Impax Asset Management Group plc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Impax Asset Management Group plc reported 284 stock positions worth $15.4 billion. Its top holding was KLA (KLAC) at 4.9% of the portfolio, followed by Nvidia (NVDA, 4.8%) and Linde (LIN, 4.8%). Compared with Q1 2026, it opened 9 new positions, sold out of 12, added to 126 and reduced 111. The biggest buy was Amphenol Class A (APH, shares +247%) and the biggest sale eBay (EBAY, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001749768
- Portfolio Value
- $15.4B (Q2 2026)
- SEC Filing
- 0001749768-26-000004 ↗ filed Aug 11, 2026
Holdings Value
Holdings 284 stocks · $15.4B
| KLAC KLA Corp. | 4.87% | 2,482,564 | $749.0M | Reduce -31.8% |
| NVDA Nvidia Corp. | 4.85% | 3,722,756 | $744.9M | Add +2.2% |
| LIN Linde PLC | 4.79% | 1,419,343 | $736.6M | Reduce -17.1% |
| XYL Xylem Inc. | 3.44% | 4,468,984 | $528.3M | Reduce -2.5% |
| MSFT Microsoft Corp. | 3.28% | 1,350,648 | $503.8M | Add +13.6% |
| AWK American Water Works Co. Inc. | 3.07% | 3,583,592 | $471.5M | Add +27.2% |
| VLTO Veralto Corp. | 2.99% | 5,186,589 | $459.9M | Add +53.6% |
| CTAS Cintas Corp. | 2.67% | 2,413,313 | $410.5M | Add +60.5% |
| WCN Waste Connections Inc. | 2.15% | 1,979,027 | $329.9M | Reduce -6.5% |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 1.97% | 52,324,409 | $302.4M | Add +55.2% |
| WMS Advanced Drainage Systems Inc. | 1.89% | 1,845,942 | $289.7M | Reduce -4.2% |
| ECL Ecolab Inc. | 1.79% | 988,389 | $275.4M | Add +15.0% |
| HUBB Hubbell Inc. | 1.66% | 486,855 | $254.7M | Reduce -28.7% |
| APTV Aptiv PLC | 1.63% | 4,087,314 | $250.9M | Reduce -11.0% |
| VRT Vertiv Holdings Co. Class A | 1.59% | 729,503 | $244.3M | Reduce -32.7% |
| A Agilent Technologies Inc. | 1.45% | 1,674,957 | $222.5M | Reduce -9.2% |
| IEX Idex Corp. | 1.42% | 962,000 | $218.3M | Add +1.5% |
| WTS Watts Water Technologies-A | 1.38% | 543,412 | $212.7M | Reduce -7.6% |
| APH Amphenol Corp. Class A | 1.37% | 1,195,285 | $210.8M | Add +246.9% |
| CNM Core & Main Inc. Class A | 1.32% | 4,203,618 | $202.8M | Add +47.4% |
| MRVL Marvell Technology Inc. | 1.28% | 660,285 | $196.7M | Reduce -71.5% |
| RNR Renaissancere Holdings Ltd. | 1.27% | 615,422 | $195.0M | Reduce -3.5% |
| AOS Smith (a.o.) Corp. | 1.15% | 2,813,713 | $176.5M | Reduce -34.2% |
| AMAT Applied Materials Inc. | 1.14% | 242,832 | $175.6M | Reduce -6.5% |
| ITRI Itron Inc. | 1.08% | 1,926,905 | $166.7M | Reduce -12.1% |
| MAS Masco Corp. | 1.08% | 2,031,735 | $165.3M | Reduce -14.5% |
| MA Mastercard Inc. Class A | 1.06% | 317,661 | $163.2M | Add +13.7% |
| CDNS Cadence Design SYS Inc. | 1.04% | 426,623 | $160.1M | Reduce -28.1% |
| PNR Pentair PLC | 1.04% | 2,087,003 | $160.0M | Add +21.7% |
| TEL Te Connectivity PLC | 1.00% | 762,712 | $153.8M | Add +2.5% |
