Investor Details
| Filer Name: | MAWER INVESTMENT MANAGEMENT LTD. |
|---|---|
| CIK: | 1538449 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 100 |
| Portfolio Value: | $22.03B |
Mawer Investment Management Ltd. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AON | US | AON PLC-CLASS A | 3,902,727 | $1,402M | 6.36% | -8.6% | - |
| MSFT | US | MICROSOFT CORP | 3,178,026 | $1,340M | 6.08% | -2.3% | - |
| MMC | US | MARSH & MCLENNAN COS | 6,221,464 | $1,322M | 6.00% | -10.1% | - |
| GOOG | US | ALPHABET INC-CL C | 6,385,879 | $1,216M | 5.52% | 6.7% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 2,130,294 | $1,078M | 4.89% | -2.3% | - |
| AMZN | US | AMAZON.COM INC | 4,077,412 | $895M | 4.06% | 17.4% | - |
| BKNG | US | BOOKING HOLDINGS INC | 175,427 | $872M | 3.96% | -8.4% | - |
| V | US | VISA INC-CLASS A SHARES | 2,516,435 | $795M | 3.61% | 18.6% | - |
| APH | US | AMPHENOL CORP-CL A | 11,349,874 | $788M | 3.58% | -12.7% | - |
| FCN | US | FTI CONSULTING INC | 4,065,609 | $777M | 3.53% | 3.8% | - |
| FDX | US | FEDEX CORP | 2,361,808 | $664M | 3.02% | 5.8% | - |
| RHI | US | ROBERT HALF INC | 8,079,597 | $569M | 2.58% | 72.6% | - |
| CDW | US | CDW CORP/DE | 3,041,920 | $529M | 2.40% | -1.1% | - |
| LULU | US | LULULEMON ATHLETICA INC | 1,369,003 | $524M | 2.38% | 100.0% | - |
| XP | US | XP INC - CLASS A | 36,680,224 | $435M | 1.97% | 39.8% | - |
| ICE | US | INTERCONTINENTAL EXCHANGE IN | 2,793,566 | $416M | 1.89% | -12.7% | - |
| NSP | US | INSPERITY INC | 5,217,635 | $404M | 1.84% | 0.5% | - |
| CPAY | US | CORPAY INC | 1,166,931 | $395M | 1.79% | -0.5% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 2,001,866 | $336M | 1.52% | -25.8% | - |
| SHEL | US | SHELL PLC-ADR | 5,145,650 | $322M | 1.46% | -2.6% | - |