Institutions / Navera Investment Management Ltd.
Navera Investment Management Ltd.
CIK 1842702 · Institution · as of Dec 31, 2025
Portfolio value
$4.74B
Positions
60
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 60 →
| Company | Value | % of portfolio |
|---|---|---|
| Mastercard Inc | $385.34M | 8.1% |
| Intuit Inc. | $337.76M | 7.1% |
| Microsoft Corp | $327.81M | 6.9% |
| Amazon.com Inc | $326.91M | 6.9% |
| Marsh & McLennan Companies, Inc. | $325.49M | 6.9% |
| Intuitive Surgical Inc | $291.05M | 6.1% |
| Thermo Fisher Scientific Inc. | $262.50M | 5.5% |
| Labcorp Holdings Inc. | $257.69M | 5.4% |
| Tractor Supply Co /De | $256.39M | 5.4% |
| Cadence Design Systems Inc | $245.39M | 5.2% |
| Broadridge Financial Solutions Inc | $242.22M | 5.1% |
| Accenture plc | $240.91M | 5.1% |
| Amphenol Corp /De | $225.21M | 4.8% |
| Automatic Data Processing Inc | $183.04M | 3.9% |
| AMETEK Inc | $182.09M | 3.8% |
| Alphabet Inc. | $179.17M | 3.8% |
| Avery Dennison Corp | $143.20M | 3.0% |
| Alphabet Inc. | $115.04M | 2.4% |
| Verisk Analytics, Inc. | $98.58M | 2.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $86.05M | 1.8% |
| Warren E. Buffett | $8.60M | 0.2% |
| Apple Inc. | $2.58M | 0.1% |
| Unitedhealth Group Inc | $2.01M | 0.0% |
| Costco Wholesale Corp /New | $1.77M | 0.0% |
| Synopsys Inc | $1.56M | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.