Impax Asset Management Group plc Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$17.4B
Holdings
280
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (280 positions)
| Stock | Value |
|---|---|
UBERUber Technologies Inc | $22.0M |
MIDDMiddleby Corp/The | $21.7M |
DOLEDole PLC | $21.4M |
ULTAUlta Beauty Inc | $21.3M |
SEESealed Air Corp | $21.1M |
AGCOAGCO Corp | $20.0M |
ABTAbbott Laboratories | $19.3M |
CNHICNH Industrial NV | $17.7M |
PLNTPlanet Fitness Inc | $17.4M |
CMECME Group Inc | $17.3M |
USFDUS Foods Holding Corp | $17.2M |
VENVentas Inc | $17.0M |
CFGCitizens Financial Group Inc | $16.7M |
JNJJohnson & Johnson | $16.2M |
HHHHoward Hughes Holdings Inc | $15.9M |
CIENCiena Corp | $15.4M |
INTUIntuit Inc | $15.4M |
EXTRExtreme Networks Inc | $15.4M |
NBIXNeurocrine Biosciences Inc | $14.5M |
NSZNetScout Systems Inc | $14.4M |
BJBJ's Wholesale Club Holdings I | $13.9M |
TRVCCitigroup Inc | $13.5M |
PAHUSDElement Solutions Inc | $13.4M |
FERGFerguson Enterprises Inc | $13.1M |
SIBNSI-BONE Inc | $13.0M |
AVTRAvantor Inc | $13.0M |
EBCEastern Bankshares Inc | $12.5M |
EMREmerson Electric Co | $12.3M |
MRKMerck & Co Inc | $11.6M |
MCDMcDonald's Corp | $11.6M |
PCRXPacira BioSciences Inc | $11.2M |
PNFPPinnacle Financial Partners In | $11.0M |
OTISOtis Worldwide Corp | $10.9M |
PGProcter & Gamble Co/The | $10.8M |
ELVElevance Health Inc | $10.7M |
SPGIS&P Global Inc | $10.7M |
DYDycom Industries Inc | $10.5M |
HCATHealth Catalyst Inc | $10.4M |
BKBank of New York Mellon Corp/T | $10.3M |
WHWyndham Hotels & Resorts Inc | $9.7M |
CSCOCisco Systems Inc | $9.5M |
MRUSMerus NV | $9.5M |
LYFTLyft Inc | $9.5M |
ACNAccenture PLC | $9.4M |
MMSIMerit Medical Systems Inc | $9.3M |
NPOEnpro Inc | $9.2M |
HPEHewlett Packard Enterprise Co | $9.1M |
STTState Street Corp | $9.1M |
LNNLindsay Corp | $9.1M |
EIXEdison International | $9.0M |
QCOMQUALCOMM Inc | $8.9M |
PBVPrestige Consumer Healthcare I | $8.8M |
KOCoca-Cola Co/The | $8.8M |
ALVAutoliv Inc | $8.5M |
MITKMitek Systems Inc | $8.4M |
TRSTriMas Corp | $8.3M |
CMICummins Inc | $8.3M |
SMPLSimply Good Foods Co/The | $8.2M |
FITBFifth Third Bancorp | $8.1M |
GWWWW Grainger Inc | $8.1M |
WKWorkiva Inc | $7.8M |
MSAMSA Safety Inc | $7.6M |
WSCWillScot Holdings Corp | $7.5M |
ONTOOnto Innovation Inc | $7.5M |
SBUXStarbucks Corp | $7.4M |
GOOGAlphabet Inc | $7.4M |
ARRYArray Technologies Inc | $7.4M |
MARMarriott International Inc/MD | $7.4M |
GISGeneral Mills Inc | $7.3M |
GTESGates Industrial Corp PLC | $7.3M |
INTCIntel Corp | $7.3M |
VITLVital Farms Inc | $7.1M |
BMYBristol-Myers Squibb Co | $7.0M |
DYHTarget Corp | $7.0M |
LULULululemon Athletica Inc | $7.0M |
TVTXTravere Therapeutics Inc | $7.0M |
ACAArcosa Inc | $7.0M |
CAHCardinal Health Inc | $7.0M |
ATENA10 Networks Inc | $7.0M |
PRUPrudential Financial Inc | $6.9M |
CWSTCasella Waste Systems Inc | $6.9M |
TTGTTechTarget Inc | $6.9M |
TSMTaiwan Semiconductor Manufactu | $6.9M |
HDHome Depot Inc/The | $6.7M |
CDWCDW Corp/DE | $6.7M |
TRNOTerreno Realty Corp | $6.7M |
ELEstee Lauder Cos Inc/The | $6.7M |
ENOVEnovis Corp | $6.6M |
WRBYWarby Parker Inc | $6.6M |
INSPInspire Medical Systems Inc | $6.5M |
NXQuanex Building Products Corp | $6.4M |
RIVNRivian Automotive Inc | $6.2M |
AXPAmerican Express Co | $6.1M |
MODModine Manufacturing Co | $5.9M |
ADCAgree Realty Corp | $5.8M |
CYTKCytokinetics Inc | $5.8M |
WTWWillis Towers Watson PLC | $5.8M |
7HPHP Inc | $5.6M |
BBYBest Buy Co Inc | $5.5M |
COLMColumbia Sportswear Co | $5.5M |