Mawer Investment Management Ltd. Top Holdings and 13F Report (2023) About Mawer Investment Management Ltd.Investment ActivityMawer Investment Management Ltd. has $13.64 billion in total holdings as of December 31, 2022.Mawer Investment Management Ltd. owns shares of 143 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 5.14% of the portfolio was purchased this quarter.About 15.18% of the portfolio was sold this quarter.This quarter, Mawer Investment Management Ltd. has purchased 142 new stocks and bought additional shares in 33 stocks.Mawer Investment Management Ltd. sold shares of 93 stocks and completely divested from 14 stocks this quarter.Largest Holdings Alphabet $791,625,568Microsoft $745,172,920Amazon.com $724,981,653NVIDIA $707,498,859Shell $701,074,543 Largest New Holdings this Quarter 60744M106 - MOBILITY GLOBAL INC $63,567,641 Holding64125S104 - NEUTRON HOLDINGS INC $40,740,637 Holding426281101 - Jack Henry & Associates $26,909,783 Holding78392B206 - SK HYNIX INC $9,941,154 Holding53263P105 - Limbach $9,205,739 Holding Largest Purchases this Quarter Amphenol 1,809,451 shares (about $152.54M)Generac 591,986 shares (about $122.51M)MOBILITY GLOBAL INC 3,706,568 shares (about $63.57M)NEUTRON HOLDINGS INC 1,446,242 shares (about $40.74M)Verisk Analytics 228,618 shares (about $38.37M) Largest Sales this Quarter Medpace 216,144 shares (about $134.91M)Alphabet 358,827 shares (about $122.27M)Microsoft 227,014 shares (about $116.44M)Waters 234,333 shares (about $102.96M)Visa 233,075 shares (about $83.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMawer Investment Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$791,625,568$122,266,712 ▼-13.4%2,323,2545.8%Communication ServicesMSFTMicrosoft$745,172,920$116,435,481 ▼-13.5%1,452,8625.5%TechnologyAMZNAmazon.com$724,981,653$29,468,715 ▼-3.9%2,909,8205.3%Consumer DiscretionaryNVDANVIDIA$707,498,859$4,413,672 ▲0.6%3,097,9025.2%TechnologySHELShell$701,074,543$60,636,387 ▼-8.0%7,375,8505.1%EnergyVVisa$537,956,536$83,750,840 ▼-13.5%1,497,1103.9%FinanceWATWaters$431,750,765$102,963,577 ▼-19.3%982,6143.2%HealthcareCORCencora$413,025,702$33,999,409 ▼-7.6%1,375,6063.0%HealthcareMETAMeta Platforms$368,255,831$27,465,467 ▼-6.9%507,8132.7%Communication ServicesAPHAmphenol$351,340,145$152,536,719 ▲76.7%4,167,7362.6%TechnologyAERAerCap$330,716,724$16,635,834 ▼-4.8%2,304,3252.4%IndustrialsWFCWells Fargo & Company$313,893,021$21,926,015 ▼-6.5%3,921,2122.3%FinanceNOCNorthrop Grumman$292,565,835$29,948,685 ▼-9.3%605,1252.1%IndustrialsMARSH & MCLENNAN COS INC$281,988,083$37,474,894 ▼-11.7%1,651,6612.1%COMBRK.ABerkshire Hathaway$277,138,855$32,868,220 ▼-10.6%3712.0%FinanceICEIntercontinental Exchange$273,532,376$35,329,035 ▼-11.4%1,799,2002.0%FinanceJPMJPMorgan Chase & Co.