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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 50
减持 80
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
-$329.6M
1,188,887
-25%
增持
KLAC
KLA Corp
+$277.5M
363,789
+71%
增持
WCN
Waste Connections Inc
+$259.5M
2,117,425
+340%
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
—
Pentair PLC
-$195.4M
1,715,163
-48%
减持
WM
Waste Management Inc
-$194.8M
116,907
-88%
减持
A
Agilent Technologies Inc
-$143.0M
1,844,158
-29%
减持
AMAT
Applied Materials Inc
-$130.9M
259,602
-70%
减持
IEX
IDEX Corp
-$124.4M
947,946
-45%
减持
CARR
Carrier Global Corp
-$121.3M
1,176,257
-67%
减持
XYL
Xylem Inc/NY
-$116.7M
4,585,548
-6%
减持
RSG
Republic Services Inc
-$115.5M
33,272
-94%
减持
APH
Amphenol Corp
-$89.3M
344,516
-65%
减持
—
RenaissanceRe Holdings Ltd
-$83.1M
637,714
-34%
减持
SNPS
Synopsys Inc
-$82.9M
315,523
-29%
减持
BSX
Boston Scientific Corp
-$79.1M
1,359,572
-21%
减持
VRT
Vertiv Holdings Co
+$76.2M
1,084,483
-10%
增持
AWK
American Water Works Co Inc
+$71.9M
2,817,225
+18%
增持
ITRI
Itron Inc
+$70.7M
2,193,148
+62%
建仓
BLDX
Impax Global Infrastructure ET
+$70.7M
2,755,857
增持
NVDA
NVIDIA Corp
+$69.1M
3,641,085
+20%
减持
TXN
Texas Instruments Inc
-$67.3M
37,549
-91%
增持
QXO
QXO Inc
+$67.3M
4,713,068
+275%
减持
—
Linde PLC
+$63.2M
1,711,780
-7%
减持
PTC
PTC Inc
-$58.2M
299,679
-48%
减持
TRMB
Trimble Inc
-$57.2M
962,072
-37%
减持
ISRG
Intuitive Surgical Inc
-$51.1M
134,276
-33%
减持
TYL
Tyler Technologies Inc
-$50.5M
164,247
-30%
减持
MA
Mastercard Inc
-$50.1M
279,494
-16%
减持
CFR
Cullen/Frost Bankers Inc
-$48.4M
493,040
-46%
减持
NOW
ServiceNow Inc
-$43.5M
454,396
-24%
减持
ZTS
Zoetis Inc
-$43.5M
1,311,067
-17%
清仓
—
Pinnacle Financial Partners In
-$41.3M
0
-100%
减持
DHR
Danaher Corp
-$40.7M
333,774
-27%
增持
ECL
Ecolab Inc
+$38.1M
859,293
+18%
减持
CHE
Chemed Corp
-$37.9M
176,426
-28%
减持
MRVL
Marvell Technology Inc
-$37.8M
2,314,196
-26%
建仓
PNFP
Pinnacle Financial Partners In
+$35.7M
414,438
增持
WAB
Westinghouse Air Brake Technol
+$35.5M
318,350
+54%
减持
WMS
Advanced Drainage Systems Inc
-$35.0M
1,927,510
-7%
减持
SBS
Cia de Saneamento Basico do Es
+$33.1M
6,742,360
-7%
减持
JPM
JPMorgan Chase & Co
-$30.6M
56,444
-61%
减持
HDB
HDFC Bank Ltd
-$30.2M
1,274,713
-25%
减持
HUBB
Hubbell Inc
-$29.3M
682,761
-17%
增持
MELI
MercadoLibre Inc
+$29.2M
19,738
+702%
减持
AOS
A O Smith Corp
-$28.9M
4,278,219
-8%
减持
TMO
