Titelia

Holdings of Impax Large Cap Fund

IMPAX FUNDS SERIES TRUST I · Original filing · Compare with another fund · Report an error

Net assets
567.7M $ including 558M $ in equities, 98.3 %
Positions
41 in 1 countries
Top ten
46.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 314,83254.9M $9.67 %
2Microsoft Corp 111,02641.1M $7.24 %
3Amazon.com Inc 156,15132.5M $5.73 %
4Alphabet Inc 98,27528.3M $4.98 %
5Mastercard Inc 44,16422.1M $3.89 %
6Apple Inc 82,78821M $3.70 %
7Broadcom Inc 55,10417.1M $3.00 %
8Uber Technologies Inc 232,08716.7M $2.94 %
9eBay Inc 179,65816.4M $2.88 %
10Danaher Corp 77,45814.7M $2.59 %
11Oracle Corp 93,64413.8M $2.43 %
12Agilent Technologies Inc 120,36213.7M $2.42 %
13Tyler Technologies Inc 39,75213.6M $2.40 %
14Linde PLC 25,65612.7M $2.24 %
15Pinnacle Financial Partners Inc 145,54112.5M $2.21 %
16American Water Works Co Inc 90,23412.3M $2.16 %
17Hubbell Inc 24,87812.2M $2.15 %
18Colgate-Palmolive Co 139,70811.9M $2.10 %
19CME Group Inc 37,46911.1M $1.95 %
20Citizens Financial Group Inc 174,61310.5M $1.84 %
21Trane Technologies PLC 23,89610M $1.75 %
22Netflix Inc 102,0659.8M $1.73 %
23Union Pacific Corp 39,3579.5M $1.68 %
24United Rentals Inc 13,0289.5M $1.67 %
25Ventas Inc 111,1599.1M $1.60 %
26ServiceNow Inc 86,6799.1M $1.60 %
27Waste Connections Inc 55,1399M $1.58 %
28Progressive Corp/The 43,7698.7M $1.53 %
29DoorDash Inc 55,9778.4M $1.48 %
30Xylem Inc/NY 70,2118.4M $1.48 %
31Gilead Sciences Inc 59,9848.4M $1.47 %
32Aptiv PLC 118,6838.2M $1.45 %
33GE Vernova Inc 9,3748.2M $1.44 %
34American Tower Corp 45,5807.9M $1.39 %
35Boston Scientific Corp 119,2477.5M $1.32 %
36Ulta Beauty Inc 14,2987.5M $1.32 %
37McCormick & Co Inc/MD 140,3947.1M $1.25 %
38Marvell Technology Inc 69,4286.9M $1.21 %
39Revvity Inc 62,8225.5M $0.97 %
40Eli Lilly & Co 5,9475.5M $0.96 %
41QXO Inc 265,4505.2M $0.91 %

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Sector breakdown

  • Technology 29.4 %
  • Industrials 15.0 %
  • Consumer discretionary 11.6 %
  • Financials 9.4 %
  • Health care 8.9 %
  • Communication 6.8 %
  • Real estate 3.0 %
  • Materials 2.3 %
  • Utilities 2.2 %
  • Consumer staples 2.1 %
  • Unattributed 9.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States41558M $100.00 %
Cite this page

Titelia. "Holdings of Impax Large Cap Fund". https://titelia.com/en/funds/S000055844