Mawer Investment Management Ltd. — 13F holdings

Mawer Investment Management Ltd. reported 142 holdings worth $14.7B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. GOOG ALPHABET INC — $948M (6.4%)
2. AMZN AMAZON COM INC — $722M (4.9%)
3. MSFT MICROSOFT CORP — $627M (4.3%)
4. SHEL SHELL PLC — $621M (4.2%)
5. NVDA NVIDIA CORPORATION — $616M (4.2%)
6. V VISA INC — $594M (4.0%)
7. WAT WATERS CORP — $456M (3.1%)
8. COR CENCORA INC — $421M (2.9%)
9. APH AMPHENOL CORP NEW — $416M (2.8%)
10. AON AON PLC — $389M (2.6%)