Navera Investment Management Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Navera Investment Management Ltd. reported 56 stock positions worth $3.7 billion. Its top holding was Amphenol Class A (APH) at 8.5% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 8.5%) and Mastercard Class A (MA, 7.1%). Compared with Q1 2026, it opened 4 new positions, sold out of 4, added to 2 and reduced 25. The biggest buy was Xylem (XYL, shares +270%) and the biggest sale Broadridge Financial Solutio (BR, shares −100%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001842702
Portfolio Value
$3.7B (Q2 2026)
SEC Filing
0000945621-26-001016 ↗ filed Aug 11, 2026

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $5.1B Q1 2024 Q2 2024: $5.3B Q2 2024 Q3 2024: $5.6B Q3 2024 Q4 2024: $5.6B Q4 2024 Q1 2025: $5.5B Q1 2025 Q2 2025: $5.5B Q2 2025 Q3 2025: $5.2B Q3 2025 Q4 2025: $4.7B Q4 2025 Q1 2026: $3.9B Q1 2026 Q2 2026: $3.7B $3.7B Q2 2026

Holdings 56 stocks · $3.7B
APH Amphenol Corp. Class A 8.53% 1,803,934 $318.1M Add +13.1%
TSM Taiwan Semiconductor-SP ADR 8.48% 662,678 $316.1M Reduce -8.4%
MA Mastercard Inc. Class A 7.12% 516,812 $265.4M Reduce -10.0%
MRSH Marsh & McLennan Cos 6.78% 1,517,459 $252.8M Reduce -9.7%
AMZN Amazon.com Inc. 6.70% 1,047,926 $249.7M Reduce -8.5%
LH Labcorp Holdings Inc. 5.87% 781,731 $218.9M Reduce -20.2%
CDNS Cadence Design SYS Inc. 5.37% 533,653 $200.3M Reduce -29.1%
TMO Thermo Fisher Scientific Inc. 5.34% 397,439 $199.1M Reduce -9.3%
AME Ametek Inc. 5.07% 780,619 $188.8M Reduce -8.7%
XYL Xylem Inc. 5.04% 1,589,616 $188.0M Add +269.9%
MSFT Microsoft Corp. 4.77% 477,149 $177.9M Reduce -26.2%
GOOGL Alphabet Inc. Class A 3.85% 402,051 $143.6M Reduce -8.5%
ADP Automatic Data Processing 3.63% 603,879 $135.2M Reduce -10.8%
ISRG Intuitive Surgical Inc. 3.35% 313,818 $124.8M Reduce -42.3%
TSCO Tractor Supply Company 3.26% 3,842,265 $121.4M Reduce -9.1%
AVY Avery Dennison Corp. 2.93% 671,979 $109.1M Reduce -10.3%
GOOG Alphabet Inc. Class C 2.34% 247,136 $87.3M Reduce -10.8%
HUBB Hubbell Inc. 2.03% 144,569 $75.6M New
VRSK Verisk Analytics Inc. 1.86% 385,387 $69.2M Reduce -9.0%
HEI.A Heico Corp. Class A 1.78% 257,550 $66.4M New
BSX Boston Scientific Corp. 1.63% 1,427,592 $60.9M Reduce -8.4%
ACN Accenture PLC Class A 1.38% 412,819 $51.4M Reduce -9.0%
FN Fabrinet 1.27% 83,984 $47.2M New
FNV Franco-Nevada Corp. 1.09% 195,028 $40.7M New
BRK.B Berkshire Hathaway Inc. Class B 0.21% 15,470 $7.7M No change
AAPL Apple Inc. 0.06% 7,144 $2.1M Reduce -10.1%
COST Costco Wholesale Corp. 0.05% 1,952 $1.8M No change
UNH Unitedhealth Group Inc. 0.05% 4,230 $1.8M Reduce -9.6%
SNPS Synopsys Inc. 0.02% 1,810 $807K Reduce -36.7%
JNJ Johnson & Johnson 0.02% 2,500 $635K No change
BR Broadridge Financial Solutio 0.01% 3,184 $436K Reduce -99.7%
AXP American Express Co. 0.01% 1,000 $338K No change
WPM Wheaton Precious Metals Corp. 0.01% 3,000 $337K No change
PANW Palo Alto Networks Inc. 0.01% 960 $327K No change
MCD McDonald's Corp. 0.01% 1,047 $283K Reduce -21.1%
WEC WEC Energy Group Inc. 0.01% 2,380 $278K No change
ABBV Abbvie Inc. 0.01% 1,100 $276K No change
AMD Advanced Micro Devices 0.01% 450 $261K No change
XOM Exxon Mobil Corp. 0.01% 1,900 $259K No change
PWR Quanta Services Inc. 0.01% 317 $228K Reduce -24.0%
META Meta Platforms Inc. Class A 0.01% 388 $218K No change
DE Deere & Co. 0.01% 325 $206K No change
DG Dollar General Corp. 0.00% 1,550 $179K No change
KO The Coca-Cola Co. 0.00% 2,162 $176K No change
ALGN Align Technology Inc. 0.00% 850 $143K No change
MSCI MSCI Inc. 0.00% 245 $137K No change
SYK Stryker Corp. 0.00% 350 $110K No change
IDXX Idexx Laboratories Inc. 0.00% 206 $108K No change
LIN Linde PLC 0.00% 197 $102K No change
JPM JPMorgan Chase & Co. 0.00% 280 $92K No change
V Visa Inc. Class A 0.00% 250 $86K No change
INTU Intuit Inc. 0.00% 206 $54K Reduce -99.9%
ABT Abbott Laboratories 0.00% 465 $42K No change
CB Chubb Ltd. 0.00% 108 $37K No change
VZ Verizon Communications Inc. 0.00% 690 $29K No change
WFC Wells Fargo & Co. 0.00% 350 $29K No change

