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Mawer
asset manager
Portfolio Value
$15.4B
Positions
126
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $937.0M | 3.3M | 6.1% | |
| $857.0M | 2.3M | 5.5% | |
| $760.2M | 3.7M | 4.9% | |
| $662.2M | 7.1M | 4.3% | |
| $602.8M | 3.5M | 3.9% | |
| $585.4M | 1.9M | 3.8% | |
| $503.7M | 4.0M | 3.3% | |
| $466.2M | 683.4K | 3.0% | |
| $418.0M | 1.4M | 2.7% | |
AON PLC | $412.2M | 1.3M | 2.7% |
| $371.8M | 4.7M | 2.4% | |
AERCAP HOL | $367.6M | 2.7M | 2.4% |
| $365.5M | 509 | 2.4% | |
| $350.6M | 612.8K | 2.3% | |
| $330.3M | 3.4M | 2.1% | |
| $327.6M | 1.1M | 2.1% | |
| $327.2M | 2.1M | 2.1% | |
| $323.9M | 1.0M | 2.1% | |
| $304.6M | 1.0M | 2.0% | |
| $238.7M | 56.7K | 1.5% | |
| $231.7M | 1.3M | 1.5% | |
| $226.0M | 452.2K | 1.5% | |
| $214.2M | 446.1K | 1.4% | |
| $193.1M | 1.4M | 1.3% | |
| $175.9M | 662.6K | 1.1% | |
| $174.9M | 1.3M | 1.1% | |
TOWER SEMI | $169.3M | 965.0K | 1.1% |
| $165.9M | 951.5K | 1.1% | |
| $163.0M | 383.1K | 1.1% | |
| $159.2M | 2.2M | 1.0% | |
| $156.8M | 672.0K | 1.0% | |
| $150.5M | 255.7K | 1.0% | |
| $150.1M | 734.2K | 1.0% | |
| $149.4M | 513.5K | 1.0% | |
| $137.1M | 2.7M | 0.9% | |
| $128.7M | 1.3M | 0.8% | |
| $127.3M | 1.1M | 0.8% | |
| $125.9M | 581.3K | 0.8% | |
| $123.0M | 851.2K | 0.8% | |
| $121.9M | 224.2K | 0.8% | |
NU HLDGS L | $110.7M | 7.7M | 0.7% |
| $108.1M | 855.7K | 0.7% | |
| $89.0M | 753.3K | 0.6% | |
| $88.5M | 362.1K | 0.6% | |
| $86.5M | 454.2K | 0.6% | |
| $85.0M | 437.6K | 0.6% | |
| $82.8M | 657.3K | 0.5% | |
| $78.0M | 725.2K | 0.5% | |
| $74.1M | 85.7K | 0.5% | |
| $73.7M | 626.6K | 0.5% | |
| $70.2M | 848.6K | 0.5% | |
| $67.4M | 309.9K | 0.4% | |
| $67.0M | 7.2M | 0.4% | |
| $66.8M | 2.7M | 0.4% | |
| $64.2M | 338.8K | 0.4% | |
| $58.4M | 521.9K | 0.4% | |
| $58.1M | 1.2M | 0.4% | |
| $57.0M | 482.2K | 0.4% | |
| $56.5M | 1.1M | 0.4% | |
| $55.9M | 355.2K | 0.4% | |
| $55.3M | 189.0K | 0.4% | |
| $55.2M | 265.5K | 0.4% | |
| $54.1M | 285.3K | 0.4% | |
| $52.6M | 188.8K | 0.3% | |
| $49.7M | 1.7M | 0.3% | |
| $45.4M | 134.3K | 0.3% | |
| $45.3M | 834.3K | 0.3% | |
| $42.6M | 198.9K | 0.3% | |
| $39.7M | 146.5K | 0.3% | |
| $37.0M | 589.7K | 0.2% | |
| $36.6M | 1.1M | 0.2% | |
| $34.0M | 168.9K | 0.2% | |
| $33.2M | 103.6K | 0.2% | |
| $31.6M | 1.1M | 0.2% | |
| $28.2M | 310.9K | 0.2% | |
| $26.6M | 255.2K | 0.2% | |
| $26.2M | 54.7K | 0.2% | |
| $24.8M | 369.5K | 0.2% | |
| $24.0M | 268.5K | 0.2% | |
ATOUR LIFE | $23.9M | 648.1K | 0.2% |
| $20.4M | 59.8K | 0.1% | |
| $20.2M | 746.9K | 0.1% | |
| $20.1M | 398.0K | 0.1% | |
| $20.0M | 423.7K | 0.1% | |
| $19.5M | 210.8K | 0.1% | |
SANDISK CO | $19.4M | 30.5K | 0.1% |
SHARKNINJA | $19.3M | 182.1K | 0.1% |
| $18.9M | 84.0K | 0.1% | |
| $16.9M | 501.2K | 0.1% | |
MEDLINE IN | $16.3M | 367.3K | 0.1% |
| $14.7M | 48.7K | 0.1% | |
MCEWEN INC | $14.4M | 706.9K | 0.1% |
| $13.9M | 9.4K | 0.1% | |
VENTURE GL | $12.1M | 770.4K | 0.1% |
| $11.9M | 60.1K | 0.1% | |
WAYSTAR HL | $10.9M | 453.2K | 0.1% |
| $10.7M | 178.1K | 0.1% | |
| $9.6M | 124.5K | 0.1% | |
| $9.6M | 99.7K | 0.1% | |
BK TECHNOL | $8.7M | 116.9K | 0.1% |
| $8.7M | 341.3K | 0.1% | |
AMENTUM HO | $8.7M | 333.8K | 0.1% |
| $8.2M | 32.8K | 0.1% | |
LEGENCE CO | $7.6M | 134.2K | 0.0% |
| $7.4M | 53.9K | 0.0% | |
| $7.2M | 5.2K | 0.0% | |
| $6.6M | 18.8K | 0.0% | |
| $6.4M | 33.0K | 0.0% | |
| $6.2M | 8.9K | 0.0% | |
| $5.4M | 16.2K | 0.0% | |
KASPI KZ J | $5.4M | 72.8K | 0.0% |
| $5.3M | 18.6K | 0.0% | |
| $4.9M | 18.9K | 0.0% | |
| $3.5M | 34.4K | 0.0% | |
| $3.4M | 31.8K | 0.0% | |
| $3.3M | 23.2K | 0.0% | |
| $3.3M | 179.6K | 0.0% | |
| $3.2M | 35.1K | 0.0% | |
| $3.1M | 178.0K | 0.0% | |
| $3.0M | 6.0K | 0.0% | |
| $1.6M | 11.2K | 0.0% | |
| $1.5M | 14.6K | 0.0% | |
| $1.4M | 16.9K | 0.0% | |
| $973K | 3.8K | 0.0% | |
| $965K | 5.5K | 0.0% | |
| $242K | 1.5K | 0.0% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $15.4B | 126 | View on EDGAR |
| 2025-12-31 | 2026-02-10 | $17.9B | 125 | View on EDGAR |
| 2025-09-30 | 2025-11-04 | $19.3B | 141 | View on EDGAR |
| 2025-06-30 | 2025-08-07 | $19.7B | 138 | View on EDGAR |
| 2025-03-31 | 2025-05-07 | $20.7B | 132 | View on EDGAR |
| 2024-12-31 | 2025-02-12 | $22.0B | 127 | View on EDGAR |
| 2024-09-30 | 2024-11-07 | $21.9B | 128 | View on EDGAR |
| 2024-06-30 | 2024-08-07 | $21.1B | 130 | View on EDGAR |