Holders — by stockHoldings — by fund
Impax Asset Management Group plc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001749768
$15.37B
disclosed book value
284
positions
4.9%
largest position share
Positions, as of 2026-06-30
top 100 of 284 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | KLACKLA Corp | 2.5M | $749.0M | 4.9% |
| 2 | NVDANVIDIA Corp | 3.7M | $744.9M | 4.8% |
| 3 | Linde PLC | 1.4M | $736.6M | 4.8% |
| 4 | XYLXylem Inc/NY | 4.5M | $528.3M | 3.4% |
| 5 | MSFTMicrosoft Corp | 1.4M | $503.8M | 3.3% |
| 6 | AWKAmerican Water Works Co Inc | 3.6M | $471.5M | 3.1% |
| 7 | VLTOVeralto Corp | 5.2M | $459.9M | 3% |
| 8 | CTASCintas Corp | 2.4M | $410.5M | 2.7% |
| 9 | WCNWaste Connections Inc | 2.0M | $329.9M | 2.1% |
| 10 | SBSCia de Saneamento Basico do Es | 52.3M | $302.4M | 2% |
| 11 | WMSAdvanced Drainage Systems Inc | 1.8M | $289.7M | 1.9% |
| 12 | ECLEcolab Inc | 988,389 | $275.4M | 1.8% |
| 13 | HUBBHubbell Inc | 486,855 | $254.7M | 1.7% |
| 14 | Aptiv PLC | 4.1M | $250.9M | 1.6% |
| 15 | VRTVertiv Holdings Co | 729,503 | $244.3M | 1.6% |
| 16 | AAgilent Technologies Inc | 1.7M | $222.5M | 1.4% |
| 17 | IEXIDEX Corp | 962,000 | $218.3M | 1.4% |
| 18 | WTSWatts Water Technologies Inc | 543,412 | $212.7M | 1.4% |
| 19 | APHAmphenol Corp | 1.2M | $210.8M | 1.4% |
| 20 | CNMCore & Main Inc | 4.2M | $202.8M | 1.3% |
| 21 | MRVLMarvell Technology Inc | 660,285 | $196.7M | 1.3% |
| 22 | RenaissanceRe Holdings Ltd | 615,422 | $195.0M | 1.3% |
| 23 | AOSA O Smith Corp | 2.8M | $176.5M | 1.1% |
| 24 | AMATApplied Materials Inc | 242,832 | $175.6M | 1.1% |
| 25 | ITRIItron Inc | 1.9M | $166.7M | 1.1% |
| 26 | MASMasco Corp | 2.0M | $165.3M | 1.1% |
| 27 | MAMastercard Inc | 317,661 | $163.2M | 1.1% |
| 28 | CDNSCadence Design Systems Inc | 426,623 | $160.1M | 1% |
| 29 | Pentair PLC | 2.1M | $160.0M | 1% |
| 30 | TE Connectivity PLC | 762,712 | $153.8M | 1% |
| 31 | WABWestinghouse Air Brake Technol | 558,757 | $150.6M | 1% |
| 32 | ACMAECOM | 2.1M | $148.6M | 1% |
| 33 | SNPSSynopsys Inc | 332,929 | $148.5M | 1% |
| 34 | DEDeere & Co | 230,130 | $146.0M | 0.9% |
| 35 | BMIBadger Meter Inc | 945,694 | $140.3M | 0.9% |
| 36 | ZWSZurn Elkay Water Solutions Cor | 2.6M | $133.1M | 0.9% |
| 37 | VMIValmont Industries Inc | 226,080 | $130.6M | 0.8% |
| 38 | FELEFranklin Electric Co Inc | 1.2M | $126.0M | 0.8% |
| 39 | UNPUnion Pacific Corp | 455,346 | $123.9M | 0.8% |
| 40 | PNFPPinnacle Financial Partners In | 1.1M | $115.2M | 0.7% |
| 41 | TTEKTetra Tech Inc | 3.9M | $113.6M | 0.7% |
| 42 | AAPLApple Inc | 363,014 | $105.0M | 0.7% |
| 43 | NEENextEra Energy Inc | 1.2M | $103.2M | 0.7% |
| 44 | QXOQXO Inc | 5.9M | $101.3M | 0.7% |
| 45 | Trane Technologies PLC | 202,048 | $99.2M | 0.6% |
| 46 | ADSKAutodesk Inc | 500,719 | $97.3M | 0.6% |
| 47 | SITESiteOne Landscape Supply Inc | 836,410 | $95.7M | 0.6% |
| 48 | LFUSLittelfuse Inc | 197,265 | $89.8M | 0.6% |
