Navera Investment Management Ltd.
Q2 2026 13F filing
Updated 30 days ago56 disclosed positions worth $3.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APH AMPHENOL CORP NEW | $318.1M | 1.80M | 8.53% | — |
| 2 | T TSMWF TAIWAN SEMICONDUCTOR MFG LTD | $316.1M | 662.7K | 8.48% | — |
| 3 | M MA MASTERCARD INCORPORATED | $265.4M | 516.8K | 7.12% | — |
| 4 | M MRSH MARSH & MCLENNAN COS INC | $252.8M | 1.52M | 6.78% | — |
| 5 | A AMZN AMAZON COM INC | $249.7M | 1.05M | 6.70% | — |
| 6 | L LH LABCORP HOLDINGS INC | $218.9M | 781.7K | 5.87% | — |
| 7 | C CDNS CADENCE DESIGN SYSTEM INC | $200.3M | 533.7K | 5.37% | — |
| 8 | T TMO THERMO FISHER SCIENTIFIC INC | $199.1M | 397.4K | 5.34% | — |
| 9 | A AME AMETEK INC | $188.8M | 780.6K | 5.07% | — |
| 10 | X XYL XYLEM INC | $188M | 1.59M | 5.04% | — |
| 11 | M MSFT MICROSOFT CORP | $177.9M | 477.1K | 4.77% | — |
| 12 | G GOOGN ALPHABET INC | $143.6M | 402.1K | 3.85% | — |
| 13 | A ADP AUTOMATIC DATA PROCESSING IN | $135.2M | 603.9K | 3.63% | — |
| 14 | I ISRG INTUITIVE SURGICAL INC | $124.8M | 313.8K | 3.35% | — |
| 15 | T TSCO TRACTOR SUPPLY CO | $121.4M | 3.84M | 3.26% | — |
| 16 | A AVY AVERY DENNISON CORP | $109.1M | 672.0K | 2.93% | — |
| 17 | G GOOGN ALPHABET INC | $87.3M | 247.1K | 2.34% | — |
| 18 | H HUBB HUBBELL INC | $75.6M | 144.6K | 2.03% | — |
| 19 | V VRSK VERISK ANALYTICS INC | $69.2M | 385.4K | 1.86% | — |
| 20 | H HEI-A HEICO CORP NEW | $66.4M | 257.6K | 1.78% | — |
| 21 | B BSX BOSTON SCIENTIFIC CORP | $60.9M | 1.43M | 1.63% | — |
| 22 | A ACN ACCENTURE PLC IRELAND | $51.4M | 412.8K | 1.38% | — |
| 23 | F FN FABRINET | $47.2M | 84.0K | 1.27% | — |
| 24 | F FNV FRANCO NEV CORP | $40.7M | 195.0K | 1.09% | — |
| 25 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $7.7M | 15.5K | 0.21% | — |
| 26 | A AAPL APPLE INC | $2.1M | 7.1K | 0.06% | — |
| 27 | C COST COSTCO WHSL CORP NEW | $1.8M | 2.0K | 0.05% | — |
| 28 | U UNH UNITEDHEALTH GROUP INC | $1.8M | 4.2K | 0.05% | — |
| 29 | S SNPS SYNOPSYS INC | $807K | 1.8K | 0.02% | — |
| 30 | J JNJ JOHNSON & JOHNSON | $635K | 2.5K | 0.02% | — |
| 31 | B BR BROADRIDGE FINL SOLUTIONS IN | $436K | 3.2K | 0.01% | — |
| 32 | A AXP AMERICAN EXPRESS CO | $338K | 1.0K | 0.01% | — |
| 33 | W WPM WHEATON PRECIOUS METALS CORP | $337K | 3.0K | 0.01% | — |
| 34 | P PANW PALO ALTO NETWORKS INC | $327K | 960 | 0.01% | — |
| 35 | M MCD MCDONALDS CORP | $283K | 1.0K | 0.01% | — |
| 36 | W WEC WEC ENERGY GROUP INC | $278K | 2.4K | 0.01% | — |
| 37 | A ABBV ABBVIE INC | $276K | 1.1K | 0.01% | — |
| 38 | A AMD ADVANCED MICRO DEVICES INC | $261K | 450 | 0.01% | — |
| 39 | X XOM EXXON MOBIL CORP | $259K | 1.9K | 0.01% | — |
| 40 | P PWR QUANTA SVCS INC | $228K | 317 | 0.01% | — |
| 41 | M META META PLATFORMS INC | $218K | 388 | 0.01% | — |
| 42 | D DE DEERE & CO | $206K | 325 | 0.01% | — |
| 43 | D DG DOLLAR GEN CORP NEW | $179K | 1.6K | 0.00% | — |
| 44 | K KO COCA COLA CO | $176K | 2.2K | 0.00% | — |
| 45 | A ALGN ALIGN TECHNOLOGY INC | $143K | 850 | 0.00% | — |
| 46 | M MSCI MSCI INC | $137K | 245 | 0.00% | — |
| 47 | S SYK STRYKER CORPORATION | $110K | 350 | 0.00% | — |
| 48 | I IDXX IDEXX LABS INC | $108K | 206 | 0.00% | — |
| 49 | L LIN LINDE PLC | $102K | 197 | 0.00% | — |
| 50 | J JPM-PM JPMORGAN CHASE & CO | $92K | 280 | 0.00% | — |