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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 8
增持 52
减持 72
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA Corp
+$144.6M
3,814,715
-10%
增持
ZTS
Zoetis Inc
+$141.0M
1,176,996
+363%
增持
XYL
Xylem Inc/NY
+$133.0M
5,499,688
+14%
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
SNPS
Synopsys Inc
+$108.4M
618,415
+28%
增持
HUBB
Hubbell Inc
+$106.0M
1,006,783
+10%
减持
AWK
American Water Works Co Inc
-$99.3M
1,735,199
-25%
减持
WM
Waste Management Inc
-$95.2M
1,112,521
-26%
减持
MSFT
Microsoft Corp
+$94.1M
1,583,966
-14%
建仓
ITRI
Itron Inc
+$92.0M
698,910
减持
RYN
Rayonier Inc
-$90.0M
2,484,057
-52%
清仓
CGNX
Cognex Corp
-$72.1M
0
-100%
减持
ORCL
Oracle Corp
+$70.3M
957,577
-3%
清仓
—
AZEK Co Inc/The
-$66.4M
0
-100%
减持
VOYA
Voya Financial Inc
-$61.9M
340,010
-73%
减持
WAT
Waters Corp
-$60.8M
274,368
-35%
减持
ANSS
ANSYS Inc
-$60.1M
318,139
-41%
增持
—
Linde PLC
+$55.7M
1,900,131
+6%
减持
CHE
Chemed Corp
-$55.3M
267,589
-11%
增持
ZWS
Zurn Elkay Water Solutions Cor
+$47.9M
4,933,224
+23%
减持
KLAC
KLA Corp
+$43.9M
345,121
-11%
增持
EBAY
eBay Inc
+$43.8M
3,810,634
+8%
减持
DAR
Darling Ingredients Inc
-$40.9M
1,192,503
-57%
增持
CFR
Cullen/Frost Bankers Inc
+$40.5M
822,878
+59%
增持
MA
Mastercard Inc
+$39.7M
319,247
+25%
增持
AMZN
Amazon.com Inc
+$38.7M
362,874
+69%
减持
MRVL
Marvell Technology Inc
+$35.4M
3,405,465
-8%
增持
WMS
Advanced Drainage Systems Inc
+$34.0M
3,043,909
+5%
增持
—
RenaissanceRe Holdings Ltd
+$33.0M
1,220,038
+11%
增持
FELE
Franklin Electric Co Inc
+$32.7M
1,246,729
+48%
增持
URI
United Rentals Inc
+$32.6M
47,954
+749%
减持
BSY
Bentley Systems Inc
+$32.3M
2,363,969
-2%
减持
GPK
Graphic Packaging Holding Co
-$32.2M
2,322,415
-26%
增持
ACM
AECOM
+$31.8M
1,516,823
+1%
减持
AOS
A O Smith Corp
-$31.5M
4,692,302
-10%
减持
PG
Procter & Gamble Co/The
-$30.4M
67,872
-72%
增持
NOW
ServiceNow Inc
+$29.6M
88,324
+15%
减持
V
Visa Inc
-$29.6M
295,517
-23%
减持
TMO
Thermo Fisher Scientific Inc
-$26.5M
170,546
-12%
清仓
CVS
CVS Health Corp
-$25.7M
0
-100%
增持
PGR
Progressive Corp/The
+$25.6M
237,624
+78%
增持
DHR
Danaher Corp
+$25.0M
521,998
+37%
减持
MTD
Mettler-Toledo International I
-$24.7M
171,431
-10%
减持
MRK
Merck & Co Inc
-$24.2M
147,071
-63%
清仓
SWK
Stanley Black & Decker Inc
-$23.3M
0
-100%
减持
VRT
Vertiv Holdings Co
+$22.2M
472,415
-11%
减持
MWA
Mueller Water Products Inc
-$20.0M
3,364,757
-15%
增持
AVGO
Broadcom Inc
+$19.7M
137,726
+26%
减持
PTC
PTC Inc
-$19.6M
751,122
-22%
减持
SBUX
Starbucks Corp
-$18.3M
81,090
-69%
减持
—
Pentair PLC
+$17.9M
4,409,532
-11%
减持
IEX
IDEX Corp
-$17.9M
1,966,455
-2%
增持
ECL
Ecolab Inc
+$17.4M
653,174
+4%
增持
WCN
Waste Connections Inc
+$16.9M
632,720
+22%
清仓
COO
Cooper Cos Inc/The
-$16.5M
0
-100%
减持
APH
Amphenol Corp
+$16.1M
1,459,135
-25%
减持
—
nVent Electric PLC
+$15.4M
926,168
-7%
减持
—
Trane Technologies PLC
+$15.4M
272,379
-12%
减持
UNP
Union Pacific Corp
-$15.3M
606,159
-8%
增持
JPM
JPMorgan Chase & Co
+$14.9M
204,508
+13%
清仓
IP
International Paper Co
-$13.8M
0
-100%
增持
A
Agilent Technologies Inc
+$13.8M
3,022,842
+3%
增持
VMI
Valmont Industries Inc
+$13.6M
313,588
+1%
增持
MAS
Masco Corp
+$13.5M
2,635,143
+17%
减持
AMAT
Applied Materials Inc
+$13.4M
1,339,357
-16%
清仓
KEY
KeyCorp
-$13.4M
0
-100%
减持
CDNS
Cadence Design Systems Inc
+$13.4M
463,933
-9%
减持
CLH
Clean Harbors Inc
-$12.7M
356,255
-26%
减持
TRMB
Trimble Inc
+$12.3M
2,124,296
-6%
减持
ORA
Ormat Technologies Inc
+$12.1M
2,024,970
-9%
清仓
NFLX
Netflix Inc
-$11.4M
0
-100%
减持
AAPL
Apple Inc
-$11.3M
393,986
-5%
减持
DIS
Walt Disney Co/The
-$11.1M
229,628
-43%
减持
WTS
Watts Water Technologies Inc
-$10.4M
877,796
-21%
减持
CARR
Carrier Global Corp
-$10.1M
2,689,711
-18%
减持
CME
CME Group Inc
-$9.9M
62,721
-39%
清仓
HUBS
HubSpot Inc
-$9.6M
0
-100%
减持
VLTO
Veralto Corp
-$9.4M
3,695,678
-6%
建仓
STT
State Street Corp
+$9.1M
85,786
增持
ISRG
Intuitive Surgical Inc
+$9.1M
133,228
+4%
增持
CMG
Chipotle Mexican Grill Inc
+$8.8M
475,171
+33%
增持
AGCO
AGCO Corp
+$8.6M
194,011
+57%
增持
HPE
Hewlett Packard Enterprise Co
+$8.4M
446,868
+868%
清仓
—
Kellanova
-$8.4M
0
-100%
减持
BSX
Boston Scientific Corp
+$8.0M
1,449,736
-1%
减持
GNRC
Generac Holdings Inc
+$7.7M
793,642
-5%
减持
RGEN
Repligen Corp
-$7.7M
761,043
-5%
清仓
HR
Healthcare Realty Trust Inc
-$7.4M
0
-100%
减持
RSG
Republic Services Inc
-$7.4M
676,392
-6%
增持
GWW
WW Grainger Inc
+$7.4M
7,790
+928%
增持
UBER
Uber Technologies Inc
+$7.2M
235,967
+16%
增持
QCOM
QUALCOMM Inc
+$7.2M
56,039
+390%
增持
MCD
McDonald's Corp
+$7.1M
39,771
+175%
减持
SBS
Cia de Saneamento Basico do Es
+$7.1M
9,140,360
-16%
建仓
TGT
Target Corp
+$7.0M
71,288
减持
AVTR
Avantor Inc
-$6.9M
964,399
-21%
减持
TXN
Texas Instruments Inc
-$6.8M
939,777
-16%
减持
CTAS
Cintas Corp
+$6.8M
908,926
-5%
减持
AAMI
Acadian Asset Management Inc
+$6.8M
1,000,000
-9%
增持
BNY
