StockDriftsStockDriftsTop 50 Impax Asset Management Group PLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA Corp | 4.87% | 2.48M | $749.0M | -31.76%(-1.16M) | $86.99(+128.30%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 4.85% | 3.72M | $744.9M | +2.24%(+81.67K) | $112.71(+100.58%) | 2026-06-30 | |
| LIN | Linde PLC | 4.79% | 1.42M | $736.6M | -17.08%(-292.44K) | $257.88(+85.69%) | 2026-06-30 | |
| XYL | Xylem Inc/NY | 3.44% | 4.47M | $528.3M | -2.54%(-116.56K) | $115.61(+3.52%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 3.28% | 1.35M | $503.8M | +13.61%(+161.76K) | $240.97(+101.72%) | 2026-06-30 | |
| AWK | American Water Works Co Inc | 3.07% | 3.58M | $471.5M | +27.20%(+766.37K) | $131.87(+3.29%) | 2026-06-30 | |
| VLTO | Veralto Corp | 2.99% | 5.19M | $459.9M | +53.63%(+1.81M) | $85.78(+13.88%) | 2026-06-30 | |
| CTAS | Cintas Corp | 2.67% | 2.41M | $410.5M | +60.51%(+909.75K) | $151.54(+31.66%) | 2026-06-30 | |
| WCN | Waste Connections Inc | 2.15% | 1.98M | $329.9M | -6.54%(-138.40K) | $171.77(-4.07%) | 2026-06-30 | |
| SBS | Cia de Saneamento Basico do Es | 1.97% | 52.32M | $302.4M | +55.21%(+18.61M) | $3.16(+45.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.69% | +54.85% | +9.11% | +54.62% |
| Top 20 Holdings Unweighted | +17.56% | +62.48% | +10.24% | +62.79% |
Impax Asset Management Group PLC reports $15.37B in US-listed equity holdings across 284 positions in its most recent 13F filing. Its largest disclosed positions are KLAC (4.9%), NVDA (4.8%) and LIN (4.8%). The top 20 holdings account for 49.58% of reported assets. Its disclosed equity book has returned +54.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Impax Asset Management Group PLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1749768). View Impax Asset Management Group PLC’s 13F filings on SEC