Impax Asset Management Group plc
LONDON X0 · SEC CIK 0001749768
$143.46亿2026Q1 申报市值
287持仓数
32.7%前十大占比 · 第一大 5.9%
29 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WCN 加仓+$2.66亿
KLAC 加仓+$2.23亿
NVDA 加仓+$1.06亿
ITRI 加仓+$7,511.00万
Impax Global Inf 新建仓+$7,067.53万
2026Q1 卖出最多 按季末市值估算
WM 减仓-$2.05亿
AMAT 减仓-$2.03亿
MSFT 减仓-$1.49亿
IEX 减仓-$1.44亿
PNR 减仓-$1.39亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BBY | Best Buy Co Inc | $543.16万 | 0.04% | 84,604 | 5,999 | 7.6% | $38.51万 | 加仓 |
| STX | Seagate Technology Holdings PL | $546.82万 | 0.04% | 13,958 | -10,365 | -42.6% | -$406.06万 | 减仓 |
| IDXX | IDEXX Laboratories Inc | $550.03万 | 0.04% | 9,789 | 1,143 | 13.2% | $64.22万 | 加仓 |
| RVTY | Revvity Inc | $550.38万 | 0.04% | 62,822 | -31,940 | -33.7% | -$279.83万 | 减仓 |
| PLD | Prologis Inc | $553.03万 | 0.04% | 41,839 | 5,214 | 14.2% | $68.92万 | 加仓 |
| TWLO | Twilio Inc | $568.15万 | 0.04% | 45,156 | -5,338 | -10.6% | -$67.16万 | 减仓 |
| MSA | MSA Safety Inc | $573.83万 | 0.04% | 35,000 | 0 | 0.0% | — | 不变 |
| WRBY | Warby Parker Inc | $579.42万 | 0.04% | 275,000 | -110,000 | -28.6% | -$231.77万 | 减仓 |
| CMI | Cummins Inc | $590.69万 | 0.04% | 10,979 | -6,359 | -36.7% | -$342.13万 | 减仓 |
| DIS | Walt Disney Co/The | $592.42万 | 0.04% | 61,467 | -7,267 | -10.6% | -$70.04万 | 减仓 |
| ABBV | AbbVie Inc | $595.92万 | 0.04% | 27,400 | 22,068 | 413.9% | $479.96万 | 加仓 |
| CAH | Cardinal Health Inc | $604.94万 | 0.04% | 28,628 | -12,053 | -29.6% | -$254.69万 | 减仓 |
| — | Sealed Air Corp | $608.80万 | 0.04% | 144,781 | -199,203 | -57.9% | -$837.65万 | 减仓 |
| SBUX | Starbucks Corp | $613.06万 | 0.04% | 68,429 | -20,695 | -23.2% | -$185.41万 | 减仓 |
| MAR | Marriott International Inc/MD | $613.52万 | 0.04% | 18,758 | -6,632 | -26.1% | -$216.91万 | 减仓 |
| AMGN | Amgen Inc | $615.49万 | 0.04% | 17,493 | -242 | -1.4% | -$8.51万 | 减仓 |
| ADI | Analog Devices Inc | $617.83万 | 0.04% | 19,420 | -268 | -1.4% | -$8.53万 | 减仓 |
| TGT | Target Corp | $618.47万 | 0.04% | 51,029 | -16,240 | -24.1% | -$196.83万 | 减仓 |
| ACN | Accenture PLC | $620.93万 | 0.04% | 31,314 | 1,289 | 4.3% | $25.56万 | 加仓 |
| BMY | Bristol-Myers Squibb Co | $629.10万 | 0.04% | 103,727 | -40,950 | -28.3% | -$248.36万 | 减仓 |
| AXP | American Express Co | $630.52万 | 0.04% | 20,845 | 627 | 3.1% | $18.97万 | 加仓 |
| CWST | Casella Waste Systems Inc | $634.72万 | 0.04% | 80,000 | 0 | 0.0% | — | 不变 |
| TVTX | Travere Therapeutics Inc | $668.48万 | 0.05% | 225,000 | 0 | 0.0% | — | 不变 |
| BROS | Dutch Bros Inc | $683.91万 | 0.05% | 135,000 | 135,000 | — | $683.91万 | 新建仓 |
| MMSI | Merit Medical Systems Inc | $689.30万 | 0.05% | 100,000 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global Inc | $690.28万 | 0.05% | 16,229 | 1,717 | 11.8% | $73.03万 | 加仓 |
| OTIS | Otis Worldwide Corp | $692.69万 | 0.05% | 89,867 | -5,974 | -6.2% | -$46.05万 | 减仓 |
| CI | Cigna Group/The | $703.13万 | 0.05% | 26,359 | 26,359 | — | $703.13万 | 新建仓 |
| NEM | Newmont Corp | $717.69万 | 0.05% | 66,299 | 66,299 | — | $717.69万 | 新建仓 |
| INTC | Intel Corp | $718.24万 | 0.05% | 162,756 | 132,787 | 443.1% | $585.99万 | 加仓 |
| RSG | Republic Services Inc | $728.72万 | 0.05% | 33,272 | -546,042 | -94.3% | -$1.20亿 | 减仓 |
