Mawer Investment Management Ltd.
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$15.4B
Holdings
121
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOG
ALPHABET INC
Q1 2026: Sold 11.0% (3.67M → 3.27M shares)
6.5%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 11.8% (2.63M → 2.32M shares)
6.0%
03
$AMZN
AMAZON COM INC
Q1 2026: Sold 10.3% (4.07M → 3.65M shares)
5.3%
04
$SHEL
SHELL PLC
Q1 2026: Sold 11.8% (8.08M → 7.12M shares)
4.6%
05
$MRSH
MARSH & MCLENNAN COS INC
Q1 2026: Sold 11.0% (3.91M → 3.48M shares)
4.2%
06
$V
VISA INC
Q1 2026: Sold 4.8% (2.04M → 1.94M shares)
4.1%
07
$APH
AMPHENOL CORP
Q1 2026: Sold 21.6% (5.09M → 3.99M shares)
3.5%
08
$NOC
NORTHROP GRUMMAN CORP
Q1 2026: Sold 19.2% (846.1k → 683.4k shares)
3.2%
09
$WAT
WATERS CORP
Q1 2026: Increased +8.1% (1.30M → 1.40M shares)
2.9%
10
$WFC
WELLS FARGO & CO
Q1 2026: Sold 4.2% (4.88M → 4.67M shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:10 UTC.