Funds › Mawer Investment Management Ltd.
Mawer Investment Management Ltd.
13F for Q3 2026, filed Nov 6, 2026. 143 positions worth $13.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 6, 2026
Reported value
$13.6B
−$1.1B (7.2%) vs Q2 2026
Positions
143
142 in Q2 2026
Top 10 share
42.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. Class C | 2.32M | $791.6M | 5.8% | -13.4% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 1.45M | $745.2M | 5.5% | -13.5% | 13F ↗ |
| 3 | AMZN Amazon.com, Inc. | 2.91M | $725.0M | 5.3% | -3.9% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 3.10M | $707.5M | 5.2% | +0.6% | 13F ↗ |
| 5 | SHEL Shell PLC · ADR | 7.38M | $701.1M | 5.1% | -8.0% | 13F ↗ |
| 6 | V Visa Inc. | 1.50M | $538.0M | 3.9% | -13.5% | 13F ↗ |
| 7 | WAT Waters Corporation | 982,614 | $431.8M | 3.2% | -19.3% | 13F ↗ |
| 8 | COR Cencora, Inc. | 1.38M | $413.0M | 3.0% | -7.6% | 13F ↗ |
| 9 | META Meta Platforms, Inc. | 507,813 | $368.3M | 2.7% | -6.9% | 13F ↗ |
| 10 | APH Amphenol Corporation | 4.17M | $351.3M | 2.6% | -11.6% | 13F ↗ |
| 11 | AER AerCap Holdings N.V. | 2.30M | $330.7M | 2.4% | -4.8% | 13F ↗ |
| 12 | WFC Wells Fargo & Company | 3.92M | $313.9M | 2.3% | -6.5% | 13F ↗ |
| 13 | NOC Northrop Grumman Corporation | 605,125 | $292.6M | 2.1% | -9.3% | 13F ↗ |
| 14 | MRSH Marsh & McLennan Companies, Inc. | 1.65M | $282.0M | 2.1% | -11.7% | 13F ↗ |
| 15 | BRK-A Berkshire Hathaway Inc. Class A | 371 | $277.1M | 2.0% | -10.6% | 13F ↗ |
| 16 | ICE Intercontinental Exchange Inc. | 1.80M | $273.5M | 2.0% | -11.4% | 13F ↗ |
| 17 | JPM JPMorgan Chase & Co. | 804,212 | $266.1M | 2.0% | -13.3% | 13F ↗ |
| 18 | AON Aon plc | 928,493 | $257.0M | 1.9% | -20.8% | 13F ↗ |
| 19 | AEP American Electric Power Company, Inc. | 2.16M | $256.5M | 1.9% | -5.4% | 13F ↗ |
| 20 | TSEM Tower Semiconductor Ltd. | 1.03M | $235.4M | 1.7% | -0.3% | 13F ↗ |
| 21 | SO Southern Company | 2.81M | $232.9M | 1.7% | -7.1% | 13F ↗ |
| 22 | MA Mastercard Incorporated | 380,943 | $210.1M | 1.5% | -12.3% | 13F ↗ |
| 23 | CME CME Group Inc. | 801,639 | $210.0M | 1.5% | -16.1% | 13F ↗ |
| 24 | SPGI S&P Global Inc. | 438,222 | $172.9M | 1.3% | +2.3% | 13F ↗ |
| 25 | MCK McKesson Corporation | 190,817 | $162.9M | 1.2% | +5.7% | 13F ↗ |
| 26 | SII Sprott Inc. | 1.12M | $134.0M | 1.0% | -15.0% | 13F ↗ |
| 27 | CPAY Corpay, Inc. | 321,632 | $125.0M | 0.9% | -12.5% | 13F ↗ |
| 28 | TXN Texas Instruments Incorporated | 443,341 | $124.2M | 0.9% | -0.9% | 13F ↗ |
| 29 | GNRC Generac Holdlings Inc. | 599,235 | $124.0M | 0.9% | +8166% | 13F ↗ |
| 30 | VRSK Verisk Analytics, Inc. | 692,904 | $116.3M | 0.9% | +49.2% | 13F ↗ |
| 31 | CACI CACI International, Inc. | 181,988 | $110.9M | 0.8% | -19.0% | 13F ↗ |
| 32 | ABT Abbott Laboratories | 1.12M | $110.5M | 0.8% | -5.8% | 13F ↗ |
| 33 | BKNG Booking Holdings Inc. | 652,299 | $106.3M | 0.8% | -11.9% | 13F ↗ |
| 34 | ABNB Airbnb, Inc. | 658,029 | $105.7M | 0.8% | -11.9% | 13F ↗ |
| 35 | CDW CDW Corporation | 808,201 | $103.6M | 0.8% | -14.9% | 13F ↗ |
| 36 | MLM Martin Marietta Materials, Inc. | 207,970 | $99.8M | 0.7% | -13.9% | 13F ↗ |
| 37 | ABBV AbbVie Inc. | 361,477 | $94.6M | 0.7% | -16.2% | 13F ↗ |
| 38 | AJG Arthur J. Gallagher & Co. | 410,425 | $93.6M | 0.7% | -19.5% | 13F ↗ |
| 39 | BWXT BWX Technologies, Inc. | 663,204 | $90.9M | 0.7% | -3.8% | 13F ↗ |
| 40 | NU Nu Holdings Ltd. | 6.92M | $87.6M | 0.6% | -3.3% | 13F ↗ |
| 41 | VEEV Veeva Systems Inc. | 305,036 | $87.1M | 0.6% | -14.2% | 13F ↗ |
| 42 | FCN FTI Consulting, Inc. | 602,285 | $81.0M | 0.6% | -18.3% | 13F ↗ |
| 43 | NOVT Novanta Inc. | 522,373 | $74.3M | 0.5% | -11.4% | 13F ↗ |
| 44 | TW Tradeweb Markets Inc. | 718,163 | $72.4M | 0.5% | +23.9% | 13F ↗ |
| 45 | JNJ Johnson & Johnson | 270,951 | $71.7M | 0.5% | -16.0% | 13F ↗ |
| 46 | ITT ITT Inc. | 352,771 | $71.2M | 0.5% | -16.6% | 13F ↗ |
| 47 | AAON AAON, Inc. · Com Par $0.004 | 858,980 | $71.1M | 0.5% | +0.4% | 13F ↗ |
| 48 | CGNX Cognex Corporation | 1.16M | $70.3M | 0.5% | -11.2% | 13F ↗ |
| 49 | ELV Elevance Health, Inc. | 169,291 | $65.8M | 0.5% | -9.6% | 13F ↗ |
| 50 | LITE Lumentum Holdings Inc. | 66,283 | $64.4M | 0.5% | +14.9% | 13F ↗ |
Showing the top 50 of 143 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
15 new, 32 added to, 94 trimmed, 14 exited, 2 unchanged. By estimated dollars.
