Navera Investment Management Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Navera Investment Management Ltd. reported 51 stock positions worth $5.5 billion. Its top holding was Microsoft (MSFT) at 7.1% of the portfolio, followed by Mastercard Class A (MA, 6.5%) and Marsh & McLennan Cos (MRSH, 6.0%). Compared with Q1 2025, it sold out of 6, added to 17 and reduced 16. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Adobe (ADBE, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001842702
- Portfolio Value
- $5.5B (Q2 2025)
- SEC Filing
- 0000943663-25-000204 ↗ filed Jul 23, 2025
Holdings Value
Holdings 51 stocks · $5.5B
| MSFT Microsoft Corp. | 7.07% | 782,107 | $388.9M | Add +0.3% |
| MA Mastercard Inc. Class A | 6.53% | 639,868 | $359.4M | Reduce -10.3% |
| MRSH Marsh & McLennan Cos | 6.03% | 1,518,006 | $331.9M | Add +0.4% |
| INTU Intuit Inc. | 6.02% | 420,555 | $331.2M | Add +0.4% |
| FISV Fiserv Inc. | 5.70% | 1,819,845 | $313.7M | Add +0.4% |
| SNPS Synopsys Inc. | 5.49% | 588,492 | $301.8M | Add +0.4% |
| ISRG Intuitive Surgical Inc. | 5.25% | 531,818 | $289.1M | Add +0.1% |
| TSCO Tractor Supply Company | 5.15% | 5,367,331 | $283.1M | Add +0.2% |
| ACN Accenture PLC Class A | 5.14% | 945,828 | $282.5M | Add +14.6% |
| LH Labcorp Holdings Inc. | 5.10% | 1,068,968 | $280.5M | Reduce -15.6% |
| BR Broadridge Financial Solutio | 4.95% | 1,120,989 | $272.3M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 4.90% | 664,893 | $269.5M | Add +0.6% |
| CDNS Cadence Design SYS Inc. | 4.60% | 821,330 | $253.0M | Add +0.7% |
| AMZN Amazon.com Inc. | 4.26% | 1,068,639 | $234.4M | Add +1.5% |
| ADP Automatic Data Processing | 4.08% | 728,122 | $224.5M | Add +1.6% |
| APH Amphenol Corp. Class A | 3.82% | 2,127,643 | $210.1M | Reduce -18.6% |
| UNH Unitedhealth Group Inc. | 3.65% | 644,636 | $201.0M | Add +13.1% |
| ALGN Align Technology Inc. | 2.71% | 787,559 | $149.1M | Add +3.0% |
| AME Ametek Inc. | 2.66% | 808,859 | $146.4M | Add +3.1% |
| AVY Avery Dennison Corp. | 2.65% | 830,036 | $145.6M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 2.35% | 732,947 | $129.2M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 1.54% | 478,312 | $84.8M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 18,737 | $9.1M | Reduce -2.5% |
| AAPL Apple Inc. | 0.04% | 10,094 | $2.1M | Reduce -7.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 7,510 | $1.7M | Reduce -15.2% |
| COST Costco Wholesale Corp. | 0.02% | 1,049 | $1.0M | Reduce -11.3% |
| XYL Xylem Inc. | 0.01% | 6,030 | $780K | No change |
| MCD McDonald's Corp. | 0.01% | 1,481 | $433K | No change |
| JNJ Johnson & Johnson | 0.01% | 2,500 | $382K | No change |
| WPM Wheaton Precious Metals Corp. | 0.01% | 4,000 | $359K | No change |
| ADBE Adobe Inc. | 0.01% | 886 | $343K | Reduce -99.6% |
| AXP American Express Co. | 0.01% | 1,000 | $319K | Reduce -33.3% |
| META Meta Platforms Inc. Class A | 0.01% | 388 | $286K | Reduce -16.7% |
| SPGI S&P Global Inc. | 0.01% | 540 | $285K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 2,380 | $248K | No change |
| XOM Exxon Mobil Corp. | 0.00% | 1,900 | $205K | Reduce -28.0% |
| PANW Palo Alto Networks Inc. | 0.00% | 960 | $196K | No change |
