account_balance
Investment manager · 13F filer · SEC CIK 1538449
Mawer Investment Management Ltd.
Reported value$13.6Bas of Sep 30, 2026
Positions143 15 new, 14 sold out
Top 10 weight42.3%GOOG alone is 6%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc
5.8%Trimmed −13%
MSFTMicrosoft Corp
5.5%Trimmed −14%
AMZNAmazon Com Inc
5.3%Trimmed −4%
NVDANvidia Corporation
5.2%
SHELShell PLC
5.1%Trimmed −8%
VVisa Inc
3.9%Trimmed −13%
WATWaters Corp
3.2%Trimmed −19%
CORCencora Inc
3.0%Trimmed −8%
METAMeta Platforms Inc
2.7%Trimmed −7%
APHAmphenol Corp
2.6%Added +77%
AERAercap Holdings NV
2.4%Trimmed −5%
WFCWells Fargo & Co
2.3%Trimmed −7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc 5.8% Trimmed −13%MSFT Microsoft Corp 5.5% Trimmed −14%AMZN Amazon Com Inc 5.3% Trimmed −4%NVDA Nvidia Corporation 5.2% HeldSHEL Shell PLC 5.1% Trimmed −8%V Visa Inc 3.9% Trimmed −13%WAT Waters Corp 3.2% Trimmed −19%COR Cencora Inc 3.0% Trimmed −8%META Meta Platforms Inc 2.7% Trimmed −7%APH Amphenol Corp 2.6% Added +77%AER Aercap Holdings NV 2.4% Trimmed −5%WFC Wells Fargo & Co 2.3% Trimmed −7%
What changed