Impax Global Opportunities Fund (PXGOX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 5.86% of fund assets.
Impax Global Opportunities Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PXGOX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 20, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
NVIDIA CORP
|
5.86% | $5,133,987.20 | 29,438 |
|
-
MICROSOFT CORP
|
5.33% | $4,670,805.06 | 12,618 |
|
-
LINDE PLC
|
3.96% | $3,471,807.28 | 7,003 |
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
3.56% | $3,123,064.34 | 54,000 |
|
-
Mastercard Inc
|
3.36% | $2,942,497.74 | 5,889 |
|
-
EBAY INC
|
3.06% | $2,680,630.02 | 29,451 |
|
-
APPLIED MATERIALS INC /DE
|
2.89% | $2,532,059.39 | 9,296 |
|
-
BOSTON SCIENTIFIC CORP
|
2.83% | $2,477,997.50 | 39,490 |
|
-
London Stock Exchange Group plc
|
2.58% | $2,258,074.24 | 19,122 |
|
-
Xylem Inc.
|
2.56% | $2,243,851.50 | 18,777 |
|
-
RENAISSANCERE HOLDINGS LTD
|
2.52% | $2,211,391.20 | 7,440 |
|
-
HUBBELL INC
|
2.51% | $2,201,459.64 | 4,486 |
|
-
APPLIED MATERIALS INC /DE
|
2.50% | $2,188,830.30 | 6,150 |
|
-
CITIZENS FINANCIAL GROUP INC/RI
|
2.48% | $2,172,233.34 | 36,222 |
|
-
CINTAS CORP
|
2.48% | $2,171,757.60 | 12,840 |
|
-
TE Connectivity plc
|
2.47% | $2,161,266.80 | 10,340 |
|
-
Sunbelt Rentals Holdings, Inc.
|
2.42% | $2,121,764.29 | 33,261 |
|
-
APPLIED MATERIALS INC /DE
|
2.36% | $2,065,436.97 | 6,043 |
|
-
INFINEON TECHNOLOGIES AG
|
2.35% | $2,063,206.49 | 45,479 |
|
-
Aptiv PLC
|
2.33% | $2,046,119.04 | 29,466 |
|
-
CADENCE DESIGN SYSTEMS INC
|
2.33% | $2,045,123.20 | 7,360 |
|
-
MARSH & MCLENNAN COMPANIES, INC.
|
2.21% | $1,935,008.20 | 11,156 |
|
-
THERMO FISHER SCIENTIFIC INC.
|
2.17% | $1,904,678.75 | 3,875 |
|
-
Haleon plc
|
2.10% | $1,838,888.24 | 371,568 |
|
-
INTUITIVE SURGICAL INC
|
2.05% | $1,796,478.03 | 3,897 |
|
-
CULLEN/FROST BANKERS, INC.
|
2.02% | $1,774,089.36 | 12,942 |
|
-
APPLIED MATERIALS INC /DE
|
2.02% | $1,774,027.08 | 23,469 |
|
-
APPLIED MATERIALS INC /DE
|
1.99% | $1,742,802.71 | 72,886 |
|
-
APPLIED MATERIALS INC /DE
|
1.93% | $1,693,627.27 | 9,821 |
|
-
APPLIED MATERIALS INC /DE
|
1.89% | $1,655,520.58 | 76,646 |
|
-
DANAHER CORP /DE/
|
1.78% | $1,561,735.20 | 8,237 |
|
-
JPMORGAN U.S. TREASURY PLUS MONEY MARKET FUND
|
1.70% | $1,493,225.58 | 1,493,226 |
|
-
MERCADOLIBRE INC
|
1.55% | $1,362,467.76 | 788 |
|
-
KDDI CORP
|
1.51% | $1,322,976.97 | 77,700 |
|
-
HDFC BANK LTD
|
1.51% | $1,320,381.60 | 53,070 |
|
-
APPLIED MATERIALS INC /DE
|
1.48% | $1,300,203.25 | 7,500 |
|
-
TYLER TECHNOLOGIES INC
|
1.47% | $1,285,979.28 | 3,756 |
|
-
APPLIED MATERIALS INC /DE
|
1.37% | $1,199,129.35 | 25,000 |
|
-
Zoetis Inc.
|
1.30% | $1,136,707.36 | 9,616 |
|
-
ServiceNow, Inc.
|
1.23% | $1,078,328.70 | 10,314 |
|
-
Marvell Technology, Inc.
|
1.14% | $1,001,791.70 | 10,114 |
|
-
On Holding AG
|
1.03% | $903,469.14 | 26,557 |
|
-
APPLIED MATERIALS INC /DE
|
0.06% | $53,362.91 | 436 |
|
-
APPLIED MATERIALS INC /DE
|
0.00% | $59.33 | 51 |
|
-
APPLIED MATERIALS INC /DE
|
0.00% | $0.02 | 1 |
|
-
APPLIED MATERIALS INC /DE
|
0.00% | -$0.29 | -0 |
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