Thermo Fisher Scientific Inc
-$28.5M
117,758
-21%
减持
MAS
Masco Corp
-$28.5M
2,377,161
-12%
减持
AMZN
Amazon.com Inc
-$27.2M
298,865
-23%
减持
EBAY
eBay Inc
-$25.8M
2,715,835
-13%
减持
ADSK
Autodesk Inc
-$25.2M
327,597
-6%
减持
CFG
Citizens Financial Group Inc
-$24.6M
1,274,383
-26%
减持
BSY
Bentley Systems Inc
-$24.2M
1,677,588
-23%
增持
UNP
Union Pacific Corp
+$22.1M
748,216
+9%
建仓
NXT
Nextpower Inc
+$21.2M
175,688
减持
GOOGL
Alphabet Inc
-$21.1M
194,933
-21%
减持
MRSH
Marsh & McLennan Cos Inc
-$20.7M
337,944
-21%
减持
ZWS
Zurn Elkay Water Solutions Cor
-$18.8M
2,609,142
-11%
增持
—
On Holding AG
+$18.6M
672,474
+629%
减持
—
TE Connectivity PLC
-$18.5M
744,353
-3%
增持
RGEN
Repligen Corp
-$16.1M
438,468
+6%
减持
ACM
AECOM
-$15.4M
1,382,667
-1%
增持
VLTO
Veralto Corp
-$15.3M
3,376,097
+7%
清仓
GPK
Graphic Packaging Holding Co
-$14.3M
0
-100%
减持
VMI
Valmont Industries Inc
-$14.2M
227,075
-13%
建仓
TDC
Teradata Corp
+$14.0M
547,029
建仓
JBTM
JBT Marel Corp
+$13.5M
105,887
减持
LLY
Eli Lilly & Co
-$13.0M
39,319
-14%
减持
MKC
McCormick & Co Inc/MD
-$12.8M
389,393
-18%
增持
FELE
Franklin Electric Co Inc
+$12.4M
1,296,609
+16%
增持
AAON
AAON Inc
+$11.8M
1,436,288
+2%
增持
GEV
GE Vernova Inc
+$11.7M
23,937
+69%
减持
ULTA
Ulta Beauty Inc
-$11.2M
24,545
-38%
减持
PANW
Palo Alto Networks Inc
-$11.1M
13,040
-82%
增持
AVGO
Broadcom Inc
+$10.8M
170,190
+41%
建仓
UFPT
UFP Technologies Inc
+$10.7M
55,500
增持
VZ
Verizon Communications Inc
+$10.7M
248,578
+457%
建仓
DE
Deere & Co
+$10.4M
18,532
增持
PCG
PG&E Corp
+$9.0M
573,043
+732%
减持
AMT
American Tower Corp
-$8.6M
76,226
-38%
减持
CNM
Core & Main Inc
-$8.4M
2,851,367
-1%
减持
—
Sealed Air Corp
-$8.2M
144,781
-58%
清仓
TRS
TriMas Corp
-$8.2M
0
-100%
减持
WTS
Watts Water Technologies Inc
-$8.1M
588,022
-9%
减持
CL
Colgate-Palmolive Co
-$8.1M
208,262
-36%
减持
RYN
Rayonier Inc
-$8.0M
762,500
-31%
增持
TTEK
Tetra Tech Inc
+$7.8M
3,830,074
+19%
清仓
CIEN
Ciena Corp
-$7.3M
0
-100%
增持
LRCX
Lam Research Corp
+$7.2M
69,076
+56%
建仓
NEM
Newmont Corp
+$7.2M
66,299
增持
ADBE
Adobe Inc
+$7.2M
47,257
+282%
减持
GWW
WW Grainger Inc
-$7.2M
14,706
-36%
增持
T
AT&T Inc
+$7.1M
294,186
+422%
建仓
CI
Cigna Group/The
+$7.0M
26,359
减持
GILD
Gilead Sciences Inc
-$7.0M
210,813
-29%
建仓
BROS
Dutch Bros Inc
+$6.8M
135,000
增持
AAPL
Apple Inc
+$6.8M
421,335
+14%
增持
MRK
Merck & Co Inc
+$6.7M
150,937
+39%
减持
DAR
Darling Ingredients Inc
+$6.3M
770,339
-33%
增持
JNJ
Johnson & Johnson
+$6.2M
