2M
491,067
+0%
增持
ORA
Ormat Technologies Inc
-$9.7M
2,415,479
+7%
减持
PTC
PTC Inc
-$9.5M
1,035,598
-6%
减持
RSG
Republic Services Inc
-$9.3M
857,050
-5%
减持
CVS
CVS Health Corp
-$9.1M
440,979
-4%
清仓
—
TechTarget Inc
-$8.6M
0
-100%
增持
ULTA
Ulta Beauty Inc
+$8.5M
103,056
+10%
减持
ALGN
Align Technology Inc
-$8.5M
98,526
-14%
建仓
TTGT
TechTarget Inc
+$8.5M
426,387
减持
CME
CME Group Inc
-$8.4M
145,324
-24%
减持
HRI
Herc Holdings Inc
-$8.2M
281,104
-27%
建仓
NX
Quanex Building Products Corp
+$8.2M
337,750
减持
MKC
McCormick & Co Inc/MD
-$8.1M
682,968
-7%
增持
TREX
Trex Co Inc
+$7.9M
907,109
+10%
建仓
—
Merus NV
+$7.6M
180,000
建仓
ARRY
Array Technologies Inc
+$7.5M
1,250,000
增持
UNP
Union Pacific Corp
+$7.4M
622,803
+14%
清仓
COLD
Americold Realty Trust Inc
-$7.4M
0
-100%
建仓
WSC
WillScot Holdings Corp
+$7.2M
215,000
减持
UPS
United Parcel Service Inc
-$6.9M
307,757
-8%
减持
MRVL
Marvell Technology Inc
+$6.7M
436,284
-24%
减持
AVY
Avery Dennison Corp
-$6.5M
97,875
-13%
减持
WY
Weyerhaeuser Co
-$6.4M
890,756
-4%
减持
CLH
Clean Harbors Inc
-$6.3M
434,806
-1%
减持
RGEN
Repligen Corp
-$6.2M
1,051,939
-1%
增持
LOW
Lowe's Cos Inc
+$6.1M
146,216
+32%
清仓
AAON
AAON Inc
-$5.9M
0
-100%
减持
VRT
Vertiv Holdings Co
-$5.6M
497,506
-20%
建仓
MITK
Mitek Systems Inc
+$5.6M
500,000
减持
DCI
Donaldson Co Inc
-$5.5M
689,052
-2%
增持
—
RenaissanceRe Holdings Ltd
+$5.3M
1,880,166
+11%
增持
FITB
Fifth Third Bancorp
+$5.3M
150,396
+499%
减持
RVTY
Revvity Inc
-$5.3M
13,586
-74%
建仓
TVTX
Travere Therapeutics Inc
+$5.2M
300,000
增持
BALL
Ball Corp
-$5.1M
458,416
+2%
清仓
BBWI
Bath & Body Works Inc
-$5.1M
0
-100%
减持
GOOGL
Alphabet Inc
+$4.9M
664,210
-9%
清仓
VRRM
Verra Mobility Corp
-$4.8M
0
-100%
建仓
VITL
Vital Farms Inc
+$4.7M
125,000
增持
EXPE
Expedia Group Inc
+$4.6M
40,756
+105%
减持
BMY
Bristol-Myers Squibb Co
-$4.5M
148,246
-40%
减持
HLT
Hilton Worldwide Holdings Inc
-$4.4M
119,125
-19%
增持
ENPH
Enphase Energy Inc
-$4.3M
308,875
+37%
减持
DIS
Walt Disney Co/The
-$4.3M
517,461
-20%
减持
AVGO
Broadcom Inc
+$4.3M
107,424
-10%
减持
ROK
Rockwell Automation Inc
-$4.2M
3,613
-81%
减持
REGN
Regeneron Pharmaceuticals Inc
-$4.1M
2,613
-54%
增持
GOOG
Alphabet Inc
+$3.9M
32,566
+137%
减持
PG
Procter & Gamble Co/The
-$3.8M
299,582
-4%
减持
ACA
Arcosa Inc
-$3.8M
127,500
-25%
增持
ELV
Elevance Health Inc
-$3.7M
25,596
+1%
增持
—
Chubb Ltd
+$3.6M
108,327
+19%
减持
VCTR
Victory Capital Holdings Inc
+$3.5M
625,000
-7%
增持
—
Dole PLC
-$3.4M
1,501,149
+3%
增持
DY
Dycom Industries Inc
+$3.2M
43,000
+100%
增持
ZTS
Zoetis Inc
+$3.1M
100,615
+48%
增持
C
Citigroup Inc
+$3.1M
182,357
+18%
增持
PCRX
Pacira BioSciences Inc
+$3.1M
540,027
+15%
增持
WMS
Advanced Drainage Systems Inc
-$3.1M
2,530,000
+35%
减持
WCN
Waste Connections Inc
-$3.0M
305,368
-1%
减持
AAPL
Apple Inc
-$2.9M
561,672
-9%
减持
ANSS
ANSYS Inc
-$2.9M
561,234
-7%
