Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q2 2025
Top Holdings110 positions
MICROSOFT CORP | 2.9M | $1.4B | 7.2% | $146.57 | +236.04% | 26 qtrssince 2019-Q1 | Decreased 0 |
MARSH & MCLENNAN COS | 5.4M | $1.2B | 6.0% | $104.43 | +103.10% | 26 qtrssince 2019-Q1 | Decreased 0 |
AON PLC-CLASS A | 3M | $1.1B | 5.4% | $190.73 | +86.17% | 21 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL C | 5.2M | $923.7M | 4.7% | $85.04 | +107.87% | 26 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 158,802 | $919.3M | 4.7% | $100.36 | +128.26% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 4M | $870.9M | 4.4% | $142.24 | +54.24% | 26 qtrssince 2019-Q1 | Increased 59 |
VISA INC-CLASS A SHARES | 2.1M | $750.5M | 3.8% | $180.87 | +94.41% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMPHENOL CORP-CL A | 7.4M | $733.5M | 3.7% | $12.88 | +280.11% | 26 qtrssince 2019-Q1 | Decreased 0 |
FTI CONSULTING INC | 3.8M | $616.3M | 3.1% | $146.12 | +10.53% | 18 qtrssince 2021-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 811 | $591.1M | 3.0% | $780,962.24 | -6.41% | 2 qtrssince 2025-Q1 | Increased 63 |
FACEBOOK INC-CLASS A | 735,898 | $543.2M | 2.8% | $735.10 | 0.00% | 1 qtr | New 81 |
NORTHROP GRUMMAN CORP | 984,009 | $492M | 2.5% | $490.03 | 0.00% | 1 qtr | New 81 |
CDW CORP/DE | 2.6M | $471.9M | 2.4% | $127.18 | +37.76% | 21 qtrssince 2020-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 1.2M | $360.1M | 1.8% | $215.52 | +31.36% | 26 qtrssince 2019-Q1 | Increased 79 |
UNITEDHEALTH GROUP INC | 1.1M | $330.5M | 1.7% | $442.09 | -31.69% | 21 qtrssince 2020-Q2 | Decreased 0 |
SHELL PLC | 4.6M | $323.2M | 1.6% | $48.20 | +39.46% | 12 qtrssince 2022-Q3 | Decreased 0 |
LULULEMON ATHLETICA INC | 1.4M | $323M | 1.6% | $380.03 | -75.13% | 3 qtrssince 2024-Q4 | Increased 50 |
INSPERITY INC | 4.8M | $291M | 1.5% | $74.38 | -25.80% | 26 qtrssince 2019-Q1 | Decreased 0 |
DEERE & CO | 559,417 | $284.5M | 1.4% | $380.26 | +33.64% | 5 qtrssince 2024-Q2 | Decreased 0 |
CORPAY INC | 816,491 | $270.9M | 1.4% | $308.10 | +7.70% | 6 qtrssince 2024-Q1 | Decreased 0 |
Mawer Investment Management Ltd. manages $19.7B across 110 positions as of Q2 2025. Top holdings: MSFT (7.2%), MRSH (6.0%), AON (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 12 new positions, 7 exits, 20 increased. Top move: META (NEW, conviction 81). Portfolio: $19.7B across 110 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR