Navera Investment Management Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Navera Investment Management Ltd. reported 56 stock positions worth $3.9 billion. Its top holding was Marsh & McLennan Cos (MRSH) at 7.4% of the portfolio, followed by Mastercard Class A (MA, 7.3%) and Labcorp (LH, 6.7%). Compared with Q4 2025, it opened 1 new position, sold out of 5, added to 3 and reduced 33. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +155%) and the biggest sale Intuit (INTU, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001842702
- Portfolio Value
- $3.9B (Q1 2026)
- SEC Filing
- 0000945621-26-000679 ↗ filed May 12, 2026
Holdings Value
Holdings 56 stocks · $3.9B
| MRSH Marsh & McLennan Cos | 7.44% | 1,680,646 | $291.5M | Reduce -4.2% |
| MA Mastercard Inc. Class A | 7.33% | 574,253 | $287.0M | Reduce -14.9% |
| LH Labcorp Holdings Inc. | 6.67% | 979,371 | $261.3M | Reduce -4.6% |
| ISRG Intuitive Surgical Inc. | 6.40% | 543,889 | $250.8M | Add +5.9% |
| TSM Taiwan Semiconductor-SP ADR | 6.24% | 723,299 | $244.5M | Add +155.4% |
| MSFT Microsoft Corp. | 6.11% | 646,783 | $239.4M | Reduce -4.6% |
| AMZN Amazon.com Inc. | 6.09% | 1,145,061 | $238.5M | Reduce -19.1% |
| TMO Thermo Fisher Scientific Inc. | 5.50% | 438,260 | $215.5M | Reduce -3.3% |
| CDNS Cadence Design SYS Inc. | 5.34% | 752,430 | $209.0M | Reduce -4.2% |
| APH Amphenol Corp. Class A | 5.15% | 1,594,959 | $201.5M | Reduce -4.3% |
| TSCO Tractor Supply Company | 4.89% | 4,224,554 | $191.4M | Reduce -17.6% |
| AME Ametek Inc. | 4.68% | 854,750 | $183.2M | Reduce -3.6% |
| BR Broadridge Financial Solutio | 4.33% | 1,044,983 | $169.8M | Reduce -3.7% |
| ADP Automatic Data Processing | 3.51% | 676,863 | $137.5M | Reduce -4.9% |
| AVY Avery Dennison Corp. | 3.30% | 749,182 | $129.4M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 3.23% | 439,539 | $126.4M | Reduce -23.2% |
| INTU Intuit Inc. | 3.10% | 281,272 | $121.6M | Reduce -44.8% |
| BSX Boston Scientific Corp. | 2.50% | 1,558,014 | $97.7M | New |
| ACN Accenture PLC Class A | 2.30% | 453,800 | $89.9M | Reduce -49.5% |
| VRSK Verisk Analytics Inc. | 2.05% | 423,430 | $80.3M | Reduce -3.9% |
| GOOG Alphabet Inc. Class C | 2.03% | 277,109 | $79.5M | Reduce -24.4% |
| XYL Xylem Inc. | 1.31% | 429,702 | $51.4M | Add +7026.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 15,470 | $7.4M | Reduce -9.6% |
| AAPL Apple Inc. | 0.05% | 7,944 | $2.0M | Reduce -16.3% |
| COST Costco Wholesale Corp. | 0.05% | 1,952 | $1.9M | Reduce -4.7% |
| UNH Unitedhealth Group Inc. | 0.03% | 4,680 | $1.3M | Reduce -23.3% |
| SNPS Synopsys Inc. | 0.03% | 2,860 | $1.1M | Reduce -13.8% |
| JNJ Johnson & Johnson | 0.02% | 2,500 | $611K | No change |
| HON Honeywell International Inc. | 0.01% | 2,208 | $499K | Reduce -43.4% |
| MCD McDonald's Corp. | 0.01% | 1,327 | $412K | Reduce -8.5% |
| WPM Wheaton Precious Metals Corp. | 0.01% | 3,000 | $393K | Reduce -25.0% |
| XOM Exxon Mobil Corp. | 0.01% | 1,900 | $322K | No change |
| AXP American Express Co. | 0.01% | 1,000 | $303K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 2,380 | $275K | No change |
| ABBV Abbvie Inc. | 0.01% | 1,100 | $239K | Reduce -8.0% |
| PWR Quanta Services Inc. | 0.01% | 417 | $229K | Reduce -38.2% |
| META Meta Platforms Inc. Class A | 0.01% | 388 | $222K | No change |
| DG Dollar General Corp. | 0.00% | 1,550 | $184K | No change |
| DE Deere & Co. | 0.00% | 325 | $183K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 2,167 | $174K | Reduce -35.5% |