| TXN | Texas Instruments Inc | $728.99万 | 0.05% | 37,549 | -392,649 | -91.3% | -$7,622.99万 | 减仓 |
| TRNO | Terreno Realty Corp | $737.04万 | 0.05% | 120,000 | 0 | 0.0% | — | 不变 |
| LNN | Lindsay Corp | $747.38万 | 0.05% | 62,768 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Co/The | $752.68万 | 0.05% | 98,972 | -17,919 | -15.3% | -$136.27万 | 减仓 |
| ABCB | Ameris Bancorp | $779.90万 | 0.05% | 100,000 | 0 | 0.0% | — | 不变 |
| HPE | Hewlett Packard Enterprise Co | $802.50万 | 0.06% | 337,043 | -4,374 | -1.3% | -$10.41万 | 减仓 |
| CYTK | Cytokinetics Inc | $823.88万 | 0.06% | 125,000 | 25,000 | 25.0% | $164.78万 | 加仓 |
| FRPT | Freshpet Inc | $825.44万 | 0.06% | 140,000 | 0 | 0.0% | — | 不变 |
| ROIV | Roivant Sciences Ltd | $831.00万 | 0.06% | 300,000 | -250,000 | -45.5% | -$692.50万 | 减仓 |
| DASH | DoorDash Inc | $840.49万 | 0.06% | 55,977 | -3,221 | -5.4% | -$48.36万 | 减仓 |
| T | AT&T Inc | $852.85万 | 0.06% | 294,186 | 237,857 | 422.3% | $689.55万 | 加仓 |
| ELV | Elevance Health Inc | $885.48万 | 0.06% | 30,247 | 2,404 | 8.6% | $70.38万 | 加仓 |
| ARRY | Array Technologies Inc | $903.75万 | 0.06% | 1,250,000 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co/The | $918.75万 | 0.06% | 63,608 | -730 | -1.1% | -$10.54万 | 减仓 |
| CSCO | Cisco Systems Inc | $950.06万 | 0.07% | 122,446 | -7,917 | -6.1% | -$61.43万 | 减仓 |
| ENOV | Enovis Corp | $964.90万 | 0.07% | 424,130 | 0 | 0.0% | — | 不变 |
| WK | Workiva Inc | $966.52万 | 0.07% | 162,086 | 26,000 | 19.1% | $155.04万 | 加仓 |
| MU | Micron Technology Inc | $968.99万 | 0.07% | 28,682 | 5,479 | 23.6% | $185.10万 | 加仓 |
| INTU | Intuit Inc | $977.78万 | 0.07% | 22,614 | 2,338 | 11.5% | $101.09万 | 加仓 |
| RIVN | Rivian Automotive Inc | $978.25万 | 0.07% | 650,000 | 200,000 | 44.4% | $301.00万 | 加仓 |
| NBIX | Neurocrine Biosciences Inc | $988.05万 | 0.07% | 75,000 | 0 | 0.0% | — | 不变 |
| PCG | PG&E Corp | $1,006.84万 | 0.07% | 573,043 | 504,155 | 731.8% | $885.80万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $1,013.43万 | 0.07% | 49,817 | -2,251 | -4.3% | -$45.79万 | 减仓 |
| DY | Dycom Industries Inc | $1,016.46万 | 0.07% | 30,000 | -13,000 | -30.2% | -$440.47万 | 减仓 |
| TECH | Bio-Techne Corp | $1,019.07万 | 0.07% | 195,000 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $1,043.91万 | 0.07% | 18,532 | 18,532 | — | $1,043.91万 | 新建仓 |
| ALV | Autoliv Inc | $1,057.72万 | 0.07% | 100,582 | 18,188 | 22.1% | $191.27万 | 加仓 |
| HIG | Hartford Insurance Group Inc/T | $1,060.27万 | 0.07% | 78,405 | 41,954 | 115.1% | $567.34万 | 加仓 |
| UFPT | UFP Technologies Inc | $1,074.48万 | 0.07% | 55,500 | 55,500 | — | $1,074.48万 | 新建仓 |
| MOD | Modine Manufacturing Co | $1,083.55万 | 0.08% | 50,000 | 10,000 | 25.0% | $216.71万 | 加仓 |
| QCOM | QUALCOMM Inc | $1,083.90万 | 0.08% | 84,167 | 50,416 | 149.4% | $649.26万 | 加仓 |
| ATEN | A10 Networks Inc | $1,086.64万 | 0.08% | 470,000 | 110,000 | 30.6% | $254.32万 | 加仓 |
| CME | CME Group Inc | $1,106.65万 | 0.08% | 37,469 | -23,102 | -38.1% | -$682.32万 | 减仓 |
| ADBE | Adobe Inc | $1,148.72万 | 0.08% | 47,257 | 34,899 | 282.4% | $848.32万 | 加仓 |
| CNH | CNH Industrial NV | $1,170.34万 | 0.08% | 1,063,945 | -153,372 | -12.6% | -$168.71万 | 减仓 |
