Institutions / Mawer Investment Management Ltd. / Activity
Activity — Mawer Investment Management Ltd.
36 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $544.57M | +2.7M +762.52% | 3,078,576 4.19% of portfolio | high |
| Q2 2026 as of | Add | Cencora Inc Common stock | $246.35M | +871K +140.80% | 1,488,843 2.86% of portfolio | high |
| Q2 2026 as of | Add | American Electric Power Co Inc Common stock | $178.82M | +1.3M +133.81% | 2,283,858 2.12% of portfolio | high |
| Q2 2026 as of | Add | Southern Co Common stock | $120.17M | +1.3M +71.02% | 3,023,312 1.97% of portfolio | high |
| Q2 2026 as of | Add | Booking Holdings Inc Common stock | $111.98M | +628K +559.94% | 740,483 0.90% of portfolio | high |
| Q2 2026 as of | Add | S&P Global Inc. Common stock | $90.61M | +222K +107.95% | 428,573 1.19% of portfolio | high |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $42.74M | +170K +64.98% | 431,246 0.74% of portfolio | medium |
| Q2 2026 as of | Add | Verisk Analytics, Inc. Common stock | $37.54M | +209K +81.93% | 464,286 0.57% of portfolio | medium |
| Q2 2026 as of | Add | Interparfums Inc Common stock | $34.59M | +309K +402.19% | 386,090 0.29% of portfolio | medium |
| Q2 2026 as of | Add | G6683N103 Common stock | $34.34M | +2.6M +56.05% | 7,155,847 0.65% of portfolio | medium |
| Q2 2026 as of | Add | Kla Corp Common stock | $29.33M | +97K +1013.98% | 106,797 0.22% of portfolio | medium |
| Q2 2026 as of | Add | OPENLANE Inc Common stock | $25.90M | +628K +168.66% | 1,000,262 0.28% of portfolio | medium |
| Q2 2026 as of | Add | Medline Inc. Common stock | $24.28M | +616K +273.58% | 840,566 0.23% of portfolio | medium |
| Q2 2026 as of | Add | Dorman Products, Inc. Common stock | $22.74M | +167K +182.63% | 257,897 0.24% of portfolio | medium |
| Q2 2026 as of | Add | Novanta Inc Common stock | $21.48M | +132K +28.96% | 589,573 0.65% of portfolio | medium |
| Q2 2026 as of | Add | Vertiv Holdings Co Common stock | $21.06M | +63K +687.79% | 72,028 0.16% of portfolio | medium |
| Q2 2026 as of | Add | Boston Scientific Corp Common stock | $20.67M | +484K +1048.36% | 530,533 0.15% of portfolio | medium |
| Q2 2026 as of | Add | Airbnb, Inc. Common stock | $11.30M | +79K +11.82% | 746,819 0.73% of portfolio | medium |
| Q2 2026 as of | Add | Aaon, Inc. Common stock | $11.29M | +89K +11.61% | 855,173 0.74% of portfolio | medium |
| Q2 2026 as of | Add | Block, Inc. Common stock | $9.56M | +126K +267.33% | 172,805 0.09% of portfolio | medium |
| Q2 2026 as of | Add | Atour Lifestyle Holdings Ltd Common stock | $8.67M | +273K +56.87% | 752,258 0.16% of portfolio | medium |
| Q2 2026 as of | Add | Sprouts Farmers Market, Inc. Common stock | $7.47M | +88K +90.88% | 185,380 0.11% of portfolio | medium |
| Q2 2026 as of | Add | Kinsale Capital Group, Inc. Common stock | $5.92M | +18K +51.88% | 52,521 0.12% of portfolio | medium |
| Q2 2026 as of | Add | Hershey Co Common stock | $5.65M | +32K +13.07% | 278,385 0.33% of portfolio | medium |
| Q2 2026 as of | Add | Tradeweb Markets Inc. Common stock | $4.81M | +48K +9.08% | 579,425 0.39% of portfolio | low |
| Q2 2026 as of | Add | Csw Industrials, Inc. Common stock | $4.34M | +16K +102.71% | 30,757 0.06% of portfolio | low |
| Q2 2026 as of | Add | LPL Financial Holdings Inc. Common stock | $4.12M | +15K +29.51% | 64,243 0.12% of portfolio | low |
| Q2 2026 as of | Add | Advanced Drainage Systems, Inc. Common stock | $4.02M | +26K +39.22% | 91,012 0.10% of portfolio | low |
| Q2 2026 as of | Add | Resmed Inc Common stock | $3.20M | +16K +22.50% | 89,367 0.12% of portfolio | low |
| Q2 2026 as of | Add | Waystar Holding Corp. Common stock | $2.92M | +142K +42.14% | 480,069 0.07% of portfolio | low |
| Q2 2026 as of | Add | McEwen Inc. Common stock | $2.91M | +161K +64.30% | 410,707 0.05% of portfolio | low |
| Q2 2026 as of | Add | Sea Ltd Common stock | $1.88M | +20K +242.05% | 27,785 0.02% of portfolio | low |
| Q2 2026 as of | Add | Cognex Corp Common stock | $1.62M | +22K +1.74% | 1,305,175 0.64% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $459.8K | +2K +40.53% | 5,510 0.01% of portfolio | low |
| Q2 2026 as of | Add | Comfort Systems USA Inc Common stock | $73.3K | +37 +0.57% | 6,534 0.09% of portfolio | low |
| Q2 2026 as of | Add | Itt Inc. Common stock | $26.3K | +133 +0.03% | 422,873 0.57% of portfolio | low |