Impax Asset Management Group plc
LONDON X0 · SEC CIK 0001749768
$153.71亿2026Q2 申报市值
284持仓数
34.1%前十大占比 · 第一大 4.9%
9 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VLTO 加仓+$1.61亿
CTAS 加仓+$1.55亿
APH 加仓+$1.50亿
BMI 新建仓+$1.40亿
DE 加仓+$1.34亿
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$4.93亿
KLAC 减仓-$3.49亿
EBAY 减仓-$2.49亿
LIN 减仓-$1.52亿
AAON 减仓-$1.39亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | Starbucks Corp | $683.44万 | 0.04% | 66,879 | -1,550 | -2.3% | -$15.84万 | 减仓 |
| SPGI | S&P Global Inc | $691.00万 | 0.04% | 16,967 | 738 | 4.5% | $30.06万 | 加仓 |
| AXP | American Express Co | $702.48万 | 0.05% | 20,768 | -77 | -0.4% | -$2.60万 | 减仓 |
| NEM | Newmont Corp | $719.46万 | 0.05% | 77,030 | 10,731 | 16.2% | $100.23万 | 加仓 |
| CMI | Cummins Inc | $721.48万 | 0.05% | 10,116 | -863 | -7.9% | -$61.55万 | 减仓 |
| TWLO | Twilio Inc | $723.48万 | 0.05% | 35,064 | -10,092 | -22.3% | -$208.23万 | 减仓 |
| RSG | Republic Services Inc | $740.24万 | 0.05% | 34,740 | 1,468 | 4.4% | $31.28万 | 加仓 |
| HLIT | Harmonic Inc | $775.67万 | 0.05% | 475,000 | 475,000 | — | $775.67万 | 新建仓 |
| CWST | Casella Waste Systems Inc | $775.76万 | 0.05% | 80,000 | 0 | 0.0% | — | 不变 |
| TRNO | Terreno Realty Corp | $777.24万 | 0.05% | 120,000 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Co/The | $786.12万 | 0.05% | 96,730 | -2,242 | -2.3% | -$18.22万 | 减仓 |
| WK | Workiva Inc | $786.28万 | 0.05% | 162,086 | 0 | 0.0% | — | 不变 |
| — | Health Catalyst Inc | $796.00万 | 0.05% | 4,000,000 | 1,250,000 | 45.5% | $248.75万 | 加仓 |
| — | National Healthcare Properties | $802.11万 | 0.05% | 547,518 | 547,518 | — | $802.11万 | 新建仓 |
| IT | Gartner Inc | $825.25万 | 0.05% | 63,667 | 52,896 | 491.1% | $685.64万 | 加仓 |
| MOD | Modine Manufacturing Co | $854.46万 | 0.06% | 32,000 | -18,000 | -36.0% | -$480.64万 | 减仓 |
| ENOV | Enovis Corp | $877.95万 | 0.06% | 424,130 | 0 | 0.0% | — | 不变 |
| MTH | Meritage Homes Corp | $896.87万 | 0.06% | 106,961 | 106,961 | — | $896.87万 | 新建仓 |
| ABCB | Ameris Bancorp | $902.60万 | 0.06% | 100,000 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co/The | $925.42万 | 0.06% | 63,108 | -500 | -0.8% | -$7.33万 | 减仓 |
| ALV | Autoliv Inc | $926.24万 | 0.06% | 79,731 | -20,851 | -20.7% | -$242.23万 | 减仓 |
| ARRY | Array Technologies Inc | $926.25万 | 0.06% | 1,250,000 | 0 | 0.0% | — | 不变 |
| LNN | Lindsay Corp | $943.79万 | 0.06% | 76,235 | 13,467 | 21.5% | $166.72万 | 加仓 |
| ADI | Analog Devices Inc | $955.75万 | 0.06% | 24,064 | 4,644 | 23.9% | $184.45万 | 加仓 |
| ACN | Accenture PLC | $965.42万 | 0.06% | 77,581 | 46,267 | 147.8% | $575.75万 | 加仓 |
| ADBE | Adobe Inc | $1,012.94万 | 0.07% | 49,407 | 2,150 | 4.5% | $44.08万 | 加仓 |
| PLNT | Planet Fitness Inc | $1,013.51万 | 0.07% | 194,271 | 0 | 0.0% | — | 不变 |
| NDAQ | Nasdaq Inc | $1,046.44万 | 0.07% | 132,763 | 112,373 | 551.1% | $885.72万 | 加仓 |
| VZ | Verizon Communications Inc | $1,054.19万 | 0.07% | 248,982 | 404 | 0.2% | $1.71万 | 加仓 |
| ROIV | Roivant Sciences Ltd | $1,061.70万 | 0.07% | 300,000 | 0 | 0.0% | — | 不变 |
| ULTA | Ulta Beauty Inc | $1,078.83万 | 0.07% | 23,922 | -623 | -2.5% | -$28.10万 | 减仓 |
| ABBV | AbbVie Inc | $1,085.52万 | 0.07% | 43,138 | 15,738 | 57.4% | $396.03万 | 加仓 |
| HIG | Hartford Insurance Group Inc/T | $1,086.31万 | 0.07% | 81,973 | 3,568 | 4.6% | $47.28万 | 加仓 |
| HPE | Hewlett Packard Enterprise Co | $1,144.40万 | 0.07% | 253,690 | -83,353 | -24.7% | -$376.01万 | 减仓 |
| CNH | CNH Industrial NV | $1,164.31万 | 0.08% | 1,036,789 | -27,156 | -2.6% | -$30.50万 | 减仓 |
| UBER | Uber Technologies Inc | $1,175.29万 | 0.08% | 162,873 | -106,887 | -39.6% | -$771.30万 | 减仓 |
| FRPT | Freshpet Inc | $1,182.40万 | 0.08% | 200,000 | 60,000 | 42.9% | $354.72万 | 加仓 |
| CL | Colgate-Palmolive Co | $1,195.20万 | 0.08% | 130,367 | -77,895 | -37.4% | -$714.14万 | 减仓 |
| CSCO | Cisco Systems Inc | $1,283.64万 | 0.08% | 109,283 | -13,163 | -10.8% | -$154.61万 | 减仓 |
| WRBY | Warby Parker Inc | $1,289.45万 | 0.08% | 425,000 | 150,000 | 54.5% | $455.10万 | 加仓 |
| TSLA | Tesla Inc | $1,299.82万 | 0.08% | 30,904 | -42,079 | -57.7% | -$1,769.84万 | 减仓 |
| TXN | Texas Instruments Inc | $1,318.12万 | 0.09% | 44,222 | 6,673 | 17.8% | $198.90万 | 加仓 |
| ELV | Elevance Health Inc | $1,319.79万 | 0.09% | 34,127 | 3,880 | 12.8% | $150.05万 | 加仓 |
| AGCO | AGCO Corp | $1,327.59万 | 0.09% | 110,910 | -1,742 | -1.5% | -$20.85万 | 减仓 |
| EMR | Emerson Electric Co | $1,328.24万 | 0.09% | 92,787 | -33,173 | -26.3% | -$474.87万 | 减仓 |
| TSM | Taiwan Semiconductor Manufactu | $1,346.74万 | 0.09% | 28,200 | -40,546 | -59.0% | -$1,936.34万 | 减仓 |
| PCG | PG&E Corp | $1,371.76万 | 0.09% | 815,554 | 242,511 | 42.3% | $407.90万 | 加仓 |
| TECH | Bio-Techne Corp | $1,377.67万 | 0.09% | 195,000 | 0 | 0.0% | — | 不变 |
