Mawer Investment Management Ltd. Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$20.7T
Holdings
105
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (105 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRSHMARSH & MCLENNAN COS INC | 5,972,112 | $1.5T | 7.04% | |
| 2 | AONAON PLC | 3,273,574 | $1.3T | 6.31% | |
| 3 | MSFTMICROSOFT CORP | 3,063,069 | $1.1T | 5.55% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 2,073,932 | $1.1T | 5.25% | |
| 5 | GOOGALPHABET INC | 6,076,517 | $949.3B | 4.58% | |
| 6 | VVISA INC | 2,414,064 | $846.0B | 4.09% | |
| 7 | BKNGBOOKING HOLDINGS INC | 169,247 | $779.7B | 3.77% | |
| 8 | AMZNAMAZON COM INC | 3,930,186 | $747.8B | 3.61% | |
| 9 | FCNFTI CONSULTING INC | 3,972,055 | $651.7B | 3.15% | |
| 10 | APHAMPHENOL CORP NEW | 8,865,933 | $581.5B | 2.81% | |
| 11 | FDXFEDEX CORP | 2,274,767 | $554.5B | 2.68% | |
| 12 | BRK-BBERKSHIRE HATHAWAY INC DEL | 684 | $546.1B | 2.64% | |
| 13 | NSPINSPERITY INC | 5,102,562 | $455.3B | 2.20% | |
| 14 | CDWCDW CORP | 2,829,018 | $453.4B | 2.19% | |
| 15 | RHIROBERT HALF INC. | 7,805,369 | $425.8B | 2.06% | |
| 16 | LULULULULEMON ATHLETICA INC | 1,322,776 | $374.4B | 1.81% | |
| 17 | SHELSHELL PLC | 4,929,664 | $361.2B | 1.74% | |
| 18 | CPAYCORPAY INC | 1,033,243 | $360.3B | 1.74% | |
| 19 | XPXP INC | 24,589,426 | $338.1B | 1.63% | |
| 20 | DEDEERE & CO | 598,249 | $280.8B | 1.36% | |
| 21 | AJGGALLAGHER ARTHUR J & CO | 739,307 | $255.2B | 1.23% | |
| 22 | WMGWARNER MUSIC GROUP CORP | 7,883,786 | $247.2B | 1.19% | |
| 23 | TNETTRINET GROUP INC | 3,004,110 | $238.0B | 1.15% | |
| 24 | ACNACCENTURE PLC IRELAND | 758,804 | $236.8B | 1.14% | |
| 25 | SNASNAP ON INC | 698,991 | $235.6B | 1.14% | |
| 26 | ICEINTERCONTINENTAL EXCHANGE IN | 1,364,983 | $235.5B | 1.14% | |
| 27 | CMECME GROUP INC | 871,220 | $231.1B | 1.12% | |
| 28 | BACVERIZON COMMUNICATIONS INC | 4,702,275 | $213.3B | 1.03% | |
| 29 | MEDPMEDPACE HLDGS INC | 696,219 | $212.1B | 1.02% | |
| 30 | YUMCYUM CHINA HLDGS INC | 4,044,105 | $210.5B | 1.02% | |
| 31 | ABGCENCORA INC | 685,817 | $190.7B | 0.92% | |
| 32 | WATWATERS CORP | 513,514 | $189.3B | 0.91% | |
| 33 | PGPROCTER AND GAMBLE CO | 1,094,434 | $186.5B | 0.90% | |
| 34 | ATRAPTARGROUP INC | 1,203,543 | $178.6B | 0.86% | |
| 35 | ABTABBOTT LABS | 1,311,221 | $173.9B | 0.84% | |
| 36 | MAMASTERCARD INCORPORATED | 308,241 | $169.0B | 0.82% | |
| 37 | POOLPOOL CORP | 530,029 | $168.7B | 0.81% | |
| 38 | FERGFERGUSON ENTERPRISES INC | 996,683 | $159.7B | 0.77% | |
| 39 | TMETENCENT MUSIC ENTMT GROUP | 10,984,151 | $158.3B | 0.76% | |
| 40 | MLMMARTIN MARIETTA MATLS INC | 290,506 | $138.9B | 0.67% | |
| 41 | AEPAMERICAN ELEC PWR CO INC | 1,165,112 | $127.3B | 0.61% | |
| 42 | VRSKVERISK ANALYTICS INC | 411,273 | $122.4B | 0.59% | |
| 43 | JPMJPMORGAN CHASE & CO. | 431,993 | $106.0B | 0.51% | |
| 44 | SHWSHERWIN WILLIAMS CO | 302,855 | $105.8B | 0.51% | |
| 45 | CA8ACACI INTL INC | 287,564 | $105.5B | 0.51% | |
| 46 | BDXBECTON DICKINSON & CO | 443,627 | $101.6B | 0.49% | |
| 47 | ICLRICON PLC | 576,071 | $100.8B | 0.49% | |
| 48 | PAYXPAYCHEX INC | 591,480 | $91.3B | 0.44% | |
