Mawer Investment Management
Active equity managersFiles as Mawer Investment Management Ltd. (SEC CIK 1538449). Portfolio from its latest quarterly 13F-HR filing.
- $13.64B
- Tracked value
- 143
- Positions
- Q3 2026
- Portfolio as of
- Nov 6, 2026
- Filed
Holdings
Top 100 of 143 tracked positions, by value| # | Company | Portfolio % | vs Q2 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | GOOGAlphabet Inc. | 5.8% | ▼ 13.4% | 2,323,254 | $791.63M |
| 2 | MSFTMICROSOFT CORP | 5.5% | ▼ 13.5% | 1,452,862 | $745.17M |
| 3 | AMZNAMAZON COM INC | 5.3% | ▼ 3.9% | 2,909,820 | $724.98M |
| 4 | NVDANVIDIA CORP | 5.2% | ▲ 0.6% | 3,097,902 | $707.5M |
| 5 | SHELShell plc | 5.1% | ▼ 8.0% | 7,375,850 | $701.07M |
| 6 | VVISA INC. | 3.9% | ▼ 13.5% | 1,497,110 | $537.96M |
| 7 | WATWATERS CORP /DE/ | 3.2% | ▼ 19.3% | 982,614 | $431.75M |
| 8 | CORCencora, Inc. | 3.0% | ▼ 7.6% | 1,375,606 | $413.03M |
| 9 | METAMeta Platforms, Inc. | 2.7% | ▼ 6.9% | 507,813 | $368.26M |
| 10 | APHAMPHENOL CORP /DE/ | 2.6% | ▼ 11.6% | 4,167,736 | $351.34M |
| 11 | AERAerCap Holdings N.V. | 2.4% | ▼ 4.8% | 2,304,325 | $330.72M |
| 12 | WFCWELLS FARGO & COMPANY/MN | 2.3% | ▼ 6.5% | 3,921,212 | $313.89M |
| 13 | NOCNORTHROP GRUMMAN CORP /DE/ | 2.1% | ▼ 9.3% | 605,125 | $292.57M |
| 14 | MRSHMARSH & MCLENNAN COMPANIES, INC. | 2.1% | ▼ 11.7% | 1,651,661 | $281.99M |
| 15 | BRK-ABERKSHIRE HATHAWAY INC | 2.0% | ▼ 10.6% | 371 | $277.14M |
| 16 | ICEIntercontinental Exchange, Inc. | 2.0% | ▼ 11.4% | 1,799,200 | $273.53M |
| 17 | JPMJPMORGAN CHASE & CO | 2.0% | ▼ 13.3% | 804,212 | $266.06M |
| 18 | AONAon plc | 1.9% | ▼ 20.8% | 928,493 | $256.98M |
| 19 | AEPAMERICAN ELECTRIC POWER CO INC | 1.9% | ▼ 5.4% | 2,161,615 | $256.45M |
| 20 | TSEMTOWER SEMICONDUCTOR LTD | 1.7% | ▼ 0.3% | 1,034,990 | $235.39M |
| 21 | SOSOUTHERN CO | 1.7% | ▼ 7.1% | 2,809,817 | $232.91M |
| 22 | MAMastercard Inc | 1.5% | ▼ 12.3% | 380,943 | $210.08M |
| 23 | CMECME GROUP INC. | 1.5% | ▼ 16.1% | 801,639 | $210.01M |
| 24 | SPGIS&P Global Inc. | 1.3% | ▼ 3.3% | 438,222 | $172.87M |
| 25 | MCKMCKESSON CORP | 1.2% | ▲ 5.7% | 190,817 | $162.92M |
| 26 | SIISPROTT INC. | 1.0% | ▼ 15.0% | 1,122,186 | $133.97M |
| 27 | CPAYCORPAY, INC. | 0.9% | ▼ 12.5% | 321,632 | $124.99M |
| 28 | TXNTEXAS INSTRUMENTS INC | 0.9% | ▼ 0.9% | 443,341 | $124.18M |
| 29 | GNRCGENERAC HOLDINGS INC. | 0.9% | ▲ 8,166% | 599,235 | $124.01M |
| 30 | VRSKVerisk Analytics, Inc. | 0.9% | ▲ 49.2% | 692,904 | $116.3M |
