Mawer Investment Management Ltd. Q1 2023 Filing

Filed May 5, 2023

Portfolio Value

$18.3B

Holdings

103

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (103 positions)

StockValue
AONAON PLC
$1.6B
MRSHMARSH & MCLENNAN COS INC
$1.3B
MSFTMICROSOFT CORP
$1.1B
FCNFTI CONSULTING INC
$753.0M
APHAMPHENOL CORP NEW
$724.7M
JNJJOHNSON & JOHNSON
$671.8M
CDWCDW CORP
$639.0M
GOOGALPHABET INC
$606.6M
UNHUNITEDHEALTH GROUP INC
$552.6M
VVISA INC
$529.4M
NSPINSPERITY INC
$507.7M
ICEINTERCONTINENTAL EXCHANGE IN
$486.6M
PGPROCTER AND GAMBLE CO
$446.4M
AMZNAMAZON COM INC
$395.4M
TNETTRINET GROUP INC
$353.4M
FDXFEDEX CORP
$350.6M
OGNORGANON & CO
$311.4M
MRNAMODERNA INC
$286.5M
SPGIS&P GLOBAL INC
$279.3M
SHELSHELL PLC
$263.0M
VRSKVERISK ANALYTICS INC
$250.0M
AMEAMETEK INC
$246.2M
FLT1EURFLEETCOR TECHNOLOGIES INC
$242.4M
INTUINTUIT
$234.3M
ACNACCENTURE PLC IRELAND
$231.2M
XPXP INC
$224.4M
SCCOSOUTHERN COPPER CORP
$210.0M
AJGGALLAGHER ARTHUR J & CO
$201.0M
CMECME GROUP INC
$188.0M
WATWATERS CORP
$186.0M
BDXBECTON DICKINSON & CO
$185.0M
CCUCOMPANIA CERVECERIAS UNIDAS
$166.2M
DNBDUN & BRADSTREET HLDGS INC
$159.3M
PAYXPAYCHEX INC
$149.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$125.0M
WINAWINMARK CORP
$118.0M
JPMJPMORGAN CHASE & CO
$113.0M
MAMASTERCARD INCORPORATED
$109.0M
LINLINDE PLC
$108.0M
MLMMARTIN MARIETTA MATLS INC
$105.0M
ABGAMERISOURCEBERGEN CORP
$103.0M
SHWSHERWIN WILLIAMS CO
$97.0M
ATRAPTARGROUP INC
$92.0M
DHRDANAHER CORPORATION
$87.0M
MCXMCCORMICK & CO INC
$85.0M
PEPPEPSICO INC
$81.0M
STTSTATE STR CORP
$79.0M
BACVERIZON COMMUNICATIONS INC
$76.0M
CARRCARRIER GLOBAL CORPORATION
$75.0M
NKENIKE INC
$75.0M
DGDOLLAR GEN CORP NEW
$74.0M
HSYHERSHEY CO
$74.0M
WTWWILLIS TOWERS WATSON PLC LTD
$72.0M
PCCPC CONNECTION INC
$72.0M
ABTABBOTT LABS
$71.0M
ALLEALLEGION PLC
$66.0M
BWXTBWX TECHNOLOGIES INC
$65.0M
SOSOUTHERN CO
$57.0M
ADBEADOBE SYSTEMS INCORPORATED
$56.0M
TXNTEXAS INSTRS INC
$55.0M
CBZCBIZ INC
$54.0M
SSNCSS&C TECHNOLOGIES HLDGS INC
$52.0M
AEPAMERICAN ELEC PWR CO INC
$51.0M
TWTRADEWEB MKTS INC
$51.0M
GICGLOBAL INDUSTRIAL COMPANY
$48.0M
CCFEURCHASE CORP
$47.0M
HDBHDFC BANK LTD
$46.0M
BUWABIO RAD LABS INC
$46.0M
RYANRYAN SPECIALTY HOLDINGS INC
$45.0M
DFINDONNELLEY FINL SOLUTIONS INC
$42.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$38.0M
TDTORONTO DOMINION BK ONT
$34.0M
CMCSACOMCAST CORP NEW
$32.0M
WMGWARNER MUSIC GROUP CORP
$24.0M
PINCPREMIER INC
$22.0M
RBAGBPRITCHIE BROS AUCTIONEERS
$22.0M
ESTCELASTIC N V
$16.0M
GOOGLALPHABET INC
$6.0M
INFYINFOSYS LTD
$5.0M
SSTKSHUTTERSTOCK INC
$4.0M
CRLCHARLES RIV LABS INTL INC
$3.0M
HUMHUMANA INC
$3.0M
VVVVALVOLINE INC
$3.0M
CBRECBRE GROUP INC
$2.0M
CNXCCONCENTRIX CORP
$2.0M
CPRTCOPART INC
$2.0M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$2.0M
CSWCSW INDUSTRIALS INC
$2.0M
XPELXPEL INC
$2.0M
KLACKLA CORP
$2.0M
2JEFOCUS FINL PARTNERS INC
$2.0M
EEFTEURONET WORLDWIDE INC
$2.0M
BKNGBOOKING HOLDINGS INC
$1.1M
NVEEUSDNV5 GLOBAL INC
$1.0M
MSCIMSCI INC
$1.0M
VRSNVERISIGN INC
$1.0M
MORNMORNINGSTAR INC
$1.0M
CLBTCELLEBRITE DI LTD
$1.0M
0J7QIAC INC
$1.0M
AAPLAPPLE INC
$465K
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