# Impax Asset Management Group plc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1749768. Source: https://holderbook.com/funds/1749768-impax-asset-management-group-plc/

- Reported value: $15.4B
- Positions: 284
- Weight of the ten largest: 34.1%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $749.0M | 2,482,564 | 4.9% | 15 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $744.9M | 3,722,756 | 4.8% | 22 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $736.6M | 1,419,343 | 4.8% | 14 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $528.3M | 4,468,984 | 3.4% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $503.8M | 1,350,648 | 3.3% | 31 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $471.5M | 3,583,592 | 3.1% | 31 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $459.9M | 5,186,589 | 3.0% | 11 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $410.5M | 2,413,313 | 2.7% | 20 |
| WASTE CONNECTIONS INC | [WCN](https://holderbook.com/stocks/WCN/) | $329.9M | 1,979,027 | 2.1% | 8 |
| COMPANHIA DE SANEAMENTO BASI | [SBS](https://holderbook.com/stocks/SBS/) | $302.4M | 52,324,409 | 2.0% | 17 |
| ADVANCED DRAIN SYS INC DEL | [WMS](https://holderbook.com/stocks/WMS/) | $289.7M | 1,845,942 | 1.9% | 31 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $275.4M | 988,389 | 1.8% | 31 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $254.7M | 486,855 | 1.7% | 31 |
| APTIV PLC | [APTV](https://holderbook.com/stocks/APTV/) | $250.9M | 4,087,314 | 1.6% | 7 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $244.3M | 729,503 | 1.6% | 26 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $222.5M | 1,674,957 | 1.4% | 31 |
| IDEX CORP | [IEX](https://holderbook.com/stocks/IEX/) | $218.3M | 962,000 | 1.4% | 31 |
| WATTS WATER TECHNOLOGIES INC | [WTS](https://holderbook.com/stocks/WTS/) | $212.7M | 543,412 | 1.4% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $210.8M | 1,195,285 | 1.4% | 6 |
| CORE & MAIN INC | [CNM](https://holderbook.com/stocks/CNM/) | $202.8M | 4,203,618 | 1.3% | 14 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $196.7M | 660,285 | 1.3% | 13 |
| RENAISSANCERE HLDGS LTD | [RNR](https://holderbook.com/stocks/RNR/) | $195.0M | 615,422 | 1.3% | 10 |
| SMITH A O CORP | [AOS](https://holderbook.com/stocks/AOS/) | $176.5M | 2,813,713 | 1.1% | 22 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $175.6M | 242,832 | 1.1% | 30 |
| ITRON INC | [ITRI](https://holderbook.com/stocks/ITRI/) | $166.7M | 1,926,905 | 1.1% | 5 |
| MASCO CORP | [MAS](https://holderbook.com/stocks/MAS/) | $165.3M | 2,031,735 | 1.1% | 18 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $163.2M | 317,661 | 1.1% | 31 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $160.1M | 426,623 | 1.0% | 31 |
| PENTAIR PLC | [PNR](https://holderbook.com/stocks/PNR/) | $160.0M | 2,087,003 | 1.0% | 31 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $153.8M | 762,712 | 1.0% | 8 |
| WABTEC | [WAB](https://holderbook.com/stocks/WAB/) | $150.6M | 558,757 | 1.0% | 5 |
| AECOM | [ACM](https://holderbook.com/stocks/ACM/) | $148.6M | 2,128,339 | 1.0% | 13 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $148.5M | 332,929 | 1.0% | 9 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $146.0M | 230,130 | 0.9% | 2 |
| BADGER METER INC | [BMI](https://holderbook.com/stocks/BMI/) | $140.3M | 945,694 | 0.9% | 1 |
| ZURN ELKAY WATER SOLNS CORP | [ZWS](https://holderbook.com/stocks/ZWS/) | $133.1M | 2,633,758 | 0.9% | 19 |
| VALMONT INDS INC | [VMI](https://holderbook.com/stocks/VMI/) | $130.6M | 226,080 | 0.8% | 31 |
| FRANKLIN ELEC INC | [FELE](https://holderbook.com/stocks/FELE/) | $126.0M | 1,175,582 | 0.8% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $123.9M | 455,346 | 0.8% | 9 |
| PINNACLE FINL PARTNERS INC | [PNFP](https://holderbook.com/stocks/PNFP/) | $115.2M | 1,142,360 | 0.7% | 2 |
| TETRA TECH INC NEW | [TTEK](https://holderbook.com/stocks/TTEK/) | $113.6M | 3,931,741 | 0.7% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $105.0M | 363,014 | 0.7% | 31 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $103.2M | 1,175,682 | 0.7% | 8 |
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $101.3M | 5,861,003 | 0.7% | 3 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $99.2M | 202,048 | 0.6% | 26 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $97.3M | 500,719 | 0.6% | 31 |
| SITEONE LANDSCAPE SUPPLY INC | [SITE](https://holderbook.com/stocks/SITE/) | $95.7M | 836,410 | 0.6% | 17 |
| LITTELFUSE INC | [LFUS](https://holderbook.com/stocks/LFUS/) | $89.8M | 197,265 | 0.6% | 30 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $87.7M | 63,427 | 0.6% | 24 |
| CITIZENS FINL GROUP INC | [CFG](https://holderbook.com/stocks/CFG/) | $77.5M | 1,105,960 | 0.5% | 31 |
| MUELLER WTR PRODS INC | [MWA](https://holderbook.com/stocks/MWA/) | $76.6M | 2,967,471 | 0.5% | 31 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $75.1M | 256,642 | 0.5% | 31 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $67.4M | 918,354 | 0.4% | 18 |
| TREX INC | [TREX](https://holderbook.com/stocks/TREX/) | $65.3M | 1,304,299 | 0.4% | 14 |
| NEXTPOWER INC | [NXT](https://holderbook.com/stocks/NXT/) | $60.1M | 504,320 | 0.4% | 2 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $59.4M | 118,420 | 0.4% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $58.5M | 163,682 | 0.4% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $57.0M | 143,389 | 0.4% | 14 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $56.6M | 339,854 | 0.4% | 11 |
| ORMAT TECHNOLOGIES INC | [ORA](https://holderbook.com/stocks/ORA/) | $55.9M | 512,972 | 0.4% | 31 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $55.0M | 491,790 | 0.4% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $54.8M | 230,059 | 0.4% | 31 |
| REPLIGEN CORP | [RGEN](https://holderbook.com/stocks/RGEN/) | $54.1M | 396,513 | 0.4% | 26 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $53.8M | 142,317 | 0.3% | 19 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $51.5M | 303,448 | 0.3% | 16 |
| TRIMBLE INC | [TRMB](https://holderbook.com/stocks/TRMB/) | $50.3M | 983,455 | 0.3% | 31 |
| BENTLEY SYS INC | [BSY](https://holderbook.com/stocks/BSY/) | $49.5M | 1,657,397 | 0.3% | 8 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $49.5M | 1,159,186 | 0.3% | 17 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $46.9M | 471,965 | 0.3% | 22 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $44.7M | 204,843 | 0.3% | 31 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $44.6M | 34,937 | 0.3% | 28 |
| VICTORY CAP HLDGS INC DEL | [VCTR](https://holderbook.com/stocks/VCTR/) | $44.1M | 525,000 | 0.3% | 31 |
| AAON INC | [AAON](https://holderbook.com/stocks/AAON/) | $43.5M | 343,165 | 0.3% | 6 |
| TYLER TECHNOLOGIES INC | [TYL](https://holderbook.com/stocks/TYL/) | $41.9M | 143,132 | 0.3% | 3 |
| LIGAND PHARMACEUTICALS INC | [LGND](https://holderbook.com/stocks/LGND/) | $41.1M | 130,000 | 0.3% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $38.9M | 32,437 | 0.3% | 31 |
| ON HLDG AG | [ONON](https://holderbook.com/stocks/ONON/) | $36.6M | 1,032,886 | 0.2% | 7 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $35.9M | 31,672 | 0.2% | 22 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $34.9M | 30,269 | 0.2% | 4 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $34.3M | 20,199 | 0.2% | 8 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $34.1M | 134,357 | 0.2% | 31 |
| PTC INC | [PTC](https://holderbook.com/stocks/PTC/) | $33.3M | 293,381 | 0.2% | 31 |
| HDFC BANK LTD | [HDB](https://holderbook.com/stocks/HDB/) | $31.6M | 1,223,482 | 0.2% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $28.8M | 66,443 | 0.2% | 5 |
| EASTERN BANKSHARES INC | [EBC](https://holderbook.com/stocks/EBC/) | $28.4M | 1,275,000 | 0.2% | 18 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $28.3M | 224,260 | 0.2% | 27 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $28.0M | 79,368 | 0.2% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $27.6M | 47,448 | 0.2% | 11 |
| MITEK SYS INC | [MITK](https://holderbook.com/stocks/MITK/) | $27.3M | 1,358,524 | 0.2% | 7 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $27.1M | 193,978 | 0.2% | 6 |
| NEUROCRINE BIOSCIENCES INC | [NBIX](https://holderbook.com/stocks/NBIX/) | $27.0M | 160,000 | 0.2% | 16 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $26.2M | 204,194 | 0.2% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $25.7M | 115,257 | 0.2% | 31 |
| ACADIAN ASSET MANAGEMENT INC | [AAMI](https://holderbook.com/stocks/AAMI/) | $25.0M | 350,000 | 0.2% | 21 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $24.7M | 272,358 | 0.2% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $24.2M | 165,432 | 0.2% | 11 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $24.2M | 172,676 | 0.2% | 27 |
| TERADATA CORP DEL | [TDC](https://holderbook.com/stocks/TDC/) | $23.7M | 684,529 | 0.2% | 2 |
| SI-BONE INC | [SIBN](https://holderbook.com/stocks/SIBN/) | $23.3M | 1,425,010 | 0.2% | 26 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $22.5M | 65,587 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +16.0% | +14.8% | +1.2% | 100% |
| Q1 2026 | -1.9% | -4.6% | +2.7% | 100% |
| Q4 2025 | -2.3% | +2.4% | -4.6% | 100% |
| Q3 2025 | +6.9% | +7.8% | -0.9% | 100% |
| Q2 2025 | +10.8% | +10.5% | +0.3% | 100% |
| Q1 2025 | -3.4% | -4.6% | +1.1% | 100% |
| Q4 2024 | -5.4% | +2.1% | -7.6% | 100% |
| Q3 2024 | +8.5% | +5.4% | +3.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $15.4B | 284 |
| Q1 2026 | $14.3B | 287 |
| Q4 2025 | $16.0B | 279 |
| Q3 2025 | $17.1B | 275 |
| Q2 2025 | $17.4B | 280 |
| Q1 2025 | $16.6B | 295 |
| Q4 2024 | $22.1B | 312 |
| Q3 2024 | $25.4B | 313 |
| Q2 2024 | $24.6B | 315 |
| Q1 2024 | $26.1B | 308 |
| Q4 2023 | $24.9B | 366 |
| Q3 2023 | $22.4B | 395 |