Q2 2026 13F · SEC CIK 1749768

Impax Asset Management Group plc

Mutual fund managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $15.4B
Reported positions: 284
Top holdings a year, 3 yrs: +17.4%
Assets under management: $8.9B

Impax Asset Management Group plc is a mutual fund manager that reported 284 positions worth $15.4B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Kla Corp (KLAC, 4.9%), Nvidia Corporation (NVDA, 4.8%), Linde PLC (LIN, 4.8%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 22.3% for the S&P 500.

Impax Asset Management Group plc holdings largest 50 of 284 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Impax Asset Management Group plc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
KLACKla Corp	4.9%	3.7%	2,482,564	+582.4%	$749.0M
NVDANvidia Corporation	4.8%	4.4%	3,722,756	+2.2%	$744.9M
LINLinde PLC	4.8%	5.9%	1,419,343	-17.1%	$736.6M
XYLXylem Inc	3.4%	3.8%	4,468,984	-2.5%	$528.3M
MSFTMicrosoft Corp	3.3%	3.1%	1,350,648	+13.6%	$503.8M
AWKAmerican Wtr Wks Co Inc New Com	3.1%	2.7%	3,583,592	+27.2%	$471.5M
VLTOVeralto Corp	3.0%	2.1%	5,186,589	+53.6%	$459.9M
CTASCintas Corp	2.7%	1.8%	2,413,313	+60.5%	$410.5M
WCNWaste Connections Inc	2.1%	2.4%	1,979,027	-6.5%	$329.9M
SBSCompanhia de Saneamento Basico	2.0%	1.4%	52,324,409	+676.1%	$302.4M
WMSAdvanced Drain Sys Inc Del	1.9%	1.8%	1,845,942	-4.2%	$289.7M
ECLEcolab Inc	1.8%	1.6%	988,389	+15.0%	$275.4M
HUBBHubbell Inc	1.7%	2.3%	486,855	-28.7%	$254.7M
APTVAptiv PLC	1.6%	2.2%	4,087,314	-11.0%	$250.9M
VRTVertiv Holdings Co	1.6%	1.9%	729,503	-32.7%	$244.3M
AAgilent Technologies Inc	1.4%	1.5%	1,674,957	-9.2%	$222.5M
IEXIdex Corp	1.4%	1.3%	962,000	+1.5%	$218.3M
WTSWatts Water Technologies Inc	1.4%	1.2%	543,412	-7.6%	$212.7M
APHAmphenol Corp	1.4%	—	1,195,285	—	$210.8M
CNMCore & Main Inc	1.3%	1.0%	4,203,618	+47.4%	$202.8M
MRVLMarvell Technology Inc	1.3%	1.6%	660,285	-71.5%	$196.7M
RNRRenaissancere Holdings	1.3%	1.3%	615,422	-3.5%	$195.0M
AOSSmith A O Corp	1.1%	2.0%	2,813,713	-34.2%	$176.5M
AMATApplied Matls Inc	1.1%	0.6%	242,832	-6.5%	$175.6M
ITRIItron Inc	1.1%	1.4%	1,926,905	-12.1%	$166.7M
MASMasco Corp	1.1%	1.0%	2,031,735	-14.5%	$165.3M
MAMastercard Incorporated	1.1%	1.0%	317,661	+13.7%	$163.2M
CDNSCadence Design System Inc	1.0%	1.1%	426,623	-28.1%	$160.1M
PNRPentair PLC	1.0%	1.0%	2,087,003	+21.7%	$160.0M
TELTe Connectivity PLC	1.0%	1.1%	762,712	+2.5%	$153.8M
WABWabtec	1.0%	0.6%	558,757	+75.5%	$150.6M
ACMAecom Com	1.0%	0.8%	2,128,339	+53.9%	$148.6M
SNPSSynopsys Inc	1.0%	0.9%	332,929	+5.5%	$148.5M
DEDeere & Co	0.9%	—	230,130	—	$146.0M
BMIBadger Meter Inc	0.9%	—	945,694	—	$140.3M
ZWSZurn Elkay Water Solutions	0.9%	0.8%	2,633,758	+0.9%	$133.1M
VMIValmont Inds Inc Com	0.8%	0.6%	226,080	-0.4%	$130.6M
FELEFranklin Elec Inc	0.8%	0.8%	1,175,582	-9.3%	$126.0M
UNPUnion Pac Corp	0.8%	1.3%	455,346	-39.1%	$123.9M
PNFPPinnacle Finl Partners Inc	0.8%	—	1,142,360	—	$115.2M
TTEKTetra Tech Inc New	0.7%	0.8%	3,931,741	+2.7%	$113.6M
AAPLApple Inc	0.7%	0.7%	363,014	-13.8%	$105.0M
NEENextera Energy Inc	0.7%	—	1,175,682	—	$103.2M
QXOQxo Inc	0.7%	0.6%	5,861,003	+24.4%	$101.3M
TTTrane Technologies PLC	0.6%	0.7%	202,048	-11.7%	$99.2M
ADSKAutodesk Inc	0.6%	—	500,719	—	$97.3M
SITESiteone Landscape Supply Inc	0.6%	0.8%	836,410	+1.5%	$95.7M
LFUSLittelfuse Inc	0.6%	0.8%	197,265	-42.9%	$89.8M
MPWRMonolithic Pwr Sys Inc	0.6%	0.7%	63,427	-28.3%	$87.7M
CFGCitizens Finl Group Inc	0.5%	—	1,105,960	—	$77.5M

