Impax Asset Management Group
Impax Asset Management Group reported 284 stocks worth $15.4B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are KLAC (4.9%), NVDA (4.8%) and LIN (4.8%). Compared with Q1 2026, the fund opened new positions in BMI, added to KLAC, NVDA and MSFT, trimmed LIN, XYL and WCN and sold out of BLDX, CHE and RVTY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  KLAC Kla Corp | $749M | 4.9% | 2.5M | +2.1M (+582%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $745M | 4.8% | 3.7M | +82K (+2%) | 8 of 8 | |
| 3 |  LIN Linde PLC | $737M | 4.8% | 1.4M | −292K (−17%) | 8 of 8 | |
| 4 |  XYL Xylem Inc | $528M | 3.4% | 4.5M | −117K (−3%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $504M | 3.3% | 1.4M | +162K (+14%) | 8 of 8 | |
| 6 |  AWK American Wtr Wks Co Inc New | $472M | 3.1% | 3.6M | +766K (+27%) | 8 of 8 | |
| 7 |  VLTO Veralto Corp | $460M | 3.0% | 5.2M | +1.8M (+54%) | 8 of 8 | |
| 8 |  CTAS Cintas Corp | $410M | 2.7% | 2.4M | +910K (+61%) | 8 of 8 | |
| 9 |  WCN Waste Connections Inc | $330M | 2.1% | 2M | −138K (−7%) | 8 of 8 | |
| 10 |  SBS Companhia DE Saneamento Basi | $302M | 2.0% | 52.3M | +45.6M (+676%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BLDX Impax Funds Series Trust I | $70.7M | 2.8M |
 CHE Chemed Corp New | $66.6M | 176K |
SEALED AIR CORP NEW | $6.1M | 145K |
 RVTY Revvity Inc | $5.5M | 63K |
 BIIB Biogen Inc | $5.3M | 29K |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Impax Asset Management Group 13F FAQ
What does Impax Asset Management Group own?
Impax Asset Management Group reported 284 stocks worth $15.4B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are KLAC (4.9%), NVDA (4.8%) and LIN (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Impax Asset Management Group buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 127 added to, 108 trimmed and 12 sold out. New positions include BMI. It sold all of BLDX, CHE and RVTY.
When will Impax Asset Management Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Impax Asset Management Group's portfolio worth?
The Q2 2026 filing reports $15.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.