Impax Asset Management LLC 13F 持仓 · 最近申报 2018年Q2
Impax Asset Management 在 2018年Q2（报告期截至 2018-06-30）的 SEC 13F 申报中报告了 200 只证券，申报市值合计 16.88 亿美元。前几大持仓：MSFT（2.68%）、AMZN（1.97%）、AR（1.76%）。本季前 25 大持仓中：增持 10 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $45.3M | 2.68% | 459,310 | 增持 |
| 2 | AMZN | AMAZON COM INC | $33.3M | 1.97% | 19,604 | 减持 |
| 3 | AR | ANTERO RES CORP | $29.7M | 1.76% | 1.4M | 减持 |
| 4 | NTUS | NATUS MEDICAL INC DEL | $29.1M | 1.73% | 844,445 | 减持 |
| 5 | MRC | MRC GLOBAL INC | $27.3M | 1.62% | 1.3M | 减持 |
| 6 | HTB | HOMETRUST BANCSHARES INC | $27.0M | 1.60% | 960,606 | 增持 |
| 7 | AAPL | APPLE INC | $26.4M | 1.56% | 142,375 | 持平 |
| 8 | BIIB | BIOGEN INC | $25.7M | 1.52% | 88,559 | 增持 |
| 9 | UTL | UNITIL CORP | $25.6M | 1.52% | 500,954 | 增持 |
| 10 | HD | HOME DEPOT INC | $24.1M | 1.43% | 123,476 | 减持 |
| 11 | GOOG | ALPHABET INC | $24.0M | 1.42% | 21,479 | 增持 |
| 12 | GOOGL | ALPHABET INC | $23.7M | 1.41% | 21,008 | 增持 |
| 13 | BAC | BANK AMER CORP | $22.9M | 1.36% | 812,421 | 增持 |
| 14 | KLXI | KLX INC | $22.4M | 1.33% | 311,777 | 持平 |
| 15 | CFFN | CAPITOL FED FINL INC | $22.3M | 1.32% | 1.7M | 减持 |
| 16 | WTM | WHITE MTNS INS GROUP LTD | $21.6M | 1.28% | 23,829 | 减持 |
| 17 | PEP | PEPSICO INC | $21.0M | 1.24% | 192,778 | 增持 |
| 18 | V | VISA INC | $20.8M | 1.24% | 157,381 | 减持 |
| 19 | LGND | LIGAND PHARMACEUTICALS INC | $19.9M | 1.18% | 96,259 | 减持 |
| 20 | BECN | BEACON ROOFING SUPPLY INC | $19.2M | 1.14% | 449,764 | 持平 |
| 21 | VVV | VALVOLINE INC | $19.2M | 1.14% | 890,129 | 减持 |
| 22 | EBSB | MERIDIAN BANCORP INC MD | $18.8M | 1.12% | 983,086 | 减持 |
| 23 | BDX | BECTON DICKINSON & CO | $18.8M | 1.11% | 78,466 | 增持 |
| 24 | PLD | PROLOGIS INC | $18.6M | 1.10% | 282,400 | 增持 |
| 25 | WCC | WESCO INTL INC | $18.6M | 1.10% | 325,753 | 持平 |
来源：SEC 13F 申报文件 · 截至 2018-06-30
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