Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mawer Investment Management Ltd. (CIK 1538449) reported $15.45B across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($937.0M, 6.07%), MSFT ($857.0M, 5.55%), AMZN ($760.2M, 4.92%), SHEL ($662.2M, 4.29%), MMC ($602.8M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $937.0M | 6.07% | 3.3M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $857.0M | 5.55% | 2.3M | Trimmed |
| 3 | AMZN | AMAZON COM INC | $760.2M | 4.92% | 3.7M | Trimmed |
| 4 | SHEL | SHELL PLC | $662.2M | 4.29% | 7.1M | Trimmed |
| 5 | MMC | MARSH & MCLENNAN COS INC | $602.8M | 3.90% | 3.5M | Trimmed |
| 6 | V | VISA INC | $585.4M | 3.79% | 1.9M | Trimmed |
| 7 | APH | AMPHENOL CORP | $503.7M | 3.26% | 4.0M | Trimmed |
| 8 | NOC | NORTHROP GRUMMAN CORP | $466.2M | 3.02% | 683,362 | Trimmed |
| 9 | WAT | WATERS CORP | $418.0M | 2.71% | 1.4M | Added |
| 10 | AON | AON PLC | $412.2M | 2.67% | 1.3M | Trimmed |
| 11 | WFC | WELLS FARGO & CO | $371.8M | 2.41% | 4.7M | Trimmed |
| 12 | AER | AERCAP HOLDINGS NV | $367.6M | 2.38% | 2.7M | Trimmed |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $365.5M | 2.37% | 509 | Trimmed |
| 14 | META | META PLATFORMS INC | $350.6M | 2.27% | 612,803 | Trimmed |
| 15 | SO | SOUTHERN CO | $330.3M | 2.14% | 3.4M | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $327.6M | 2.12% | 1.1M | Added |
| 17 | ICE | INTERCONTINENTAL EXCHANGE IN | $327.2M | 2.12% | 2.1M | Trimmed |
| 18 | ABC | CENCORA INC | $323.9M | 2.10% | 1.0M | Added |
| 19 | CME | CME GROUP INC | $304.6M | 1.97% | 1.0M | Trimmed |
| 20 | BKNG | BOOKING HOLDINGS INC | $238.7M | 1.55% | 56,702 | Trimmed |
| 21 | FCN | FTI CONSULTING INC | $231.7M | 1.50% | 1.3M | Trimmed |
| 22 | MA | MASTERCARD INCORPORATED | $226.0M | 1.46% | 452,214 | Trimmed |
| 23 | MEDP | MEDPACE HLDGS INC | $214.2M | 1.39% | 446,104 | Added |
| 24 | SII | SPROTT INC | $193.1M | 1.25% | 1.4M | Trimmed |
| 25 | OSIS | OSI SYSTEMS INC | $175.9M | 1.14% | 662,634 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31