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CIK: 0001749768
Total reported value
$15.4B
$15.4B
295 檔
19.5%
As reported in its official Q1 2025 Form 13F filing, Impax Asset Management Group plc's tracked investment portfolio stood at $15.4B with 295 total positions.
In Q1 2025, Impax Asset Management Group plc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 295 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LIN | Linde plc | Stock-Materials | 5.02% | -1.13% | -20.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | +0.21% | -22.10% | |
| 3 | XYL | Xylem Inc | Stock-Industrials | 3.47% | -0.38% | -13.04% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.75% | +0.42% | -20.77% | |
| 5 | PNR | Pentair plc | Stock-Industrials | 2.61% | — | -1.83% | |
| 6 | VLTO | Veralto CORP | Stock-Industrials | 2.30% | +0.91% | -1.61% | |
| 7 | IEX | Idex CORP | Stock-Industrials | 2.19% | +0.17% | +11.51% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 2.11% | -0.02% | -7.51% | |
| 9 | A | Agilent Technologies Inc | Stock-Healthcare | 2.07% | -0.02% | +3.62% | |
| 10 | AWK | American Water Works Co Inc | Stock-Utilities | 2.05% | +0.40% | -50.19% | |
| 11 | AOS | Smith (a.o.) CORP | Stock-Industrials | 2.04% | -0.82% | +67.26% | |
| 12 | WMS | Advanced Drainage Systems In | Stock-Industrials | 1.90% | +0.04% | +14.80% | |
| 13 | HUBB | Hubbell Inc | Stock-Industrials | 1.83% | -0.68% | -10.25% | |
| 14 | TEL | TE Connectivity plc | Stock-Tech | 1.65% | -0.08% | -38.67% | |
| 15 | KLAC | Kla CORP | Stock-Tech | 1.59% | +1.14% | +53.26% | |
| 16 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 1.58% | -0.05% | -41.64% | |
| 17 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.44% | -1.36% | +2536.47% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.39% | +0.52% | -39.04% | |
| 19 | MRVL | Marvell Technology Inc | Stock-Tech | 1.37% | -0.32% | +748.26% | |
| 20 | MTD | Mettler-toledo International | Stock-Healthcare | 1.36% | — | -3.71% | |
| 21 | WTS | Watts Water Technologies-a | Stock-Industrials | 1.36% | +0.19% | -11.82% | |
| 22 | SNPS | Synopsys Inc | Stock-Tech | 1.25% | +0.10% | -1.60% | |
| 23 | CARR | Carrier Global CORP | Stock-Industrials | 1.25% | -0.02% | -6.75% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.22% | +0.04% | -3.10% | |
| 25 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.19% | -0.59% | -30.44% | |
| 26 | CTAS | Cintas CORP | Stock-Industrials | 1.17% | +0.90% | -48.76% | |
| 27 | SBS | Cia Saneamento Basico De-adr | Stock-Other | 1.16% | +0.54% | -19.80% | |
| 28 | CHE | Chemed CORP | Stock-Healthcare | 1.12% | -0.46% | EXIT | |
| 29 | RSG | Republic Services Inc | Stock-Industrials | 1.05% | — | -16.06% | |
| 30 | AKX | Ansys Inc | Stock-Other | 1.03% | — | -3.30% | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 0.99% | +0.08% | -4.50% | |
| 32 | ECL | Ecolab Inc | Stock-Materials | 0.95% | +0.20% | -4.28% | |
| 33 | WAT | Waters CORP | Stock-Healthcare | 0.94% | -0.54% | -40.52% | |
| 34 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.94% | -0.20% | -7.94% | |
| 35 | MAS | Masco CORP | Stock-Industrials | 0.94% | +0.08% | -2.20% | |
| 36 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.93% | +0.34% | -6.49% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.93% | -0.46% | +5.22% | |
| 38 | PTC | Ptc Inc | Stock-Tech | 0.89% | -0.08% | -7.01% | |
| 39 | TRMB | Trimble Inc | Stock-Tech | 0.89% | -0.11% | -11.93% | |
| 40 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.88% | -0.27% | -67.49% | |
| 41 | RYN | Rayonier Inc | Stock-Real Estate | 0.87% | -0.01% | -12.34% | |
| 42 | ACM | Aecom | Stock-Industrials | 0.84% | +0.15% | -2.20% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | +0.09% | -69.25% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.04% | -51.04% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.04% | -60.85% | |
