13F holdings
Impax Asset Management Group plc portfolio
Managed by . 287 reported positions worth $14.3B as of 2026-03-31, filed with the SEC on 2026-05-12. Parsed from the filing itself, not a reseller.
$14.3B
Book value
287
Positions
33%
Top 10 weight
+29
New this quarter
-21
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 42 days old on 2026-05-12, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (29)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| BLDX | Impax Global Infrastructure ET | $70.7M | 2,755,857 | 0.49% |
| PNFP | Pinnacle Financial Partners In | $35.7M | 414,438 | 0.25% |
| NXT | Nextpower Inc | $21.2M | 175,688 | 0.15% |
| TDC | Teradata Corp | $14.0M | 547,029 | 0.10% |
| JBTM | JBT Marel Corp | $13.5M | 105,887 | 0.09% |
| UFPT | UFP Technologies Inc | $10.7M | 55,500 | 0.07% |
| DE | Deere & Co | $10.4M | 18,532 | 0.07% |
| NEM | Newmont Corp | $7.2M | 66,299 | 0.05% |
| CI | Cigna Group/The | $7.0M | 26,359 | 0.05% |
| BROS | Dutch Bros Inc | $6.8M | 135,000 | 0.05% |
| AEP | American Electric Power Co Inc | $4.0M | 30,208 | 0.03% |
| TROW | T Rowe Price Group Inc | $2.3M | 25,306 | 0.02% |
| NDAQ | Nasdaq Inc | $1.7M | 20,390 | 0.01% |
| ED | Consolidated Edison Inc | $1.7M | 15,238 | 0.01% |
| IT | Gartner Inc | $1.7M | 10,771 | 0.01% |
| WEC | WEC Energy Group Inc | $1.7M | 14,632 | 0.01% |
| FIS | Fidelity National Information | $1.7M | 35,504 | 0.01% |
| TRV | Travelers Cos Inc/The | $1.6M | 5,543 | 0.01% |
| IBM | International Business Machine | $1.6M | 6,489 | 0.01% |
| WMT | Walmart Inc | $1.6M | 12,585 | 0.01% |
| SYF | Synchrony Financial | $1.6M | 22,960 | 0.01% |
| GM | General Motors Co | $1.5M | 20,475 | 0.01% |
| USB | US Bancorp | $1.5M | 28,694 | 0.01% |
| SCCO | Southern Copper Corp | $1.4M | 8,425 | 0.01% |
| GEHC | GE HealthCare Technologies Inc | $1.4M | 19,852 | 0.01% |
Closed out (21)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| Pinnacle Financial Partn | Pinnacle Financial Partners In | $41.3M | 421,413 | 0.00% |
| GPK | Graphic Packaging Holding Co | $14.3M | 949,588 | 0.00% |
| TRS | TriMas Corp | $8.2M | 230,000 | 0.00% |
| CIEN | Ciena Corp | $7.3M | 31,239 | 0.00% |
| WSC | WillScot Holdings Corp | $5.2M | 275,000 | 0.00% |
| HPQ | HP Inc | $4.8M | 215,598 | 0.00% |
| HHH | Howard Hughes Holdings Inc | $4.4M | 55,707 | 0.00% |
| VC | Visteon Corp | $3.8M | 40,000 | 0.00% |
| IFF | International Flavors & Fragra | $3.5M | 51,197 | 0.00% |
| ANET | Arista Networks Inc | $1.6M | 11,930 | 0.00% |
| MSI | Motorola Solutions Inc | $1.4M | 3,776 | 0.00% |
| CPB | Campbell's Company/The | $1.3M | 46,337 | 0.00% |
| LECO | Lincoln Electric Holdings Inc | $1.3M | 5,372 | 0.00% |
| DUOL | Duolingo Inc | $1.3M | 7,128 | 0.00% |
| CMCSA | Comcast Corp | $1.2M | 41,028 | 0.00% |
| TKR | Timken Co/The | $1.2M | 14,134 | 0.00% |
| ITT | ITT Inc | $1.1M | 6,597 | 0.00% |
| MCK | McKesson Corp | $1.1M | 1,336 | 0.00% |