New positions (15)
| MBGL Mobility Global Inc. | 3.71M | New | $63.6M |
| LIME Neutron Holdings, Inc. | 1.45M | New | $40.7M |
| JKHY Jack Henry & Associates, Inc. | 187,865 | New | $26.9M |
| SKHY SK hynix Inc. · American Deposit | 53,984 | New | $9.9M |
| LMB Limbach Holdings, Inc. | 188,141 | New | $9.2M |
| RDDT Reddit, Inc. | 55,566 | New | $7.9M |
| MLI Mueller Industries, Inc. | 107,700 | New | $6.5M |
| RGEN Repligen Corporation | 29,300 | New | $5.6M |
| KRMN Karman Holdings Inc. | 168,771 | New | $5.5M |
| AX Axos Financial, Inc. | 52,534 | New | $4.5M |
Added to (32)
| GNRC Generac Holdlings Inc. | 599,235 | +8166% | $122.5M |
| VRSK Verisk Analytics, Inc. | 692,904 | +49.2% | $38.4M |
| MDLN Medline Inc. | 1.81M | +115% | $33.6M |
| TER Teradyne, Inc. | 84,522 | +135% | $19.5M |
| FND Floor & Decor Holdings, Inc. | 540,317 | +237% | $17.4M |
| BSX Boston Scientific Corporation | 904,543 | +70.5% | $16.3M |
| WAY Waystar Holding Corp. | 1.06M | +120% | $14.6M |
| TW Tradeweb Markets Inc. | 718,163 | +23.9% | $14.0M |
| KRT Karat Packaging Inc. | 208,330 | +570% | $9.3M |
| MCK McKesson Corporation | 190,817 | +5.7% | $8.9M |
Trimmed (94)
| MEDP Medpace Holdings, Inc. | 51,031 | -80.9% | -$134.9M |
| GOOG Alphabet Inc. Class C | 2.32M | -13.4% | -$122.3M |
| MSFT Microsoft Corporation | 1.45M | -13.5% | -$116.4M |
| WAT Waters Corporation | 982,614 | -19.3% | -$103.0M |
| V Visa Inc. | 1.50M | -13.5% | -$83.8M |
| AON Aon plc | 928,493 | -20.8% | -$67.3M |
| SHEL Shell PLC · ADR | 7.38M | -8.0% | -$60.6M |
| PG Procter & Gamble Company | 427,512 | -45.5% | -$51.9M |
| APH Amphenol Corporation | 4.17M | -11.6% | -$46.3M |
| JPM JPMorgan Chase & Co. | 804,212 | -13.3% | -$40.9M |
Exited (14)
| UBER Uber Technologies, Inc. | 1.98M | Exited | -$143.2M |
| TME Tencent Music Entertainment Group · ADR | 6.20M | Exited | -$51.8M |
| BDX Becton, Dickinson and Company | 231,895 | Exited | -$35.1M |
| ATR AptarGroup, Inc. | 193,292 | Exited | -$24.2M |
| SHW Sherwin-Williams Company | 48,595 | Exited | -$16.7M |
| DFIN Donnelley Financial Solutions, Inc. | 347,156 | Exited | -$14.6M |
| RBA RB Global, Inc. | 96,455 | Exited | -$11.2M |
| PEGA Pegasystems Inc. | 170,958 | Exited | -$5.1M |
| CSL Carlisle Companies Incorporated | 14,082 | Exited | -$5.1M |
| HLNE Hamilton Lane Incorporated | 13,400 | Exited | -$1.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 6, 2026 | 13F-HR | 143 | $13.6B | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 142 | $14.7B | Current | SEC ↗ |
| Q1 2026 | May 6, 2026 | 13F-HR | 126 | $15.4B | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 125 | $17.9B | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 110 | $19.3B | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 110 | $19.7B | Current | SEC ↗ |
| Q1 2025 | May 7, 2025 | 13F-HR | 105 | $20.7B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer