Investment Control Associate

0001749768-26-000002.txt : 20260512 0001749768-26-000002.hdr.sgml : 20260512 20260512121050 ACCESSION NUMBER: 0001749768-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260512 DATE AS OF CHANGE: 20260512 EFFECTIVENESS DATE: 20260512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Impax Asset Management Group plc CENTRAL INDEX KEY: 0001749768 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18939 FILM NUMBER: 26967063 BUSINESS ADDRESS: STREET 1: 7TH FLOOR STREET 2: 30 PANTON STREET CITY: LONDON STATE: X0 ZIP: SW1Y 4AJ BUSINESS PHONE: 00442039123000 MAIL ADDRESS: STREET 1: 7TH FLOOR STREET 2: 30 PANTON STREET CITY: LONDON STATE: X0 ZIP: SW1Y 4AJ 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001749768 XXXXXXXX 03-31-2026 03-31-2026 Impax Asset Management Group plc

7TH FLOOR 30 PANTON STREET LONDON X0 SW1Y 4AJ

13F HOLDINGS REPORT 028-18939 N Asford Muiruri Investment Control Associate 603-956-9013 Asford Muiruri Portsmouth NH 05-12-2026 2 287 14345768998 false 1 0001428948 Impax Asset Management LTD 3 0001127990 IMPAX ASSET MANAGEMENT LLC INFORMATION TABLE 2 GroupSEC13F31032026.xml 8x8 Inc Common Stock 282914100 3320000 2000000 SH DFND 03 2000000 0 0 A O Smith Corp Common Stock 831865209 282105751 4278219 SH DFND 01 3828607 0 449612 A10 Networks Inc Common Stock 002121101 10866400 470000 SH DFND 03 470000 0 0 AAON Inc Common Stock 000360206 118852865 1436288 SH DFND 01 1188992 0 247296 Abbott Laboratories Common Stock 002824100 21208439 206569 SH DFND 01, 03 197946 0 8623 AbbVie Inc Common Stock 00287Y109 5959226 27400 SH DFND 03 27400 0 0 Acadian Asset Management Inc Common Stock 10948W103 44805238 823323 SH DFND 03 823323 0 0 Accenture PLC Common Stock G1151C101 6209253 31314 SH DFND 03 31314 0 0 Adobe Inc Common Stock 00724F101 11487232 47257 SH DFND 03 47257 0 0 Advanced Drainage Systems 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DFND 03 2750000 0 0 Hewlett Packard Enterprise Co Common Stock 42824C109 8024994 337043 SH DFND 03 337043 0 0 Home Depot Inc/The Common Stock 437076102 3803284 11564 SH DFND 03 11564 0 0 Hubbell Inc Common Stock 443510607 335058431 682761 SH DFND 01, 03 456307 0 226454 IDEX Corp Common Stock 45167R104 179683252 947946 SH DFND 01 947946 0 0 IDEXX Laboratories Inc Common Stock 45168D104 5500341 9789 SH DFND 03 9789 0 0 Impax Global Infrastructure ET ETP 704223387 70675331 2755857 SH DFND 03 0 0 2755857 Insulet Corp Common Stock 45784P101 1453981 6929 SH DFND 03 6929 0 0 Intel Corp Common Stock 458140100 7182422 162756 SH DFND 03 162756 0 0 International Business Machine Common Stock 459200101 1572869 6489 SH DFND 03 6489 0 0 Intuit Inc Common Stock 461202103 9777841 22614 SH DFND 01, 03 14869 0 7745 Intuitive Surgical Inc Common Stock 46120E602 61899893 134276 SH DFND 01, 03 32370 0 101906 Itron Inc Common Stock 465741106 196571893 2193148 SH DFND 01 1662400 0 530748 JBT Marel Corp Common Stock 477839104 13539771 105887 SH DFND 01 99035 0 6852 Johnson & Johnson Common Stock 478160104 28676723 117316 SH DFND 03 117316 0 0 JPMorgan Chase & Co Common Stock 46625H100 16603567 56444 SH DFND 03 56444 0 0 KLA Corp Common Stock 482480100 535647414 363789 SH DFND 01, 03 312599 0 51190 Lam Research Corp Common Stock 512807306 14758778 69076 SH DFND 03 69076 0 0 Lear Corp Common Stock 521865204 2799854 23124 SH DFND 03 23124 0 0 Lennox International Inc Common Stock 526107107 3876414 8352 SH DFND 03 8352 0 0 Ligand Pharmaceuticals Inc Common Stock 53220K504 30435445 152444 SH DFND 03 152444 0 0 Lincoln National Corp Common Stock 534187109 1662323 46826 SH DFND 03 46826 0 0 Linde PLC Common Stock G54950103 848631948 1711780 SH DFND 01, 03 1351631 0 360149 Lindsay Corp Common Stock 535555106 7473786 62768 SH DFND 01 0 0 62768 Littelfuse Inc Common Stock 537008104 117314992 345705 SH DFND 01 267848 0 77857 Lowe's Cos Inc Common Stock 548661107 2588684 10956 SH DFND 03 10956 0 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Common Stock 631103108 1730907 20390 SH DFND 03 20390 0 0 NetApp Inc Common Stock 64110D104 1843020 18000 SH DFND 03 18000 0 0 Netflix Inc Common Stock 64110L106 12106439 125912 SH DFND 01, 03 104775 0 21137 NetScout Systems Inc Common Stock 64115T104 16594380 522000 SH DFND 03 522000 0 0 Neurocrine Biosciences Inc Common Stock 64125C109 9880500 75000 SH DFND 03 75000 0 0 Newmont Corp Common Stock 651639106 7176867 66299 SH DFND 03 66299 0 0 NextEra Energy Inc Common Stock 65339F101 4207278 45298 SH DFND 01 45298 0 0 Nextpower Inc Common Stock 65290E101 21179188 175688 SH DFND 01 163902 0 11786 nVent Electric PLC Common Stock G6700G107 62435872 527865 SH DFND 01 321901 0 205964 NVIDIA Corp Common Stock 67066G104 635005186 3641085 SH DFND 01, 03 2256111 0 1384974 On Holding AG Common Stock H5919C104 22877565 672474 SH DFND 01 173369 0 499105 Onto Innovation Inc Common Stock 683344105 12110819 59057 SH DFND 03 59057 0 0 Oracle Corp Common Stock 68389X105 28187012 191605 SH DFND 03 191605 0 0 Ormat Technologies Inc Common Stock 686688102 80926778 723077 SH DFND 01 610144 0 112933 Otis Worldwide Corp Common Stock 68902V107 6926948 89867 SH DFND 01, 03 89867 0 0 Owens Corning Common Stock 690742101 1361408 12580 SH DFND 03 12580 0 0 Pacira BioSciences Inc Common Stock 695127100 16950610 750027 SH DFND 03 750027 0 0 Palo Alto Networks Inc Common Stock 697435105 2090573 13040 SH DFND 03 13040 0 0 PayPal Holdings Inc Common Stock 70450Y103 1731540 38283 SH DFND 03 38283 0 0 Pentair PLC Common Stock G7S00T104 149407868 1715163 SH DFND 01 1490830 0 224333 PG&E Corp Common Stock 69331C108 10068366 573043 SH DFND 03 573043 0 0 Pinnacle Financial Partners In Common Stock 72348N109 35699689 414438 SH DFND 01, 03 366711 0 47727 Planet Fitness Inc Common Stock 72703H101 14449877 194271 SH DFND 03 194271 0 0 PNC Financial Services Group I Common Stock 693475105 3836972 18439 SH DFND 03 18439 0 0 Prestige Consumer Healthcare I Common Stock 74112D101 3852550 65000 SH DFND 03 65000 0 0 Principal Financial Group Inc Common Stock 74251V102 1992602 22113 SH DFND 03 22113 0 0 Procter & Gamble Co/The Common Stock 742718109 9187540 63608 SH DFND 03 63608 0 0 Progressive Corp/The Common Stock 743315103 43895887 221428 SH DFND 01, 03 109212 0 112216 Prologis Inc REIT 74340W103 5530279 41839 SH DFND 03 41839 0 0 Prudential Financial Inc Common Stock 744320102 5320100 54459 SH DFND 03 54459 0 0 PTC Inc Common Stock 69370C100 42701261 299679 SH DFND 01 281785 0 17894 QUALCOMM Inc Common Stock 747525103 10839026 84167 SH DFND 03 84167 0 0 QXO Inc Common Stock 82846H405 91527791 4713068 SH DFND 01, 03 3641322 0 1071746 Rayonier Inc REIT 754907103 15722750 762500 SH DFND 01, 03 719224 0 43276 Regency Centers Corp REIT 758849103 1945219 25710 SH DFND 03 25710 0 0 Regions Financial Corp Common Stock 7591EP100 1896573 72610 SH DFND 03 72610 0 0 RenaissanceRe Holdings Ltd Common Stock G7496G103 189547901 637714 SH DFND 01 341252 0 296462 Repligen Corp Common Stock 759916109 51660300 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Common Stock 82982L103 109739877 824430 SH DFND 01 824430 0 0 Southern Copper Corp Common Stock 84265V105 1449606 8425 SH DFND 03 8425 0 0 Stanley Black & Decker Inc Common Stock 854502101 1703450 23972 SH DFND 03 23972 0 0 Starbucks Corp Common Stock 855244109 6130554 68429 SH DFND 03 68429 0 0 State Street Corp Common Stock 857477103 13694298 108204 SH DFND 03 108204 0 0 Stryker Corp Common Stock 863667101 1758614 5352 SH DFND 03 5352 0 0 Synchrony Financial Common Stock 87165B103 1561739 22960 SH DFND 03 22960 0 0 Synopsys Inc Common Stock 871607107 125098683 315523 SH DFND 01, 03 224311 0 91212 T Rowe