| PINS | Pinterest Inc | $1.1M | 41,243 | 0.00% |
| SHW | Sherwin-Williams Co/The | $1.1M | 3,284 | 0.00% |
| FTNT | Fortinet Inc | $1.1M | 13,327 | 0.00% |
Added to (110)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | $635.0M | 3,641,085 | 4.43% | +20% |
| KLAC | KLA Corp | $535.6M | 363,789 | 3.73% | +71% |
| AWK | American Water Works Co Inc | $383.4M | 2,817,225 | 2.67% | +18% |
| WCN | Waste Connections Inc | $344.0M | 2,117,425 | 2.40% | +340% |
| APTV | Aptiv PLC | $318.8M | 4,591,538 | 2.22% | +8% |
| VLTO | Veralto Corp | $298.5M | 3,376,097 | 2.08% | +7% |
| CTAS | Cintas Corp | $254.3M | 1,503,567 | 1.77% | +12% |
| ECL | Ecolab Inc | $228.6M | 859,293 | 1.59% | +18% |
| ITRI | Itron Inc | $196.6M | 2,193,148 | 1.37% | +62% |
| UNP | Union Pacific Corp | $181.5M | 748,216 | 1.27% | +9% |
| CDNS | Cadence Design Systems Inc | $164.9M | 593,375 | 1.15% | +10% |
| FELE | Franklin Electric Co Inc | $119.5M | 1,296,609 | 0.83% | +16% |
| AAON | AAON Inc | $118.9M | 1,436,288 | 0.83% | +2% |
| TTEK | Tetra Tech Inc | $115.4M | 3,830,074 | 0.80% | +19% |
| AAPL | Apple Inc | $106.9M | 421,335 | 0.75% | +14% |
Trimmed (120)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| RSG | Republic Services Inc | $7.3M | 33,272 | 0.05% | -94% |
| TXN | Texas Instruments Inc | $7.3M | 37,549 | 0.05% | -91% |
| WM | Waste Management Inc | $26.9M | 116,907 | 0.19% | -88% |
| PANW | Palo Alto Networks Inc | $2.1M | 13,040 | 0.01% | -82% |
| AMAT | Applied Materials Inc | $88.7M | 259,602 | 0.62% | -70% |
| CARR | Carrier Global Corp | $66.2M | 1,176,257 | 0.46% | -67% |
| APH | Amphenol Corp | $43.5M | 344,516 | 0.30% | -65% |
| JPM | JPMorgan Chase & Co | $16.6M | 56,444 | 0.12% | -61% |
| SDA | Sealed Air Corp | $6.1M | 144,781 | 0.04% | -58% |
| GIS | General Mills Inc | $2.5M | 66,766 | 0.02% | -51% |
| PBH | Prestige Consumer Healthcare I | $3.9M | 65,000 | 0.03% | -50% |
| PTC | PTC Inc | $42.7M | 299,679 | 0.30% | -48% |
| PNR | Pentair PLC | $149.4M | 1,715,163 | 1.04% | -48% |
| CFR | Cullen/Frost Bankers Inc | $67.6M | 493,040 | 0.47% | -46% |
| ROIV | Roivant Sciences Ltd | $8.3M | 300,000 | 0.06% | -45% |
The book
Largest 150 of 287 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| LIN | Linde PLC | $848.6M | 1,711,780 | 5.92% | — |
| NVDA | NVIDIA Corp | $635.0M | 3,641,085 | 4.43% | — |
| XYL | Xylem Inc/NY | $548.0M | 4,585,548 | 3.82% | — |
| KLAC | KLA Corp | $535.6M | 363,789 | 3.73% | — |
| MSFT | Microsoft Corp | $440.1M | 1,188,887 | 3.07% | — |
| AWK | American Water Works Co Inc | $383.4M | 2,817,225 | 2.67% | — |
| WCN | Waste Connections Inc | $344.0M | 2,117,425 | 2.40% | — |
| HUBB | Hubbell Inc | $335.1M | 682,761 | 2.34% | — |
| APTV | Aptiv PLC | $318.8M | 4,591,538 | 2.22% | — |
| VLTO | Veralto Corp | $298.5M | 3,376,097 | 2.08% | — |
| AOS | A O Smith Corp | $282.1M | 4,278,219 | 1.97% | — |