| 31 | CACICACI INTERNATIONAL INC /DE/ | 0.8% | ▼ 19.0% | 181,988 | $110.85M |
| 32 | ABTABBOTT LABORATORIES | 0.8% | ▼ 5.8% | 1,118,031 | $110.5M |
| 33 | BKNGBooking Holdings Inc. | 0.8% | ▼ 11.9% | 652,299 | $106.27M |
| 34 | ABNBAirbnb, Inc. | 0.8% | ▼ 11.9% | 658,029 | $105.71M |
| 35 | CDWCDW Corp | 0.8% | ▼ 14.9% | 808,201 | $103.58M |
| 36 | MLMMARTIN MARIETTA MATERIALS INC | 0.7% | ▼ 13.9% | 207,970 | $99.79M |
| 37 | ABBVAbbVie Inc. | 0.7% | ▼ 16.2% | 361,477 | $94.56M |
| 38 | AJGArthur J. Gallagher & Co. | 0.7% | ▼ 19.5% | 410,425 | $93.62M |
| 39 | BWXTBWX Technologies, Inc. | 0.7% | ▼ 3.8% | 663,204 | $90.86M |
| 40 | NUNu Holdings Ltd. | 0.6% | ▼ 3.3% | 6,917,678 | $87.58M |
| 41 | VEEVVEEVA SYSTEMS INC | 0.6% | ▼ 14.2% | 305,036 | $87.07M |
| 42 | FCNFTI CONSULTING, INC | 0.6% | ▼ 18.3% | 602,285 | $81.01M |
| 43 | NOVTNOVANTA INC | 0.5% | ▼ 11.4% | 522,373 | $74.28M |
| 44 | TWTradeweb Markets Inc. | 0.5% | ▲ 23.9% | 718,163 | $72.42M |
| 45 | JNJJOHNSON & JOHNSON | 0.5% | ▼ 16.0% | 270,951 | $71.73M |
| 46 | ITTITT INC. | 0.5% | ▼ 16.6% | 352,771 | $71.2M |
| 47 | AAONAAON, INC. | 0.5% | ▲ 0.4% | 858,980 | $71.09M |
| 48 | CGNXCOGNEX CORP | 0.5% | ▼ 11.2% | 1,158,881 | $70.29M |
| 49 | ELVElevance Health, Inc. | 0.5% | ▼ 9.6% | 169,291 | $65.82M |
| 50 | LITELumentum Holdings Inc. | 0.5% | ▲ 14.9% | 66,283 | $64.38M |
| 51 | MBGLMobility Global Inc. | 0.5% | NEW | 3,706,568 | $63.57M |
| 52 | MDLNMedline Inc. | 0.5% | ▲ 115% | 1,808,153 | $62.74M |
| 53 | PGPROCTER & GAMBLE Co | 0.5% | ▼ 45.5% | 427,512 | $62.11M |
| 54 | ESQEsquire Financial Holdings, Inc. | 0.4% | ▼ 10.7% | 521,684 | $60.71M |
| 55 | HDBHDFC BANK LTD | 0.4% | ▲ 0.6% | 2,639,207 | $58.96M |
| 56 | SKMSK TELECOM CO LTD | 0.4% | ▼ 5.3% | 1,618,447 | $56.5M |
| 57 | VMIVALMONT INDUSTRIES INC | 0.4% | ▲ 3.8% | 118,409 | $54.82M |
| 58 | VZVERIZON COMMUNICATIONS INC | 0.4% | ▼ 35.4% | 1,082,562 | $49.66M |
| 59 | DHRDANAHER CORP /DE/ | 0.3% | ▼ 32.7% | 215,153 | $47.67M |
| 60 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 0.3% | ▼ 17.7% | 98,997 | $45.16M |
| 61 | AVGOBroadcom Inc. | 0.3% | ▼ 0.7% | 127,365 | $44.73M |
| 62 | UNHUNITEDHEALTH GROUP INC | 0.3% | ▼ 13.8% | 112,030 | $41.12M |
| 63 | LIMENeutron Holdings, Inc. | 0.3% | NEW | 1,446,242 | $40.74M |
| 64 | BSXBOSTON SCIENTIFIC CORP | 0.3% | ▲ 70.5% | 904,543 | $39.48M |
| 65 | FORMFORMFACTOR INC | 0.3% | ▲ 14.3% | 231,825 | $34.61M |
| 66 | TERTERADYNE, INC | 0.2% | ▲ 135% | 84,522 | $33.89M |
