How many stocks does Impax Asset Management Group plc own?

As of Q1 2026, Impax Asset Management Group plc holds 287 positions in their 13F portfolio.

What is Impax Asset Management Group plc's largest holding?

LIN at 5.9% of portfolio, worth $848.6M.

What is Impax Asset Management Group plc's total portfolio value?

$14.3B as of Q1 2026, tracked across 287 holdings.

Is Impax Asset Management Group plc a hedge fund?

Impax Asset Management Group plc is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Impax Asset Management Group plc report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Impax Asset Management Group plc's portfolio changed in Q1 2026?

View Impax Asset Management Group plc's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Impax Asset Management Group plc's investment strategy?

Impax Asset Management Group plc is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Impax Asset Management Group p Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Impax Asset Management Group plc

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$14.3B

AUM

287

Positions

Q1 2026

Filing

Rating · 3.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New5%Increased26%Decreased67%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 2.3 years

<1Q0%1-4Q0%1-2Y0%2Y+100%

Q1 2026 Summary

Active quarter - 29 new positions, 21 exits, 110 increased. Top move: KLAC (INCREASED, conviction 86). Portfolio: $14.3B across 287 positions.

Portfolio Allocation

Top holdings by portfolio weight

LIN5.92%

NVDA4.43%

XYL3.82%

KLAC3.73%

MSFT3.07%

AWK2.67%

WCN2.40%

HUBB2.34%

APTV2.22%

VLTO2.08%

Other1.97%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

ONTO25Q held

ONTO INNOVATION INC

Avg $32.45 · $14.1M est. P&L

Est. P&L

+737.46%

VCTR29Q held

VICTORY CAP HLDGS INC DEL

Avg $16.81 · $44.6M est. P&L

Est. P&L

+408.40%

TT25Q held

TRANE TECHNOLOGIES PLC

Avg $111.91 · $81.2M est. P&L

Est. P&L

+316.92%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings287 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
LIN LINDE PLC	1.7M	$848.6M	5.9%	—	$349.59	+44.77%	13 qtrssince 2023-Q1	Decreased 0
NVDA NVIDIA CORPORATION	3.6M	$635M	4.4%	—	$131.78	+74.66%	21 qtrssince 2021-Q1	Increased 69
XYL XYLEM INC	4.6M	$548M	3.8%	—	$109.89	-1.09%	29 qtrssince 2019-Q1	Decreased 0
KLAC KLA CORP	363,789	$535.6M	3.7%	—	$909.44	+100.18%	14 qtrssince 2022-Q4	Increased 86
MSFT MICROSOFT CORP	1.2M	$440.1M	3.1%	—	$221.21	+93.15%	29 qtrssince 2019-Q1	Decreased 0
AWK AMERICAN WTR WKS CO INC NEW	2.8M	$383.4M	2.7%	—	$124.88	-0.47%	29 qtrssince 2019-Q1	Increased 63
WCN WASTE CONNECTIONS INC	2.1M	$344M	2.4%	—	$174.93	-10.47%	7 qtrssince 2024-Q3	Increased 86
HUBB HUBBELL INC	682,761	$335.1M	2.3%	—	$276.72	+73.45%	29 qtrssince 2019-Q1	Decreased 0
APTV APTIV PLC	4.6M	$318.8M	2.2%	—	$69.32	-21.61%	6 qtrssince 2024-Q4	Increased 57
VLTO VERALTO CORP	3.4M	$298.5M	2.1%	—	$83.60	+2.39%	10 qtrssince 2023-Q4	Increased 57
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