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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 48
减持 84
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
ORCL
Oracle Corp
-$136.1M
170,754
-72%
减持
—
Linde PLC
-$121.3M
1,841,939
-4%
减持
XYL
Xylem Inc/NY
-$118.2M
4,881,208
-8%
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
TTEK
Tetra Tech Inc
+$107.6M
3,208,190
建仓
TYL
Tyler Technologies Inc
+$106.7M
235,136
减持
SNPS
Synopsys Inc
-$97.5M
442,763
-29%
减持
VLTO
Veralto Corp
-$94.7M
3,145,370
-18%
减持
ORA
Ormat Technologies Inc
-$93.6M
676,741
-62%
增持
CFG
Citizens Financial Group Inc
+$83.1M
1,729,587
+412%
减持
ITRI
Itron Inc
-$71.3M
1,355,148
-15%
增持
AWK
American Water Works Co Inc
+$70.8M
2,386,873
+38%
减持
—
Aptiv PLC
-$65.1M
4,269,536
-6%
减持
CARR
Carrier Global Corp
-$59.2M
3,548,911
-14%
增持
VRT
Vertiv Holdings Co
+$57.0M
1,207,028
+31%
减持
—
Pentair PLC
-$51.5M
3,311,159
-8%
减持
ACM
AECOM
-$50.2M
1,392,092
-1%
减持
ZTS
Zoetis Inc
-$49.4M
1,577,364
-7%
减持
WMS
Advanced Drainage Systems Inc
-$46.5M
2,066,723
-17%
减持
PTC
PTC Inc
-$45.6M
579,317
-21%
减持
AOS
A O Smith Corp
-$45.1M
4,649,544
-4%
增持
WAB
Westinghouse Air Brake Technol
+$42.7M
206,389
+2965%
增持
CTAS
Cintas Corp
+$39.9M
1,346,262
+30%
减持
HUBB
Hubbell Inc
-$38.0M
820,499
-12%
增持
MSFT
Microsoft Corp
-$37.3M
1,591,543
+2%
减持
—
RenaissanceRe Holdings Ltd
-$37.2M
969,868
-21%
减持
MRVL
Marvell Technology Inc
-$37.2M
3,142,554
-13%
减持
TREX
Trex Co Inc
-$36.8M
1,783,815
-8%
减持
TRMB
Trimble Inc
-$34.5M
1,530,754
-20%
减持
SBS
Cia de Saneamento Basico do Es
-$30.8M
7,236,477
-12%
减持
WCN
Waste Connections Inc
-$28.7M
481,705
-26%
减持
WTS
Watts Water Technologies Inc
-$28.7M
647,873
-13%
减持
NVDA
NVIDIA Corp
-$27.4M
3,034,256
-5%
增持
GOOGL
Alphabet Inc
+$27.3M
246,611
+20%
减持
—
nVent Electric PLC
-$27.1M
553,268
-35%
减持
A
Agilent Technologies Inc
-$27.0M
2,595,597
-12%
减持
RSG
Republic Services Inc
-$25.9M
579,314
-11%
清仓
CSL
Carlisle Cos Inc
-$25.5M
0
-100%
建仓
TSLA
Tesla Inc
+$25.5M
56,756
减持
RGEN
Repligen Corp
-$25.3M
413,384
-41%
减持
WM
Waste Management Inc
-$25.0M
1,009,080
-10%
建仓
QXO
QXO Inc
+$24.2M
1,256,785
减持
MPWR
Monolithic Power Systems Inc
-$23.7M
106,238
-19%
减持
CLH
Clean Harbors Inc
-$22.8M
148,605
-41%
增持
AAON
AAON Inc
+$22.3M
1,403,648
+53%
减持
UNP
Union Pacific Corp
-$22.1M
689,356
-10%
增持
ECL
Ecolab Inc
+$20.6M
725,432
+17%
减持
ISRG
Intuitive Surgical Inc