| 46 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 0.80% | +0.05% | -1.84% | |
| 47 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.77% | -0.11% | -58.84% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.77% | +1.07% | — | |
| 49 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 0.74% | -0.14% | -2.23% | |
| 50 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.72% | -0.10% | -12.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LIN | Linde plc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | XYL | Xylem Inc | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | PNR | Pentair plc | — | NEW | New buy |
| 6 | VLTO | Veralto CORP | — | NEW | New buy |
| 7 | IEX | Idex CORP | — | NEW | New buy |
| 8 | WM | Waste Management Inc | — | NEW | New buy |
| 9 | A | Agilent Technologies Inc | — | NEW | New buy |
| 10 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 11 | AOS | Smith (a.o.) CORP | — | NEW | New buy |
| 12 | WMS | Advanced Drainage Systems In | — | NEW | New buy |
| 13 | HUBB | Hubbell Inc | — | NEW | New buy |
| 14 | TEL | TE Connectivity plc | — | NEW | New buy |
| 15 | KLAC | Kla CORP | — | NEW | New buy |
| 16 | RNR | RenaissanceRe Holdings Ltd. | — | NEW | New buy |
| 17 | EBAY | Ebay Inc | — | NEW | New buy |
| 18 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 19 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 20 | MTD | Mettler-toledo International | — | NEW | New buy |
| 21 | WTS | Watts Water Technologies-a | — | NEW | New buy |
| 22 | SNPS | Synopsys Inc | — | NEW | New buy |
| 23 | CARR | Carrier Global CORP | — | NEW | New buy |
| 24 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 25 | APTV | Aptiv PLC | — | NEW | New buy |
| 26 | CTAS | Cintas CORP | — | NEW | New buy |
| 27 | SBS | Cia Saneamento Basico De-adr | — | NEW | New buy |
| 28 | CHE | Chemed CORP | — | NEW | New buy |
| 29 | RSG | Republic Services Inc | — | NEW | New buy |
| 30 | AKX | Ansys Inc | — | NEW | New buy |
| 31 | ADSK | Autodesk Inc | — | NEW | New buy |
| 32 | ECL | Ecolab Inc | — | NEW | New buy |
| 33 | WAT | Waters CORP | — | NEW | New buy |
| 34 | ORA | Ormat Technologies Inc | — | NEW | New buy |
| 35 | MAS | Masco CORP | — | NEW | New buy |
| 36 | CNM | Core & Main Inc-class A | — | NEW | New buy |
| 37 | UNP | Union Pacific CORP | — | NEW | New buy |
| 38 | PTC | Ptc Inc | — | NEW | New buy |
| 39 | TRMB | Trimble Inc | — | NEW | New buy |
| 40 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 41 | RYN | Rayonier Inc | — | NEW | New buy |
| 42 | ACM | Aecom | — | NEW | New buy |
| 43 | MA | Mastercard Inc - A | — | NEW | New buy |
| 44 | ORCL | Oracle CORP | — | NEW | New buy |
| 45 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 46 | ZWS | Zurn Elkay Water Solutions C | — | NEW | New buy |
| 47 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 48 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 49 | SITE | Siteone Landscape Supply Inc | — | NEW | New buy |
| 50 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Impax Asset Management Group plc reported a total U.S. public equity portfolio value of $15.4B across 295 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LIN, MSFT, XYL) accounted for 19.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
LIN
市值: $834.3M
During Q1 2025, Impax Asset Management Group plc's top holdings by market value included LIN (5.0%)、MSFT (4.2%)、XYL (3.5%). The largest single position, LIN, represented 5.0% of total portfolio value.
In Q1 2025, Impax Asset Management Group plc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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