Impax Asset Management Group plc

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$16B

Total Positions

279

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

LIN4.91%

MSFT4.82%

XYL4.16%

NVDA3.54%

HUBB2.28%

A2.21%

PNR2.16%

APTV2.03%

VLTO1.96%

AWK1.95%

Other22.91%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

ONTO24Q held

Onto Innovation Inc

Avg $32.45 · $9.4M est. P&L

Est. P&L

+393.07%

CIEN28Q held

Ciena Corp

Avg $57.81 · $5.6M est. P&L

Est. P&L

+312.35%

VCTR28Q held

VICTORY CAP HLDGS INC

Avg $16.81 · $30.5M est. P&L

Est. P&L

+278.98%

Top Losers

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

Top Holdings(Showing 25 of 279 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
LIN Linde PLC	1.8M	$785.4M	4.9%	—	$349.59	+22.53%	12 qtrs	Decreased 0
MSFT Microsoft Corp	1.6M	$769.7M	4.8%	—	$221.21	+120.37%	28 qtrs	Increased 59
XYL Xylem Inc/NY	4.9M	$664.7M	4.2%	—	$109.89	+25.21%	28 qtrs	Decreased 0
NVDA NVIDIA Corp	3M	$565.9M	3.5%	—	$122.13	+53.56%	20 qtrs	Decreased 0
HUBB Hubbell Inc	820,499	$364.4M	2.3%	—	$276.72	+61.39%	28 qtrs	Decreased 0
A Agilent Technologies Inc	2.6M	$353.2M	2.2%	—	$103.85	+32.27%	28 qtrs	Decreased 0
PNR Pentair PLC	3.3M	$344.8M	2.2%	—	$43.63	+141.85%	28 qtrs	Decreased 0
APTV Aptiv PLC	4.3M	$324.9M	2.0%	—	$69.16	+11.19%	5 qtrs	Decreased 0
VLTO Veralto Corp	3.1M	$313.8M	2.0%	—	$82.72	+22.37%	9 qtrs	Decreased 0
AWK American Water Works Co Inc	2.4M	$311.5M	1.9%	—	$122.91	+5.97%	28 qtrs	Increased 64
AOS A O Smith Corp	4.6M	$311M	1.9%	—	$61.82	+9.04%	20 qtrs	Decreased 0
IEX IDEX Corp	1.7M	$304.1M	1.9%	—	$168.98	+5.71%	28 qtrs	Decreased 0
WMS Advanced Drainage Systems Inc	2.1M	$299.3M	1.9%	—	$73.07	+101.10%	28 qtrs	Decreased 0
EBAY eBay Inc	3.1M	$273M	1.7%	—	$68.88	+26.44%	6 qtrs	Increased 54
RNR RenaissanceRe Holdings Ltd	969,868	$272.7M	1.7%	—	$241.35	+17.53%	8 qtrs	Decreased 0
MRVL MARVELL TECHNOLOGY INC	3.1M	$267.1M	1.7%	—	$62.66	+38.36%	11 qtrs	Decreased 0
KLAC KLA CORP	212,473	$258.2M	1.6%	—	$530.63	+134.37%	13 qtrs	Decreased 0
CTAS Cintas Corp	1.3M	$253.2M	1.6%	—	$177.28	+7.12%	18 qtrs	Increased 61
WM Waste Management Inc	1M	$221.7M	1.4%	—	$124.96	+77.75%	28 qtrs	Decreased 0
AMAT Applied Materials Inc	854,529	$219.6M	1.4%	—	$121.37	+114.19%	28 qtrs	Decreased 0
SNPS Synopsys Inc	442,763	$208M	1.3%	—	$539.63	-12.07%	7 qtrs	Decreased 0
ZTS Zoetis Inc	1.6M	$198.5M	1.2%	—	$151.80	-17.08%	25 qtrs	Decreased 0
VRT Vertiv Holdings Co	1.2M	$195.6M	1.2%	—	$102.44	+60.43%	24 qtrs	Increased 61
ECL Ecolab Inc	725,432	$190.4M	1.2%	—	$199.08	+32.85%	28 qtrs	Increased 56
MA Mastercard Inc	332,450	$189.8M	1.2%	—	$389.96	+47.85%	28 qtrs	Decreased 0
Showing 25 of 279 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

GOOGAlphabet Inc

Q4 2024 → Q4 2025+50,883 shares+$18M

CLColgate-Palmolive Co

Q4 2024 → Q4 2025+308,383 shares+$23.9M

NOWServiceNow Inc

Q1 2025 → Q4 2025+543,583 shares+$37.4M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer