Institutional
Navera Investment Management Ltd.
CIK 0001842702
$3.92B
Reported AUM
56
Positions
Q1 2026
Period
2026-05-12
Filed
The Brief · Navera Investment Management Ltd. · Q1 2026
AI · grounded in 13F
Navera Investment Management Ltd. increased its position in XYL by 7,026.07%. The fund also established a new position in BSX worth $97.7M and grew its holding in TSM by 155.41%. Conversely, the manager reduced exposure to several holdings, most notably trimming shares of ACN by 49.45% and INTU by 44.83%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MRSH | MARSH & MCLENNAN COS INC | $197.59 | 2.81% | -0.83% | 32.18% | $291.5M | 7.44% | — | HELD |
| 2 | MA | MASTERCARD INCORPORATED | $563.32 | 0.10% | 1.24% | 67.59% | $287.0M | 7.33% | — | HELD |
| 3 | LH | LABCORP HOLDINGS INC | $307.15 | -2.25% | 21.43% | 26.87% | $261.3M | 6.67% | — | HELD |
| 4 | ISRG | INTUITIVE SURGICAL INC | $353.10 | -2.40% | -26.91% | 0.54% | $250.8M | 6.40% | — | HELD |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $374.67 | -4.50% | 61.05% | 241.53% | $244.5M | 6.24% | — | HELD |
| 6 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $239.4M | 6.11% | — | HELD |
| 7 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $238.5M | 6.09% | — | HELD |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | $576.46 | 0.01% | 24.94% | 5.33% | $215.5M | 5.50% | — | HELD |
| 9 | CDNS | CADENCE DESIGN SYSTEM INC | $332.76 | -3.47% | -4.33% | 108.89% | $209.0M | 5.34% | — | HELD |
| 10 | APH | AMPHENOL CORP NEW | $150.31 | 4.49% | 45.08% | 310.42% | $201.5M | 5.15% | — | HELD |
| 11 | TSCO | TRACTOR SUPPLY CO | $31.00 | -1.46% | -44.27% | -11.78% | $191.4M | 4.89% | — | HELD |
| 12 | AME | AMETEK INC | $235.25 | -2.56% | 33.23% | 83.43% | $183.2M | 4.68% | — | HELD |
| 13 | BR | BROADRIDGE FINL SOLUTIONS IN | $159.20 | 0.64% | -32.24% | 3.00% | $169.8M | 4.33% | — | HELD |
| 14 | ADP | AUTOMATIC DATA PROCESSING IN | $273.37 | 3.48% | -9.63% | 41.03% | $137.5M | 3.51% | — | HELD |
| 15 | AVY | AVERY DENNISON CORP | $167.14 | -1.18% | 3.08% | -19.25% | $129.4M | 3.30% | — | HELD |
| 16 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $126.4M | 3.23% | — | HELD |
| 17 | INTU | INTUIT | $333.13 | 6.43% | -57.09% | -39.66% | $121.6M | 3.10% | — | HELD |
| 18 | BSX | BOSTON SCIENTIFIC CORP | $46.04 | -0.04% | -56.36% | 1.88% | $97.7M | 2.50% | — | HELD |
| 19 | ACN | ACCENTURE PLC IRELAND | $173.17 | 5.17% | -31.00% | -44.27% | $89.9M | 2.30% | — | HELD |
| 20 | VRSK | VERISK ANALYTICS INC | $213.15 | 0.42% | -21.22% | 8.83% | $80.3M | 2.05% | — | HELD |
| 21 | GOOG | ALPHABET INC | $335.76 | 0.95% | 75.60% | 130.67% | $79.5M | 2.03% | — | HELD |
| 22 | XYL | XYLEM INC | $122.13 | -2.27% | -13.15% | -5.22% | $51.4M | 1.31% | — | HELD |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $7.4M | 0.19% | — | HELD |
| 24 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $2.0M | 0.05% | — | HELD |
| 25 | COST | COSTCO WHSL CORP NEW | $974.03 | 0.77% | 2.82% | 125.57% | $1.9M | 0.05% | — | HELD |
| 26 | UNH | UNITEDHEALTH GROUP INC | $420.57 | -1.92% | 83.63% | 11.52% | $1.3M | 0.03% | — | HELD |
| 27 | SNPS | SYNOPSYS INC | $373.69 | -2.64% | -39.60% | 12.48% | $1.1M | 0.03% | — | HELD |
| 28 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | 64.28% | 77.25% | $611K | 0.02% | — | HELD |
| 29 | HON | HONEYWELL INTL INC | $241.12 | -2.40% | 15.32% | 17.06% | $499K | 0.01% | — | HELD |
| 30 | MCD | MCDONALDS CORP | $271.52 | -0.55% | -8.00% | 27.88% | $412K | 0.01% | — | HELD |
| 31 | WPM | WHEATON PRECIOUS METALS CORP | $109.46 | -0.11% | — | — | $393K | 0.01% | — | HELD |
| 32 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $322K | 0.01% | — | HELD |
| 33 | AXP | AMERICAN EXPRESS CO | $331.50 | -1.52% | — | — | $303K | 0.01% | — | HELD |
| 34 | WEC | WEC ENERGY GROUP INC | $111.29 | -2.04% | — | — | $275K | 0.01% | — | HELD |
| 35 | ABBV | ABBVIE INC | $263.30 | 0.04% | — | — | $239K | 0.01% | — | HELD |
| 36 | QURE | QUANTA SVCS INC | $40.07 | 9.30% | — | — | $229K | 0.01% | — | HELD |
| 37 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $222K | 0.01% | — | HELD |
| 38 | DG | DOLLAR GEN CORP NEW | $128.68 | 2.15% | — | — | $184K | 0.00% | — | HELD |
| 39 | DE | DEERE & CO | $610.95 | -4.52% | — | — | $183K | 0.00% | — | HELD |
| 40 | EW | EDWARDS LIFESCIENCES CORP | $85.76 | 2.49% | — | — | $174K | 0.00% | — | HELD |
| 41 | KO | COCA COLA CO | $89.08 | 0.92% | — | — | $164K | 0.00% | — | HELD |
| 42 | PANW | PALO ALTO NETWORKS INC | $314.15 | -1.52% | — | — | $154K | 0.00% | — | HELD |
| 43 | ALGN | ALIGN TECHNOLOGY INC | $180.08 | 2.55% | — | — | $146K | 0.00% | — | HELD |
| 44 | WSO | WATSCO INC | $320.02 | -12.92% | — | — | $138K | 0.00% | — | HELD |
| 45 | MTD | METTLER TOLEDO INTERNATIONAL | $1388.33 | 0.00% | — | — | $134K | 0.00% | — | HELD |
| 46 | MSCI | MSCI INC | $582.92 | 0.61% | — | — | $132K | 0.00% | — | HELD |
| 47 | IDXX | IDEXX LABS INC | $569.77 | 0.04% | — | — | $116K | 0.00% | — | HELD |
| 48 | SYK | STRYKER CORPORATION | $352.25 | 1.63% | — | — | $115K | 0.00% | — | HELD |
| 49 | LIN | LINDE PLC | $511.17 | 0.00% | — | — | $98K | 0.00% | — | HELD |
| 50 | AMD | ADVANCED MICRO DEVICES INC | $429.56 | -5.51% | — | — | $92K | 0.00% | — | HELD |
| 51 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | — | — | $82K | 0.00% | — | HELD |
| 52 | V | VISA INC | $368.73 | 0.58% | — | — | $76K | 0.00% | — | HELD |
| 53 | ABT | ABBOTT LABS | $108.00 | 0.68% | — | — | $48K | 0.00% | — | HELD |
| 54 | CB | CHUBB LIMITED | $361.90 | -0.44% | — | — | $35K | 0.00% | — | HELD |
| 55 | VZ | VERIZON COMMUNICATIONS INC | $47.22 | -2.01% | — | — | $35K | 0.00% | — | HELD |
| 56 | WMT2 | WELLS FARGO CO NEW | — | — | — | — | $28K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0000945621-26-000679. 13F discloses long positions only — shorts, foreign equities, and options are excluded.