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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 8
增持 26
减持 97
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
-$306.0M
1,846,615
-22%
减持
MA
Mastercard Inc
-$296.6M
254,793
-69%
减持
NVDA
NVIDIA Corp
-$257.9M
4,220,817
-21%
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
BSX
Boston Scientific Corp
-$254.8M
1,464,770
-67%
减持
CDNS
Cadence Design Systems Inc
-$241.9M
509,008
-59%
减持
AWK
American Water Works Co Inc
-$235.6M
2,309,589
-50%
增持
EBAY
eBay Inc
+$230.7M
3,535,290
+2536%
减持
TMO
Thermo Fisher Scientific Inc
-$228.7M
192,838
-69%
减持
MRSH
Marsh & McLennan Cos Inc
-$221.8M
440,881
-72%
减持
—
RenaissanceRe Holdings Ltd
-$204.4M
1,097,306
-42%
减持
ORCL
Oracle Corp
-$198.7M
990,041
-51%
减持
ADI
Analog Devices Inc
-$197.0M
410,189
-69%
清仓
—
STERIS PLC
-$194.8M
0
-100%
减持
AMAT
Applied Materials Inc
-$194.0M
1,595,646
-39%
增持
MRVL
Marvell Technology Inc
+$178.8M
3,700,841
+748%
减持
—
TE Connectivity PLC
-$178.3M
1,942,320
-39%
减持
V
Visa Inc
-$175.7M
384,284
-61%
减持
COO
Cooper Cos Inc/The
-$163.5M
198,249
-90%
减持
CTAS
Cintas Corp
-$143.9M
952,049
-49%
减持
DHR
Danaher Corp
-$134.5M
380,174
-59%
减持
HDB
HDFC Bank Ltd
-$131.4M
1,041,998
-67%
清仓
—
Altair Engineering Inc
-$129.5M
0
-100%
建仓
APH
Amphenol Corp
+$128.0M
1,951,265
增持
AOS
A O Smith Corp
+$127.5M
5,188,561
+67%
减持
HUBB
Hubbell Inc
-$124.9M
919,156
-10%
减持
VOYA
Voya Financial Inc
-$113.1M
1,276,669
-56%
减持
CGNX
Cognex Corp
-$109.7M
2,427,715
-52%
减持
LII
Lennox International Inc
-$109.4M
8,670
-95%
减持
WAT
Waters Corp
-$108.4M
424,753
-41%
减持
—
Linde PLC
-$106.5M
1,794,517
-20%
增持
KLAC
KLA Corp
+$104.1M
389,834
+53%
减持
—
Aptiv PLC
-$91.0M
3,314,676
-30%
减持
—
Pentair PLC
-$74.6M
4,969,006
-2%
减持
XYL
Xylem Inc/NY
-$67.9M
4,836,497
-13%
减持
—
Trane Technologies PLC
-$54.0M
308,053
-28%
减持
GOOGL
Alphabet Inc
-$49.6M
492,626
-26%
增持
CFR
Cullen/Frost Bankers Inc
+$48.9M
518,387
+351%
减持
RGEN
Repligen Corp
-$48.8M
804,511
-24%
减持
AAPL
Apple Inc
-$48.5M
414,890
-26%
减持
HRI
Herc Holdings Inc
-$48.0M
35,000
-88%
增持
WCN
Waste Connections Inc
+$47.8M
516,905
+69%
减持
LFUS
Littelfuse Inc
-$45.0M
566,393
-15%
减持
ISRG
Intuitive Surgical Inc
-$41.2M
127,713
-36%
减持
PTC
PTC Inc
-$41.1M
963,005
-7%
清仓
UPS
United Parcel Service Inc
-$38.8M
0
-100%
增持
A
Agilent Technologies Inc
-$37.1M
2,931,794
+4%
清仓
