Navera Investment Management Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Navera Investment Management Ltd. reported 59 stock positions worth $5.6 billion. Its top holding was Fiserv (FISV) at 6.9% of the portfolio, followed by Mastercard Class A (MA, 6.4%) and Thermo Fisher Scientific (TMO, 5.9%). Compared with Q3 2024, it opened 3 new positions, sold out of 9, added to 7 and reduced 22. The biggest buy was Cadence Design SYS (CDNS, shares +64%) and the biggest sale Unitedhealth (UNH, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001842702
- Portfolio Value
- $5.6B (Q4 2024)
- SEC Filing
- 0000943663-25-000022 ↗ filed Jan 31, 2025
Holdings Value
Holdings 59 stocks · $5.6B
| FISV Fiserv Inc. | 6.90% | 1,876,079 | $385.6M | Reduce -9.0% |
| MA Mastercard Inc. Class A | 6.45% | 683,696 | $360.3M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 5.88% | 631,856 | $328.7M | Add +14.4% |
| MSFT Microsoft Corp. | 5.72% | 758,556 | $319.7M | Reduce -1.6% |
| MRSH Marsh & McLennan Cos | 5.47% | 1,439,443 | $305.8M | Add +0.2% |
| ISRG Intuitive Surgical Inc. | 5.33% | 571,119 | $298.1M | Reduce -10.9% |
| ACN Accenture PLC Class A | 5.10% | 810,118 | $285.2M | Reduce -1.6% |
| UNH Unitedhealth Group Inc. | 5.06% | 558,524 | $282.8M | Reduce -21.8% |
| LH Labcorp Holdings Inc. | 4.97% | 1,211,314 | $277.8M | Reduce -0.5% |
| TSCO Tractor Supply Company | 4.86% | 5,118,785 | $271.7M | Reduce -0.2% |
| SNPS Synopsys Inc. | 4.84% | 557,174 | $270.3M | Add +13.1% |
| AMZN Amazon.com Inc. | 4.75% | 1,210,611 | $265.6M | Reduce -0.7% |
| INTU Intuit Inc. | 4.49% | 398,924 | $250.8M | Reduce -14.9% |
| BR Broadridge Financial Solutio | 4.33% | 1,069,196 | $241.8M | Reduce -0.8% |
| CDNS Cadence Design SYS Inc. | 4.22% | 783,906 | $235.6M | Add +64.3% |
| APH Amphenol Corp. Class A | 4.03% | 3,242,475 | $225.3M | Reduce -13.4% |
| ADP Automatic Data Processing | 3.61% | 689,715 | $201.9M | Reduce -1.9% |
| ALGN Align Technology Inc. | 2.85% | 764,732 | $159.5M | Add +63.7% |
| AVY Avery Dennison Corp. | 2.66% | 793,326 | $148.4M | Reduce -0.1% |
| AME Ametek Inc. | 2.45% | 759,787 | $137.0M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.27% | 668,875 | $126.6M | Reduce -1.4% |
| ADBE Adobe Inc. | 1.69% | 212,801 | $94.6M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 1.67% | 489,909 | $93.3M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 19,651 | $8.9M | Reduce -11.2% |
| AAPL Apple Inc. | 0.06% | 13,865 | $3.5M | Add +0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 7,910 | $1.6M | No change |
| COST Costco Wholesale Corp. | 0.02% | 1,382 | $1.3M | No change |
| XYL Xylem Inc. | 0.02% | 7,530 | $874K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 5,080 | $478K | No change |
| AXP American Express Co. | 0.01% | 1,500 | $445K | No change |
| MCD McDonald's Corp. | 0.01% | 1,481 | $429K | Reduce -39.9% |
| JNJ Johnson & Johnson | 0.01% | 2,500 | $362K | No change |
| ABBV Abbvie Inc. | 0.01% | 1,935 | $344K | No change |
| META Meta Platforms Inc. Class A | 0.01% | 550 | $322K | No change |
| XOM Exxon Mobil Corp. | 0.01% | 2,640 | $284K | No change |
| SPGI S&P Global Inc. | 0.00% | 540 | $269K | No change |
| DG Dollar General Corp. | 0.00% | 3,350 | $254K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 2,800 | $239K | No change |
| WPM Wheaton Precious Metals Corp. | 0.00% | 4,000 | $225K | No change |
| NKE Nike Inc. Class B | 0.00% | 2,970 | $225K | No change |
| RTX RTX Corp. | 0.00% | 1,600 | $185K | No change |
| ABT Abbott Laboratories | 0.00% | 1,570 | $178K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 960 | $175K | Reduce -26.1% |
| EBAY eBay Inc. | 0.00% | 2,800 | $174K | No change |
