Impax Asset Management Group plc 13F 持仓 · 2026年Q2
Impax Asset Management Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 284 只证券，申报市值合计 153.71 亿美元。前几大持仓：KLAC（4.87%）、NVDA（4.85%）、LIN（4.79%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA Corp | $749.0M | 4.87% | 2.5M | 增持 |
| 2 | NVDA | NVIDIA Corp | $744.9M | 4.85% | 3.7M | 增持 |
| 3 | LIN | Linde PLC | $736.6M | 4.79% | 1.4M | 减持 |
| 4 | XYL | Xylem Inc/NY | $528.3M | 3.44% | 4.5M | 减持 |
| 5 | MSFT | Microsoft Corp | $503.8M | 3.28% | 1.4M | 增持 |
| 6 | AWK | American Water Works Co Inc | $471.5M | 3.07% | 3.6M | 增持 |
| 7 | VLTO | Veralto Corp | $459.9M | 2.99% | 5.2M | 增持 |
| 8 | CTAS | Cintas Corp | $410.5M | 2.67% | 2.4M | 增持 |
| 9 | WCN | Waste Connections Inc | $329.9M | 2.15% | 2.0M | 减持 |
| 10 | SBS | Cia de Saneamento Basico do Es | $302.4M | 1.97% | 52.3M | 增持 |
| 11 | WMS | Advanced Drainage Systems Inc | $289.7M | 1.89% | 1.8M | 减持 |
| 12 | ECL | Ecolab Inc | $275.4M | 1.79% | 988,389 | 增持 |
| 13 | HUBB | Hubbell Inc | $254.7M | 1.66% | 486,855 | 减持 |
| 14 | APTV | Aptiv PLC | $250.9M | 1.63% | 4.1M | 减持 |
| 15 | VRT | Vertiv Holdings Co | $244.3M | 1.59% | 729,503 | 减持 |
| 16 | A | Agilent Technologies Inc | $222.5M | 1.45% | 1.7M | 减持 |
| 17 | IEX | IDEX Corp | $218.3M | 1.42% | 962,000 | 增持 |
| 18 | WTS | Watts Water Technologies Inc | $212.7M | 1.38% | 543,412 | 减持 |
| 19 | APH | Amphenol Corp | $210.8M | 1.37% | 1.2M | 增持 |
| 20 | CNM | Core & Main Inc | $202.8M | 1.32% | 4.2M | 增持 |
| 21 | MRVL | Marvell Technology Inc | $196.7M | 1.28% | 660,285 | 减持 |
| 22 | RNR | RenaissanceRe Holdings Ltd | $195.0M | 1.27% | 615,422 | 减持 |
| 23 | AOS | A O Smith Corp | $176.5M | 1.15% | 2.8M | 减持 |
| 24 | AMAT | Applied Materials Inc | $175.6M | 1.14% | 242,832 | 减持 |
| 25 | ITRI | Itron Inc | $166.7M | 1.08% | 1.9M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR