Impax Asset Management Group plc
CIK: 0001749768Latest portfolio: $16.0B · Q4 2025
Holdings
279
Total Value
$16.0B
New Positions
278
Closed Positions
0
Top Holdings
View All 279 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | LINLinde PLC | 1,841,939 | $785.4M | 4.91% | NEW | |
| 2 | MSFTMicrosoft Corp | 1,591,543 | $769.7M | 4.82% | NEW | |
| 3 | XYLXylem Inc/NY | 4,881,208 | $664.7M | 4.16% | NEW | |
| 4 | NVDANVIDIA Corp | 3,034,256 | $565.9M | 3.54% | NEW | |
| 5 | HUBBHubbell Inc | 820,499 | $364.4M | 2.28% | NEW | |
| 6 | AG8Agilent Technologies Inc | 2,595,597 | $353.2M | 2.21% | NEW | |
| 7 | PNRPentair PLC | 3,311,159 | $344.8M | 2.16% | NEW | |
| 8 | APTVAptiv PLC | 4,269,536 | $324.9M | 2.03% | NEW | |
| 9 | VLTOVeralto Corp | 3,145,370 | $313.8M | 1.96% | NEW | |
| 10 | AWCAmerican Water Works Co Inc | 2,386,873 | $311.5M | 1.95% | NEW | |
| 11 | AOSA O Smith Corp | 4,649,544 | $311.0M | 1.95% | NEW | |
| 12 | IEXIDEX Corp | 1,708,816 | $304.1M | 1.90% | NEW | |
| 13 | WMSAdvanced Drainage Systems Inc | 2,066,723 | $299.3M | 1.87% | NEW | |
| 14 | EBAeBay Inc | 3,134,733 | $273.0M | 1.71% | NEW | |
| 15 | RNRRenaissanceRe Holdings Ltd | 969,868 | $272.7M | 1.71% | NEW | |
| 16 | MRVLMarvell Technology Inc | 3,142,554 | $267.1M | 1.67% | NEW | |
| 17 | KLACKLA Corp | 212,473 | $258.2M | 1.62% | NEW | |
| 18 | CITCintas Corp | 1,346,262 | $253.2M | 1.58% | NEW | |
| 19 | WMWaste Management Inc | 1,009,080 | $221.7M | 1.39% | NEW | |
| 20 | AMATApplied Materials Inc | 854,529 | $219.6M | 1.37% | NEW | |
| 21 | SNPSSynopsys Inc | 442,763 | $208.0M | 1.30% | NEW | |
| 22 | ZTSZoetis Inc | 1,577,364 | $198.5M | 1.24% | NEW | |
| 23 | VRTVertiv Holdings Co | 1,207,028 | $195.6M | 1.22% | NEW | |
| 24 | ECLEcolab Inc | 725,432 | $190.4M | 1.19% | NEW | |
| 25 | MAMastercard Inc | 332,450 | $189.8M | 1.19% | NEW |
Quarterly Changes
Sector Breakdown
Industrials0.0% ($6.647223643913448e+273T)
Technology0.0% ($7.69702565888267e+247T)
Healthcare0.0% ($1.98464164376113e+172T)
Financial Services0.0% ($2.7268818978911595e+160T)
Consumer Cyclical0.0% ($3.248688942725524e+120T)
Unknown0.0% ($3.5318231148627306e+94T)
Consumer Defensive0.0% ($4.1306258222375115e+43T)
Real Estate0.0% ($2.375321731144067e+37T)
Communication Services0.0% ($7.718920280164982e+34T)
Basic Materials0.0% ($7853841904403450880.0T)
Utilities0.0% ($9993923.9T)
Energy0.0% ($11.5M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 29, 2026 | $16.0B | 279 |
| Q3 2025 | Nov 6, 2025 | $17.1T | 0 |
| Q2 2025 | Aug 8, 2025 | $17.4T | 280 |
| Q1 2025 | Apr 29, 2025 | $16.6T | 295 |
| Q4 2024 | Feb 4, 2025 | $22.1T | 312 |
| Q3 2024 | Oct 30, 2024 | $25371.0T | 311 |
| Q2 2024 | Aug 5, 2024 | $24540.1T | 313 |
| Q1 2024 | Apr 30, 2024 | $26126.7T | 308 |
| Q4 2023 | Jan 26, 2024 | $24909.5T | 366 |
| Q3 2023 | Nov 7, 2023 | $22383.6T | 395 |
| Q2 2023 | Aug 7, 2023 | $24882.4T | 388 |
| Q1 2023 | May 10, 2023 | $23935.7T | 391 |
| Q4 2022 | Feb 9, 2023 | $22350.6T | 381 |
| Q3 2022 | Nov 8, 2022 | $19.5T | 387 |
| Q2 2022 | Aug 2, 2022 | $24.2T | 411 |
| Q1 2022 | May 16, 2022 | $24.2T | 411 |
| Q4 2021 | Feb 14, 2022 | $27.3T | 419 |
| Q3 2021 | Nov 12, 2021 | $24.3T | 396 |
| Q2 2021 | Aug 5, 2021 | $22.7T | 404 |
| Q1 2021 | May 14, 2021 | $19.5T | 401 |
| Q4 2020 | Feb 16, 2021 | $15.7T | 292 |
| Q3 2020 | Nov 12, 2020 | $11.4T | 275 |
| Q2 2020 | Aug 14, 2020 | $9.7T | 277 |
| Q1 2020 | May 15, 2020 | $7.5T | 273 |
| Q4 2019 | Feb 13, 2020 | $9.0T | 279 |
| Q3 2019 | Nov 14, 2019 | $7.7T | 275 |
| Q2 2019 | Aug 13, 2019 | $7.7T | 273 |
| Q1 2019 | May 13, 2019 | $7.3T | 287 |
| Q4 2018 | Feb 14, 2019 | $6.1T | 263 |
| Q3 2018 | Nov 14, 2018 | $7.0T | 272 |
Fund Information
Impax Asset Management Group plc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $16.0B across 279 holdings. The largest position is Linde PLC (LIN), representing 4.9% of the portfolio. Compared to the previous quarter, the fund opened 279 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.