| 67 | ATATAtour Lifestyle Holdings Ltd | 0.2% | ▲ 30.2% | 979,808 | $31.96M |
| 68 | MEDPMedpace Holdings, Inc. | 0.2% | ▼ 80.9% | 51,031 | $31.85M |
| 69 | ADSKAutodesk, Inc. | 0.2% | ▲ 14.3% | 148,883 | $31.12M |
| 70 | NOWServiceNow, Inc. | 0.2% | ▼ 33.9% | 223,098 | $29.9M |
| 71 | WCCWESCO INTERNATIONAL INC | 0.2% | ▲ 7.9% | 80,501 | $28.95M |
| 72 | DORMDorman Products, Inc. | 0.2% | ▼ 13.9% | 221,933 | $27.21M |
| 73 | OPLNOPENLANE, Inc. | 0.2% | ▼ 20.9% | 790,826 | $26.99M |
| 74 | JKHYJACK HENRY & ASSOCIATES INC | 0.2% | NEW | 187,865 | $26.91M |
| 75 | WAYWaystar Holding Corp. | 0.2% | ▲ 120% | 1,056,456 | $26.77M |
| 76 | HSYHERSHEY CO | 0.2% | ▼ 39.6% | 168,109 | $26.5M |
| 77 | BBSIBARRETT BUSINESS SERVICES INC | 0.2% | ▼ 30.6% | 853,874 | $25.84M |
| 78 | IPARINTERPARFUMS INC | 0.2% | ▼ 39.8% | 232,506 | $25.8M |
| 79 | FNDFloor & Decor Holdings, Inc. | 0.2% | ▲ 237% | 540,317 | $24.75M |
| 80 | AMEAMETEK INC/ | 0.2% | ▼ 33.2% | 98,314 | $24.36M |
| 81 | BRK-BBERKSHIRE HATHAWAY INC | 0.2% | ▼ 4.3% | 48,684 | $24.24M |
| 82 | SNDKSandisk Corp | 0.2% | ▼ 26.0% | 12,654 | $22.02M |
| 83 | ZTSZoetis Inc. | 0.2% | ▲ 21.9% | 313,562 | $21.9M |
| 84 | SNSharkNinja, Inc. | 0.2% | ▼ 12.0% | 113,658 | $20.47M |
| 85 | KKRKKR & Co. Inc. | 0.1% | ▲ 6.6% | 202,105 | $18.45M |
| 86 | LPLALPL Financial Holdings Inc. | 0.1% | ▼ 10.4% | 57,561 | $17.6M |
| 87 | RMDRESMED INC | 0.1% | ▼ 11.8% | 78,783 | $17.42M |
| 88 | KNSLKinsale Capital Group, Inc. | 0.1% | ▲ 2.5% | 53,836 | $17.38M |
| 89 | IBKRInteractive Brokers Group, Inc. | 0.1% | ▼ 11.3% | 197,934 | $16.91M |
| 90 | KLACKLA CORP | 0.1% | ▼ 19.4% | 86,073 | $16.78M |
| 91 | NKENIKE, Inc. | 0.1% | ▼ 52.8% | 448,175 | $15.87M |
| 92 | GLBEGlobal-E Online Ltd. | 0.1% | ▲ 15.0% | 391,620 | $15.56M |
| 93 | SFMSprouts Farmers Market, Inc. | 0.1% | ▲ 12.6% | 208,791 | $13.85M |
| 94 | TBBBBBB FOODS INC | 0.1% | ▲ 22.4% | 260,224 | $13.7M |
| 95 | XPELXPEL, Inc. | 0.1% | ▼ 0.4% | 308,927 | $13.65M |
| 96 | BIOBIO-RAD LABORATORIES, INC. | 0.1% | ▼ 49.6% | 36,051 | $13.62M |
| 97 | RYANRYAN SPECIALTY HOLDINGS, INC. | 0.1% | ▼ 25.9% | 348,154 | $12.88M |
| 98 | CARTMaplebear Inc. | 0.1% | ▲ 24.3% | 286,721 | $12.36M |
| 99 | GTXGarrett Motion Inc. | 0.1% | ▲ 106% | 471,640 | $12.28M |
| 100 | PARRPAR PACIFIC HOLDINGS, INC. | 0.1% | ▲ 56.4% | 150,029 | $12.25M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q2 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.