| NVDA Nvidia Corp. | 0.00% | 1,250 | $168K | No change |
| MSCI MSCI Inc. | 0.00% | 245 | $147K | Reduce -55.0% |
| LIN Linde PLC | 0.00% | 335 | $140K | No change |
| DE Deere & Co. | 0.00% | 325 | $138K | No change |
| KO The Coca-Cola Co. | 0.00% | 2,162 | $135K | No change |
| SYK Stryker Corp. | 0.00% | 350 | $126K | New |
| CARR Carrier Global Corp. | 0.00% | 1,600 | $109K | No change |
| HD Home Depot Inc. | 0.00% | 275 | $107K | New |
| V Visa Inc. Class A | 0.00% | 330 | $104K | New |
| AMD Advanced Micro Devices | 0.00% | 650 | $79K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 800 | $74K | No change |
| JPM JPMorgan Chase & Co. | 0.00% | 280 | $67K | Reduce -79.4% |
| CB Chubb Ltd. | 0.00% | 108 | $30K | No change |
| VZ Verizon Communications Inc. | 0.00% | 690 | $28K | No change |
| WFC Wells Fargo & Co. | 0.00% | 350 | $25K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| UNH Unitedhealth Group Inc. | Reduce -21.8% | 5.06% | −2.36 |
| INTU Intuit Inc. | Reduce -14.9% | 4.49% | −0.69 |
| AVY Avery Dennison Corp. | Reduce -0.1% | 2.66% | −0.46 |
| TSCO Tractor Supply Company | Reduce -0.2% | 4.86% | −0.45 |
| APH Amphenol Corp. Class A | Reduce -13.4% | 4.03% | −0.31 |
| ISRG Intuitive Surgical Inc. | Reduce -10.9% | 5.33% | −0.27 |
| MSFT Microsoft Corp. | Reduce -1.6% | 5.72% | −0.18 |
| ACN Accenture PLC Class A | Reduce -1.6% | 5.10% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.2% | 0.16% | −0.02 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.01 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Reduce -39.9% | 0.01% | −0.01 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -79.4% | 0.00% | −0.00 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.00 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.00 |
| MSCI MSCI Inc. | Reduce -55.0% | 0.00% | −0.00 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.00 |
| PANW Palo Alto Networks Inc. | Reduce -26.1% | 0.00% | −0.00 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.00 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.00 |
| AME Ametek Inc. | Reduce -0.1% | 2.45% | +0.13 |
| LH Labcorp Holdings Inc. | Reduce -0.5% | 4.97% | +0.13 |
| ADP Automatic Data Processing | Reduce -1.9% | 3.61% | +0.15 |
| GOOG Alphabet Inc. Class C | Reduce -2.8% | 1.67% | +0.17 |
| BR Broadridge Financial Solutio | Reduce -0.8% | 4.33% | +0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 2.27% | +0.26 |
| FISV Fiserv Inc. | Reduce -9.0% | 6.90% | +0.31 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 6.45% | +0.39 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 4.75% | +0.71 |
Portfolio Buys Q3 2024 → Q4 2024
| CDNS Cadence Design SYS Inc. | Add +64.3% | 4.22% | +1.92 |
| ALGN Align Technology Inc. | Add +63.7% | 2.85% | +0.74 |
| SNPS Synopsys Inc. | Add +13.1% | 4.84% | +0.40 |
| AAPL Apple Inc. | Add +0.7% | 0.06% | +0.01 |
| SYK Stryker Corp. | New | 0.00% | +0.00 |
| HD Home Depot Inc. | New | 0.00% | +0.00 |
| V Visa Inc. Class A | New | 0.00% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +14.4% | 5.88% | −0.19 |
| MRSH Marsh & McLennan Cos | Add +0.2% | 5.47% | −0.23 |
| ADBE Adobe Inc. | Add +1.4% | 1.69% | −0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $3.7B | APH, TSM, MA, MRSH, AMZN |
| Q1 2026 | 56 | $3.9B | MRSH, MA, LH, ISRG, TSM |
| Q4 2025 | 60 | $4.7B | MA, INTU, MSFT, AMZN, MRSH |
| Q3 2025 | 52 | $5.2B | MSFT, MA, MRSH, INTU, AMZN |
| Q2 2025 | 51 | $5.5B | MSFT, MA, MRSH, INTU, FISV |
| Q1 2025 | 57 | $5.5B | FISV, MA, MRSH, TMO, UNH |
| Q4 2024 | 59 | $5.6B | FISV, MA, TMO, MSFT, MRSH |
| Q3 2024 | 65 | $5.6B | UNH, FISV, TMO, MA, MSFT |
| Q2 2024 | 60 | $5.3B | UNH, MSFT, ISRG, FISV, INTU |
| Q1 2024 | 65 | $5.1B | TMO, FISV, MA, MSFT, UNH |