TGT
Target Corp
-$36.7M
0
-100%
建仓
AAON
AAON Inc
+$36.2M
469,850
清仓
LOW
Lowe's Cos Inc
-$36.1M
0
-100%
减持
IQV
IQVIA Holdings Inc
-$36.0M
19,826
-90%
清仓
DELL
Dell Technologies Inc
-$35.5M
0
-100%
减持
TRMB
Trimble Inc
-$33.0M
2,268,619
-12%
减持
CARR
Carrier Global Corp
-$32.0M
3,265,007
-7%
减持
SNPS
Synopsys Inc
-$31.1M
483,217
-2%
减持
ADSK
Autodesk Inc
-$30.1M
630,995
-4%
清仓
—
Chubb Ltd
-$29.9M
0
-100%
减持
WTS
Watts Water Technologies Inc
-$29.6M
1,109,533
-12%
清仓
HLT
Hilton Worldwide Holdings Inc
-$29.4M
0
-100%
减持
PPG
PPG Industries Inc
-$28.4M
18,553
-93%
减持
ABT
Abbott Laboratories
-$25.7M
147,623
-63%
增持
ZTS
Zoetis Inc
+$25.3M
254,407
+153%
减持
ULTA
Ulta Beauty Inc
-$25.3M
53,229
-48%
减持
GNRC
Generac Holdings Inc
-$24.9M
835,399
-1%
减持
ACM
AECOM
-$24.8M
1,503,370
-2%
减持
NBIX
Neurocrine Biosciences Inc
-$24.6M
100,000
-62%
减持
WY
Weyerhaeuser Co
-$24.2M
29,358
-97%
减持
VLTO
Veralto Corp
-$23.9M
3,924,722
-2%
增持
WMS
Advanced Drainage Systems Inc
+$23.0M
2,904,414
+15%
增持
AMT
American Tower Corp
+$22.4M
130,979
+294%
增持
PGR
Progressive Corp/The
+$21.9M
133,753
+101%
减持
JPM
JPMorgan Chase & Co
-$21.8M
180,793
-35%
减持
BSY
Bentley Systems Inc
-$21.4M
2,415,979
-3%
清仓
ENPH
Enphase Energy Inc
-$21.2M
0
-100%
增持
CL
Colgate-Palmolive Co
+$20.7M
239,850
+1105%
清仓
ALGN
Align Technology Inc
-$20.5M
0
-100%
增持
AMZN
Amazon.com Inc
+$20.2M
214,880
+128%
减持
WM
Waste Management Inc
+$20.2M
1,510,721
-8%
减持
ZWS
Zurn Elkay Water Solutions Cor
-$20.1M
4,016,374
-2%
减持
MPWR
Monolithic Power Systems Inc
-$19.8M
208,618
-12%
减持
CNM
Core & Main Inc
-$19.7M
3,208,041
-6%
清仓
SHLS
Shoals Technologies Group Inc
-$19.1M
0
-100%
清仓
AVY
Avery Dennison Corp
-$18.3M
0
-100%
增持
VRT
Vertiv Holdings Co
-$18.1M
532,069
+7%
减持
DIS
Walt Disney Co/The
-$18.1M
400,759
-23%
清仓
CCK
Crown Holdings Inc
-$18.0M
0
-100%
减持
AVTR
Avantor Inc
-$17.8M
1,225,255
-32%
减持
ANSS
ANSYS Inc
-$17.5M
542,725
-3%
减持
MTD
Mettler-Toledo International I
-$17.2M
191,467
-4%
减持
TXN
Texas Instruments Inc
-$15.5M
1,123,688
-3%
建仓
UBER
Uber Technologies Inc
+$14.8M
203,122
增持
LLY
Eli Lilly & Co
+$14.8M
61,438
+32%
减持
DAR
Darling Ingredients Inc
-$14.1M
2,772,289
-7%
减持
GPK
Graphic Packaging Holding Co
-$14.0M
3,141,459
-11%
建仓
IP
International Paper Co
+$13.8M
259,208
减持
SITE
SiteOne Landscape Supply Inc
-$13.5M
1,010,816
-2%
增持
IEX
IDEX Corp
-$13.5M
2,006,724