| DG Dollar General Corp. | 0.00% | 1,550 | $177K | No change |
| DE Deere & Co. | 0.00% | 325 | $165K | No change |
| KO The Coca-Cola Co. | 0.00% | 2,162 | $153K | No change |
| MSCI MSCI Inc. | 0.00% | 245 | $141K | No change |
| SYK Stryker Corp. | 0.00% | 350 | $138K | No change |
| ABBV Abbvie Inc. | 0.00% | 500 | $93K | Reduce -57.8% |
| LIN Linde PLC | 0.00% | 197 | $92K | Reduce -41.2% |
| AMD Advanced Micro Devices | 0.00% | 650 | $92K | No change |
| ABT Abbott Laboratories | 0.00% | 655 | $89K | Reduce -58.3% |
| V Visa Inc. Class A | 0.00% | 250 | $89K | No change |
| JPM JPMorgan Chase & Co. | 0.00% | 280 | $81K | No change |
| CB Chubb Ltd. | 0.00% | 108 | $31K | No change |
| VZ Verizon Communications Inc. | 0.00% | 690 | $30K | No change |
| WFC Wells Fargo & Co. | 0.00% | 350 | $28K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ADBE Adobe Inc. | Reduce -99.6% | 0.01% | −1.53 |
| MA Mastercard Inc. Class A | Reduce -10.3% | 6.53% | −0.62 |
| LH Labcorp Holdings Inc. | Reduce -15.6% | 5.10% | −0.29 |
| BR Broadridge Financial Solutio | Reduce -0.3% | 4.95% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 0.17% | −0.02 |
| AAPL Apple Inc. | Reduce -7.1% | 0.04% | −0.01 |
| RTX RTX Corp. | Sold out | 0.00% | −0.00 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.00 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.00 |
| ABBV Abbvie Inc. | Reduce -57.8% | 0.00% | −0.00 |
| ABT Abbott Laboratories | Reduce -58.3% | 0.00% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -28.0% | 0.00% | −0.00 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.00 |
| AXP American Express Co. | Reduce -33.3% | 0.01% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -11.3% | 0.02% | −0.00 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.00 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.00 |
| LIN Linde PLC | Reduce -41.2% | 0.00% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -16.7% | 0.01% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -15.2% | 0.03% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -1.7% | 1.54% | +0.15 |
| APH Amphenol Corp. Class A | Reduce -18.6% | 3.82% | +0.68 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.3% | 7.07% | +1.72 |
| INTU Intuit Inc. | Add +0.4% | 6.02% | +1.32 |
| SNPS Synopsys Inc. | Add +0.4% | 5.49% | +0.89 |
| CDNS Cadence Design SYS Inc. | Add +0.7% | 4.60% | +0.81 |
| AMZN Amazon.com Inc. | Add +1.5% | 4.26% | +0.60 |
| ALGN Align Technology Inc. | Add +3.0% | 2.71% | +0.49 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 5.25% | +0.44 |
| ACN Accenture PLC Class A | Add +14.6% | 5.14% | +0.43 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 2.35% | +0.29 |
| AME Ametek Inc. | Add +3.1% | 2.66% | +0.19 |
| ADP Automatic Data Processing | Add +1.6% | 4.08% | +0.08 |
| AVY Avery Dennison Corp. | Add +0.3% | 2.65% | −0.05 |
| TSCO Tractor Supply Company | Add +0.2% | 5.15% | −0.25 |
| MRSH Marsh & McLennan Cos | Add +0.4% | 6.03% | −0.71 |
| TMO Thermo Fisher Scientific Inc. | Add +0.6% | 4.90% | −1.12 |
| FISV Fiserv Inc. | Add +0.4% | 5.70% | −1.62 |
| UNH Unitedhealth Group Inc. | Add +13.1% | 3.65% | −1.81 |
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 |