| VRT | Vertiv Holdings Co | $271.7M | 1,084,483 | 1.89% | — |
| WMS | Advanced Drainage Systems Inc | $264.3M | 1,927,510 | 1.84% | — |
| CTAS | Cintas Corp | $254.3M | 1,503,567 | 1.77% | — |
| EBAY | eBay Inc | $247.2M | 2,715,835 | 1.72% | — |
| MRVL | Marvell Technology Inc | $229.2M | 2,314,196 | 1.60% | — |
| ECL | Ecolab Inc | $228.6M | 859,293 | 1.59% | — |
| A | Agilent Technologies Inc | $210.2M | 1,844,158 | 1.47% | — |
| SBS | Cia de Saneamento Basico do Es | $205.7M | 6,742,360 | 1.43% | — |
| ITRI | Itron Inc | $196.6M | 2,193,148 | 1.37% | — |
| RNR | RenaissanceRe Holdings Ltd | $189.5M | 637,714 | 1.32% | — |
| UNP | Union Pacific Corp | $181.5M | 748,216 | 1.27% | — |
| IEX | IDEX Corp | $179.7M | 947,946 | 1.25% | — |
| WTS | Watts Water Technologies Inc | $170.7M | 588,022 | 1.19% | — |
| CDNS | Cadence Design Systems Inc | $164.9M | 593,375 | 1.15% | — |
| TEL | TE Connectivity PLC | $155.6M | 744,353 | 1.08% | — |
| ZTS | Zoetis Inc | $155.0M | 1,311,067 | 1.08% | — |
| PNR | Pentair PLC | $149.4M | 1,715,163 | 1.04% | — |
| MAS | Masco Corp | $143.5M | 2,377,161 | 1.00% | — |
| CNM | Core & Main Inc | $140.9M | 2,851,367 | 0.98% | — |
| MA | Mastercard Inc | $139.7M | 279,494 | 0.97% | — |
| SNPS | Synopsys Inc | $125.1M | 315,523 | 0.87% | — |
| FELE | Franklin Electric Co Inc | $119.5M | 1,296,609 | 0.83% | — |
| AAON | AAON Inc | $118.9M | 1,436,288 | 0.83% | — |
| LFUS | Littelfuse Inc | $117.3M | 345,705 | 0.82% | — |
| ACM | AECOM | $117.3M | 1,382,667 | 0.82% | — |
| ZWS | Zurn Elkay Water Solutions Cor | $117.0M | 2,609,142 | 0.82% | — |
| TTEK | Tetra Tech Inc | $115.4M | 3,830,074 | 0.80% | — |
| SITE | SiteOne Landscape Supply Inc | $109.7M | 824,430 | 0.76% | — |
| AAPL | Apple Inc | $106.9M | 421,335 | 0.75% | — |
| MPWR | Monolithic Power Systems Inc | $96.7M | 88,456 | 0.67% | — |
| TT | Trane Technologies PLC | $95.4M | 228,808 | 0.66% | — |
| WAT | Waters Corp | $93.7M | 314,584 | 0.65% | — |
| QXO | QXO Inc | $91.5M | 4,713,068 | 0.64% | — |
| VMI | Valmont Industries Inc | $90.7M | 227,075 | 0.63% | — |
| AMAT | Applied Materials Inc | $88.7M | 259,602 | 0.62% | — |
| BSX | Boston Scientific Corp | $85.3M | 1,359,572 | 0.59% | — |
| MWA | Mueller Water Products Inc | $81.0M | 2,948,281 | 0.56% | — |
| ORA | Ormat Technologies Inc | $80.9M | 723,077 | 0.56% | — |
| WAB | Westinghouse Air Brake Technol | $79.6M | 318,350 | 0.55% | — |
| ADSK | Autodesk Inc | $78.4M | 327,597 | 0.55% | — |
| CFG | Citizens Financial Group Inc | $76.4M | 1,274,383 | 0.53% | — |
| BLDX | Impax Global Infrastructure ET | $70.7M | 2,755,857 | 0.49% | — |
| CFR | Cullen/Frost Bankers Inc | $67.6M | 493,040 | 0.47% | — |
| CHE | Chemed Corp | $66.6M | 176,426 | 0.46% | — |
| CARR | Carrier Global Corp | $66.2M | 1,176,257 | 0.46% | — |
| GNRC | Generac Holdings Inc | $65.7M | 336,461 | 0.46% | — |
| TREX | Trex Co Inc | $64.3M | 1,766,368 | 0.45% | — |