| BNY | Bank of New York Mellon Corp/T | $1,193.38万 | 0.08% | 100,597 | -8,337 | -7.7% | -$98.90万 | 减仓 |
| NPO | Enpro Inc | $1,203.12万 | 0.08% | 48,000 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $1,210.64万 | 0.08% | 125,912 | -50,049 | -28.4% | -$481.22万 | 减仓 |
| ONTO | Onto Innovation Inc | $1,211.08万 | 0.08% | 59,057 | -15,000 | -20.3% | -$307.61万 | 减仓 |
| VZ | Verizon Communications Inc | $1,247.86万 | 0.09% | 248,578 | 203,977 | 457.3% | $1,023.96万 | 加仓 |
| — | Gates Industrial Corp PLC | $1,249.68万 | 0.09% | 552,713 | 80,000 | 16.9% | $180.88万 | 加仓 |
| ESI | Element Solutions Inc | $1,252.75万 | 0.09% | 366,946 | -225,000 | -38.0% | -$768.15万 | 减仓 |
| — | Crinetics Pharmaceuticals Inc | $1,271.20万 | 0.09% | 350,000 | 75,000 | 27.3% | $272.40万 | 加仓 |
| ULTA | Ulta Beauty Inc | $1,282.99万 | 0.09% | 24,545 | -15,250 | -38.3% | -$797.13万 | 减仓 |
| AGCO | AGCO Corp | $1,305.30万 | 0.09% | 112,652 | 2,582 | 2.3% | $29.92万 | 加仓 |
| AMT | American Tower Corp | $1,315.51万 | 0.09% | 76,226 | -47,551 | -38.4% | -$820.64万 | 减仓 |
| LYFT | Lyft Inc | $1,330.00万 | 0.09% | 1,000,000 | 225,000 | 29.0% | $299.25万 | 加仓 |
| JBTM | JBT Marel Corp | $1,353.98万 | 0.09% | 105,887 | 105,887 | — | $1,353.98万 | 新建仓 |
| STT | State Street Corp | $1,369.43万 | 0.10% | 108,204 | -8,613 | -7.4% | -$109.01万 | 减仓 |
| TDC | Teradata Corp | $1,402.04万 | 0.10% | 547,029 | 547,029 | — | $1,402.04万 | 新建仓 |
| MIDD | Middleby Corp/The | $1,404.86万 | 0.10% | 105,963 | -27,776 | -20.8% | -$368.25万 | 减仓 |
| VOYA | Voya Financial Inc | $1,422.28万 | 0.10% | 208,179 | 5,078 | 2.5% | $34.69万 | 加仓 |
| PLNT | Planet Fitness Inc | $1,444.99万 | 0.10% | 194,271 | 0 | 0.0% | — | 不变 |
| EIX | Edison International | $1,447.51万 | 0.10% | 197,801 | 31,299 | 18.8% | $229.05万 | 加仓 |
| EXTR | Extreme Networks Inc | $1,455.49万 | 0.10% | 965,178 | 20,000 | 2.1% | $30.16万 | 加仓 |
| WH | Wyndham Hotels & Resorts Inc | $1,462.14万 | 0.10% | 180,000 | 60,000 | 50.0% | $487.38万 | 加仓 |
| LRCX | Lam Research Corp | $1,475.88万 | 0.10% | 69,076 | 24,896 | 56.4% | $531.93万 | 加仓 |
| VTR | Ventas Inc | $1,531.74万 | 0.11% | 187,300 | -33,000 | -15.0% | -$269.87万 | 减仓 |
| RYN | Rayonier Inc | $1,572.28万 | 0.11% | 762,500 | -334,653 | -30.5% | -$690.05万 | 减仓 |
| GWW | WW Grainger Inc | $1,604.15万 | 0.11% | 14,706 | -8,283 | -36.0% | -$903.52万 | 减仓 |
| BJ | BJ's Wholesale Club Holdings I | $1,623.49万 | 0.11% | 164,955 | 45,000 | 37.5% | $442.89万 | 加仓 |
| V | Visa Inc | $1,636.21万 | 0.11% | 54,136 | 18,695 | 52.7% | $565.04万 | 加仓 |
| EMR | Emerson Electric Co | $1,650.34万 | 0.12% | 125,960 | 2,890 | 2.3% | $37.86万 | 加仓 |
| FERG | Ferguson Enterprises Inc | $1,653.86万 | 0.12% | 70,902 | -1,612 | -2.2% | -$37.60万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $1,655.96万 | 0.12% | 517,326 | -11,753 | -2.2% | -$37.62万 | 减仓 |
| NTCT | NetScout Systems Inc | $1,659.44万 | 0.12% | 522,000 | 0 | 0.0% | — | 不变 |
| USFD | US Foods Holding Corp | $1,659.78万 | 0.12% | 180,000 | -50,000 | -21.7% | -$461.05万 | 减仓 |
| JPM | JPMorgan Chase & Co | $1,660.36万 | 0.12% | 56,444 | -90,143 | -61.5% | -$2,651.65万 | 减仓 |
| BALL | Ball Corp | $1,672.09万 | 0.12% | 282,878 | -54,319 | -16.1% | -$321.08万 | 减仓 |