Price Group Inc Common Stock 74144T108 2281083 25306 SH DFND 03 25306 0 0 Taiwan Semiconductor Manufactu ADR 874039100 23232650 68746 SH DFND 01 52147 0 16599 Target Corp Common Stock 87612E106 6184715 51029 SH DFND 03 51029 0 0 TE Connectivity PLC Common Stock G87052109 155584766 744353 SH DFND 01 363301 0 381052 TechTarget Inc Common Stock 87874R308 4806882 1238887 SH DFND 03 1238887 0 0 Teradata Corp Common Stock 88076W103 14020353 547029 SH DFND 03 547029 0 0 Terreno Realty Corp REIT 88146M101 7370400 120000 SH DFND 03 120000 0 0 Tesla Inc Common Stock 88160R101 27131430 72983 SH DFND 01, 03 72983 0 0 Tetra Tech Inc Common Stock 88162G103 115361829 3830074 SH DFND 01 3830074 0 0 Texas Instruments Inc Common Stock 882508104 7289864 37549 SH DFND 01, 03 23229 0 14320 Thermo Fisher Scientific Inc Common Stock 883556102 57881590 117758 SH DFND 01 23644 0 94114 Trane Technologies PLC Common Stock G8994E103 95353404 228808 SH DFND 01, 03 145824 0 82984 Travelers Cos Inc/The Common Stock 89417E109 1616782 5543 SH DFND 03 5543 0 0 Travere Therapeutics Inc Common Stock 89422G107 6684750 225000 SH DFND 03 225000 0 0 Trex Co Inc Common Stock 89531P105 64331123 1766368 SH DFND 01, 03 1287846 0 478522 Trimble Inc Common Stock 896239100 62755957 962072 SH DFND 01 898715 0 63357 Twilio Inc Common Stock 90138F102 5681528 45156 SH DFND 03 45156 0 0 Tyler Technologies Inc Common Stock 902252105 56234888 164247 SH DFND 01, 03 63988 0 100259 Uber Technologies Inc Common Stock 90353T100 19403837 269760 SH DFND 01, 03 236381 0 33379 UFP Technologies Inc Common Stock 902673102 10744800 55500 SH DFND 03 55500 0 0 Ulta Beauty Inc Common Stock 90384S303 12829917 24545 SH DFND 03 24545 0 0 Union Pacific Corp Common Stock 907818108 181532347 748216 SH DFND 01, 03 478244 0 269972 United Rentals Inc Common Stock 911363109 33704627 46262 SH DFND 01, 03 19419 0 26843 Unum Group Common Stock 91529Y106 1828525 25038 SH DFND 03 25038 0 0 US Bancorp Common Stock 902973304 1492375 28694 SH DFND 03 28694 0 0 US Foods Holding Corp Common Stock 912008109 16597799 180000 SH DFND 03 180000 0 0 Valmont Industries Inc Common Stock 920253101 90732358 227075 SH DFND 01 224857 0 2218 Ventas Inc REIT 92276F100 15317394 187300 SH DFND 01, 03 137067 0 50233 Veralto Corp Common Stock 92338C103 298514552 3376097 SH DFND 01, 03 2773402 0 602695 Verisk Analytics Inc Common Stock 92345Y106 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01 15103 0 101804 Waters Corp Common Stock 941848103 93683157 314584 SH DFND 01, 03 216350 0 98234 Watts Water Technologies Inc Common Stock 942749102 170696906 588022 SH DFND 01 526416 0 61606 WEC Energy Group Inc Common Stock 92939U106 1693947 14632 SH DFND 03 14632 0 0 Wells Fargo & Co Common Stock 949746101 1751977 22007 SH DFND 03 22007 0 0 Welltower Inc REIT 95040Q104 3398437 17189 SH DFND 01 17189 0 0 WESCO International Inc Common Stock 95082P105 2161324 7899 SH DFND 03 7899 0 0 Westinghouse Air Brake Technol Common Stock 929740108 79558849 318350 SH DFND 01 298248 0 20102 Weyerhaeuser Co REIT 962166104 2452723 100398 SH DFND 03 100398 0 0 Williams-Sonoma Inc Common Stock 969904101 5393686 29582 SH DFND 03 29582 0 0 Willis Towers Watson PLC Common Stock G96629103 4623002 15903 SH DFND 03 15903 0 0 Workiva Inc Common Stock 98139A105 9665188 162086 SH DFND 03 162086 0 0 WW Grainger Inc Common Stock 384802104 16041452 14706 SH DFND 03 14706 0 0 Wyndham Hotels & Resorts Inc Common Stock 98311A105 14621400 180000 SH DFND 03 180000 0 0 Xylem Inc/NY Common Stock 98419M100 547973030 4585548 SH DFND 01, 03 3582603 0 1002945 Zoetis Inc Common Stock 98978V103 154981280 1311067 SH DFND 01, 03 842057 0 469010 Zurn Elkay Water Solutions Cor Common Stock 98983L108 116993927 2609142 SH DFND 01 2609142 0 0 VANGUARD TTL STK MKT ETF ETP 922908769 272890 851 SH DFND 01 0 0 851