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Mawer Investment Management Ltd.

Quarter-over-quarter position changes

166 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedNVIDIA CorpJun 30, 2026+2,721,648+763%3,078,576$544.57Mhigh
TrimmedAMPHENOL CORP /DEJun 30, 2026-2,727,261-54%2,358,285$480.87Mhigh
TrimmedMICROSOFT CORPJun 30, 2026-946,690-36%1,679,876$353.13Mhigh
TrimmedAlphabet Inc.Jun 30, 2026-986,978-27%2,682,081$348.73Mhigh
TrimmedMARSH & MCLENNAN COMPANIES, INC.Jun 30, 2026-2,034,527-52%1,871,159$339.09Mhigh
NewM87915274Jun 30, 2026+1,038,086New1,038,086$270.57Mhigh
TrimmedAmazon.com IncJun 30, 2026-1,041,858-26%3,028,097$248.32Mhigh
AddedCencora IncJun 30, 2026+870,559+141%1,488,843$246.35Mhigh
TrimmedFTI CONSULTING, INCJun 30, 2026-1,568,880-68%736,868$233.78Mhigh
TrimmedAPTARGROUP, INC.Jun 30, 2026-1,863,932-91%193,292$233.36Mhigh
ExitedOSI Systems IncJun 30, 2026-803,602-100%0$204.97Mhigh
AddedAMERICAN ELECTRIC POWER CO INCJun 30, 2026+1,307,070+134%2,283,858$178.82Mhigh
ExitedDEERE & COJun 30, 2026-382,487-100%0$178.07Mhigh
TrimmedFerguson Enterprises Inc. /DEJun 30, 2026-702,139-83%144,782$166.64Mhigh
NewMCKESSON CORPJun 30, 2026+180,449New180,449$136.35Mhigh
Trimmed084670108Jun 30, 2026-172-29%415$128.80Mhigh
TrimmedAerCap Holdings N.V.Jun 30, 2026-852,697-26%2,420,238$124.31Mhigh
AddedSOUTHERN COJun 30, 2026+1,255,539+71%3,023,312$120.17Mhigh
TrimmedCDW CorpJun 30, 2026-837,427-47%949,381$117.78Mhigh
AddedBooking Holdings IncJun 30, 2026+628,278+560%740,483$111.98Mhigh
TrimmedVisa IncJun 30, 2026-305,022-15%1,730,185$104.65Mhigh
TrimmedAon plcJun 30, 2026-306,069-21%1,171,624$101.52Mhigh
ExitedAccenture plcJun 30, 2026-354,552-100%0$95.13Mhigh
TrimmedNorthrop Grumman CorpJun 30, 2026-179,062-21%667,069$91.20Mhigh
AddedS&P Global Inc.Jun 30, 2026+222,478+108%428,573$90.61Mhigh
TrimmedCorpay IncJun 30, 2026-262,416-42%367,757$87.46Mhigh
TrimmedMeta Platforms IncJun 30, 2026-142,518-21%545,687$80.28Mhigh
ExitedNetEase, Inc.NTESJun 30, 2026-559,896-100%0$77.05Mhigh
TrimmedMedpace Holdings, Inc.Jun 30, 2026-140,127-34%267,175$74.21Mhigh
NewValmont Industries IncJun 30, 2026+114,118New114,118$65.91Mhigh
NewVEEVA SYSTEMS INCJun 30, 2026+355,389New355,389$63.07Mhigh
TrimmedSandisk CorpJun 30, 2026-25,798-60%17,110$58.66Mhigh
TrimmedWELLS FARGO & COMPANY/MNJun 30, 2026-681,011-14%4,195,116$56.28Mhigh
TrimmedVERIZON COMMUNICATIONS INCJun 30, 2026-1,308,285-44%1,676,590$55.39Mhigh
NewSK Telecom Co., Ltd.SKMJun 30, 2026+1,708,146New1,708,146$54.93Mhigh
NewLUMENTUM HLDGS INCJun 30, 2026+57,680New57,680$49.49Mmedium
TrimmedIntercontinental Exchange, Inc.Jun 30, 2026-399,266-16%2,031,582$49.15Mmedium
NewBroadcom Inc.Jun 30, 2026+128,290New128,290$48.46Mmedium
TrimmedBIO-RAD LABORATORIES, INC.Jun 30, 2026-162,369-69%71,577$47.67Mmedium
TrimmedVALVOLINE INCJun 30, 2026-1,204,375-78%342,685$47.62Mmedium
TrimmedBecton Dickinson & CoJun 30, 2026-311,241-57%231,895$47.10Mmedium
AddedAbbVie Inc.Jun 30, 2026+169,848+65%431,246$42.74Mmedium
TrimmedCME Group IncJun 30, 2026-184,557-16%955,942$40.76Mmedium
TrimmedBORGWARNER INCJun 30, 2026-578,660-66%295,797$38.42Mmedium
TrimmedINSPERITY, INC.Jun 30, 2026-924,758-77%275,434$38.20Mmedium
AddedVerisk Analytics, Inc.Jun 30, 2026+209,085+82%464,286$37.54Mmedium
TrimmedUber Technologies, IncJun 30, 2026-519,874-21%1,983,808$37.51Mmedium
AddedInterparfums IncJun 30, 2026+309,209+402%386,090$34.59Mmedium
AddedG6683N103Jun 30, 2026+2,570,127+56%7,155,847$34.34Mmedium
NewServiceNow IncJun 30, 2026+337,344New337,344$33.49Mmedium
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