Impax Asset Management Group plc Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$17.4B
Holdings
280
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (280 positions)
| Stock | Value |
|---|---|
UBERUber Technologies Inc | $22.0B |
MIDDMiddleby Corp/The | $21.7B |
DOLEDole PLC | $21.4B |
ULTAUlta Beauty Inc | $21.3B |
SEESealed Air Corp | $21.1B |
AGCOAGCO Corp | $20.0B |
ABTAbbott Laboratories | $19.3B |
CNHICNH Industrial NV | $17.7B |
PLNTPlanet Fitness Inc | $17.4B |
CMECME Group Inc | $17.3B |
USFDUS Foods Holding Corp | $17.2B |
VENVentas Inc | $17.0B |
CFGCitizens Financial Group Inc | $16.7B |
JNJJohnson & Johnson | $16.2B |
HHHHoward Hughes Holdings Inc | $15.9B |
CIENCiena Corp | $15.4B |
INTUIntuit Inc | $15.4B |
EXTRExtreme Networks Inc | $15.4B |
NBIXNeurocrine Biosciences Inc | $14.5B |
NSZNetScout Systems Inc | $14.4B |
BJBJ's Wholesale Club Holdings I | $13.9B |
TRVCCitigroup Inc | $13.5B |
PAHUSDElement Solutions Inc | $13.4B |
FERGFerguson Enterprises Inc | $13.1B |
SIBNSI-BONE Inc | $13.0B |
AVTRAvantor Inc | $13.0B |
EBCEastern Bankshares Inc | $12.5B |
EMREmerson Electric Co | $12.3B |
MRKMerck & Co Inc | $11.6B |
MCDMcDonald's Corp | $11.6B |
PCRXPacira BioSciences Inc | $11.2B |
PNFPPinnacle Financial Partners In | $11.0B |
OTISOtis Worldwide Corp | $10.9B |
PGProcter & Gamble Co/The | $10.8B |
ELVElevance Health Inc | $10.7B |
SPGIS&P Global Inc | $10.7B |
DYDycom Industries Inc | $10.5B |
HCATHealth Catalyst Inc | $10.4B |
BKBank of New York Mellon Corp/T | $10.3B |
WHWyndham Hotels & Resorts Inc | $9.7B |
CSCOCisco Systems Inc | $9.5B |
MRUSMerus NV | $9.5B |
LYFTLyft Inc | $9.5B |
ACNAccenture PLC | $9.4B |
MMSIMerit Medical Systems Inc | $9.3B |
NPOEnpro Inc | $9.2B |
HPEHewlett Packard Enterprise Co | $9.1B |
STTState Street Corp | $9.1B |
LNNLindsay Corp | $9.1B |
EIXEdison International | $9.0B |
QCOMQUALCOMM Inc | $8.9B |
PBVPrestige Consumer Healthcare I | $8.8B |
KOCoca-Cola Co/The | $8.8B |
ALVAutoliv Inc | $8.5B |
MITKMitek Systems Inc | $8.4B |
TRSTriMas Corp | $8.3B |
CMICummins Inc | $8.3B |
SMPLSimply Good Foods Co/The | $8.2B |
FITBFifth Third Bancorp | $8.1B |
GWWWW Grainger Inc | $8.1B |
WKWorkiva Inc | $7.8B |
MSAMSA Safety Inc | $7.6B |
WSCWillScot Holdings Corp | $7.5B |
ONTOOnto Innovation Inc | $7.5B |
SBUXStarbucks Corp | $7.4B |
GOOGAlphabet Inc | $7.4B |
ARRYArray Technologies Inc | $7.4B |
MARMarriott International Inc/MD | $7.4B |
GISGeneral Mills Inc | $7.3B |
GTESGates Industrial Corp PLC | $7.3B |
INTCIntel Corp | $7.3B |
VITLVital Farms Inc | $7.1B |
BMYBristol-Myers Squibb Co | $7.0B |
DYHTarget Corp | $7.0B |
LULULululemon Athletica Inc | $7.0B |
TVTXTravere Therapeutics Inc | $7.0B |
ACAArcosa Inc | $7.0B |
CAHCardinal Health Inc | $7.0B |
ATENA10 Networks Inc | $7.0B |
PRUPrudential Financial Inc | $6.9B |
CWSTCasella Waste Systems Inc | $6.9B |
TTGTTechTarget Inc | $6.9B |
TSMTaiwan Semiconductor Manufactu | $6.9B |
HDHome Depot Inc/The | $6.7B |
CDWCDW Corp/DE | $6.7B |
TRNOTerreno Realty Corp | $6.7B |
ELEstee Lauder Cos Inc/The | $6.7B |
ENOVEnovis Corp | $6.6B |
WRBYWarby Parker Inc | $6.6B |
INSPInspire Medical Systems Inc | $6.5B |
NXQuanex Building Products Corp | $6.4B |
RIVNRivian Automotive Inc | $6.2B |
AXPAmerican Express Co | $6.1B |
MODModine Manufacturing Co | $5.9B |
ADCAgree Realty Corp | $5.8B |
CYTKCytokinetics Inc | $5.8B |
WTWWillis Towers Watson PLC | $5.8B |
7HPHP Inc | $5.6B |
BBYBest Buy Co Inc | $5.5B |
COLMColumbia Sportswear Co | $5.5B |