What Impax Asset Management Group plc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SBS Companhia de Saneamento Basico+676.1% shares
KLAC Kla Corp+582.4% shares
WAB Wabtec+75.5% shares
CTAS Cintas Corp+60.5% shares
ACM Aecom Com+53.9% shares
VLTO Veralto Corp+53.6% shares
CNM Core & Main Inc+47.4% shares
AWK American Wtr Wks Co Inc New Com+27.2% shares

Reduced

MRVL Marvell Technology Inc-71.5% shares
LFUS Littelfuse Inc-42.9% shares
UNP Union Pac Corp-39.1% shares
AOS Smith A O Corp-34.2% shares
VRT Vertiv Holdings Co-32.7% shares
HUBB Hubbell Inc-28.7% shares
MPWR Monolithic Pwr Sys Inc-28.3% shares
CDNS Cadence Design System Inc-28.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.0% /yr; S&P 500 +11.7%
3 years: +17.4% /yr; S&P 500 +22.3%
5 years: +7.0% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$15.4B	284
Q1 2026	$14.3B	287
Q4 2025	$16.0B	279
Q3 2025	$17.1B	275
Q2 2025	$17.4B	280
Q1 2025	$16.6B	295
Q4 2024	$22.1B	312
Q3 2024	$25.4B	313
Q2 2024	$24.6B	315
Q1 2024	$26.1B	308
Q4 2023	$24.9B	366
Q3 2023	$22.4B	395

Questions about Impax Asset Management Group plc's portfolio

What stocks does Impax Asset Management Group plc own?

Impax Asset Management Group plc's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 284 positions worth $15.4B. The largest are Kla Corp (KLAC) at 4.9%, Nvidia Corporation (NVDA) at 4.8%, Linde PLC (LIN) at 4.8%, Xylem Inc (XYL) at 3.4% and Microsoft Corp (MSFT) at 3.3%.

What did Impax Asset Management Group plc buy last quarter?

In Q2 2026, Impax Asset Management Group plc added Companhia de Saneamento Basico (SBS) (+676.1% shares), Kla Corp (KLAC) (+582.4% shares) and Wabtec (WAB) (+75.5% shares), compared with its Q1 2026 filing.

What did Impax Asset Management Group plc sell last quarter?

In Q2 2026, Impax Asset Management Group plc cut from its top 50 Ebay Inc. (EBAY), cut from its top 50 Zoetis Inc (ZTS), cut from its top 50 Aaon Inc (AAON), cut from its top 50 Waters Corp (WAT), cut from its top 50 Boston Scientific Corp (BSX), Marvell Technology Inc (MRVL) (-71.5% shares), Littelfuse Inc (LFUS) (-42.9% shares) and Union Pac Corp (UNP) (-39.1% shares), compared with its Q1 2026 filing.

How has Impax Asset Management Group plc's portfolio performed?

A portfolio copying Impax Asset Management Group plc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +5.0% against +11.7%. Over 5 years: +7.0% a year against +10.6%.

When is Impax Asset Management Group plc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Impax Asset Management Group plc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Impax Asset Management Group plc manage?

Impax Asset Management Group plc reported $8.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $15.4B.