account_balance
Investment manager · 13F filer · SEC CIK 1749768
Impax Asset Management Group PLC
Reported value$13Bas of Sep 30, 2026
Positions287 44 new, 41 sold out
Top 10 weight34.8%NVDA alone is 5%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
5.1%Trimmed −22%
LINLinde PLC
4.6%Trimmed −11%
MSFTMicrosoft Corp
4.2%Trimmed −22%
VLTOVeralto Corp
3.7%
XYLXylem Inc
3.7%Added +6%
KLACKLA Corp
3.4%Trimmed −9%
CTASCintas Corp
3.0%Trimmed −17%
AWKAmerican Water Works Co Inc
3.0%Trimmed −16%
SBSCia de Saneamento Basico do Es
2.1%
WMSAdvanced Drainage Systems Inc
2.1%Added +16%
WCNWaste Connections Inc
2.0%Trimmed −13%
ECLEcolab Inc
2.0%Trimmed −3%
NVDANvidia Corp
5.1%Trimmed −22%
LINLinde PLC
4.6%Trimmed −11%
MSFT4.2%VLTO3.7%XYL3.7%KLAC3.4%CTAS3.0%AWK3.0%SBS2.1%WMS2.1%WCN2.0%ECL2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corp 5.1% Trimmed −22%LIN Linde PLC 4.6% Trimmed −11%MSFT Microsoft Corp 4.2% Trimmed −22%VLTO Veralto Corp 3.7% HeldXYL Xylem Inc 3.7% Added +6%KLAC KLA Corp 3.4% Trimmed −9%CTAS Cintas Corp 3.0% Trimmed −17%AWK American Water Works Co Inc 3.0% Trimmed −16%SBS Cia de Saneamento Basico do Es 2.1% HeldWMS Advanced Drainage Systems Inc 2.1% Added +16%WCN Waste Connections Inc 2.0% Trimmed −13%ECL Ecolab Inc 2.0% Trimmed −3%
What changed