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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 50
减持 79
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
—
Aptiv PLC
+$190.6M
4,523,145
+54%
减持
MTD
Mettler-Toledo International I
-$160.9M
33,016
-81%
清仓
ANSS
ANSYS Inc
-$111.7M
0
-100%
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
ITRI
Itron Inc
+$105.2M
1,588,950
+127%
减持
TXN
Texas Instruments Inc
-$103.7M
497,310
-47%
减持
V
Visa Inc
-$92.1M
35,441
-88%
减持
—
TE Connectivity PLC
-$90.7M
856,297
-48%
增持
VRT
Vertiv Holdings Co
+$77.9M
918,200
+94%
减持
ADI
Analog Devices Inc
-$74.5M
19,688
-94%
减持
XYL
Xylem Inc/NY
+$73.7M
5,318,101
-3%
增持
ZTS
Zoetis Inc
+$65.1M
1,693,701
+44%
清仓
DCI
Donaldson Co Inc
-$56.8M
0
-100%
减持
—
Pentair PLC
-$55.4M
3,585,069
-19%
减持
CNM
Core & Main Inc
-$54.0M
2,593,222
-19%
增持
CARR
Carrier Global Corp
+$49.9M
4,147,476
+54%
减持
ADSK
Autodesk Inc
-$49.5M
378,321
-31%
增持
AOS
A O Smith Corp
+$48.4M
4,850,158
+3%
增持
TREX
Trex Co Inc
+$44.8M
1,934,581
+93%
增持
UNP
Union Pacific Corp
+$42.1M
768,272
+27%
增持
AAON
AAON Inc
+$42.0M
916,047
+56%
增持
MRVL
Marvell Technology Inc
+$41.8M
3,628,126
+7%
减持
ORCL
Oracle Corp
-$38.3M
602,136
-37%
减持
KLAC
KLA Corp
-$37.0M
252,188
-27%
增持
VLTO
Veralto Corp
+$36.2M
3,839,722
+4%
减持
GNRC
Generac Holdings Inc
-$35.8M
463,101
-42%
减持
ZWS
Zurn Elkay Water Solutions Cor
-$33.3M
3,128,146
-37%
减持
GPK
Graphic Packaging Holding Co
-$29.3M
986,942
-58%
建仓
NFLX
Netflix Inc
+$27.8M
23,173
减持
BSY
Bentley Systems Inc
-$27.4M
1,943,672
-18%
减持
EBAY
eBay Inc
-$27.0M
2,813,001
-26%
减持
IEX
IDEX Corp
-$26.1M
1,960,819
-0%
减持
RYN
Rayonier Inc
-$24.0M
1,159,058
-53%
增持
ISRG
Intuitive Surgical Inc
+$23.9M
213,773
+60%
减持
CLH
Clean Harbors Inc
-$23.6M
252,141
-29%
减持
A
Agilent Technologies Inc
+$23.4M
2,961,796
-2%
减持
AMAT
Applied Materials Inc
-$23.3M
1,079,832
-19%
增持
—
Pinnacle Financial Partners In
+$21.6M
348,237
+248%
减持
GOOGL
Alphabet Inc
-$21.2M
205,107
-49%
减持
MSFT
Microsoft Corp
+$21.1M
1,558,008
-2%
增持
MA
Mastercard Inc
+$18.8M
345,960
+8%
减持
PTC
PTC Inc
+$18.2M
729,164
-3%
减持
RSG
Republic Services Inc
-$18.1M
647,983
-4%
减持
MRSH
Marsh & McLennan Cos Inc
-$17.7M
430,210
-11%
增持
NOW
ServiceNow Inc
+$17.5M
117,153
+33%
减持
CHE
Chemed Corp
-$16.9M
253,182
-5%
减持
WAT
Waters Corp
-$16.8M
263,546
-4%
增持
—
Linde PLC
+$16.6M
1,908,814
+0%
减持
—
nVent Electric PLC
+$16.5M