| EQIX | Equinix Inc | $1,390.44万 | 0.09% | 13,339 | 13,339 | — | $1,390.44万 | 新建仓 |
| CI | Cigna Group/The | $1,395.77万 | 0.09% | 50,630 | 24,271 | 92.1% | $669.10万 | 加仓 |
| BROS | Dutch Bros Inc | $1,400.30万 | 0.09% | 195,000 | 60,000 | 44.4% | $430.86万 | 加仓 |
| CYTK | Cytokinetics Inc | $1,405.63万 | 0.09% | 165,000 | 40,000 | 32.0% | $340.76万 | 加仓 |
| BJ | BJ's Wholesale Club Holdings I | $1,438.74万 | 0.09% | 164,955 | 0 | 0.0% | — | 不变 |
| LYFT | Lyft Inc | $1,461.00万 | 0.10% | 1,000,000 | 0 | 0.0% | — | 不变 |
| CFR | Cullen/Frost Bankers Inc | $1,467.94万 | 0.10% | 95,000 | -398,040 | -80.7% | -$6,150.51万 | 减仓 |
| UFPT | UFP Technologies Inc | $1,471.47万 | 0.10% | 55,500 | 0 | 0.0% | — | 不变 |
| BNY | Bank of New York Mellon Corp/T | $1,472.14万 | 0.10% | 101,801 | 1,204 | 1.2% | $17.41万 | 加仓 |
| RIVN | Rivian Automotive Inc | $1,474.75万 | 0.10% | 850,000 | 200,000 | 30.8% | $347.00万 | 加仓 |
| MKC | McCormick & Co Inc/MD | $1,494.36万 | 0.10% | 296,382 | -93,011 | -23.9% | -$468.96万 | 减仓 |
| VTR | Ventas Inc | $1,506.47万 | 0.10% | 169,648 | -17,652 | -9.4% | -$156.75万 | 减仓 |
| ZBRA | Zebra Technologies Corp | $1,513.74万 | 0.10% | 57,500 | 57,500 | — | $1,513.74万 | 新建仓 |
| WH | Wyndham Hotels & Resorts Inc | $1,515.78万 | 0.10% | 180,000 | 0 | 0.0% | — | 不变 |
| ATEN | A10 Networks Inc | $1,531.76万 | 0.10% | 410,000 | -60,000 | -12.8% | -$224.16万 | 减仓 |
| ZTS | Zoetis Inc | $1,583.78万 | 0.10% | 220,398 | -1,090,669 | -83.2% | -$7,837.55万 | 减仓 |
| RYN | Rayonier Inc | $1,589.72万 | 0.10% | 747,048 | -15,452 | -2.0% | -$32.88万 | 减仓 |
| GWW | WW Grainger Inc | $1,594.66万 | 0.10% | 11,722 | -2,984 | -20.3% | -$405.94万 | 减仓 |
| — | Crinetics Pharmaceuticals Inc | $1,627.77万 | 0.11% | 435,000 | 85,000 | 24.3% | $318.07万 | 加仓 |
| JBTM | JBT Marel Corp | $1,648.00万 | 0.11% | 113,655 | 7,768 | 7.3% | $112.64万 | 加仓 |
| FERG | Ferguson Enterprises Inc | $1,665.50万 | 0.11% | 70,177 | -725 | -1.0% | -$17.21万 | 减仓 |
| WAT | Waters Corp | $1,688.32万 | 0.11% | 45,018 | -269,566 | -85.7% | -$1.01亿 | 减仓 |
| TVTX | Travere Therapeutics Inc | $1,704.30万 | 0.11% | 300,000 | 75,000 | 33.3% | $426.07万 | 加仓 |
| BALL | Ball Corp | $1,713.62万 | 0.11% | 274,618 | -8,260 | -2.9% | -$51.54万 | 减仓 |
| ESI | Element Solutions Inc | $1,752.17万 | 0.11% | 366,946 | 0 | 0.0% | — | 不变 |
| MIDD | Middleby Corp/The | $1,769.45万 | 0.12% | 102,869 | -3,094 | -2.9% | -$53.22万 | 减仓 |
