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Disclosed positions
Impax Asset Management Group plc: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- KLA Corp
- Ticker
- KLAC
- Class
- Common Stock
- Reported value
- $749,014,292
- Reported amount
- 2,482,564
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001749768-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| KLA Corp | KLAC | Common Stock | $749,014,292 | 2,482,564 | SH | None |
| NVIDIA Corp | NVDA | Common Stock | $744,886,125 | 3,722,756 | SH | None |
| Linde PLC | LIN | Common Stock | $736,553,914 | 1,419,343 | SH | None |
| Xylem Inc/NY | XYL | Common Stock | $528,278,564 | 4,468,984 | SH | None |
| Microsoft Corp | MSFT | Common Stock | $503,818,627 | 1,350,648 | SH | None |
| American Water Works Co Inc | AWK | Common Stock | $471,529,035 | 3,583,592 | SH | None |
| Veralto Corp | VLTO | Common Stock | $459,946,666 | 5,186,589 | SH | None |
| Cintas Corp | CTAS | Common Stock | $410,456,170 | 2,413,313 | SH | None |
| Waste Connections Inc | WCN | Common Stock | $329,883,893 | 1,979,027 | SH | None |
| Cia de Saneamento Basico do Es | SBS | ADR | $302,435,084 | 52,324,409 | SH | None |
| Advanced Drainage Systems Inc | WMS | Common Stock | $289,739,056 | 1,845,942 | SH | None |
| Ecolab Inc | ECL | Common Stock | $275,375,059 | 988,389 | SH | None |
| Hubbell Inc | HUBB | Common Stock | $254,722,429 | 486,855 | SH | None |
| Aptiv PLC | APTV | Common Stock | $250,879,307 | 4,087,314 | SH | None |
| Vertiv Holdings Co | VRT | Common Stock | $244,252,006 | 729,503 | SH | None |
| Agilent Technologies Inc | A | Common Stock | $222,484,548 | 1,674,957 | SH | None |
| IDEX Corp | IEX | Common Stock | $218,325,851 | 962,000 | SH | None |
| Watts Water Technologies Inc | WTS | Common Stock | $212,718,627 | 543,412 | SH | None |
| Amphenol Corp | APH | Common Stock | $210,752,550 | 1,195,285 | SH | None |
| Core & Main Inc | CNM | Common Stock | $202,824,569 | 4,203,618 | SH | None |
| Marvell Technology Inc | MRVL | Common Stock | $196,692,187 | 660,285 | SH | None |
| RenaissanceRe Holdings Ltd | RNR | Common Stock | $195,027,101 | 615,422 | SH | None |
| A O Smith Corp | AOS | Common Stock | $176,476,079 | 2,813,713 | SH | None |
| Applied Materials Inc | AMAT | Common Stock | $175,567,613 | 242,832 | SH | None |
| Itron Inc | ITRI | Common Stock | $166,735,082 | 1,926,905 | SH | None |
| Masco Corp | MAS | Common Stock | $165,322,277 | 2,031,735 | SH | None |
| Mastercard Inc | MA | Common Stock | $163,150,690 | 317,661 | SH | None |
| Cadence Design Systems Inc | CDNS | Common Stock | $160,120,144 | 426,623 | SH | None |
| Pentair PLC | PNR | Common Stock | $159,989,630 | 2,087,003 | SH | None |
| TE Connectivity PLC | TEL | Common Stock | $153,770,303 | 762,712 | SH | None |
| Westinghouse Air Brake Technol | WAB | Common Stock | $150,640,917 | 558,757 | SH | None |
| AECOM | ACM | Common Stock | $148,558,062 | 2,128,339 | SH | None |
| Synopsys Inc | SNPS | Common Stock | $148,509,506 | 332,929 | SH | None |
| Deere & Co | DE | Common Stock | $145,978,073 | 230,130 | SH | None |
| Badger Meter Inc | BMI | Common Stock | $140,322,076 | 945,694 | SH | None |
| Zurn Elkay Water Solutions Cor | ZWS | Common Stock | $133,083,792 | 2,633,758 | SH | None |
| Valmont Industries Inc | VMI | Common Stock | $130,583,808 | 226,080 | SH | None |
| Franklin Electric Co Inc | FELE | Common Stock | $126,010,635 | 1,175,582 | SH | None |
| Union Pacific Corp | UNP | Common Stock | $123,854,082 | 455,346 | SH | None |
| Pinnacle Financial Partners In | PNFP | Common Stock | $115,241,277 | 1,142,360 | SH | None |
| Tetra Tech Inc | TTEK | Common Stock | $113,587,997 | 3,931,741 | SH | None |
| Apple Inc | AAPL | Common Stock | $105,041,731 | 363,014 | SH | None |
| NextEra Energy Inc | NEE | Common Stock | $103,189,632 | 1,175,682 | SH | None |
| QXO Inc | QXO | Common Stock | $101,278,119 | 5,861,003 | SH | None |
| Trane Technologies PLC | TT | Common Stock | $99,237,555 | 202,048 | SH | None |
| Autodesk Inc | ADSK | Common Stock | $97,349,647 | 500,719 | SH | None |
| SiteOne Landscape Supply Inc | SITE | Common Stock | $95,693,668 | 836,410 | SH | None |
| Littelfuse Inc | LFUS | Common Stock | $89,820,577 | 197,265 | SH | None |
| Monolithic Power Systems Inc | MPWR | Common Stock | $87,678,948 | 63,427 | SH | None |
| Citizens Financial Group Inc | CFG | Common Stock | $77,494,617 | 1,105,960 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.