| KO The Coca-Cola Co. | 0.00% | 2,162 | $164K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 960 | $154K | No change |
| ALGN Align Technology Inc. | 0.00% | 850 | $146K | Reduce -58.4% |
| WSO Watsco Inc. | 0.00% | 379 | $138K | Reduce -19.7% |
| MTD Mettler-Toledo International | 0.00% | 106 | $134K | No change |
| MSCI MSCI Inc. | 0.00% | 245 | $132K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 206 | $116K | No change |
| SYK Stryker Corp. | 0.00% | 350 | $115K | No change |
| LIN Linde PLC | 0.00% | 197 | $98K | No change |
| AMD Advanced Micro Devices | 0.00% | 450 | $92K | Reduce -30.8% |
| JPM JPMorgan Chase & Co. | 0.00% | 280 | $82K | No change |
| V Visa Inc. Class A | 0.00% | 250 | $76K | No change |
| ABT Abbott Laboratories | 0.00% | 465 | $48K | Reduce -29.0% |
| CB Chubb Ltd. | 0.00% | 108 | $35K | No change |
| VZ Verizon Communications Inc. | 0.00% | 690 | $35K | No change |
| WFC Wells Fargo & Co. | 0.00% | 350 | $28K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| INTU Intuit Inc. | Reduce -44.8% | 3.10% | −4.03 |
| ACN Accenture PLC Class A | Reduce -49.5% | 2.30% | −2.79 |
| AMZN Amazon.com Inc. | Reduce -19.1% | 6.09% | −0.81 |
| MA Mastercard Inc. Class A | Reduce -14.9% | 7.33% | −0.81 |
| MSFT Microsoft Corp. | Reduce -4.6% | 6.11% | −0.81 |
| BR Broadridge Financial Solutio | Reduce -3.7% | 4.33% | −0.78 |
| GOOGL Alphabet Inc. Class A | Reduce -23.2% | 3.23% | −0.56 |
| TSCO Tractor Supply Company | Reduce -17.6% | 4.89% | −0.53 |
| GOOG Alphabet Inc. Class C | Reduce -24.4% | 2.03% | −0.40 |
| ADP Automatic Data Processing | Reduce -4.9% | 3.51% | −0.35 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.3% | 5.50% | −0.04 |
| VRSK Verisk Analytics Inc. | Reduce -3.9% | 2.05% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -23.3% | 0.03% | −0.01 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.01 |
| SNPS Synopsys Inc. | Reduce -13.8% | 0.03% | −0.00 |
| HON Honeywell International Inc. | Reduce -43.4% | 0.01% | −0.00 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.00 |
| ALGN Align Technology Inc. | Reduce -58.4% | 0.00% | −0.00 |
| AAPL Apple Inc. | Reduce -16.3% | 0.05% | −0.00 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.00 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.00 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.00 |
| EW Edwards Lifesciences Corp. | Reduce -35.5% | 0.00% | −0.00 |
| AMD Advanced Micro Devices | Reduce -30.8% | 0.00% | −0.00 |
| ABT Abbott Laboratories | Reduce -29.0% | 0.00% | −0.00 |
| PWR Quanta Services Inc. | Reduce -38.2% | 0.01% | −0.00 |
| WPM Wheaton Precious Metals Corp. | Reduce -25.0% | 0.01% | +0.00 |
| WSO Watsco Inc. | Reduce -19.7% | 0.00% | +0.00 |
| ABBV Abbvie Inc. | Reduce -8.0% | 0.01% | +0.00 |
| MCD McDonald's Corp. | Reduce -8.5% | 0.01% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.6% | 0.19% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -4.7% | 0.05% | +0.01 |
| CDNS Cadence Design SYS Inc. | Reduce -4.2% | 5.34% | +0.16 |
| AVY Avery Dennison Corp. | Reduce -4.8% | 3.30% | +0.28 |
| APH Amphenol Corp. Class A | Reduce -4.3% | 5.15% | +0.39 |
| MRSH Marsh & McLennan Cos | Reduce -4.2% | 7.44% | +0.57 |
| AME Ametek Inc. | Reduce -3.6% | 4.68% | +0.83 |
| LH Labcorp Holdings Inc. | Reduce -4.6% | 6.67% | +1.23 |
Portfolio Buys Q4 2025 → Q1 2026
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 |