Impax Asset Management Group plc
Top Portfolio Positions
284 positions ·
$14,253,140,079 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LIN |
Linde PLC
Basic Materials
|
1,711,780 | $848,632,052 | 5.95% | |
| NVDA |
Nvidia Corp
Technology
|
3,641,085 | $635,005,224 | 4.46% | |
| XYL |
Xylem Inc.
Industrials
|
4,585,548 | $547,972,986 | 3.84% | |
| KLAC |
Kla Corp
Technology
|
363,789 | $535,646,561 | 3.76% | |
| MSFT |
Microsoft Corp
Technology
|
1,188,887 | $440,090,300 | 3.09% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
2,817,225 | $383,396,150 | 2.69% | |
| WCN |
Waste Connections, Inc.
Industrials
|
2,117,425 | $343,954,517 | 2.41% | |
| HUBB |
Hubbell Inc
Industrials
|
682,761 | $335,058,133 | 2.35% | |
| APTV |
Aptiv PLC
Consumer Cyclical
|
4,591,538 | $318,836,398 | 2.24% | |
| VLTO |
Veralto Corp
Industrials
|
3,376,097 | $298,514,496 | 2.09% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TVTX
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,684,750 | 225,000 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,597,250 | 225,000 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $11,352,500 | 475,000 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $7,030,000 | 475,000 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,376,000 | 300,000 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,226,000 | 300,000 | Shares | Defined | 2025-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||