Portfolio Sells Q1 2026 → Q2 2026
BR Broadridge Financial Solutio Reduce -99.7% 0.01% −4.32
INTU Intuit Inc. Reduce -99.9% 0.00% −3.10
ISRG Intuitive Surgical Inc. Reduce -42.3% 3.35% −3.06
TSCO Tractor Supply Company Reduce -9.1% 3.26% −1.63
MSFT Microsoft Corp. Reduce -26.2% 4.77% −1.34
ACN Accenture PLC Class A Reduce -9.0% 1.38% −0.92
BSX Boston Scientific Corp. Reduce -8.4% 1.63% −0.86
LH Labcorp Holdings Inc. Reduce -20.2% 5.87% −0.80
MRSH Marsh & McLennan Cos Reduce -9.7% 6.78% −0.66
AVY Avery Dennison Corp. Reduce -10.3% 2.93% −0.38
MA Mastercard Inc. Class A Reduce -10.0% 7.12% −0.21
VRSK Verisk Analytics Inc. Reduce -9.0% 1.86% −0.20
TMO Thermo Fisher Scientific Inc. Reduce -9.3% 5.34% −0.16
HON Honeywell International Inc. Sold out 0.00% −0.01
SNPS Synopsys Inc. Reduce -36.7% 0.02% −0.01
EW Edwards Lifesciences Corp. Sold out 0.00% −0.00
WSO Watsco Inc. Sold out 0.00% −0.00
MTD Mettler-Toledo International Sold out 0.00% −0.00
MCD McDonald's Corp. Reduce -21.1% 0.01% −0.00
PWR Quanta Services Inc. Reduce -24.0% 0.01% +0.00
AAPL Apple Inc. Reduce -10.1% 0.06% +0.00
UNH Unitedhealth Group Inc. Reduce -9.6% 0.05% +0.01
CDNS Cadence Design SYS Inc. Reduce -29.1% 5.37% +0.04
ADP Automatic Data Processing Reduce -10.8% 3.63% +0.12
GOOG Alphabet Inc. Class C Reduce -10.8% 2.34% +0.31
AME Ametek Inc. Reduce -8.7% 5.07% +0.39
AMZN Amazon.com Inc. Reduce -8.5% 6.70% +0.61
GOOGL Alphabet Inc. Class A Reduce -8.5% 3.85% +0.63
TSM Taiwan Semiconductor-SP ADR Reduce -8.4% 8.48% +2.24

Portfolio Buys Q1 2026 → Q2 2026
XYL Xylem Inc. Add +269.9% 5.04% +3.73
APH Amphenol Corp. Class A Add +13.1% 8.53% +3.39
HUBB Hubbell Inc. New 2.03% +2.03
HEI.A Heico Corp. Class A New 1.78% +1.78
FN Fabrinet New 1.27% +1.27
FNV Franco-Nevada Corp. New 1.09% +1.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 56$3.7BAPH, TSM, MA, MRSH, AMZN
Q1 2026 56$3.9BMRSH, MA, LH, ISRG, TSM
Q4 2025 60$4.7BMA, INTU, MSFT, AMZN, MRSH
Q3 2025 52$5.2BMSFT, MA, MRSH, INTU, AMZN
Q2 2025 51$5.5BMSFT, MA, MRSH, INTU, FISV
Q1 2025 57$5.5BFISV, MA, MRSH, TMO, UNH
Q4 2024 59$5.6BFISV, MA, TMO, MSFT, MRSH
Q3 2024 65$5.6BUNH, FISV, TMO, MA, MSFT
Q2 2024 60$5.3BUNH, MSFT, ISRG, FISV, INTU
Q1 2024 65$5.1BTMO, FISV, MA, MSFT, UNH