Impax Asset Management 13F, Q2 2026
Impax Asset Management · quarter ending 30 June 2026 · filed 11 August 2026 · SEC CIK 1749768
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 284 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| KLA Corp | KLAC | $749.01M | 4.9% | +582% shares |
| NVIDIA Corp | NVDA | $744.89M | 4.8% | +2% shares |
| Linde PLC | $736.55M | 4.8% | -17% shares | |
| Xylem Inc/NY | XYL | $528.28M | 3.4% | -3% shares |
| Microsoft Corp | MSFT | $503.82M | 3.3% | +14% shares |
| American Water Works Co Inc | AWK | $471.53M | 3.1% | +27% shares |
| Veralto Corp | VLTO | $459.95M | 3.0% | +54% shares |
| Cintas Corp | CTAS | $410.46M | 2.7% | +61% shares |
| Waste Connections Inc | WCN | $329.88M | 2.1% | -7% shares |
| Cia de Saneamento Basico do Es | SBS | $302.44M | 2.0% | +676% shares |
| Advanced Drainage Systems Inc | WMS | $289.74M | 1.9% | -4% shares |
| Ecolab Inc | ECL | $275.38M | 1.8% | +15% shares |
| Hubbell Inc | HUBB | $254.72M | 1.7% | -29% shares |
| Aptiv PLC | $250.88M | 1.6% | -11% shares | |
| Vertiv Holdings Co | VRT | $244.25M | 1.6% | -33% shares |
| Agilent Technologies Inc | A | $222.48M | 1.4% | -9% shares |
| IDEX Corp | IEX | $218.33M | 1.4% | unchanged |
| Watts Water Technologies Inc | WTS | $212.72M | 1.4% | -8% shares |
| Amphenol Corp | APH | $210.75M | 1.4% | +247% shares |
| Core & Main Inc | CNM | $202.82M | 1.3% | +47% shares |
| Marvell Technology Inc | MRVL | $196.69M | 1.3% | -72% shares |
| RenaissanceRe Holdings Ltd | $195.03M | 1.3% | -4% shares | |
| A O Smith Corp | AOS | $176.48M | 1.1% | -34% shares |
| Applied Materials Inc | AMAT | $175.57M | 1.1% | -7% shares |
| Itron Inc | ITRI | $166.74M | 1.1% | -12% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Impax Asset Management opened 9 new positions, added to 117, trimmed 100, left 58 unchanged and exited 12. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- BMI$140.32M
- TEVA$18.11M
- ZBRA$15.14M
- EQIX$13.90M
- MTH$8.97M
- National Healthcare Properties$8.02M
- HLIT$7.76M
- FCX$4.56M
and 1 more
Exited
- BLDXwas $70.68M
- CHEwas $66.64M
- SDAwas $6.09M
- RVTYwas $5.50M
- BIIBwas $5.27M
- WGSwas $3.85M
- PBHwas $3.85M
- VITLwas $3.37M
and 4 more
Other quarters
Source: SEC Form 13F-HR, accession 0001749768-26-000004, filed by Impax Asset Management Group plc. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.