Impax Asset Management Group plc Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$16.0B

Holdings

279

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (279 positions)

StockValue
JNJJohnson & Johnson
$22.4M
AMTAmerican Tower Corp
$21.7M
PLNTPlanet Fitness Inc
$21.1M
GOOGAlphabet Inc
$20.3M
MIDDMiddleby Corp/The
$19.9M
CMGChipotle Mexican Grill Inc
$19.6M
PCRXPacira BioSciences Inc
$19.4M
BALLBall Corp
$17.9M
USFDUS Foods Holding Corp
$17.3M
VENVentas Inc
$17.0M
ACAArcosa Inc
$16.6M
CMECME Group Inc
$16.5M
NFLXNetflix Inc
$16.5M
EMREmerson Electric Co
$16.3M
FERGFerguson Enterprises Inc
$16.1M
TRVCCitigroup Inc
$16.1M
ABTAbbott Laboratories
$16.1M
EXTRExtreme Networks Inc
$15.7M
VOYAVoya Financial Inc
$15.1M
STTState Street Corp
$15.1M
LYFTLyft Inc
$15.0M
PAHUSDElement Solutions Inc
$14.8M
DYDycom Industries Inc
$14.5M
ADCAgree Realty Corp
$14.4M
GPKGraphic Packaging Holding Co
$14.3M
SEESealed Air Corp
$14.3M
NSZNetScout Systems Inc
$14.1M
MITKMitek Systems Inc
$13.7M
INTUIntuit Inc
$13.4M
DASHDoorDash Inc
$13.4M
PANWPalo Alto Networks Inc
$13.2M
CRNXCrinetics Pharmaceuticals Inc
$12.8M
BKBank of New York Mellon Corp/T
$12.6M
VVisa Inc
$12.4M
ROIVRoivant Sciences Ltd
$11.9M
WKWorkiva Inc
$11.7M
ONTOOnto Innovation Inc
$11.7M
ARRYArray Technologies Inc
$11.5M
AGCOAGCO Corp
$11.5M
TECHBio-Techne Corp
$11.5M
MRKMerck & Co Inc
$11.4M
ENOVEnovis Corp
$11.3M
CNHICNH Industrial NV
$11.2M
AMDAdvanced Micro Devices Inc
$11.2M
BJBJ's Wholesale Club Holdings I
$10.8M
NBIXNeurocrine Biosciences Inc
$10.6M
NPOEnpro Inc
$10.3M
GTESGates Industrial Corp PLC
$10.1M
CSCOCisco Systems Inc
$10.0M
EIXEdison International
$10.0M
ALVAutoliv Inc
$9.8M
ELVElevance Health Inc
$9.8M
GEVGE Vernova Inc
$9.2M
PGProcter & Gamble Co/The
$9.2M
PKNRevvity Inc
$9.2M
WHWyndham Hotels & Resorts Inc
$9.1M
RIVNRivian Automotive Inc
$8.9M
CMICummins Inc
$8.8M
MMSIMerit Medical Systems Inc
$8.8M
TVTXTravere Therapeutics Inc
$8.6M
FRPTFreshpet Inc
$8.5M
WRBYWarby Parker Inc
$8.4M
OTISOtis Worldwide Corp
$8.4M
CAHCardinal Health Inc
$8.4M
HPEHewlett Packard Enterprise Co
$8.2M
KOCoca-Cola Co/The
$8.2M
TRSTriMas Corp
$8.2M
ACNAccenture PLC
$8.1M
PBVPrestige Consumer Healthcare I
$8.0M
MARMarriott International Inc/MD
$7.9M
CWSTCasella Waste Systems Inc
$7.8M
DISWalt Disney Co/The
$7.8M
WGSGeneDx Holdings Corp
$7.8M
BMYBristol-Myers Squibb Co
$7.8M
VITLVital Farms Inc
$7.6M
SPGIS&P Global Inc
$7.6M
LRCXLam Research Corp
$7.6M
SBUXStarbucks Corp
$7.5M
AXPAmerican Express Co
$7.5M
ABCBAmeris Bancorp
$7.4M
LNNLindsay Corp
$7.4M
CIENCiena Corp
$7.3M
TWLOTwilio Inc
$7.2M
TRNOTerreno Realty Corp
$7.0M
PRUPrudential Financial Inc
$6.9M
STXSeagate Technology Holdings PL
$6.7M
TTGTTechTarget Inc
$6.7M
MUMicron Technology Inc
$6.6M
DYHTarget Corp
$6.6M
HCATHealth Catalyst Inc
$6.6M
ATENA10 Networks Inc
$6.4M
CYTKCytokinetics Inc
$6.4M
GISGeneral Mills Inc
$6.3M
WSMWilliams-Sonoma Inc
$5.9M
IDXXIDEXX Laboratories Inc
$5.8M
WTWWillis Towers Watson PLC
$5.8M
AMGNAmgen Inc
$5.8M
LULULululemon Athletica Inc
$5.8M
QCOMQUALCOMM Inc
$5.8M
BIIBBiogen Inc
$5.7M
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