| 49 | HDBHDFC BANK LTD | 1,369,370 | $91.0B | 0.44% | |
| 50 | OSISOSI SYSTEMS INC | 461,022 | $89.6B | 0.43% | |
| 51 | DHRDANAHER CORPORATION | 434,608 | $89.1B | 0.43% | |
| 52 | NKENIKE INC | 1,379,357 | $87.6B | 0.42% | |
| 53 | JNJJOHNSON & JOHNSON | 498,598 | $82.7B | 0.40% | |
| 54 | SOSOUTHERN CO | 885,691 | $81.4B | 0.39% | |
| 55 | BBSIBARRETT BUSINESS SVCS INC | 1,963,115 | $80.8B | 0.39% | |
| 56 | KSPIKASPI KZ JSC | 860,338 | $79.9B | 0.39% | |
| 57 | TWTRADEWEB MKTS INC | 532,252 | $79.0B | 0.38% | |
| 58 | BWXTBWX TECHNOLOGIES INC | 778,951 | $76.8B | 0.37% | |
| 59 | SPGIS&P GLOBAL INC | 149,577 | $76.0B | 0.37% | |
| 60 | BUWABIO RAD LABS INC | 294,879 | $71.8B | 0.35% | |
| 61 | NTESNETEASE INC | 668,811 | $68.8B | 0.33% | |
| 62 | CVSCVS HEALTH CORP | 936,444 | $63.4B | 0.31% | |
| 63 | ESQESQUIRE FINL HLDGS INC | 779,889 | $58.8B | 0.28% | |
| 64 | AMEAMETEK INC | 339,434 | $58.4B | 0.28% | |
| 65 | DFINDONNELLEY FINL SOLUTIONS INC | 1,332,775 | $58.3B | 0.28% | |
| 66 | TXNTEXAS INSTRS INC | 314,674 | $56.5B | 0.27% | |
| 67 | ABBVABBVIE INC | 258,734 | $54.2B | 0.26% | |
| 68 | STTSTATE STR CORP | 516,537 | $46.2B | 0.22% | |
| 69 | HSYHERSHEY CO | 269,936 | $46.2B | 0.22% | |
| 70 | ITTITT INC | 344,998 | $44.6B | 0.22% | |
| 71 | AAONAAON INC | 565,972 | $44.2B | 0.21% | |
| 72 | MCXMCCORMICK & CO INC | 536,648 | $44.2B | 0.21% | |
| 73 | VVVVALVOLINE INC | 1,224,420 | $42.6B | 0.21% | |
| 74 | RYANRYAN SPECIALTY HOLDINGS INC | 511,154 | $37.8B | 0.18% | |
| 75 | BWABORGWARNER INC | 1,035,577 | $29.7B | 0.14% | |
| 76 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 175,410 | $29.1B | 0.14% | |
| 77 | BRK/BBERKSHIRE HATHAWAY INC DEL | 53,176 | $28.3B | 0.14% | |
| 78 | SNSHARKNINJA INC | 327,198 | $27.3B | 0.13% | |
| 79 | IBKRINTERACTIVE BROKERS GROUP IN | 130,851 | $21.7B | 0.10% | |
| 80 | CASHPATHWARD FINANCIAL INC | 287,644 | $21.0B | 0.10% | |
| 81 | RMERESMED INC | 80,680 | $18.1B | 0.09% | |
| 82 | KNSLKINSALE CAP GROUP INC | 36,927 | $18.0B | 0.09% | |
| 83 | LPLALPL FINL HLDGS INC | 54,926 | $18.0B | 0.09% | |
| 84 | CSLCARLISLE COS INC | 49,995 | $17.0B | 0.08% | |
| 85 | FCNCAFIRST CTZNS BANCSHARES INC N | 8,922 | $16.5B | 0.08% | |
| 86 | ORLYOREILLY AUTOMOTIVE INC | 9,651 | $13.8B | 0.07% | |
| 87 | RBARB GLOBAL INC | 135,232 | $13.6B | 0.07% | |
| 88 | XPELXPEL INC | 443,210 | $13.0B | 0.06% | |
| 89 | MUSAMURPHY USA INC | 26,652 | $12.5B | 0.06% | |
| 90 | DHID R HORTON INC | 98,399 | $12.5B | 0.06% | |
| 91 | MBCMASTERBRAND INC | 881,737 | $11.5B | 0.06% | |
| 92 | KLACKLA CORP | 16,900 | $11.5B | 0.06% | |
| 93 | VRSNVERISIGN INC | 37,362 | $9.5B | 0.05% | |
| 94 | WMSADVANCED DRAIN SYS INC DEL | 85,572 | $9.3B | 0.04% | |
| 95 | WINAWINMARK CORP | 28,058 | $8.9B | 0.04% | |
| 96 | EEFTEURONET WORLDWIDE INC | 83,366 | $8.9B | 0.04% | |
| 97 | CRLCHARLES RIV LABS INTL INC | 51,912 | $7.8B | 0.04% | |
| 98 | GOOGLALPHABET INC | 43,053 | $6.7B | 0.03% | |
| 99 | ABNBAIRBNB INC | 48,289 | $5.8B | 0.03% | |
| 100 | FOURSHIFT4 PMTS INC | 65,287 | $5.3B | 0.03% |
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