| WAB Wabtec Corp. | 0.98% | 558,757 | $150.6M | Add +75.5% |
| ACM Aecom | 0.97% | 2,128,339 | $148.6M | Add +53.9% |
| SNPS Synopsys Inc. | 0.97% | 332,929 | $148.5M | Add +5.5% |
| DE Deere & Co. | 0.95% | 230,130 | $146.0M | Add +1141.8% |
| BMI Badger Meter Inc. | 0.91% | 945,694 | $140.3M | New |
| ZWS Zurn Elkay Water Solutions C | 0.87% | 2,633,758 | $133.1M | Add +0.9% |
| VMI Valmont Industries | 0.85% | 226,080 | $130.6M | Reduce -0.4% |
| FELE Franklin Electric Co. Inc. | 0.82% | 1,175,582 | $126.0M | Reduce -9.3% |
| UNP Union Pacific Corp. | 0.81% | 455,346 | $123.9M | Reduce -39.1% |
| PNFP Pinnacle Financial Partners | 0.75% | 1,142,360 | $115.2M | Add +175.6% |
| TTEK Tetra Tech Inc. | 0.74% | 3,931,741 | $113.6M | Add +2.6% |
| AAPL Apple Inc. | 0.68% | 363,014 | $105.0M | Reduce -13.8% |
| NEE Nextera Energy Inc. | 0.67% | 1,175,682 | $103.2M | Add +2495.4% |
| QXO Qxo Inc. | 0.66% | 5,861,003 | $101.3M | Add +24.4% |
| TT Trane Technologies PLC | 0.65% | 202,048 | $99.2M | Reduce -11.7% |
| ADSK Autodesk Inc. | 0.63% | 500,719 | $97.3M | Add +52.9% |
| SITE Siteone Landscape Supply Inc. | 0.62% | 836,410 | $95.7M | Add +1.4% |
| LFUS Littelfuse Inc. | 0.58% | 197,265 | $89.8M | Reduce -42.9% |
| MPWR Monolithic Power Systems Inc. | 0.57% | 63,427 | $87.7M | Reduce -28.3% |
| CFG Citizens Financial Group | 0.50% | 1,105,960 | $77.5M | Reduce -13.2% |
| MWA Mueller Water Products Inc. Class A | 0.50% | 2,967,471 | $76.6M | Add +0.7% |
| GNRC Generac Holdings Inc. | 0.49% | 256,642 | $75.1M | Reduce -23.7% |
| CARR Carrier Global Corp. | 0.44% | 918,354 | $67.4M | Reduce -21.9% |
| TREX Trex Company Inc. filed as TREX INC | 0.42% | 1,304,299 | $65.3M | Reduce -26.2% |
| NXT Nextpower Inc. | 0.39% | 504,320 | $60.1M | Add +187.1% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 118,420 | $59.4M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.38% | 163,682 | $58.5M | Reduce -16.0% |
| ISRG Intuitive Surgical Inc. | 0.37% | 143,389 | $57.0M | Add +6.8% |
| MRSH Marsh & McLennan Cos | 0.37% | 339,854 | $56.6M | Add +0.6% |
| ORA Ormat Technologies Inc. | 0.36% | 512,972 | $55.9M | Reduce -29.1% |
| EBAY eBay Inc. | 0.36% | 491,790 | $55.0M | Reduce -81.9% |
| AMZN Amazon.com Inc. | 0.36% | 230,059 | $54.8M | Reduce -23.0% |
| RGEN Repligen Corp. | 0.35% | 396,513 | $54.1M | Reduce -9.6% |
| AVGO Broadcom Inc. | 0.35% | 142,317 | $53.8M | Reduce -16.4% |
| NVT Nvent Electric PLC | 0.33% | 303,448 | $51.5M | Reduce -42.5% |
| TRMB Trimble Inc. | 0.33% | 983,455 | $50.3M | Add +2.2% |
| BSY Bentley Systems Inc. Class B | 0.32% | 1,657,397 | $49.5M | Reduce -1.2% |
| BSX Boston Scientific Corp. | 0.32% | 1,159,186 | $49.5M | Reduce -14.7% |
| NOW ServiceNow Inc. | 0.30% | 471,965 | $46.9M | Add +3.9% |
| PGR Progressive Corp. | 0.29% | 204,843 | $44.7M | Reduce -7.5% |