$266,057,456$40,887,280 ▼-13.3%804,2122.0%FinanceAONAON$256,979,008$67,291,367 ▼-20.8%928,4931.9%FinanceAEPAmerican Electric Power$256,454,004$14,502,910 ▼-5.4%2,161,6151.9%UtilitiesTSEMTower Semiconductor$235,387,776$704,123 ▼-0.3%1,034,9901.7%TechnologySOSouthern$232,905,731$17,696,601 ▼-7.1%2,809,8171.7%UtilitiesMAMastercard$210,078,636$29,361,917 ▼-12.3%380,9431.5%FinanceCMECME Group$210,013,385$40,424,300 ▼-16.1%801,6391.5%FinanceSPGIS&P Global$172,865,432$3,806,241 ▲2.3%438,2221.3%FinanceMCKMcKesson$162,921,463$8,852,302 ▲5.7%190,8171.2%HealthcareSIISprott$133,966,565$23,699,318 ▼-15.0%1,122,1861.0%FinanceCORPAY INC$124,986,195$17,924,175 ▼-12.5%321,6320.9%COM SHSTXNTexas Instruments$124,175,381$1,075,546 ▼-0.9%443,3410.9%TechnologyGNRCGenerac$124,011,683$122,511,502 ▲8,166.5%599,2350.9%IndustrialsVRSKVerisk Analytics$116,303,936$38,373,531 ▲49.2%692,9040.9%IndustrialsCACICACI International$110,850,711$26,028,489 ▼-19.0%181,9880.8%IndustrialsABTAbbott Laboratories$110,495,004$6,784,284 ▼-5.8%1,118,0310.8%HealthcareBKNGBooking$106,266,030$14,366,055 ▼-11.9%652,2990.8%Consumer DiscretionaryABNBAirbnb$105,712,359$14,264,114 ▼-11.9%658,0290.8%Consumer DiscretionaryCDWCDW$103,579,040$18,093,629 ▼-14.9%808,2010.8%TechnologyMLMMartin Marietta Materials$99,786,086$16,109,621 ▼-13.9%207,9700.7%MaterialsABBVAbbVie$94,558,768$18,250,873 ▼-16.2%361,4770.7%HealthcareAJGArthur J. Gallagher & Co.$93,622,047$22,719,756 ▼-19.5%410,4250.7%FinanceBWXTBWX Technologies$90,858,948$3,636,802 ▼-3.8%663,2040.7%IndustrialsNUNU$87,577,803$3,015,220 ▼-3.3%6,917,6780.6%FinanceVEEVVeeva Systems$87,072,526$14,373,264 ▼-14.2%305,0360.6%HealthcareFCNFTI Consulting$81,013,355$18,102,759 ▼-18.3%602,2850.6%IndustrialsNOVTNovanta$74,276,217$9,555,168 ▼-11.4%522,3730.5%TechnologyTWTradeweb Markets$72,419,557$13,990,340 ▲23.9%718,1630.5%FinanceJNJJohnson & Johnson$71,731,568$13,640,993 ▼-16.0%270,9510.5%HealthcareITTITT$71,196,243$14,147,986 ▼-16.6%352,7710.5%IndustrialsAAONAAON$71,089,185$315,067 ▲0.4%858,9800.5%IndustrialsCGNXCognex$70,286,133$8,872,731 ▼-11.2%1,158,8810.5%TechnologyELVElevance Health$65,823,727$6,999,538 ▼-9.6%169,2910.5%HealthcareLITELumentum$64,378,027$8,355,750 ▲14.9%66,2830.5%TechnologyMOBILITY GLOBAL INC$63,567,641$63,567,641 ▲New Holding3,706,5680.5%COM SHSMEDLINE INC$62,742,909$33,575,269 ▲115.1%1,808,1530.5%COM CL APGProcter & Gamble$62,108,943$51,867,429 ▼-45.5%427,5120.5%Consumer StaplesESQEsquire Financial$60,708,367$7,236,701 ▼-10.7%521,6840.4%FinanceHDBHDFC Bank$58,959,884$323,885 ▲0.6%2,639,2070.4%FinanceSKMSK Telecom$56,499,985$3,131,392 ▼-5.3%1,618,4470.4%Communication ServicesVMIValmont Industries$54,820,999$1,986,647 ▲3.8%118,4090.4%IndustrialsVZVerizon Communications$49,657,119$27,248,064 ▼-35.4%1,082,5620.4%Communication ServicesDHRDanaher$47,667,147$23,136,466 ▼-32.7%215,1530.3%HealthcareTSMTaiwan Semiconductor