| 49 | MPWRMonolithic Power Systems Inc | 63,427 | $87.7M | 0.6% |
| 50 | CFGCitizens Financial Group Inc | 1.1M | $77.5M | 0.5% |
| 51 | MWAMueller Water Products Inc | 3.0M | $76.6M | 0.5% |
| 52 | GNRCGenerac Holdings Inc | 256,642 | $75.1M | 0.5% |
| 53 | CARRCarrier Global Corp | 918,354 | $67.4M | 0.4% |
| 54 | TREXTrex Co Inc | 1.3M | $65.3M | 0.4% |
| 55 | NXTNextpower Inc | 504,320 | $60.1M | 0.4% |
| 56 | TMOThermo Fisher Scientific Inc | 118,420 | $59.4M | 0.4% |
| 57 | GOOGLAlphabet Inc | 163,682 | $58.5M | 0.4% |
| 58 | ISRGIntuitive Surgical Inc | 143,389 | $57.0M | 0.4% |
| 59 | MRSHMarsh & McLennan Cos Inc | 339,854 | $56.6M | 0.4% |
| 60 | ORAOrmat Technologies Inc | 512,972 | $55.9M | 0.4% |
| 61 | EBAYeBay Inc | 491,790 | $55.0M | 0.4% |
| 62 | AMZNAmazon.com Inc | 230,059 | $54.8M | 0.4% |
| 63 | RGENRepligen Corp | 396,513 | $54.1M | 0.4% |
| 64 | AVGOBroadcom Inc | 142,317 | $53.8M | 0.3% |
| 65 | nVent Electric PLC | 303,448 | $51.5M | 0.3% |
| 66 | TRMBTrimble Inc | 983,455 | $50.3M | 0.3% |
| 67 | BSYBentley Systems Inc | 1.7M | $49.5M | 0.3% |
| 68 | BSXBoston Scientific Corp | 1.2M | $49.5M | 0.3% |
| 69 | NOWServiceNow Inc | 471,965 | $46.9M | 0.3% |
| 70 | PGRProgressive Corp/The | 204,843 | $44.7M | 0.3% |
| 71 | MTDMettler-Toledo International I | 34,937 | $44.6M | 0.3% |
| 72 | VCTRVictory Capital Holdings Inc | 525,000 | $44.1M | 0.3% |
| 73 | AAONAAON Inc | 343,165 | $43.5M | 0.3% |
| 74 | TYLTyler Technologies Inc | 143,132 | $41.9M | 0.3% |
| 75 | LGNDLigand Pharmaceuticals Inc | 130,000 | $41.1M | 0.3% |
| 76 | LLYEli Lilly & Co | 32,437 | $38.9M | 0.3% |
| 77 | On Holding AG | 1.0M | $36.6M | 0.2% |
| 78 | URIUnited Rentals Inc | 31,672 | $35.9M | 0.2% |
| 79 | MUMicron Technology Inc | 30,269 | $34.9M | 0.2% |
| 80 | MELIMercadoLibre Inc | 20,199 | $34.3M | 0.2% |
| 81 | JNJJohnson & Johnson | 134,357 | $34.1M | 0.2% |
| 82 | PTCPTC Inc | 293,381 | $33.3M | 0.2% |
| 83 | HDBHDFC Bank Ltd | 1.2M | $31.6M | 0.2% |
| 84 | LRCXLam Research Corp | 66,443 | $28.8M | 0.2% |
| 85 | EBCEastern Bankshares Inc | 1.3M | $28.4M | 0.2% |
| 86 | GILDGilead Sciences Inc | 224,260 | $28.3M | 0.2% |
| 87 | GOOGAlphabet Inc | 79,368 | $28.0M | 0.2% |
| 88 | AMDAdvanced Micro Devices Inc | 47,448 | $27.6M | 0.2% |
| 89 | MITKMitek Systems Inc | 1.4M | $27.3M | 0.2% |
| 90 | INTCIntel Corp | 193,978 | $27.1M | 0.2% |
| 91 | NBIXNeurocrine Biosciences Inc | 160,000 | $27.0M | 0.2% |
| 92 | MRKMerck & Co Inc | 204,194 | $26.2M | 0.2% |
| 93 | WMWaste Management Inc | 115,257 | $25.7M | 0.2% |
| 94 | AAMIAcadian Asset Management Inc | 350,000 | $25.0M | 0.2% |
| 95 | ABTAbbott Laboratories | 272,358 | $24.7M | 0.2% |
| 96 | ORCLOracle Corp | 165,432 | $24.2M | 0.2% |
| 97 | CCitigroup Inc | 172,676 | $24.2M | 0.2% |
| 98 | TDCTeradata Corp | 684,529 | $23.7M | 0.2% |
| 99 | SIBNSI-BONE Inc | 1.4M | $23.3M | 0.2% |
| 100 | VVisa Inc | 65,587 | $22.5M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.