| MTD Mettler-Toledo International | 0.29% | 34,937 | $44.6M | Add +7.4% |
| VCTR Victory Capital Holding - A | 0.29% | 525,000 | $44.1M | Reduce -19.2% |
| AAON Aaon Inc. | 0.28% | 343,165 | $43.5M | Reduce -76.1% |
| TYL Tyler Technologies Inc. | 0.27% | 143,132 | $41.9M | Reduce -12.9% |
| LGND Ligand Pharmaceuticals | 0.27% | 130,000 | $41.1M | Reduce -14.7% |
| LLY Eli Lilly & Co. | 0.25% | 32,437 | $38.9M | Reduce -17.5% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.24% | 1,032,886 | $36.6M | Add +53.6% |
| URI United Rentals Inc. | 0.23% | 31,672 | $35.9M | Reduce -31.5% |
| MU Micron Technology Inc. | 0.23% | 30,269 | $34.9M | Add +5.5% |
| MELI MercadoLibre Inc. | 0.22% | 20,199 | $34.3M | Add +2.3% |
| JNJ Johnson & Johnson | 0.22% | 134,357 | $34.1M | Add +14.5% |
| PTC PTC Inc. | 0.22% | 293,381 | $33.3M | Reduce -2.1% |
| HDB HDFC Bank Ltd.-ADR | 0.21% | 1,223,482 | $31.6M | Reduce -4.0% |
| LRCX Lam Research Corp. | 0.19% | 66,443 | $28.8M | Reduce -3.8% |
| EBC Eastern Bankshares Inc. | 0.18% | 1,275,000 | $28.4M | No change |
| GILD Gilead Sciences Inc. | 0.18% | 224,260 | $28.3M | Add +6.4% |
| GOOG Alphabet Inc. Class C | 0.18% | 79,368 | $28.0M | Add +5.0% |
| AMD Advanced Micro Devices | 0.18% | 47,448 | $27.6M | Reduce -4.8% |
| MITK Mitek Systems Inc. | 0.18% | 1,358,524 | $27.3M | Reduce -5.2% |
| INTC Intel Corp. | 0.18% | 193,978 | $27.1M | Add +19.2% |
| NBIX Neurocrine Biosciences Inc. | 0.18% | 160,000 | $27.0M | Add +113.3% |
| MRK Merck & Co. Inc. | 0.17% | 204,194 | $26.2M | Add +35.3% |
| WM Waste Management Inc. | 0.17% | 115,257 | $25.7M | Reduce -1.4% |
| AAMI Acadian Asset Management Inc. | 0.16% | 350,000 | $25.0M | Reduce -57.5% |
| ABT Abbott Laboratories | 0.16% | 272,358 | $24.7M | Add +31.9% |
| ORCL Oracle Corp. | 0.16% | 165,432 | $24.2M | Reduce -13.7% |
| C Citigroup Inc. | 0.16% | 172,676 | $24.2M | Reduce -0.1% |
| TDC Teradata Corp. | 0.15% | 684,529 | $23.7M | Add +25.1% |
| SIBN Si-Bone Inc. | 0.15% | 1,425,010 | $23.3M | No change |
| V Visa Inc. Class A | 0.15% | 65,587 | $22.5M | Add +21.1% |
Portfolio Sells Q1 2026 → Q2 2026
| EBAY eBay Inc. | Reduce -81.9% | 0.36% | −1.37 |
| LIN Linde PLC | Reduce -17.1% | 4.79% | −1.12 |
| ZTS Zoetis Inc. | Reduce -83.2% | 0.10% | −0.98 |
| AOS Smith (a.o.) Corp. | Reduce -34.2% | 1.15% | −0.82 |
| HUBB Hubbell Inc. | Reduce -28.7% | 1.66% | −0.68 |
| APTV Aptiv PLC | Reduce -11.0% | 1.63% | −0.59 |
| AAON Aaon Inc. | Reduce -76.1% | 0.28% | −0.55 |
| WAT Waters Corp. | Reduce -85.7% | 0.11% | −0.54 |
| BLDX Impax Global Sustainable Inf | Sold out | 0.00% | −0.49 |
| CHE Chemed Corp. | Sold out | 0.00% | −0.46 |
| UNP Union Pacific Corp. | Reduce -39.1% | 0.81% | −0.46 |
| XYL Xylem Inc. | Reduce -2.5% | 3.44% | −0.38 |
| CFR Cullen/Frost Bankers Inc. | Reduce -80.7% | 0.10% | −0.38 |
