Mawer Investment Management Ltd.
SEC Form 13F institutional filer · CIK 0001538449
13F-HR · 65 reported holdings · 2026-03-31
Mawer Investment Management Ltd. is an asset manager.
Reported long-US-equity value
$11.70B
Top-10 concentration
50.6%
Mawer Investment Management Ltd. — $11.7B AUM allocation strategy
Mawer Investment Management Ltd. files SEC Form 13F and reports $11.7B of long US equity value across 65 reported holdings for 2026-03-31.
Its largest sector bet is Financials 26.9%, followed by Information Technology 11.6% and Communication Services 11.2%.
The top 10 holdings account for 51% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Mawer Investment Management Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$11.7B
total across 65 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
51% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SO +1.65M sh · +$176M+$NVDA +595K sh · +$99.4M+$BSX +543K sh · +$32.6M
Biggest trims (shares)
−$APH −1.1M sh · −$184M−$CDW −735K sh · −$116M−$MRSH −430K sh · −$122M
Exited to nil (held last quarter, gone now)
$DE ($178M last qtr)$ACN ($95.1M last qtr)$BLK ($4.74M last qtr)$ODFL ($3.06M last qtr)$XLV ($1.68M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services11.2%—
- Insurance Brokers8.7%—
- Systems Software7.3%—
- Aerospace & Defense7.1%—
- Transaction & Payment Processing Services6.9%—
- Broadline Retail6.5%—
- Diversified Banks6.0%—
- Financial Exchanges & Data5.4%—
- Other holdings40.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 3.27M | $937M | -403K | 8.0% |
| $MSFT | Microsoft Corporation | 2.32M | $857M | -311K | 7.3% |
| $AMZN | Amazon.com Inc | 3.65M | $760M | -420K | 6.5% |
| $MRSH | Marsh | 3.48M | $603M | -430K | 5.2% |
| $V | Visa Inc | 1.94M | $585M | -98.5K | 5.0% |
| $APH | Amphenol Corporation | 3.99M | $504M | -1.1M | 4.3% |
| $NOC | Northrop Grumman Corporation | 683K | $466M | -163K | 4.0% |
| $WAT | Waters Corporation | 1.4M | $418M | +105K | 3.6% |
| $AON | Aon plc | 1.28M | $412M | -201K | 3.5% |
| $META | Meta Platforms Inc | 881K | $375M | -117K | 3.2% |
…and 55 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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