Funds › Impax Asset Management Group plc
Impax Asset Management Group plc
13F for Q3 2026, filed Nov 10, 2026. 287 positions worth $13.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 10, 2026
Reported value
$13.0B
−$2.3B (15.2%) vs Q2 2026
Positions
287
284 in Q2 2026
Top 10 share
34.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 2.90M | $663.1M | 5.1% | -22.0% | 13F ↗ |
| 2 | LIN Linde plc | 1.26M | $598.6M | 4.6% | -11.1% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 1.05M | $541.0M | 4.2% | -21.9% | 13F ↗ |
| 4 | VLTO Veralto Corp | 5.14M | $484.8M | 3.7% | -0.9% | 13F ↗ |
| 5 | XYL Xylem Inc. | 4.72M | $478.2M | 3.7% | +5.7% | 13F ↗ |
| 6 | KLAC KLA Corporation | 2.25M | $438.3M | 3.4% | -9.4% | 13F ↗ |
| 7 | CTAS Cintas Corporation | 2.00M | $390.5M | 3.0% | -17.0% | 13F ↗ |
| 8 | AWK American Water Works Company, Inc. | 3.00M | $388.9M | 3.0% | -16.2% | 13F ↗ |
| 9 | SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp · ADR | 51.71M | $274.6M | 2.1% | -1.2% | 13F ↗ |
| 10 | WMS Advanced Drainage Systems, Inc. | 2.13M | $270.5M | 2.1% | +15.6% | 13F ↗ |
| 11 | WCN Waste Connections, Inc. | 1.73M | $266.0M | 2.0% | -12.7% | 13F ↗ |
| 12 | ECL Ecolab Inc. | 956,238 | $262.6M | 2.0% | -3.3% | 13F ↗ |
| 13 | VRT Vertiv Holdings Co | 905,494 | $218.5M | 1.7% | +24.1% | 13F ↗ |
| 14 | CNM Core & Main, Inc. | 4.83M | $200.3M | 1.5% | +14.9% | 13F ↗ |
| 15 | FERG Ferguson Enterprises Inc. | 895,921 | $199.4M | 1.5% | +1177% | 13F ↗ |
| 16 | HUBB Hubbell Inc | 438,681 | $199.0M | 1.5% | -9.9% | 13F ↗ |
| 17 | IEX IDEX Corporation | 814,419 | $185.7M | 1.4% | -15.3% | 13F ↗ |
| 18 | WTS Watts Water Technologies, Inc. | 509,213 | $180.4M | 1.4% | -6.3% | 13F ↗ |
| 19 | TEL TE Connectivity plc | 845,721 | $178.5M | 1.4% | +10.9% | 13F ↗ |
| 20 | A Agilent Technologies, Inc. | 1.04M | $178.5M | 1.4% | -38.1% | 13F ↗ |
| 21 | MRVL Marvell Technology, Inc. | 674,197 | $178.1M | 1.4% | +2.1% | 13F ↗ |
| 22 | WAB Westinghouse Air Brake Technologies Corporation | 570,456 | $163.8M | 1.3% | +2.1% | 13F ↗ |
| 23 | AOS A.O. Smith Corporation | 2.74M | $154.6M | 1.2% | -2.5% | 13F ↗ |
| 24 | ITRI Itron, Inc. | 1.62M | $140.1M | 1.1% | -15.8% | 13F ↗ |
| 25 | APTV Aptiv PLC | 3.18M | $137.0M | 1.1% | -22.1% | 13F ↗ |
| 26 | AAPL Apple Inc. | 387,371 | $129.0M | 1.0% | +6.7% | 13F ↗ |
| 27 | BMI Badger Meter, Inc. | 1.04M | $128.0M | 1.0% | +9.6% | 13F ↗ |
| 28 | TTEK Tetra Tech, Inc. | 3.84M | $126.5M | 1.0% | -2.4% | 13F ↗ |
| 29 | SNPS Synopsys, Inc. | 283,731 | $123.4M | 0.9% | -14.8% | 13F ↗ |
| 30 | APH Amphenol Corporation | 1.46M | $123.4M | 0.9% | -38.8% | 13F ↗ |
| 31 | MAS Masco Corporation | 1.82M | $122.8M | 0.9% | -10.4% | 13F ↗ |
| 32 | ACM Aecom | 2.08M | $122.4M | 0.9% | -2.4% | 13F ↗ |
| 33 | ZWS Zurn Elkay Water Solutions Corporation | 2.57M | $119.3M | 0.9% | -2.5% | 13F ↗ |
| 34 | RNR RenaissanceRe Holdings Ltd. | 359,728 | $114.5M | 0.9% | -41.5% | 13F ↗ |
| 35 | FELE Franklin Electric Co., Inc. | 1.15M | $110.0M | 0.8% | -2.5% | 13F ↗ |
| 36 | CDNS Cadence Design Systems, Inc. | 328,759 | $108.6M | 0.8% | -22.9% | 13F ↗ |
| 37 | PNR Pentair plc. | 2.01M | $106.7M | 0.8% | -3.5% | 13F ↗ |
| 38 | UNP Union Pacific Corporation | 391,517 | $106.5M | 0.8% | -14.0% | 13F ↗ |
| 39 | DE Deere & Company | 151,980 | $102.1M | 0.8% | -34.0% | 13F ↗ |
| 40 | VMI Valmont Industries, Inc. | 216,665 | $100.3M | 0.8% | -4.2% | 13F ↗ |
| 41 | NEE NextEra Energy, Inc. | 1.22M | $92.7M | 0.7% | +4.2% | 13F ↗ |
| 42 | ADSK Autodesk, Inc. | 439,031 | $91.8M | 0.7% | -12.3% | 13F ↗ |
| 43 | MA Mastercard Incorporated | 162,512 | $89.6M | 0.7% | -48.8% | 13F ↗ |
| 44 | MPWR Monolithic Power Systems, Inc. | 63,683 | $85.8M | 0.7% | +0.4% | 13F ↗ |
| 45 | SITE SiteOne Landscape Supply, Inc. | 906,748 | $81.9M | 0.6% | +8.4% | 13F ↗ |
| 46 | NXT Nextpower Inc. | 1.05M | $81.9M | 0.6% | +108% | 13F ↗ |
| 47 | LFUS Littelfuse, Inc. | 191,198 | $81.0M | 0.6% | -3.1% | 13F ↗ |
| 48 | PNFP Pinnacle Financial Partners, Inc. | 847,062 | $79.3M | 0.6% | -25.8% | 13F ↗ |
| 49 | TT Trane Technologies plc | 168,858 | $76.3M | 0.6% | -16.4% | 13F ↗ |
| 50 | AMAT Applied Materials, Inc. | 136,192 | $69.6M | 0.5% | -43.9% | 13F ↗ |
Showing the top 50 of 287 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
45 new, 59 added to, 134 trimmed, 42 exited, 49 unchanged. By estimated dollars.
New positions (45)
| CRDO Credo Technology Group Holding Ltd | 137,327 | New | $26.7M |
| GTES Gates Industrial Corporation Ltd. | 752,713 | New | $19.7M |
| ANET Arista Networks, Inc. | 50,954 | New | $10.4M |
| GS Goldman Sachs Group, Inc. | 11,335 | New | $10.2M |
| MYRG MYR Group, Inc. | 34,750 | New | $10.2M |
| PECO Phillips Edison & Company, Inc. | 250,000 | New | $9.3M |
| MIRM Mirum Pharmaceuticals, Inc. | 100,000 | New | $8.5M |
| VSTS Vestis Corporation | 592,712 | New | $7.9M |
| VISN Vistance Networks, Inc. | 1.32M | New | $7.9M |
| DBD Diebold Nixdorf Incorporated | 120,000 | New | $7.3M |
Added to (59)
| FERG Ferguson Enterprises Inc. | 895,921 | +1177% | $183.8M |
| NXT Nextpower Inc. | 1.05M | +108% | $42.5M |
| VRT Vertiv Holdings Co | 905,494 | +24.1% | $42.5M |
| WMS Advanced Drainage Systems, Inc. | 2.13M | +15.6% | $36.6M |
| CNM Core & Main, Inc. | 4.83M | +14.9% | $26.0M |
| XYL Xylem Inc. | 4.72M | +5.7% | $25.7M |
| GEV GE Vernova Inc. | 44,124 | +130% | $23.7M |
| TEL TE Connectivity plc | 845,721 | +10.9% | $17.5M |
| GM General Motors Company | 241,512 | +1080% | $17.0M |
| ORA Ormat Technologies, Inc. | 661,856 | +29.0% | $13.6M |
Trimmed (134)
| NVDA NVIDIA Corporation | 2.90M | -22.0% | -$187.1M |
| MSFT Microsoft Corporation | 1.05M | -21.9% | -$151.8M |
| A Agilent Technologies, Inc. | 1.04M | -38.1% | -$110.1M |
| MA Mastercard Incorporated | 162,512 | -48.8% | -$85.6M |
| RNR RenaissanceRe Holdings Ltd. | 359,728 | -41.5% | -$81.4M |
| CTAS Cintas Corporation | 2.00M | -17.0% | -$80.3M |
| APH Amphenol Corporation | 1.46M | -38.8% | -$78.1M |
| LIN Linde plc | 1.26M | -11.1% | -$75.1M |
| AWK American Water Works Company, Inc. | 3.00M | -16.2% | -$75.0M |
| CFG Citizens Financial Group, Inc. | 29,462 | -97.3% | -$68.6M |
Exited (42)
| TREX Trex Company, Inc. | 1.30M | Exited | -$65.3M |
| QCOM QUALCOMM Incorporated | 116,425 | Exited | -$21.5M |
| Gates Industrial Corp plc | 752,713 | Exited | -$21.1M |
| Arcosa Inc | 136,500 | Exited | -$19.8M |
| Teva Pharmaceutical Industries Ltd ADR | 534,639 | Exited | -$18.1M |
| Crinetics Pharmaceuticals In | 435,000 | Exited | -$16.3M |
| TECH Bio-Techne Corp | 195,000 | Exited | -$13.8M |
| HIG The Hartford Insurance Group, Inc. | 81,973 | Exited | -$10.9M |
| ROIV Roivant Sciences Ltd. | 300,000 | Exited | -$10.6M |
| NDAQ Nasdaq, Inc. | 132,763 | Exited | -$10.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 287 | $13.0B | Current | SEC ↗ |
| Q2 2026 | Aug 11, 2026 | 13F-HR | 284 | $15.4B | Current | SEC ↗ |
| Q1 2026 | May 12, 2026 | 13F-HR | 287 | $14.3B | Current | SEC ↗ |
| Q4 2025 | Jan 29, 2026 | 13F-HR | 279 | $16.0B | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 275 | $17.1B | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 280 | $17.4B | Current | SEC ↗ |
| Q1 2025 | Apr 29, 2025 | 13F-HR | 295 | $16.6B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer