Impax Asset Management Group plc
CIK 1749768
13F filing for Q2 2026・No. 432
- Holdings
- US$15.37B
- Quarter change
- +US$1.02B
- Entries
- 284
- Net bought (estimate)
- −US$505.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 12
- Cut 110
- Added 127
- Corporate actions 0
- Unchanged 38
Largest holdings
284 stocks worth US$15.37B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| KLACKLA CorpCommon Stock | CutSplit 7:1 | 2,482,564 | US$749.01M | 4.87% |
| NVDANvidiaCommon Stock | Added | 3,722,756 | US$744.89M | 4.85% |
| LINLinde PLCCommon Stock | Cut | 1,419,343 | US$736.55M | 4.79% |
| XYLXylem Inc/NYCommon Stock | Cut | 4,468,984 | US$528.28M | 3.44% |
| MSFTMicrosoftCommon Stock | Added | 1,350,648 | US$503.82M | 3.28% |
| AWKAmerican Water Works Co IncCommon Stock | Added | 3,583,592 | US$471.53M | 3.07% |
| VLTOVeralto CorpCommon Stock | Added | 5,186,589 | US$459.95M | 2.99% |
| CTASCintas CorpCommon Stock | Added | 2,413,313 | US$410.46M | 2.67% |
| WCNWaste Connections IncCommon Stock | Cut | 1,979,027 | US$329.88M | 2.15% |
| SBSCia de Saneamento Basico do EsADR | CutSplit 8:1 | 52,324,409 | US$302.44M | 1.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.