Mawer Investment Management Ltd.
Q2 2026 13F filing
Updated 34 days ago142 disclosed positions worth $14.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $947.7M | 2.68M | 6.44% | — |
| 2 | A AMZN AMAZON COM INC | $721.7M | 3.03M | 4.91% | — |
| 3 | M MSFT MICROSOFT CORP | $626.6M | 1.68M | 4.26% | — |
| 4 | R RYDAF SHELL PLC | $621.4M | 8.01M | 4.22% | — |
| 5 | N NVDA NVIDIA CORPORATION | $616M | 3.08M | 4.19% | — |
| 6 | V V VISA INC | $593.6M | 1.73M | 4.04% | — |
| 7 | W WAT WATERS CORP | $456.4M | 1.22M | 3.10% | — |
| 8 | C COR CENCORA INC | $421.3M | 1.49M | 2.86% | — |
| 9 | A APH AMPHENOL CORP | $415.8M | 2.36M | 2.83% | — |
| 10 | A AON AON PLC | $388.6M | 1.17M | 2.64% | — |
| 11 | A AER AERCAP HOLDINGS NV | $352.8M | 2.42M | 2.40% | — |
| 12 | W WFC-PZ WELLS FARGO & CO | $346.7M | 4.20M | 2.36% | — |
| 13 | N NOC NORTHROP GRUMMAN CORP | $339.7M | 667.1K | 2.31% | — |
| 14 | A AEP AMERICAN ELEC PWR CO INC | $312.5M | 2.28M | 2.12% | — |
| 15 | M MRSH MARSH & MCLENNAN COS INC | $311.9M | 1.87M | 2.12% | — |
| 16 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $310.8M | 415 | 2.11% | — |
| 17 | M META META PLATFORMS INC | $307.4M | 545.7K | 2.09% | — |
| 18 | J JPM-PM JPMORGAN CHASE & CO | $303.7M | 927.8K | 2.06% | — |
| 19 | S SOMN SOUTHERN CO | $289.4M | 3.02M | 1.97% | — |
| 20 | T TSEM TOWER SEMICONDUCTOR LTD | $270.6M | 1.04M | 1.84% | — |
| 21 | I ICE INTERCONTINENTAL EXCHANGE IN | $250.1M | 2.03M | 1.70% | — |
| 22 | M MA MASTERCARD INCORPORATED | $223M | 434.2K | 1.52% | — |
| 23 | C CME CME GROUP INC | $211.1M | 955.9K | 1.44% | — |
| 24 | S SPGI S&P GLOBAL INC | $174.5M | 428.6K | 1.19% | — |
| 25 | P PHYS SPROTT INC | $148.4M | 1.32M | 1.01% | — |
| 26 | U UBER UBER TECHNOLOGIES INC | $143.2M | 1.98M | 0.97% | — |
| 27 | M MEDP MEDPACE HLDGS INC | $141.5M | 267.2K | 0.96% | — |
| 28 | M MLM MARTIN MARIETTA MATLS INC | $139.3M | 241.5K | 0.95% | — |
| 29 | M MCK MCKESSON CORP | $136.3M | 180.4K | 0.93% | — |
| 30 | B BWXT BWX TECHNOLOGIES INC | $134.3M | 689.8K | 0.91% | — |
| 31 | C CDW CDW CORP | $133.5M | 949.4K | 0.91% | — |
| 32 | T TXN TEXAS INSTRS INC | $133.3M | 447.2K | 0.91% | — |
| 33 | B BKNG BOOKING HOLDINGS INC | $132M | 740.5K | 0.90% | — |
| 34 | C CPAY CORPAY INC | $122.6M | 367.8K | 0.83% | — |
| 35 | A AJG GALLAGHER ARTHUR J & CO | $117.1M | 510.0K | 0.80% | — |
| 36 | P PG PROCTER & GAMBLE CO | $115M | 784.5K | 0.78% | — |
| 37 | F FCN FTI CONSULTING INC | $109.8M | 736.9K | 0.75% | — |
| 38 | A ABBV ABBVIE INC | $108.5M | 431.2K | 0.74% | — |
| 39 | A AAON AAON INC | $108.5M | 855.2K | 0.74% | — |
| 40 | A ABT ABBOTT LABORATORIES | $107.7M | 1.19M | 0.73% | — |
| 41 | A ABNB AIRBNB INC | $106.9M | 746.8K | 0.73% | — |
| 42 | C CACI CACI INTL INC | $104.1M | 224.7K | 0.71% | — |
| 43 | N NOVTU NOVANTA INC | $95.7M | 589.6K | 0.65% | — |
| 44 | N NU NU HLDGS LTD | $95.6M | 7.16M | 0.65% | — |
| 45 | C CGNX COGNEX CORP | $94.5M | 1.31M | 0.64% | — |
| 46 | ? N/A ITT INC | $83.6M | 422.9K | 0.57% | — |
| 47 | V VRSK VERISK ANALYTICS INC | $83.4M | 464.3K | 0.57% | — |
| 48 | J JNJ JOHNSON & JOHNSON | $81.9M | 322.5K | 0.56% | — |
| 49 | E ELV ELEVANCE HEALTH INC FORMERLY | $72.4M | 187.3K | 0.49% | — |
| 50 | V VZ VERIZON COMMUNICATIONS INC | $71M | 1.68M | 0.48% | — |