857,515
-7%
减持
PLD
Prologis Inc
-$16.3M
54,487
-75%
减持
CDNS
Cadence Design Systems Inc
+$14.8M
446,342
-4%
增持
HDB
HDFC Bank Ltd
-$14.4M
1,687,380
+77%
增持
—
RenaissanceRe Holdings Ltd
+$14.4M
1,220,424
+0%
减持
AAPL
Apple Inc
+$14.4M
373,893
-5%
增持
BSX
Boston Scientific Corp
+$14.3M
1,727,380
+19%
增持
GWW
WW Grainger Inc
+$14.0M
23,182
+198%
减持
VMI
Valmont Industries Inc
+$13.7M
299,491
-4%
清仓
AVTR
Avantor Inc
-$13.0M
0
-100%
增持
CFR
Cullen/Frost Bankers Inc
+$11.9M
920,833
+12%
减持
ACM
AECOM
+$11.7M
1,402,073
-8%
增持
URI
United Rentals Inc
+$11.7M
50,058
+4%
清仓
MCD
McDonald's Corp
-$11.6M
0
-100%
增持
CTAS
Cintas Corp
+$11.6M
1,039,226
+14%
增持
TSM
Taiwan Semiconductor Manufactu
+$10.9M
63,414
+109%
减持
VOYA
Voya Financial Inc
-$10.5M
182,379
-46%
增持
SNPS
Synopsys Inc
-$10.2M
621,909
+1%
清仓
—
Merus NV
-$9.5M
0
-100%
减持
—
Trane Technologies PLC
-$8.8M
261,508
-4%
减持
LLY
Eli Lilly & Co
-$8.7M
59,329
-14%
减持
DAR
Darling Ingredients Inc
-$8.7M
1,184,294
-1%
增持
ADC
Agree Realty Corp
+$8.4M
200,000
+150%
减持
LFUS
Littelfuse Inc
+$8.3M
456,031
-6%
增持
WM
Waste Management Inc
-$7.9M
1,117,078
+0%
减持
NVDA
NVIDIA Corp
-$7.7M
3,179,954
-17%
减持
WTS
Watts Water Technologies Inc
-$7.6M
745,622
-15%
减持
HUBB
Hubbell Inc
-$7.0M
937,136
-7%
减持
PGR
Progressive Corp/The
-$6.9M
229,039
-4%
减持
JPM
JPMorgan Chase & Co
-$6.8M
166,326
-19%
减持
HHH
Howard Hughes Holdings Inc
-$6.8M
110,000
-53%
减持
INTC
Intel Corp
-$6.8M
15,117
-95%
建仓
TPR
Tapestry Inc
+$6.8M
59,742
减持
BALL
Ball Corp
-$6.7M
392,862
-17%
清仓
CDW
CDW Corp/DE
-$6.7M
0
-100%
清仓
EL
Estee Lauder Cos Inc/The
-$6.7M
0
-100%
增持
AMD
Advanced Micro Devices Inc
+$6.7M
52,068
+327%
建仓
TWLO
Twilio Inc
+$6.6M
65,636
减持
FITB
Fifth Third Bancorp
-$6.5M
37,103
-81%
清仓
INSP
Inspire Medical Systems Inc
-$6.5M
0
-100%
增持
JNJ
Johnson & Johnson
+$6.3M
121,457
+15%
增持
ACA
Arcosa Inc
+$6.2M
141,500
+75%
减持
MPWR
Monolithic Power Systems Inc
-$6.2M
131,401
-24%
减持
ECL
Ecolab Inc
-$6.1M
620,340
-5%
减持
APH
Amphenol Corp
-$6.0M
1,116,115
-24%
减持
LGND
Ligand Pharmaceuticals Inc
+$5.9M
200,208
-23%
减持
MKC
McCormick & Co Inc/MD
-$5.8M
491,130
-4%
增持
STT
State Street Corp
+$5.7M
127,984
+49%
增持
EBC
Eastern Bankshares Inc
+$5.7M
1,000,000
+23%
减持
TRMB
Trimble Inc
-$5.5M
1,910,478
-10%
建仓
WGS
GeneDx Holdings Corp
+$5.4M
50,000
增持
CMG
Chipotle Mexican Grill Inc
-$5.4M
543,604
+14%
增持
GOOG
Alphabet Inc
+$5.3M
52,215
+25%
减持
MAS
