Mawer Investment Management Ltd. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$19.7B
Holdings
110
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (110 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $1.4B |
MRSHMARSH & MCLENNAN COS INC | $1.2B |
AONAON PLC | $1.1B |
GOOGALPHABET INC | $923.7M |
BKNGBOOKING HOLDINGS INC | $919.3M |
AMZNAMAZON COM INC | $870.9M |
VVISA INC | $750.5M |
APHAMPHENOL CORP NEW | $733.5M |
FCNFTI CONSULTING INC | $616.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $591.1M |
METAMETA PLATFORMS INC | $543.2M |
NOCNORTHROP GRUMMAN CORP | $492.0M |
CDWCDW CORP | $471.9M |
JPMJPMORGAN CHASE & CO. | $360.1M |
UNHUNITEDHEALTH GROUP INC | $330.5M |
SHELSHELL PLC | $323.2M |
LULULULULEMON ATHLETICA INC | $323.0M |
NSPINSPERITY INC | $291.0M |
DEDEERE & CO | $284.5M |
CPAYCORPAY INC | $270.9M |
MEDPMEDPACE HLDGS INC | $256.6M |
ATRAPTARGROUP INC | $219.1M |
AJGGALLAGHER ARTHUR J & CO | $218.2M |
TNETTRINET GROUP INC | $205.3M |
FERGFERGUSON ENTERPRISES INC | $202.1M |
ABGCENCORA INC | $201.4M |
WMGWARNER MUSIC GROUP CORP | $200.8M |
CMECME GROUP INC | $199.9M |
TMETENCENT MUSIC ENTMT GROUP | $197.7M |
ACNACCENTURE PLC IRELAND | $194.8M |
BACVERIZON COMMUNICATIONS INC | $185.1M |
AERAERCAP HOLDINGS NV | $181.4M |
YUMCYUM CHINA HLDGS INC | $168.6M |
WATWATERS CORP | $166.3M |
ICEINTERCONTINENTAL EXCHANGE IN | $162.5M |
RHIROBERT HALF INC. | $161.8M |
ABTABBOTT LABS | $161.3M |
MAMASTERCARD INCORPORATED | $158.5M |
PGPROCTER AND GAMBLE CO | $158.2M |
MLMMARTIN MARIETTA MATLS INC | $157.4M |
POOLPOOL CORP | $145.3M |
BWXTBWX TECHNOLOGIES INC | $129.7M |
CA8ACACI INTL INC | $127.0M |
OSISOSI SYSTEMS INC | $115.3M |
AEPAMERICAN ELEC PWR CO INC | $113.0M |
VRSKVERISK ANALYTICS INC | $110.7M |
HDBHDFC BANK LTD | $108.0M |
VVVVALVOLINE INC | $101.4M |
SHWSHERWIN WILLIAMS CO | $93.8M |
NKENIKE INC | $85.9M |
BBSIBARRETT BUSINESS SVCS INC | $81.3M |
DHRDANAHER CORPORATION | $79.2M |
TXNTEXAS INSTRS INC | $76.9M |
SOSOUTHERN CO | $76.8M |
BDXBECTON DICKINSON & CO | $76.2M |
ESQESQUIRE FINL HLDGS INC | $73.4M |
TWTRADEWEB MKTS INC | $70.0M |
SPGIS&P GLOBAL INC | $69.7M |
KSPIKASPI KZ JSC | $68.4M |
DFINDONNELLEY FINL SOLUTIONS INC | $66.2M |
BUWABIO RAD LABS INC | $64.5M |
JNJJOHNSON & JOHNSON | $62.6M |
NTESNETEASE INC | $62.4M |
PAYXPAYCHEX INC | $59.3M |
AAONAAON INC | $58.3M |
ELVELEVANCE HEALTH INC | $53.9M |
ITTITT INC | $51.1M |
SIISPROTT INC | $50.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $47.1M |
ZTSZOETIS INC | $45.8M |
CGNXCOGNEX CORP | $45.7M |
ABBVABBVIE INC | $45.3M |
ARMARM HOLDINGS PLC | $44.6M |
AMEAMETEK INC | $43.0M |
HSYHERSHEY CO | $42.4M |
ICLRICON PLC | $38.7M |
STTSTATE STR CORP | $38.5M |
MCXMCCORMICK & CO INC | $36.5M |
RYANRYAN SPECIALTY HOLDINGS INC | $33.8M |
BWABORGWARNER INC | $33.0M |
SNASNAP ON INC | $31.6M |
SNSHARKNINJA INC | $28.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $28.0M |
IBKRINTERACTIVE BROKERS GROUP IN | $25.0M |
CASHPATHWARD FINANCIAL INC | $20.2M |
RMERESMED INC | $20.1M |
LPLALPL FINL HLDGS INC | $19.9M |
KNSLKINSALE CAP GROUP INC | $17.3M |
ENSGENSIGN GROUP INC | $16.9M |
FCNCAFIRST CTZNS BANCSHARES INC N | $16.9M |
CSLCARLISLE COS INC | $14.8M |
RBARB GLOBAL INC | $13.8M |
MUSAMURPHY USA INC | $12.9M |
DHID R HORTON INC | $12.3M |
FOURSHIFT4 PMTS INC | $10.6M |
ABNBAIRBNB INC | $9.9M |
WMSADVANCED DRAIN SYS INC DEL | $9.5M |
CBZCBIZ INC | $9.2M |
KLACKLA CORP | $9.2M |
VRSNVERISIGN INC | $8.8M |
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