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Impax Asset Management Group plc — 13F Holdings & Portfolio

CIK 1749768 · latest 13F-HR filed 2026-05-12

Backtest portfolio

Impax Asset Management Group plc manages $14.35B in 13F-reported U.S. long-equity assets across 287 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LIN (5.92%), NVDA (4.43%), XYL (3.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 29 new positions, exited 21, added to 98, and trimmed 129.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$14.35B

Long-equity book

Holdings

287

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+29 / −21 / ↑98 / ↓129

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • KLA Corp$277.5M +107.5%
  • Waste Connections Inc$259.5M +307.2%
  • Vertiv Holdings Co$76.2M +39.0%
  • American Water Works Co Inc$71.9M +23.1%
  • Itron Inc$70.7M +56.2%
Show all 98 →

Top Trims

  • Microsoft Corp-$329.6M -42.8%
  • Pentair PLC-$195.4M -56.7%
  • Waste Management Inc-$194.8M -87.9%
  • Agilent Technologies Inc-$143.0M -40.5%
  • Applied Materials Inc-$130.9M -59.6%
Show all 129 →

New Positions

  • Impax Global Infrastructure ET$70.7M
  • Pinnacle Financial Partners In$35.7M
  • Nextpower Inc$21.2M
  • Teradata Corp$14.0M
  • JBT Marel Corp$13.5M
Show all 29 →

Exited Positions

  • Pinnacle Financial Partners In$41.3M
  • Graphic Packaging Holding Co$14.3M
  • TriMas Corp$8.2M
  • Ciena Corp$7.3M
  • WillScot Holdings Corp$5.2M
Show all 21 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Linde PLC LIN G54950103 $848.6M 5.92% 1,711,780 SH
2 NVIDIA Corp NVDA 67066G104 $635.0M 4.43% 3,641,085 SH
3 Xylem Inc/NY XYL 98419M100 $548.0M 3.82% 4,585,548 SH
4 KLA Corp KLAC 482480100 $535.6M 3.73% 363,789 SH
5 Microsoft Corp MSFT 594918104 $440.1M 3.07% 1,188,887 SH
6 American Water Works Co Inc AWK 030420103 $383.4M 2.67% 2,817,225 SH
7 Waste Connections Inc WCN 94106B101 $344.0M 2.40% 2,117,425 SH
8 Hubbell Inc HUBB 443510607 $335.1M 2.34% 682,761 SH
9 Aptiv PLC APTV G3265R107 $318.8M 2.22% 4,591,538 SH
10 Veralto Corp VLTO 92338C103 $298.5M 2.08% 3,376,097 SH
11 A O Smith Corp AOS 831865209 $282.1M 1.97% 4,278,219 SH
12 Vertiv Holdings Co VRT 92537N108 $271.7M 1.89% 1,084,483 SH
13 Advanced Drainage Systems Inc WMS 00790R104 $264.3M 1.84% 1,927,510 SH
14 Cintas Corp CTAS 172908105 $254.3M 1.77% 1,503,567 SH
15 eBay Inc EBAY 278642103 $247.2M 1.72% 2,715,835 SH
16 Marvell Technology Inc MRVL 573874104 $229.2M 1.60% 2,314,196 SH
17 Ecolab Inc ECL 278865100 $228.6M 1.59% 859,293 SH
18 Agilent Technologies Inc A 00846U101 $210.2M 1.47% 1,844,158 SH
19 Cia de Saneamento Basico do Es SBS 20441A102 $205.7M 1.43% 6,742,360 SH
20 Itron Inc ITRI 465741106 $196.6M 1.37% 2,193,148 SH
21 RenaissanceRe Holdings Ltd RNR G7496G103 $189.5M 1.32% 637,714 SH
22 Union Pacific Corp UNP 907818108 $181.5M 1.27% 748,216 SH
23 IDEX Corp IEX 45167R104 $179.7M 1.25% 947,946 SH
24 Watts Water Technologies Inc WTS 942749102 $170.7M 1.19% 588,022 SH
25 Cadence Design Systems Inc CDNS 127387108 $164.9M 1.15% 593,375 SH
26 TE Connectivity PLC TEL G87052109 $155.6M 1.08% 744,353 SH
27 Zoetis Inc ZTS 98978V103 $155.0M 1.08% 1,311,067 SH
28 Pentair PLC PNR G7S00T104 $149.4M 1.04% 1,715,163 SH
29 Masco Corp MAS 574599106 $143.5M 1.00% 2,377,161 SH
30 Core & Main Inc CNM 21874C102 $140.9M 0.98% 2,851,367 SH
31 Mastercard Inc MA 57636Q104 $139.7M 0.97% 279,494 SH
32 Synopsys Inc SNPS 871607107 $125.1M 0.87% 315,523 SH
33 Franklin Electric Co Inc FELE 353514102 $119.5M 0.83% 1,296,609 SH
34 AAON Inc AAON 000360206 $118.9M 0.83% 1,436,288 SH
35 Littelfuse Inc LFUS 537008104 $117.3M 0.82% 345,705 SH
36 AECOM ACM 00766T100 $117.3M 0.82% 1,382,667 SH
37 Zurn Elkay Water Solutions Cor ZWS 98983L108 $117.0M 0.82% 2,609,142 SH
38 Tetra Tech Inc TTEK 88162G103 $115.4M 0.80% 3,830,074 SH
39 SiteOne Landscape Supply Inc SITE 82982L103 $109.7M 0.76% 824,430 SH
40 Apple Inc AAPL 037833100 $106.9M 0.75% 421,335 SH
41 Monolithic Power Systems Inc MPWR 609839105 $96.7M 0.67% 88,456 SH
42 Trane Technologies PLC TT G8994E103 $95.4M 0.66% 228,808 SH
43 Waters Corp WAT 941848103 $93.7M 0.65% 314,584 SH
44 QXO Inc QXO 82846H405 $91.5M 0.64% 4,713,068 SH
45 Valmont Industries Inc VMI 920253101 $90.7M 0.63% 227,075 SH
46 Applied Materials Inc AMAT 038222105 $88.7M 0.62% 259,602 SH
47 Boston Scientific Corp BSX 101137107 $85.3M 0.59% 1,359,572 SH
48 Mueller Water Products Inc MWA 624758108 $81.0M 0.56% 2,948,281 SH
49 Ormat Technologies Inc ORA 686688102 $80.9M 0.56% 723,077 SH
50 Westinghouse Air Brake Technol WAB 929740108 $79.6M 0.55% 318,350 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $14.35B 287 0001749768-26-000002
2025-12-31 2026-01-29 $15.98B 279 0001749768-26-000001
2025-09-30 2025-11-06 $17.14B 275 0001749768-25-000052
2023-12-31 2024-01-26 $24.91B 366 0001749768-24-000007
2023-09-30 2023-11-07 $22.38B 395 0001749768-23-000017