| DOLE | Dole PLC | $1,790.30万 | 0.12% | 1,304,886 | -39,246 | -2.9% | -$53.85万 | 减仓 |
| — | Teva Pharmaceutical Industries | $1,811.36万 | 0.12% | 534,639 | 534,639 | — | $1,811.36万 | 新建仓 |
| USFD | US Foods Holding Corp | $1,840.50万 | 0.12% | 180,000 | 0 | 0.0% | — | 不变 |
| CLH | Clean Harbors Inc | $1,841.82万 | 0.12% | 61,651 | -61,335 | -49.9% | -$1,832.38万 | 减仓 |
| JPM | JPMorgan Chase & Co | $1,847.09万 | 0.12% | 56,429 | -15 | -0.0% | -$4,910 | 减仓 |
| DHR | Danaher Corp | $1,867.41万 | 0.12% | 98,037 | -235,737 | -70.6% | -$4,490.32万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $1,874.96万 | 0.12% | 551,459 | 34,133 | 6.6% | $116.05万 | 加仓 |
| PCRX | Pacira BioSciences Inc | $1,902.82万 | 0.12% | 750,027 | 0 | 0.0% | — | 不变 |
| DY | Dycom Industries Inc | $1,907.94万 | 0.12% | 37,737 | 7,737 | 25.8% | $391.17万 | 加仓 |
| EXTR | Extreme Networks Inc | $1,921.74万 | 0.13% | 593,678 | -371,500 | -38.5% | -$1,202.55万 | 减仓 |
| ADC | Agree Realty Corp | $1,969.24万 | 0.13% | 260,000 | 0 | 0.0% | — | 不变 |
| — | Arcosa Inc | $1,983.21万 | 0.13% | 136,500 | -35,000 | -20.4% | -$508.51万 | 减仓 |
| STT | State Street Corp | $2,024.40万 | 0.13% | 119,363 | 11,159 | 10.3% | $189.26万 | 加仓 |
| NPO | Enpro Inc | $2,027.88万 | 0.13% | 53,800 | 5,800 | 12.1% | $218.62万 | 加仓 |
| NTCT | NetScout Systems Inc | $2,046.85万 | 0.13% | 470,000 | -52,000 | -10.0% | -$226.46万 | 减仓 |
| EIX | Edison International | $2,050.01万 | 0.13% | 275,354 | 77,553 | 39.2% | $577.38万 | 加仓 |
| VOYA | Voya Financial Inc | $2,056.80万 | 0.13% | 227,195 | 19,016 | 9.1% | $172.15万 | 加仓 |
| — | Gates Industrial Corp PLC | $2,105.34万 | 0.14% | 752,713 | 200,000 | 36.2% | $559.40万 | 加仓 |
| DAR | Darling Ingredients Inc | $2,121.96万 | 0.14% | 388,495 | -381,844 | -49.6% | -$2,085.63万 | 减仓 |
| QCOM | QUALCOMM Inc | $2,151.42万 | 0.14% | 116,425 | 32,258 | 38.3% | $596.10万 | 加仓 |
| ONTO | Onto Innovation Inc | $2,235.01万 | 0.15% | 59,057 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova Inc | $2,249.15万 | 0.15% | 19,144 | -4,793 | -20.0% | -$563.11万 | 减仓 |
| V | Visa Inc | $2,250.22万 | 0.15% | 65,587 | 11,451 | 21.2% | $392.87万 | 加仓 |
| SIBN | SI-BONE Inc | $2,325.62万 | 0.15% | 1,425,010 | 0 | 0.0% | — | 不变 |
| TDC | Teradata Corp | $2,371.89万 | 0.15% | 684,529 | 137,500 | 25.1% | $476.44万 | 加仓 |
| C | Citigroup Inc | $2,416.77万 | 0.16% | 172,676 | -108 | -0.1% | -$1.51万 | 减仓 |