| DHR Danaher Corp. | Reduce -70.6% | 0.12% | −0.32 |
| MRVL Marvell Technology Inc. | Reduce -71.5% | 1.28% | −0.32 |
| VRT Vertiv Holdings Co. Class A | Reduce -32.7% | 1.59% | −0.31 |
| ITRI Itron Inc. | Reduce -12.1% | 1.08% | −0.29 |
| BSX Boston Scientific Corp. | Reduce -14.7% | 0.32% | −0.27 |
| WCN Waste Connections Inc. | Reduce -6.5% | 2.15% | −0.25 |
| LFUS Littelfuse Inc. | Reduce -42.9% | 0.58% | −0.23 |
| ORA Ormat Technologies Inc. | Reduce -29.1% | 0.36% | −0.20 |
| DAR Darling Ingredients Inc. | Reduce -49.6% | 0.14% | −0.19 |
| AAMI Acadian Asset Management Inc. | Reduce -57.5% | 0.16% | −0.15 |
| CLH Clean Harbors Inc. | Reduce -49.9% | 0.12% | −0.13 |
| TYL Tyler Technologies Inc. | Reduce -12.9% | 0.27% | −0.12 |
| CDNS Cadence Design SYS Inc. | Reduce -28.1% | 1.04% | −0.11 |
| TSLA Tesla Inc. | Reduce -57.7% | 0.08% | −0.10 |
| MPWR Monolithic Power Systems Inc. | Reduce -28.3% | 0.57% | −0.10 |
| NVT Nvent Electric PLC | Reduce -42.5% | 0.33% | −0.10 |
| BSY Bentley Systems Inc. Class B | Reduce -1.2% | 0.32% | −0.09 |
| PTC PTC Inc. | Reduce -2.1% | 0.22% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -23.0% | 0.36% | −0.08 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -59.0% | 0.09% | −0.07 |
| AMT American Tower Corp. | Reduce -71.6% | 0.02% | −0.07 |
| AAPL Apple Inc. | Reduce -13.8% | 0.68% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -39.6% | 0.08% | −0.06 |
| RNR Renaissancere Holdings Ltd. | Reduce -3.5% | 1.27% | −0.05 |
| CL Colgate-Palmolive Co. | Reduce -37.4% | 0.08% | −0.05 |
| SEE Sealed Air Corp. | Sold out | 0.00% | −0.04 |
| CME Cme Group Inc. | Reduce -34.5% | 0.04% | −0.04 |
| NFLX Netflix Inc. | Reduce -25.0% | 0.04% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -23.9% | 0.10% | −0.04 |
| ORCL Oracle Corp. | Reduce -13.7% | 0.16% | −0.04 |
| RVTY Revvity Inc. | Sold out | 0.00% | −0.04 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.04 |
| CFG Citizens Financial Group | Reduce -13.2% | 0.50% | −0.03 |
| EMR Emerson Electric Co. | Reduce -26.3% | 0.09% | −0.03 |
| PBH Prestige Consumer Healthcare | Sold out | 0.00% | −0.03 |
| WGS Genedx Holdings Corp. | Sold out | 0.00% | −0.03 |
| TREX Trex Company Inc. | Reduce -26.2% | 0.42% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| APH Amphenol Corp. Class A | Add +246.9% | 1.37% | +1.07 |
| BMI Badger Meter Inc. | New | 0.91% | +0.91 |
| VLTO Veralto Corp. | Add +53.6% | 2.99% | +0.91 |
| CTAS Cintas Corp. | Add +60.5% | 2.67% | +0.90 |
| DE Deere & Co. | Add +1141.8% | 0.95% | +0.88 |
| NEE Nextera Energy Inc. | Add +2495.4% | 0.67% | +0.64 |
| SBS Cia Saneamento Basico DE-ADR | Add +55.2% | 1.97% | +0.53 |
| PNFP Pinnacle Financial Partners | Add +175.6% | 0.75% | +0.50 |
| WAB Wabtec Corp. | Add +75.5% | 0.98% | +0.43 |
| NVDA Nvidia Corp. | Add +2.2% | 4.85% | +0.42 |