Masco Corp
+$5.2M
2,482,960
-6%
减持
FELE
Franklin Electric Co Inc
-$5.1M
1,121,191
-10%
清仓
IBM
International Business Machine
-$5.1M
0
-100%
清仓
—
Eaton Corp PLC
-$4.8M
0
-100%
减持
CSL
Carlisle Cos Inc
-$4.8M
77,668
-4%
减持
—
Roivant Sciences Ltd
+$4.7M
1,800,000
-10%
增持
WSM
Williams-Sonoma Inc
+$4.5M
34,039
+164%
减持
TMO
Thermo Fisher Scientific Inc
+$4.3M
150,031
-12%
清仓
CRM
Salesforce Inc
-$4.3M
0
-100%
清仓
APD
Air Products and Chemicals Inc
-$4.2M
0
-100%
增持
PCRX
Pacira BioSciences Inc
+$4.2M
600,027
+28%
增持
WRBY
Warby Parker Inc
+$4.0M
385,000
+28%
增持
WK
Workiva Inc
+$3.9M
136,086
+20%
减持
NBIX
Neurocrine Biosciences Inc
-$3.9M
75,000
-35%
减持
AGCO
AGCO Corp
-$3.9M
150,467
-22%
减持
DIS
Walt Disney Co/The
-$3.8M
215,505
-6%
减持
SITE
SiteOne Landscape Supply Inc
-$3.7M
920,661
-9%
增持
EMR
Emerson Electric Co
+$3.4M
120,193
+30%
增持
FERG
Ferguson Enterprises Inc
+$3.4M
73,488
+22%
增持
WCN
Waste Connections Inc
-$3.3M
653,811
+3%
增持
—
Sealed Air Corp
+$3.3M
691,491
+2%
增持
MITK
Mitek Systems Inc
+$3.3M
1,195,000
+41%
减持
SBS
Cia de Saneamento Basico do Es
+$3.3M
8,202,920
-10%
清仓
HYG
iShares iBoxx $ High Yield Cor
-$3.2M
0
-100%
建仓
PODD
Insulet Corp
+$3.0M
9,667
减持
MIDD
Middleby Corp/The
-$2.9M
141,429
-6%
减持
WMS
Advanced Drainage Systems Inc
-$2.9M
2,500,076
-18%
增持
ENOV
Enovis Corp
+$2.8M
310,630
+47%
增持
PLNT
Planet Fitness Inc
+$2.8M
194,271
+22%
减持
BJ
BJ's Wholesale Club Holdings I
-$2.7M
119,955
-7%
增持
—
CNH Industrial NV
-$2.7M
1,390,088
+2%
增持
CL
Colgate-Palmolive Co
-$2.7M
252,965
+1%
减持
VITL
Vital Farms Inc
-$2.6M
108,915
-41%
减持
INTU
Intuit Inc
-$2.3M
19,168
-2%
增持
PNC
PNC Financial Services Group I
+$2.1M
15,949
+177%
减持
ABT
Abbott Laboratories
-$2.1M
128,472
-10%
清仓
BAH
Booz Allen Hamilton Holding Co
-$2.1M
0
-100%
增持
SIBN
SI-BONE Inc
+$2.1M
1,025,010
+48%
减持
CME
CME Group Inc
-$2.0M
56,672
-10%
减持
DHR
Danaher Corp
-$2.0M
506,029
-3%
减持
GILD
Gilead Sciences Inc
-$2.0M
276,671
-6%
减持
PANW
Palo Alto Networks Inc
-$1.9M
134,797
-6%
减持
LULU
Lululemon Athletica Inc
-$1.9M
28,740
-3%
减持
—
Accenture PLC
-$1.9M
30,729
-3%
增持
IFF
International Flavors & Fragra
+$1.8M
49,081
+189%
清仓
ITW
Illinois Tool Works Inc
-$1.8M
0
-100%
减持
ULTA
Ulta Beauty Inc
+$1.7M
42,068
-8%
清仓
THG
Hanover Insurance Group Inc/Th
-$1.7M
0
-100%
减持
BNY
Bank of New York Mellon Corp/T
+$1.7M
110,592
-3%
减持
AAMI
Acadian Asset Management Inc
+$1.6M
765,484
-23%
