What does Mawer Investment Management Ltd. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Mawer Investment Management Ltd. reported $15.4B in 13F holdings for the quarter ending 2026-03-31, concentrated in financial services with leading positions in GOOG, MSFT, AMZN. Notable moves this quarter: SO INCREASED (+$176.1M); WAT INCREASED ($-75.3M). 8 new positions initiated, 8 closed out, reflecting 58 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

GOOG

ALPHABET INC

$937M3.3M6.1%

MSFT

MICROSOFT CORP

$857M2.3M5.5%

AMZN

AMAZON COM INC

$760M3.7M4.9%

SHEL

SHELL PLC

$662M7.1M4.3%

MRSH

MARSH & MCLENNAN COS INC

$603M3.5M3.9%

VISA INC

$585M1.9M3.8%

APH

AMPHENOL CORP

$504M4.0M3.3%

NOC

NORTHROP GRUMMAN CORP

$466M683K3.0%

WAT

WATERS CORP

$418M1.4M2.7%

G0403H108

AON PLC

$412M1.3M2.7%

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