Impax Asset Management Group plc holds a diversified book of 287 stocks worth $14.3B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened Impax Global Sustainable Inf and trimmed Linde PLC. Their largest long position is Linde PLC at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1749768/holdings"
Use Arkolith to show Impax Asset Management Group plc's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Linde PLC Common Stock | $848.6M | 1.71M | 5.9% | ▼−7.1% Reduced · −130K sh | |
| 2 | Nvidia Corp Common Stock | $635.0M | 3.64M | 4.4% | ▲+20% Added · +607K sh | |
| 3 | Xylem Inc Common Stock | $548.0M | 4.59M | 3.8% | ▼−6.0% Reduced · −296K sh | |
| 4 | KLA Corp Common Stock | $535.6M | 363.8K | 3.7% | ▲+71% Added · +151K sh | |
| 5 | Microsoft Corp Common Stock | $440.1M | 1.19M | 3.1% | ▼−25% Reduced · −403K sh | |
| 6 | American Water Works Co Inc Common Stock | $383.4M | 2.82M | 2.7% | ▲+18% Added · +430K sh | |
| 7 | Waste Connections Inc Common Stock | $344.0M | 2.12M | 2.4% | ▲+340% Added · +1.6M sh | |
| 8 | Hubbell Inc Common Stock | $335.1M | 682.8K | 2.3% | ▼−17% Reduced · −138K sh | |
| 9 | Aptiv PLC Common Stock | $318.8M | 4.59M | 2.2% | ▲+7.5% Added · +322K sh | |
| 10 | Veralto Corp Common Stock | $298.5M | 3.38M | 2.1% | ▲+7.3% Added · +231K sh | |
| 11 | A O Smith Corp Common Stock | $282.1M | 4.28M | 2.0% | ▼−8.0% Reduced · −371K sh | |
| 12 | Vertiv Holdings Co Common Stock | $271.7M | 1.08M | 1.9% | ▼−10% Reduced · −123K sh | |
| 13 | Advanced Drainage Systems Inc Common Stock | $264.3M | 1.93M | 1.8% | ▼−6.7% Reduced · −139K sh | |
| 14 | Cintas Corp Common Stock | $254.3M | 1.50M | 1.8% | ▲+12% Added · +157K sh | |
| 15 | eBay Inc Common Stock | $247.2M | 2.72M | 1.7% | ▼−13% Reduced · −419K sh | |
| 16 | Marvell Technology Inc Common Stock | $229.2M | 2.31M | 1.6% | ▼−26% Reduced · −828K sh | |
| 17 | Ecolab Inc Common Stock | $228.6M | 859.3K | 1.6% | ▲+18% Added · +134K sh | |
| 18 | Agilent Technologies Inc Common Stock | $210.2M | 1.84M | 1.5% | ▼−29% Reduced · −751K sh | |
| 19 | Cia de Saneamento Basico do Es ADR | $205.7M | 6.74M | 1.4% | ▼−6.8% Reduced · −494K sh | |
| 20 | Itron Inc Common Stock | $196.6M | 2.19M | 1.4% | ▲+62% Added · +838K sh | |
| 21 | RenaissanceRe Holdings Ltd Common Stock | $189.5M | 637.7K | 1.3% | ▼−34% Reduced · −332K sh | |
| 22 | Union Pacific Corp Common Stock | $181.5M | 748.2K | 1.3% | ▲+8.5% Added · +59K sh | |
| 23 | IDEX Corp Common Stock | $179.7M | 947.9K | 1.3% | ▼−45% Reduced · −761K sh | |
| 24 | Watts Water Technologies Inc Common Stock | $170.7M | 588.0K | 1.2% | ▼−9.2% Reduced · −60K sh | |
| 25 | Cadence Design Systems Inc Common Stock | $164.9M | 593.4K | 1.1% | ▲+10% Added · +55K sh | |
| 26 | TE Connectivity PLC Common Stock | $155.6M | 744.4K | 1.1% | ▼−2.7% Reduced · −21K sh | |
| 27 | Zoetis Inc Common Stock | $155.0M | 1.31M | 1.1% | ▼−17% Reduced · −266K sh | |
| 28 | Pentair PLC Common Stock | $149.4M | 1.72M | 1.0% | ▼−48% Reduced · −1.6M sh | |
| 29 | Masco Corp Common Stock | $143.5M | 2.38M | 1.0% | ▼−12% Reduced · −334K sh | |
| 30 | Core & Main Inc Common Stock | $140.9M | 2.85M | 1.0% | ▼−0.7% Reduced · −21K sh | |
| 31 | Mastercard Inc Common Stock | $139.7M | 279.5K | 1.0% | ▼−16% Reduced · −53K sh | |
| 32 | Synopsys Inc Common Stock | $125.1M | 315.5K | 0.9% | ▼−29% Reduced · −127K sh | |
| 33 | Franklin Electric Co Inc Common Stock | $119.5M | 1.30M | 0.8% | ▲+16% Added · +175K sh | |
| 34 | Aaon Inc Common Stock | $118.9M | 1.44M | 0.8% | ▲+2.3% Added · +33K sh | |
| 35 | Littelfuse Inc Common Stock | $117.3M | 345.7K | 0.8% | ▼−24% Reduced · −108K sh | |
| 36 | AECOM Common Stock | $117.3M | 1.38M | 0.8% | ▼−0.7% Reduced · −9K sh | |
| 37 | Zurn Elkay Water Solutions Cor Common Stock | $117.0M | 2.61M | 0.8% | ▼−11% Reduced · −313K sh | |
| 38 | Tetra Tech Inc Common Stock | $115.4M | 3.83M | 0.8% | ▲+19% Added · +622K sh | |
| 39 | SiteOne Landscape Supply Inc Common Stock | $109.7M | 824.4K | 0.8% | ▼−10.0% Reduced · −91K sh | |
| 40 | Apple Inc Common Stock | $106.9M | 421.3K | 0.7% | ▲+14% Added · +53K sh | |
| 41 | Monolithic Power Systems Inc Common Stock | $96.7M | 88.5K | 0.7% | ▼−17% Reduced · −18K sh | |
| 42 | Trane Technologies PLC Common Stock | $95.4M | 228.8K | 0.7% | ▼−9.5% Reduced · −24K sh | |
| 43 | Waters Corp Common Stock | $93.7M | 314.6K | 0.7% | ▲+35% Added · +82K sh | |
| 44 | QXO Inc Common Stock | $91.5M | 4.71M | 0.6% | ▲+275% Added · +3.5M sh | |
| 45 | Valmont Industries Inc Common Stock | $90.7M | 227.1K | 0.6% | ▼−13% Reduced · −34K sh | |
| 46 | Applied Materials Inc Common Stock | $88.7M | 259.6K | 0.6% | ▼−70% Reduced · −595K sh | |
| 47 | Boston Scientific Corp Common Stock | $85.3M | 1.36M | 0.6% | ▼−21% Reduced · −364K sh | |
| 48 | Mueller Water Products Inc Common Stock | $81.0M | 2.95M | 0.6% | ▼−12% Reduced · −416K sh | |
| 49 | Ormat Technologies Inc Common Stock | $80.9M | 723.1K | 0.6% | ▲+6.8% Added · +46K sh | |
| 50 | Westinghouse Air Brake Technol Common Stock | $79.6M | 318.4K | 0.6% | ▲+54% Added · +112K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 287 | $14.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 279 | $16.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 275 | $17.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 280 | $17.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 295 | $16.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 312 | $22.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 313 | $25.4B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Nov 8, 2024 | 315 | $24.6B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 308 | $26.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 26, 2024 | 366 | $24.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 395 | $22.4B | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 388 | $24.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 391 | $23.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 381 | $22.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 8, 2022 | 387 | $19.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 389 | $20.5B | 13F-HR/A |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 411 | $24.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 419 | $27.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 396 | $24.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 404 | $22.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.