§ 13F · FUND PROFILE
Impax Asset Management Group plc.
AUM · $15.4B (13F)Positions · 284Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$219M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA Corp | 2.48M | $749M | 4.9% | +582% |
| 2 | NVDA | NVIDIA Corp | 3.72M | $745M | 4.8% | +2% |
| 3 | LIN | Linde PLC | 1.42M | $737M | 4.8% | −17% |
| 4 | XYL | Xylem Inc/NY | 4.47M | $528M | 3.4% | −3% |
| 5 | MSFT | Microsoft Corp | 1.35M | $504M | 3.3% | +14% |
| 6 | AWK | American Water Works Co Inc | 3.58M | $472M | 3.1% | +27% |
| 7 | VLTO | Veralto Corp | 5.19M | $460M | 3.0% | +54% |
| 8 | CTAS | Cintas Corp | 2.41M | $410M | 2.7% | +61% |
| 9 | WCN | Waste Connections Inc | 1.98M | $330M | 2.1% | −7% |
| 10 | SBS | Cia de Saneamento Basico do Es | 52.32M | $302M | 2.0% | +676% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IMPAX SIGNAL
AC read
Impax Asset Management Group plc is a Other fund managing $15.4 billion in assets. The fund runs a broad portfolio of 284 positions.
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