+$17.4M
199,525
-7%
增持
EBAY
eBay Inc
+$17.2M
3,134,733
+11%
减持
DIS
Walt Disney Co/The
-$16.9M
68,734
-68%
增持
NOW
ServiceNow Inc
-$16.8M
594,210
+407%
减持
TXN
Texas Instruments Inc
-$16.7M
430,198
-13%
减持
ADSK
Autodesk Inc
-$16.6M
349,957
-7%
增持
BSY
Bentley Systems Inc
-$16.1M
2,178,670
+12%
减持
—
Roivant Sciences Ltd
-$15.3M
550,000
-69%
减持
IEX
IDEX Corp
-$15.1M
1,708,816
-13%
减持
PANW
Palo Alto Networks Inc
-$14.2M
71,738
-47%
减持
GNRC
Generac Holdings Inc
-$14.2M
460,242
-1%
减持
—
TE Connectivity PLC
-$13.9M
764,995
-11%
减持
TMO
Thermo Fisher Scientific Inc
+$13.6M
149,132
-1%
建仓
DASH
DoorDash Inc
+$13.4M
59,198
减持
KLAC
KLA Corp
-$13.1M
212,473
-16%
建仓
CRNX
Crinetics Pharmaceuticals Inc
+$12.8M
275,000
减持
—
Trane Technologies PLC
-$12.0M
252,715
-3%
增持
CDNS
Cadence Design Systems Inc
+$11.6M
538,545
+21%
建仓
TECH
Bio-Techne Corp
+$11.5M
195,000
增持
TSM
Taiwan Semiconductor Manufactu
+$11.4M
95,768
+51%
增持
NFLX
Netflix Inc
-$11.3M
175,961
+659%
减持
ZWS
Zurn Elkay Water Solutions Cor
-$11.3M
2,921,884
-7%
减持
VMI
Valmont Industries Inc
-$11.2M
260,738
-13%
减持
—
Sealed Air Corp
-$10.2M
343,984
-50%
增持
AMZN
Amazon.com Inc
+$9.9M
387,433
+7%
增持
CNM
Core & Main Inc
+$9.7M
2,872,595
+11%
建仓
GEV
GE Vernova Inc
+$9.2M
14,137
减持
WAT
Waters Corp
+$9.2M
232,249
-12%
建仓
RVTY
Revvity Inc
+$9.2M
94,762
减持
URI
United Rentals Inc
-$9.1M
47,751
-5%
减持
CHE
Chemed Corp
-$8.9M
244,242
-4%
减持
CIEN
Ciena Corp
-$8.8M
31,239
-72%
增持
—
Pinnacle Financial Partners In
+$8.6M
421,413
+21%
增持
SIBN
SI-BONE Inc
+$8.6M
1,200,010
+17%
减持
PGR
Progressive Corp/The
-$7.9M
213,530
-7%
增持
GOOG
Alphabet Inc
+$7.6M
64,630
+24%
建仓
ABCB
Ameris Bancorp
+$7.4M
100,000
减持
MRSH
Marsh & McLennan Cos Inc
-$7.4M
427,624
-1%
减持
RYN
Rayonier Inc
-$7.0M
1,097,153
-5%
减持
MA
Mastercard Inc
-$7.0M
332,450
-4%
清仓
TPR
Tapestry Inc
-$6.8M
0
-100%
建仓
—
Seagate Technology Holdings PL
+$6.7M
24,323
清仓
SMPL
Simply Good Foods Co/The
-$6.4M
0
-100%
增持
LRCX
Lam Research Corp
+$5.9M
44,180
+253%
增持
GILD
Gilead Sciences Inc
+$5.7M
296,565
+7%
增持
CL
Colgate-Palmolive Co
+$5.6M
326,779
+29%
增持
EBC
Eastern Bankshares Inc
+$5.3M
1,275,000
+28%
减持
APH
Amphenol Corp
-$5.3M
982,800
-12%
增持
MU
Micron Technology Inc
+$5.2M
23,203
+181%
减持
JPM
JPMorgan Chase & Co
-$5.2M
146,587
-12%
减持
GPK
Graphic Packaging Holding Co
-$5.0M
949,588
-4%
减持
AAPL
Apple Inc
+$4.9M
368,237
-2%
清仓
NX