| DHR | Danaher Corp | $63.3M | 333,774 | 0.44% | — |
| TRMB | Trimble Inc | $62.8M | 962,072 | 0.44% | — |
| NVT | nVent Electric PLC | $62.4M | 527,865 | 0.44% | — |
| AMZN | Amazon.com Inc | $62.2M | 298,865 | 0.43% | — |
| ISRG | Intuitive Surgical Inc | $61.9M | 134,276 | 0.43% | — |
| BSY | Bentley Systems Inc | $58.9M | 1,677,588 | 0.41% | — |
| MRSH | Marsh & McLennan Cos Inc | $58.6M | 337,944 | 0.41% | — |
| TMO | Thermo Fisher Scientific Inc | $57.9M | 117,758 | 0.40% | — |
| TYL | Tyler Technologies Inc | $56.2M | 164,247 | 0.39% | — |
| GOOGL | Alphabet Inc | $56.1M | 194,933 | 0.39% | — |
| AVGO | Broadcom Inc | $52.7M | 170,190 | 0.37% | — |
| RGEN | Repligen Corp | $51.7M | 438,468 | 0.36% | — |
| DAR | Darling Ingredients Inc | $47.6M | 770,339 | 0.33% | — |
| NOW | ServiceNow Inc | $47.5M | 454,396 | 0.33% | — |
| AAMI | Acadian Asset Management Inc | $44.8M | 823,323 | 0.31% | — |
| PGR | Progressive Corp/The | $43.9M | 221,428 | 0.31% | — |
| APH | Amphenol Corp | $43.5M | 344,516 | 0.30% | — |
| PTC | PTC Inc | $42.7M | 299,679 | 0.30% | — |
| VCTR | Victory Capital Holdings Inc | $42.6M | 650,000 | 0.30% | — |
| MTD | Mettler-Toledo International I | $41.0M | 32,523 | 0.29% | — |
| LLY | Eli Lilly & Co | $36.2M | 39,319 | 0.25% | — |
| PNFP | Pinnacle Financial Partners In | $35.7M | 414,438 | 0.25% | — |
| CLH | Clean Harbors Inc | $35.3M | 122,986 | 0.25% | — |
| MELI | MercadoLibre Inc | $34.1M | 19,738 | 0.24% | — |
| URI | United Rentals Inc | $33.7M | 46,262 | 0.23% | — |
| HDB | HDFC Bank Ltd | $31.7M | 1,274,713 | 0.22% | — |
| LGND | Ligand Pharmaceuticals Inc | $30.4M | 152,444 | 0.21% | — |
| GILD | Gilead Sciences Inc | $29.4M | 210,813 | 0.20% | — |
| JNJ | Johnson & Johnson | $28.7M | 117,316 | 0.20% | — |
| ORCL | Oracle Corp | $28.2M | 191,605 | 0.20% | — |
| TSLA | Tesla Inc | $27.1M | 72,983 | 0.19% | — |
| WM | Waste Management Inc | $26.9M | 116,907 | 0.19% | — |
| EBC | Eastern Bankshares Inc | $24.9M | 1,275,000 | 0.17% | — |
| TSM | Taiwan Semiconductor Manufactu | $23.2M | 68,746 | 0.16% | — |
| ONON | On Holding AG | $22.9M | 672,474 | 0.16% | — |
| GOOG | Alphabet Inc | $21.7M | 75,571 | 0.15% | — |
| ABT | Abbott Laboratories | $21.2M | 206,569 | 0.15% | — |
| NXT | Nextpower Inc | $21.2M | 175,688 | 0.15% | — |
| GEV | GE Vernova Inc | $20.9M | 23,937 | 0.15% | — |
| MKC | McCormick & Co Inc/MD | $19.6M | 389,393 | 0.14% | — |
| ADC | Agree Realty Corp | $19.6M | 260,000 | 0.14% | — |
| C | Citigroup Inc | $19.6M | 172,784 | 0.14% | — |
| UBER | Uber Technologies Inc | $19.4M | 269,760 | 0.14% | — |
| MITK | Mitek Systems Inc | $19.4M | 1,433,524 | 0.13% | — |
| DOLE | Dole PLC | $19.2M | 1,344,132 | 0.13% | — |
| ACA | Arcosa Inc | $18.2M | 171,500 | 0.13% | — |
| MRK | Merck & Co Inc | $18.2M | 150,937 | 0.13% | — |
| SIBN | SI-BONE Inc | $18.0M | 1,425,010 | 0.13% | — |
| CL | Colgate-Palmolive Co | $17.8M | 208,262 | 0.12% | — |
