13F value (AUM)
$15.4B
IM
Impax Asset Management Group
IMPAX ASSET MANAGEMENT GROUP PLC
$15.4B
13F long value · 2026-Q2Positions284
CategoryAsset Manager
Quarters tracked8
● #403 of 581 by 13F value
Size rank 4/10
4 NEW25 ADD12 2×+32 TRIM5 NEAR EXIT2 EXIT
Snapshot
Impax Asset Management Group's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
284 (18 unmapped)
Top 100 weight
89.8%
Quarters tracked
8
Latest 13F filed
Aug 11, 2026
New positions
4
Exits / near-exits
7
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 89.8% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| KLAC | KLA Corp | 4.9% | $749.0M | 2.5M | +529.7% |
| NVDA | NVIDIA Corp | 4.8% | $744.9M | 3.7M | +15.4% |
| — | Linde PLC | 4.8% | $736.6M | 1.4M | — |
| XYL | Xylem Inc/NY | 3.4% | $528.3M | 4.5M | +4.5% |
| MSFT | Microsoft Corp | 3.3% | $503.8M | 1.4M | +37.5% |
| AWK | American Water Works Co Inc | 3.1% | $471.5M | 3.6M | +0.3% |
| VLTO | Veralto Corp | 3.0% | $459.9M | 5.2M | -1.7% |
| CTAS | Cintas Corp | 2.7% | $410.5M | 2.4M | — |
| WCN | Waste Connections Inc | 2.1% | $329.9M | 2.0M | -3.1% |
| SBS | Cia de Saneamento Basico do Es | 2.0% | $302.4M | 52.3M | +489.8% |
| WMS | Advanced Drainage Systems Inc | 1.9% | $289.7M | 1.8M | — |
| ECL | Ecolab Inc | 1.8% | $275.4M | 988.4K | -3.9% |
| HUBB | Hubbell Inc | 1.7% | $254.7M | 486.9K | +6.1% |
| — | Aptiv PLC | 1.6% | $250.9M | 4.1M | — |
| VRT | Vertiv Holdings Co | 1.6% | $244.3M | 729.5K | -3.7% |
Quarterly changes — 2026-Q2
What Impax Asset Management Group opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| TRIM | KLAC | KLA Corp | 363.8K | 2.5M | -31.8% | +$213.4M |
| NEAR EXIT | EBAY | eBay Inc | 2.7M | 491.8K | -81.9% | -$192.2M |
| 2×+ | APH | Amphenol Corp | 344.5K | 1.2M | +246.9% | +$167.2M |
| ADD | VLTO | Veralto Corp | 3.4M | 5.2M | +53.6% | +$161.4M |
| ADD | CTAS | Cintas Corp | 1.5M | 2.4M | +60.5% | +$156.1M |
| NEW | BMI | Badger Meter Inc | — | 945.7K | — | +$140.3M |
| NEAR EXIT | ZTS | Zoetis Inc | 1.3M | 220.4K | -83.2% | -$139.1M |
| 2×+ | DE | Deere & Co | 18.5K | 230.1K | +1141.8% | +$135.5M |
| TRIM | AOS | A O Smith Corp | 4.3M | 2.8M | -34.2% | -$105.6M |
| 2×+ | NEE | NextEra Energy Inc | 45.3K | 1.2M | +2495.4% | +$99.0M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.