Mawer Investment Management Ltd.
Top Portfolio Positions
125 positions ·
$14,156,348,662 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
2,315,228 | $857,027,948 | 6.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,650,041 | $760,194,039 | 5.37% | |
| SHEL |
Shell plc
Energy
|
7,120,336 | $662,191,248 | 4.68% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
3,475,590 | $602,841,085 | 4.26% | |
| V |
Visa Inc.
Financial Services
|
1,936,751 | $585,363,622 | 4.13% | |
| APH |
Amphenol Corp /De/
Technology
|
3,986,761 | $503,727,252 | 3.56% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
683,362 | $466,216,890 | 3.29% | |
| WAT |
Waters Corp /De/
Healthcare
|
1,403,627 | $418,000,120 | 2.95% | |
| AON |
Aon plc
Financial Services
|
1,277,088 | $412,218,464 | 2.91% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
4,670,184 | $371,793,348 | 2.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CGNX
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,141,919 | 1,186,812 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $46,156,259 | 1,282,831 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $65,216,009 | 1,439,647 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $45,723,333 | 1,441,467 | Shares | Sole | 2025-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||