Manufacturing$45,161,441$9,730,989 ▼-17.7%98,9970.3%TechnologyAVGOBroadcom$44,729,314$324,851 ▼-0.7%127,3650.3%TechnologyUNHUnitedHealth Group$41,123,972$6,579,542 ▼-13.8%112,0300.3%HealthcareNEUTRON HOLDINGS INC$40,740,637$40,740,637 ▲New Holding1,446,2420.3%COMBSXBoston Scientific$39,483,302$16,325,537 ▲70.5%904,5430.3%HealthcareFORMFormFactor$34,613,791$4,330,139 ▲14.3%231,8250.3%TechnologyTERTeradyne$33,885,715$19,454,158 ▲134.8%84,5220.2%TechnologyATATAtour Lifestyle$31,961,337$7,422,681 ▲30.2%979,8080.2%Consumer DiscretionaryMEDPMedpace$31,852,530$134,912,764 ▼-80.9%51,0310.2%HealthcareADSKAutodesk$31,116,547$3,894,715 ▲14.3%148,8830.2%TechnologyNOWServiceNow$29,897,363$15,310,106 ▼-33.9%223,0980.2%TechnologyWCCWESCO International$28,947,355$2,116,187 ▲7.9%80,5010.2%IndustrialsDORMDorman Products$27,208,986$4,409,186 ▼-13.9%221,9330.2%Consumer DiscretionaryKAROPENLANE$26,990,891$7,148,051 ▼-20.9%790,8260.2%IndustrialsJKHYJack Henry & Associates$26,909,783$26,909,783 ▲New Holding187,8650.2%FinanceWAYSTAR HLDG CORP$26,770,595$14,605,647 ▲120.1%1,056,4560.2%COMHSYHershey$26,495,659$17,380,600 ▼-39.6%168,1090.2%Consumer StaplesBBSIBarrett Business Services$25,838,227$11,398,972 ▼-30.6%853,8740.2%IndustrialsIPARInterparfums$25,798,866$17,041,681 ▼-39.8%232,5060.2%Consumer StaplesFNDFloor & Decor$24,751,922$17,403,998 ▲236.9%540,3170.2%Consumer DiscretionaryAMEAMETEK$24,355,327$12,089,967 ▼-33.2%98,3140.2%TechnologyBRK.BBerkshire Hathaway$24,242,198$1,078,560 ▼-4.3%48,6840.2%FinanceSANDISK CORP$22,016,568$7,752,950 ▼-26.0%12,6540.2%COMZTSZoetis$21,896,034$3,936,806 ▲21.9%313,5620.2%HealthcareSNSharkNinja$20,472,079$2,778,531 ▼-12.0%113,6580.2%Consumer DiscretionaryKKRKKR & Co. Inc.$18,452,187$1,140,976 ▲6.6%202,1050.1%FinanceLPLALPL Financial$17,602,154$2,043,356 ▼-10.4%57,5610.1%FinanceRMDResMed$17,418,921$2,340,122 ▼-11.8%78,7830.1%HealthcareKNSLKinsale Capital Group$17,375,569$424,416 ▲2.5%53,8360.1%FinanceIBKRInteractive Brokers Group$16,907,522$2,163,518 ▼-11.3%197,9340.1%FinanceKLACKLA$16,778,210$4,039,729 ▼-19.4%86,0730.1%TechnologyNKENIKE$15,865,395$17,765,879 ▼-52.8%448,1750.1%Consumer DiscretionaryGLBEGlobal-e Online$15,559,063$2,030,998 ▲15.0%391,6200.1%Consumer DiscretionarySFMSprouts Farmers Market$13,853,283$1,553,320 ▲12.6%208,7910.1%Consumer StaplesBBB FOODS INC$13,698,191$2,508,506 ▲22.4%260,2240.1%CL A COMXPELXPEL$13,645,306$56,228 ▼-0.4%308,9270.1%Consumer DiscretionaryBIOBio-Rad Laboratories$13,616,823$13,418,525 ▼-49.6%36,0510.1%HealthcareRYANRyan Specialty$12,881,698$4,505,305 ▼-25.9%348,1540.1%FinanceMAPLEBEAR INC$12,363,410$2,419,938 ▲24.3%286,7210.1%COMGARRETT MOTION INC$12,276,789$6,310,375 ▲105.8%471,6400.1%COMPARRPar Pacific$12,245,367$4,417,193 ▲56.4%150,0290.1%EnergyShowing largest 100 holdings. 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