| PCRX | Pacira BioSciences Inc | $17.0M | 750,027 | 0.12% | — |
| BALL | Ball Corp | $16.7M | 282,878 | 0.12% | — |
| JPM | JPMorgan Chase & Co | $16.6M | 56,444 | 0.12% | — |
| USFD | US Foods Holding Corp | $16.6M | 180,000 | 0.12% | — |
| NTCT | NetScout Systems Inc | $16.6M | 522,000 | 0.12% | — |
| CMG | Chipotle Mexican Grill Inc | $16.6M | 517,326 | 0.12% | — |
| FERG | Ferguson Enterprises Inc | $16.5M | 70,902 | 0.12% | — |
| EMR | Emerson Electric Co | $16.5M | 125,960 | 0.12% | — |
| V | Visa Inc | $16.4M | 54,136 | 0.11% | — |
| BJ | BJ's Wholesale Club Holdings I | $16.2M | 164,955 | 0.11% | — |
| GWW | WW Grainger Inc | $16.0M | 14,706 | 0.11% | — |
| RYN | Rayonier Inc | $15.7M | 762,500 | 0.11% | — |
| VTR | Ventas Inc | $15.3M | 187,300 | 0.11% | — |
| LRCX | Lam Research Corp | $14.8M | 69,076 | 0.10% | — |
| WH | Wyndham Hotels & Resorts Inc | $14.6M | 180,000 | 0.10% | — |
| EXTR | Extreme Networks Inc | $14.6M | 965,178 | 0.10% | — |
| EIX | Edison International | $14.5M | 197,801 | 0.10% | — |
| PLNT | Planet Fitness Inc | $14.4M | 194,271 | 0.10% | — |
| VOYA | Voya Financial Inc | $14.2M | 208,179 | 0.10% | — |
| MIDD | Middleby Corp/The | $14.0M | 105,963 | 0.10% | — |
| TDC | Teradata Corp | $14.0M | 547,029 | 0.10% | — |
| STT | State Street Corp | $13.7M | 108,204 | 0.10% | — |
| JBTM | JBT Marel Corp | $13.5M | 105,887 | 0.09% | — |
| LYFT | Lyft Inc | $13.3M | 1,000,000 | 0.09% | — |
| AMT | American Tower Corp | $13.2M | 76,226 | 0.09% | — |
| AGCO | AGCO Corp | $13.1M | 112,652 | 0.09% | — |
| ULTA | Ulta Beauty Inc | $12.8M | 24,545 | 0.09% | — |
| CRNX | Crinetics Pharmaceuticals Inc | $12.7M | 350,000 | 0.09% | — |
| ESI | Element Solutions Inc | $12.5M | 366,946 | 0.09% | — |
| Gates Industrial Corp PL | Gates Industrial Corp PLC | $12.5M | 552,713 | 0.09% | — |
| VZ | Verizon Communications Inc | $12.5M | 248,578 | 0.09% | — |
| ONTO | Onto Innovation Inc | $12.1M | 59,057 | 0.08% | — |
| NFLX | Netflix Inc | $12.1M | 125,912 | 0.08% | — |
| NPO | Enpro Inc | $12.0M | 48,000 | 0.08% | — |
| BNY | Bank of New York Mellon Corp/T | $11.9M | 100,597 | 0.08% | — |
| CNH | CNH Industrial NV | $11.7M | 1,063,945 | 0.08% | — |
| ADBE | Adobe Inc | $11.5M | 47,257 | 0.08% | — |
| CME | CME Group Inc | $11.1M | 37,469 | 0.08% | — |
| ATEN | A10 Networks Inc | $10.9M | 470,000 | 0.08% | — |
| QCOM | QUALCOMM Inc | $10.8M | 84,167 | 0.08% | — |
| MOD | Modine Manufacturing Co | $10.8M | 50,000 | 0.08% | — |
| UFPT | UFP Technologies Inc | $10.7M | 55,500 | 0.07% | — |
| HIG | Hartford Insurance Group Inc/T | $10.6M | 78,405 | 0.07% | — |
This table is the 150 largest positions by value, out of 287 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Impax Asset Management Group plc (CIK 1749768, accession 0001749768-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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