117,316
+8%
增持
ORA
Ormat Technologies Inc
+$6.2M
723,077
+7%
增持
INTC
Intel Corp
+$6.1M
162,756
+443%
增持
—
Aptiv PLC
-$6.0M
4,591,538
+8%
减持
—
nVent Electric PLC
+$6.0M
527,865
-5%
减持
TSM
Taiwan Semiconductor Manufactu
-$5.9M
68,746
-28%
减持
MIDD
Middleby Corp/The
-$5.8M
105,963
-21%
增持
MITK
Mitek Systems Inc
+$5.7M
1,433,524
+11%
增持
SIBN
SI-BONE Inc
-$5.7M
1,425,010
+19%
增持
HIG
Hartford Insurance Group Inc/T
+$5.6M
78,405
+115%
增持
WH
Wyndham Hotels & Resorts Inc
+$5.6M
180,000
+50%
增持
MOD
Modine Manufacturing Co
+$5.5M
50,000
+25%
减持
CME
CME Group Inc
-$5.5M
37,469
-38%
增持
WAT
Waters Corp
+$5.5M
314,584
+35%
增持
BJ
BJ's Wholesale Club Holdings I
+$5.4M
164,955
+38%
增持
ADC
Agree Realty Corp
+$5.2M
260,000
+30%
清仓
WSC
WillScot Holdings Corp
-$5.2M
0
-100%
增持
ABT
Abbott Laboratories
+$5.1M
206,569
+61%
增持
ORCL
Oracle Corp
-$5.1M
191,605
+12%
减持
AAMI
Acadian Asset Management Inc
+$5.1M
823,323
-3%
增持
QCOM
QUALCOMM Inc
+$5.1M
84,167
+149%
减持
DASH
DoorDash Inc
-$5.0M
55,977
-5%
减持
URI
United Rentals Inc
-$4.9M
46,262
-3%
清仓
HPQ
HP Inc
-$4.8M
0
-100%
增持
ABBV
AbbVie Inc
+$4.7M
27,400
+414%
增持
PGR
Progressive Corp/The
-$4.7M
221,428
+4%
减持
—
Dole PLC
-$4.5M
1,344,132
-15%
增持
ATEN
A10 Networks Inc
+$4.5M
470,000
+31%
增持
EIX
Edison International
+$4.5M
197,801
+19%
清仓
HHH
Howard Hughes Holdings Inc
-$4.4M
0
-100%
减持
NFLX
Netflix Inc
-$4.4M
125,912
-28%
减持
DY
Dycom Industries Inc
-$4.4M
30,000
-30%
减持
SITE
SiteOne Landscape Supply Inc
-$4.3M
824,430
-10%
减持
PBH
Prestige Consumer Healthcare I
-$4.2M
65,000
-50%
建仓
AEP
American Electric Power Co Inc
+$4.0M
30,208
增持
V
Visa Inc
+$3.9M
54,136
+53%
减持
GIS
General Mills Inc
-$3.9M
66,766
-51%
清仓
VC
Visteon Corp
-$3.8M
0
-100%
减持
RVTY
Revvity Inc
-$3.7M
62,822
-34%
增持
INTU
Intuit Inc
-$3.7M
22,614
+12%
减持
—
Roivant Sciences Ltd
-$3.6M
300,000
-45%
增持
C
Citigroup Inc
+$3.5M
172,784
+25%
增持
CDNS
Cadence Design Systems Inc
-$3.5M
593,375
+10%
清仓
IFF
International Flavors & Fragra
-$3.5M
0
-100%
增持
MU
Micron Technology Inc
+$3.1M
28,682
+24%
减持
UBER
Uber Technologies Inc
-$3.1M
269,760
-2%
减持
CMG
Chipotle Mexican Grill Inc
-$3.0M
517,326
-2%
减持
—
Trane Technologies PLC
-$3.0M
228,808
-9%
减持
GNRC
Generac Holdings Inc
+$3.0M
336,461
-27%
减持
CMI
Cummins Inc
-$2.9M
10,979
-37%
减持
WRBY
Warby Parker Inc
-$2.6M
275,000
-29%
增持
MTD
Mettler-Toledo International I
-$2.5M
32,523
+4%
