Impax Asset Management Group plc

Q1 2026 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
287
Total value ($000)
$14,345,769
Net value change ($000)
-1,638,749 (-10.3%)
New positions
29
Sold out positions
21
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KLAC 277,475 107.5%
WCN 259,482 307.2%
VRT 76,199 39.0%
AWK 71,909 23.1%
ITRI 70,733 56.2%
BLDX 70,675 NEW
NVDA 69,116 12.2%
QXO 67,285 277.5%
LIN 63,248 8.1%
ECL 38,149 20.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -329,612 -42.8%
PNR -195,416 -56.7%
WM -194,841 -87.9%
A -142,986 -40.5%
AMAT -130,876 -59.6%
IEX -124,384 -40.9%
CARR -121,289 -64.7%
XYL -116,750 -17.6%
RSG -115,487 -94.1%
APH -89,286 -67.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type