| AWK American Water Works Co. Inc. | Add +27.2% | 3.07% | +0.40 |
| CNM Core & Main Inc. Class A | Add +47.4% | 1.32% | +0.34 |
| NXT Nextpower Inc. | Add +187.1% | 0.39% | +0.24 |
| MSFT Microsoft Corp. | Add +13.6% | 3.28% | +0.21 |
| ECL Ecolab Inc. | Add +15.0% | 1.79% | +0.20 |
| IEX Idex Corp. | Add +1.5% | 1.42% | +0.17 |
| MU Micron Technology Inc. | Add +5.5% | 0.23% | +0.16 |
| ACM Aecom | Add +53.9% | 0.97% | +0.15 |
| INTC Intel Corp. | Add +19.2% | 0.18% | +0.13 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.12% | +0.12 |
| NBIX Neurocrine Biosciences Inc. | Add +113.3% | 0.18% | +0.11 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.10% | +0.10 |
| SNPS Synopsys Inc. | Add +5.5% | 0.97% | +0.09 |
| EQIX Equinix Inc. | New | 0.09% | +0.09 |
| MA Mastercard Inc. Class A | Add +13.7% | 1.06% | +0.09 |
| ADSK Autodesk Inc. | Add +52.9% | 0.63% | +0.09 |
| ONON On Holding AG Class A | Add +53.6% | 0.24% | +0.08 |
| QCOM Qualcomm Inc. | Add +38.3% | 0.14% | +0.06 |
| TVTX Travere Therapeutics Inc. | Add +33.3% | 0.11% | +0.06 |
| MTH Meritage Homes Corp. | New | 0.06% | +0.06 |
| TDC Teradata Corp. | Add +25.1% | 0.15% | +0.06 |
| NDAQ Nasdaq Inc. | Add +551.1% | 0.07% | +0.06 |
| DY Dycom Industries Inc. | Add +25.8% | 0.12% | +0.05 |
| NHP National Healthcare Properti | New | 0.05% | +0.05 |
| HLIT Harmonic Inc. | New | 0.05% | +0.05 |
| ZWS Zurn Elkay Water Solutions C | Add +0.9% | 0.87% | +0.05 |
| GTES Gates Industrial Corp. UK Ltd. | Add +36.2% | 0.14% | +0.05 |
| NPO Enpro Inc. | Add +12.1% | 0.13% | +0.05 |
| MRK Merck & Co. Inc. | Add +35.3% | 0.17% | +0.04 |
| WRBY Warby Parker Inc. Class A | Add +54.5% | 0.08% | +0.04 |
| BROS Dutch Bros Inc. Class A | Add +44.4% | 0.09% | +0.04 |
| CI The Cigna Group | Add +92.1% | 0.09% | +0.04 |
| IT Gartner Inc. | Add +491.1% | 0.05% | +0.04 |
| STT State Street Corp. | Add +10.3% | 0.13% | +0.04 |
| TXN Texas Instruments Inc. | Add +17.8% | 0.09% | +0.03 |
| VOYA Voya Financial Inc. | Add +9.1% | 0.13% | +0.03 |
| CYTK Cytokinetics Inc. | Add +32.0% | 0.09% | +0.03 |
| EIX Edison International | Add +39.2% | 0.13% | +0.03 |
| V Visa Inc. Class A | Add +21.1% | 0.15% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +5.0% | 0.18% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 284 | $15.4B | KLAC, NVDA, LIN, XYL, MSFT |
| Q1 2026 | 287 | $14.3B | LIN, NVDA, XYL, KLAC, MSFT |
| Q4 2025 | 279 | $16.0B | LIN, MSFT, XYL, NVDA, HUBB |
| Q3 2025 | 275 | $17.1B | LIN, MSFT, XYL, NVDA, VLTO |
| Q2 2025 | 280 | $17.4B | LIN, MSFT, XYL, NVDA, PNR |
| Q1 2025 | 295 | $16.6B | LIN, MSFT, XYL, NVDA, PNR |
| Q4 2024 | 312 | $22.1B | MSFT, LIN, NVDA, XYL, AWK |
| Q3 2024Amended | 313 | $25.4B | MSFT, LIN, AWK, PNR, NVDA |
| Q2 2024Amended | 315 | $24.6B | MSFT, LIN, AWK, PNR, AMAT |
| Q1 2024 | 308 | $26.1B | MSFT, LIN, AWK, PNR, CTAS |