Bank of New York Mellon Corp/T
+$6.8M
113,589
+167%
建仓
EL
Estee Lauder Cos Inc/The
+$6.7M
82,971
清仓
EXPE
Expedia Group Inc
-$6.7M
0
-100%
增持
INTC
Intel Corp
+$6.7M
325,503
+1059%
增持
SPGI
S&P Global Inc
+$6.6M
20,215
+156%
建仓
WRBY
Warby Parker Inc
+$6.6M
300,000
增持
PANW
Palo Alto Networks Inc
+$6.5M
143,588
+7%
增持
AAON
AAON Inc
+$6.5M
587,296
+25%
减持
MKC
McCormick & Co Inc/MD
-$6.4M
509,509
-7%
增持
CIEN
Ciena Corp
+$6.4M
189,914
+27%
减持
MPWR
Monolithic Power Systems Inc
+$6.1M
173,844
-17%
增持
PRU
Prudential Financial Inc
+$6.0M
64,536
+685%
清仓
OMC
Omnicom Group Inc
-$5.8M
0
-100%
建仓
HPQ
HP Inc
+$5.6M
228,481
增持
JNJ
Johnson & Johnson
+$5.4M
105,863
+63%
减持
PLD
Prologis Inc
-$5.3M
214,436
-14%
减持
GOOGL
Alphabet Inc
-$5.1M
403,101
-18%
减持
—
TE Connectivity PLC
+$4.9M
1,657,678
-15%
清仓
HRI
Herc Holdings Inc
-$4.7M
0
-100%
增持
—
Sealed Air Corp
+$4.5M
680,824
+19%
减持
ADSK
Autodesk Inc
+$4.5M
548,242
-13%
减持
VTR
Ventas Inc
-$4.4M
268,687
-13%
清仓
SPT
Sprout Social Inc
-$4.2M
0
-100%
增持
ADBE
Adobe Inc
+$4.0M
12,654
+458%
清仓
ILMN
Illumina Inc
-$4.0M
0
-100%
增持
PLNT
Planet Fitness Inc
+$3.9M
159,271
+14%
建仓
LPLA
LPL Financial Holdings Inc
+$3.8M
10,072
减持
AMT
American Tower Corp
-$3.6M
112,455
-14%
增持
—
Pinnacle Financial Partners In
+$3.6M
100,000
+43%
减持
HHH
Howard Hughes Holdings Inc
-$3.6M
235,000
-11%
减持
HDB
HDFC Bank Ltd
+$3.5M
951,971
-9%
清仓
IQV
IQVIA Holdings Inc
-$3.5M
0
-100%
增持
PYPL
PayPal Holdings Inc
+$3.5M
58,693
+320%
增持
NBIX
Neurocrine Biosciences Inc
+$3.4M
115,000
+15%
增持
LLY
Eli Lilly & Co
+$3.2M
69,241
+13%
建仓
HYG
iShares iBoxx $ High Yield Cor
+$3.2M
40,000
增持
AXP
American Express Co
+$3.2M
19,218
+78%
增持
—
CNH Industrial NV
+$3.0M
1,368,638
+14%
减持
PBH
Prestige Consumer Healthcare I
-$2.8M
110,000
-19%
减持
FERG
Ferguson Enterprises Inc
+$2.8M
60,203
-7%
减持
CFG
Citizens Financial Group Inc
-$2.7M
374,206
-21%
减持
EXTR
Extreme Networks Inc
+$2.7M
855,178
-10%
增持
AMGN
Amgen Inc
+$2.7M
18,160
+140%
增持
HD
Home Depot Inc/The
+$2.6M
18,403
+63%
减持
ADI
Analog Devices Inc
-$2.6M
336,542
-18%
减持
BAH
Booz Allen Hamilton Holding Co
-$2.6M
20,189
-55%
减持
USFD
US Foods Holding Corp
-$2.5M
223,145
-26%
减持
—
Aptiv PLC
+$2.5M
2,927,869
-12%
减持
CRM
Salesforce Inc
-$2.4M
15,850
-37%
减持
SIBN
SI-BONE Inc
+$2.3M
691,761
-10%
清仓
PINS
Pinterest Inc
-$2.3M
0
-100%
减持
PCRX
Pacira BioSciences Inc
-$2.2M
470,027
-13%
