EdgeMarket › What Mawer Investment Management Ltd. reported owning
What Mawer Investment Management Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
15.4BPositions
126Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOG Alphabet Inc. | 937.0M | 6.1% | 3.3M | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 857.0M | 5.5% | 2.3M | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 760.2M | 4.9% | 3.7M | 258.63 | +15.6% |
| SHEL Shell plc | 662.2M | 4.3% | 7.1M | 93.33 | +29.5% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 602.8M | 3.9% | 3.5M | 192.01 | -9.1% |
| V VISA INC. | 585.4M | 3.8% | 1.9M | 371.04 | +7.9% |
| APH AMPHENOL CORP /DE/ | 503.7M | 3.3% | 4.0M | 157.01 | +44.5% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 466.2M | 3.0% | 683.4K | 551.03 | -7.0% |
| WAT WATERS CORP /DE/ | 418.0M | 2.7% | 1.4M | 410.70 | +38.4% |
| AON Aon plc | 412.2M | 2.7% | 1.3M | 355.11 | -5.1% |
| WFC WELLS FARGO & COMPANY/MN | 371.8M | 2.4% | 4.7M | 83.84 | +7.3% |
| AER AerCap Holdings N.V. | 367.6M | 2.4% | 2.7M | 146.29 | +26.4% |
| unmapped CUSIP 084670108 | 365.5M | 2.4% | 509 | — | — |
| META Meta Platforms, Inc. | 350.6M | 2.3% | 612.8K | 549.90 | -26.5% |
| SO SOUTHERN CO | 330.3M | 2.1% | 3.4M | 88.94 | -6.3% |
| JPM JPMORGAN CHASE & CO | 327.6M | 2.1% | 1.1M | 351.58 | +20.3% |
| ICE Intercontinental Exchange, Inc. | 327.2M | 2.1% | 2.1M | 161.25 | -11.1% |
| COR Cencora, Inc. | 323.9M | 2.1% | 1.0M | 318.04 | +4.7% |
| CME CME GROUP INC. | 304.6M | 2.0% | 1.0M | 274.98 | +0.1% |
| BKNG Booking Holdings Inc. | 238.7M | 1.5% | 56.7K | 209.62 | -7.1% |
| FCN FTI CONSULTING, INC | 231.7M | 1.5% | 1.3M | 155.74 | -7.5% |
| MA Mastercard Inc | 226.0M | 1.5% | 452.2K | 580.63 | -2.0% |
| MEDP Medpace Holdings, Inc. | 214.2M | 1.4% | 446.1K | 620.75 | +33.3% |
| SII SPROTT INC. | 193.1M | 1.3% | 1.4M | 132.34 | +111.3% |
| OSIS OSI SYSTEMS INC | 175.9M | 1.1% | 662.6K | 206.73 | -7.5% |
| AEP AMERICAN ELECTRIC POWER CO INC | 174.9M | 1.1% | 1.3M | — | — |
| TSEM TOWER SEMICONDUCTOR LTD | 169.3M | 1.1% | 965.0K | 222.59 | +344.7% |
| NVDA NVIDIA CORP | 165.9M | 1.1% | 951.5K | 214.72 | +22.4% |
| SPGI S&P Global Inc. | 163.0M | 1.1% | 383.1K | 431.29 | -22.6% |
| UBER Uber Technologies, Inc | 159.2M | 1.0% | 2.2M | 78.80 | -15.9% |
| FERG Ferguson Enterprises Inc. /DE/ | 156.8M | 1.0% | 672.0K | 242.24 | +5.1% |
| MLM MARTIN MARIETTA MATERIALS INC | 150.5M | 1.0% | 255.7K | 534.92 | -10.9% |
| BWXT BWX Technologies, Inc. | 150.1M | 1.0% | 734.2K | 156.78 | -4.1% |
| CPAY CORPAY, INC. | 149.4M | 1.0% | 513.5K | 417.13 | +31.8% |
| VZ VERIZON COMMUNICATIONS INC | 137.1M | 0.9% | 2.7M | 49.45 | +9.7% |
| ABT ABBOTT LABORATORIES | 128.7M | 0.8% | 1.3M | 116.64 | -11.9% |
| CDW CDW Corp | 127.3M | 0.8% | 1.1M | 137.25 | -17.8% |
| AJG Arthur J. Gallagher & Co. | 125.9M | 0.8% | 581.3K | 263.81 | -12.8% |
| PG PROCTER & GAMBLE Co | 123.0M | 0.8% | 851.2K | 144.68 | -9.3% |
| CACI CACI INTERNATIONAL INC /DE/ | 121.9M | 0.8% | 224.2K | 647.39 | +33.0% |
| NU Nu Holdings Ltd. | 110.7M | 0.7% | 7.7M | 14.58 | +7.0% |
| ABNB Airbnb, Inc. | 108.1M | 0.7% | 855.7K | 187.30 | +49.9% |
| ZTS Zoetis Inc. | 89.0M | 0.6% | 753.3K | 77.73 | -50.4% |
| JNJ JOHNSON & JOHNSON | 88.5M | 0.6% | 362.1K | 270.24 | +51.1% |
| ITT ITT INC. | 86.5M | 0.6% | 454.2K | 208.10 | +25.6% |
| TXN TEXAS INSTRUMENTS INC | 85.0M | 0.6% | 437.6K | 264.36 | +31.7% |
| ATR APTARGROUP, INC. | 82.8M | 0.5% | 657.3K | 134.80 | -4.5% |
| ESQ Esquire Financial Holdings, Inc. | 78.0M | 0.5% | 725.2K | 115.31 | +19.1% |
| MCK MCKESSON CORP | 74.1M | 0.5% | 85.7K | 858.90 | +22.2% |
| TW Tradeweb Markets Inc. | 73.7M | 0.5% | 626.6K | 107.04 | -17.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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