Quanex Building Products Corp
-$4.8M
0
-100%
减持
DAR
Darling Ingredients Inc
+$4.7M
1,147,396
-3%
增持
FRPT
Freshpet Inc
+$4.7M
140,000
+100%
减持
AGCO
AGCO Corp
-$4.6M
110,070
-27%
减持
HHH
Howard Hughes Holdings Inc
-$4.6M
55,707
-49%
减持
SITE
SiteOne Landscape Supply Inc
-$4.5M
915,917
-1%
增持
HDB
HDFC Bank Ltd
+$4.3M
1,695,445
+0%
减持
BSX
Boston Scientific Corp
-$4.3M
1,723,927
-0%
减持
LGND
Ligand Pharmaceuticals Inc
-$4.2M
165,208
-17%
减持
AMT
American Tower Corp
-$4.0M
123,777
-8%
增持
PCRX
Pacira BioSciences Inc
+$3.9M
750,027
+25%
减持
LLY
Eli Lilly & Co
+$3.9M
45,731
-23%
减持
—
CNH Industrial NV
-$3.9M
1,217,317
-12%
减持
DHR
Danaher Corp
+$3.7M
454,388
-10%
增持
ACA
Arcosa Inc
+$3.4M
156,500
+11%
减持
QCOM
QUALCOMM Inc
-$3.3M
33,751
-38%
减持
HD
Home Depot Inc/The
-$3.3M
11,724
-35%
减持
CYTK
Cytokinetics Inc
-$3.3M
100,000
-43%
增持
VITL
Vital Farms Inc
+$3.1M
238,915
+119%
增持
AVGO
Broadcom Inc
+$3.1M
120,936
+3%
减持
MTD
Mettler-Toledo International I
+$3.0M
31,236
-5%
增持
AAMI
Acadian Asset Management Inc
+$2.9M
845,451
+10%
减持
TVTX
Travere Therapeutics Inc
-$2.8M
225,000
-53%
增持
MAS
Masco Corp
-$2.8M
2,710,763
+9%
增持
WGS
GeneDx Holdings Corp
+$2.4M
60,000
+20%
减持
LFUS
Littelfuse Inc
-$2.3M
454,003
-0%
增持
—
Gates Industrial Corp PLC
+$2.3M
472,713
+49%
增持
C
Citigroup Inc
+$2.2M
137,975
+1%
增持
VCTR
Victory Capital Holdings Inc
+$2.2M
650,000
+8%
增持
—
On Holding AG
+$2.1M
92,209
+80%
减持
SPGI
S&P Global Inc
-$2.0M
14,512
-27%
增持
CAH
Cardinal Health Inc
+$2.0M
40,681
+0%
增持
MITK
Mitek Systems Inc
+$2.0M
1,295,000
+8%
减持
BALL
Ball Corp
-$1.9M
337,197
-14%
增持
EXTR
Extreme Networks Inc
-$1.9M
945,178
+11%
减持
OTIS
Otis Worldwide Corp
-$1.9M
95,841
-15%
增持
ENOV
Enovis Corp
+$1.9M
424,130
+37%
清仓
AYI
Acuity Inc
-$1.8M
0
-100%
增持
LYFT
Lyft Inc
+$1.8M
775,000
+29%
减持
CMG
Chipotle Mexican Grill Inc
-$1.7M
529,079
-3%
增持
UBER
Uber Technologies Inc
+$1.6M
274,960
+29%
减持
PLD
Prologis Inc
-$1.6M
36,625
-33%
增持
TTGT
TechTarget Inc
+$1.5M
1,238,887
+39%
增持
VOYA
Voya Financial Inc
+$1.5M
203,101
+11%
减持
AMAT
Applied Materials Inc
-$1.5M
854,529
-21%
清仓
—
Johnson Controls International
-$1.4M
0
-100%
清仓
CF
CF Industries Holdings Inc
-$1.4M
0
-100%
增持
BFAM
Bright Horizons Family Solutio
+$1.3M
36,428
+67%
减持
PYPL
PayPal Holdings Inc
-$1.3M
42,809
-25%
减持
HPQ
HP Inc
-$1.2M
215,598
-3%
增持
USFD
US Foods Holding Corp
+$1.2M
230,000
+10%
减持
—
Dole PLC
+$1.2M
1,584,474
-5%
