Mawer Investment Management Ltd.: 13F holdings
CIK 15384492026Q2
| Positions | 142 |
|---|
| Reported value | $14.7bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 142 (+16 vs prior quarter) |
|---|
| Reported value | $14.7bn (-4.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 2,682,081 | $947.7m | 6.4% |
| AMZN AMAZON COM INC | 3,028,097 | $721.7m | 4.9% |
| MSFT MICROSOFT CORP | 1,679,876 | $626.6m | 4.3% |
| SHEL SHELL PLC | 8,013,792 | $621.4m | 4.2% |
| NVDA NVIDIA CORPORATION | 3,078,576 | $616.0m | 4.2% |
| V VISA INC | 1,730,185 | $593.6m | 4.0% |
| WAT WATERS CORP | 1,216,947 | $456.4m | 3.1% |
| COR CENCORA INC | 1,488,843 | $421.3m | 2.9% |
| APH AMPHENOL CORP | 2,358,285 | $415.8m | 2.8% |
| AON PLC | 1,171,624 | $388.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1538449")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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