+12%
增持
UNP
Union Pacific Corp
+$12.8M
655,314
+5%
增持
DCI
Donaldson Co Inc
+$12.3M
878,632
+28%
减持
SWK
Stanley Black & Decker Inc
-$11.0M
302,480
-29%
减持
MAS
Masco Corp
-$10.5M
2,244,341
-2%
减持
VMI
Valmont Industries Inc
-$10.1M
311,088
-4%
减持
RYN
Rayonier Inc
-$10.0M
5,227,844
-12%
增持
TREX
Trex Co Inc
-$9.8M
909,388
+0%
减持
CFG
Citizens Financial Group Inc
-$9.7M
475,429
-29%
减持
PANW
Palo Alto Networks Inc
-$9.6M
134,048
-25%
减持
CHE
Chemed Corp
+$9.4M
301,580
-9%
清仓
—
Enfusion Inc
-$9.2M
0
-100%
减持
PG
Procter & Gamble Co/The
-$9.0M
241,842
-19%
减持
MRK
Merck & Co Inc
-$8.5M
399,284
-10%
增持
—
nVent Electric PLC
+$8.1M
996,668
+54%
清仓
CLX
Clorox Co/The
-$7.8M
0
-100%
建仓
—
Pinnacle Financial Partners In
+$7.4M
70,000
建仓
LYFT
Lyft Inc
+$7.1M
600,000
减持
MKC
McCormick & Co Inc/MD
-$7.0M
547,368
-20%
增持
NOW
ServiceNow Inc
+$7.0M
76,559
+51%
减持
TEAM
Atlassian Corp
-$6.8M
5,540
-83%
增持
AVGO
Broadcom Inc
-$6.7M
108,968
+1%
减持
KEY
KeyCorp
-$6.6M
838,173
-28%
减持
CME
CME Group Inc
-$6.5M
102,635
-29%
减持
ORA
Ormat Technologies Inc
-$6.4M
2,223,617
-8%
减持
ONTO
Onto Innovation Inc
-$6.4M
74,057
-20%
减持
PLD
Prologis Inc
-$6.3M
249,265
-23%
减持
ACA
Arcosa Inc
-$6.1M
81,000
-36%
清仓
SEDG
SolarEdge Technologies Inc
-$6.0M
0
-100%
清仓
EL
Estee Lauder Cos Inc/The
-$5.9M
0
-100%
增持
HUBS
HubSpot Inc
+$5.9M
16,738
+220%
减持
CVS
CVS Health Corp
+$5.9M
379,107
-14%
减持
—
AZEK Co Inc/The
-$5.7M
1,376,510
-10%
建仓
RIVN
Rivian Automotive Inc
+$5.6M
450,000
清仓
CRI
Carter's Inc
-$5.6M
0
-100%
减持
ECL
Ecolab Inc
+$5.4M
625,384
-4%
减持
CSL
Carlisle Cos Inc
-$5.4M
86,748
-8%
减持
ETSY
Etsy Inc
-$5.0M
18,388
-83%
减持
ATEN
A10 Networks Inc
-$4.9M
360,000
-39%
减持
FELE
Franklin Electric Co Inc
-$4.9M
843,614
-2%
增持
CLH
Clean Harbors Inc
-$4.8M
483,253
+11%
建仓
MOD
Modine Manufacturing Co
+$4.6M
60,000
减持
—
CNH Industrial NV
-$4.5M
1,201,004
-29%
减持
CBRE
CBRE Group Inc
-$4.4M
4,937
-87%
减持
NPO
Enpro Inc
-$4.3M
48,000
-31%
减持
DECK
Deckers Outdoor Corp
-$3.8M
40,507
-2%
减持
ILMN
Illumina Inc
-$3.7M
50,270
-13%
清仓
DHI
DR Horton Inc
-$3.4M
0
-100%
减持
GILD
Gilead Sciences Inc
-$3.3M
284,006
-25%
减持
TRS
TriMas Corp
-$3.3M
290,000
-29%
增持
ELV
Elevance Health Inc
+$3.0M
28,670
+12%
减持
ESI
Element Solutions Inc
-$2.9M
591,946
-8%
减持
MIDD
Middleby Corp/The
-$2.9M
132,496
-22%
增持
—
Kellanova
+$2.9M
101,988
+49%
减持
SBUX
Starbucks Corp
-$2.8M
262,760
-16%
