Navera Investment Management Ltd.

CIK

1842702

Location

LONDON, X0

Portfolio Value

Mid $4,046,527,726

Diversification

Diversified

Filing Date

Global Rank

#1,022 / 8,795 ▼ 159 · as of Jun 2026

Top Industry

Electronic Components 16.9%

Period ended 3 months ago

Filed Aug 11, 2026 · 57d

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

55 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.7%

+5.9 pts

Top 5

42.5%

+6.3 pts

Top 10

68.2%

+4.1 pts

HHI

654

Diversified+98

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.8%	$1,568,659,978	13
Healthcare	15.0%	$606,947,503	11
Industrials	14.5%	$588,457,624	7
Financial Services	13.0%	$526,809,173	9
Consumer Cyclical	11.9%	$480,595,482	4
Communication Services	5.7%	$231,249,297	3
Basic Materials	1.0%	$41,090,827	3
Consumer Defensive	0.1%	$2,180,162	3
Utilities	0.0%	$277,912	1
Energy	0.0%	$259,768	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
XYL	Xylem Inc.	+1,159,914	1,589,616	$187,908,507
APH	Amphenol Corp /De/	+208,975	1,803,934	$636,139,285
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
BR	Broadridge Financial Solutions, Inc.	−1,041,799	3,184	$436,048
TSCO	Tractor Supply Co /De/	−382,289	3,842,265	$121,453,996
INTU	Intuit Inc.	−281,066	206	$53,766
ISRG	Intuitive Surgical Inc	−230,071	313,818	$124,799,142
CDNS	Cadence Design Systems Inc	−218,777	533,653	$200,290,643
LH	Labcorp Holdings Inc.	−197,640	781,731	$218,884,680
MSFT	Microsoft Corp	−169,634	477,149	$177,986,119
MRSH	Marsh & Mclennan Companies, Inc.	−163,187	1,517,459	$252,914,891
BSX	Boston Scientific Corp	−130,422	1,427,592	$60,929,626
AMZN	Amazon Com Inc	−97,135	1,047,926	$249,762,682
AVY	Avery Dennison Corp	−77,203	671,979	$109,095,790
AME	Ametek Inc/	−74,131	780,619	$188,862,960
ADP	Automatic Data Processing Inc	−72,984	603,879	$135,238,702
GOOGL	Alphabet Inc.	−67,461	649,187	$231,001,527
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−60,621	662,678	$316,475,132
MA	Mastercard Inc	−57,441	516,812	$265,434,643
ACN	Accenture plc	−40,981	412,819	$51,371,196
TMO	Thermo Fisher Scientific Inc.	−40,821	397,439	$199,260,017
VRSK	Verisk Analytics, Inc.	−38,043	385,387	$69,188,528
SNPS	Synopsys Inc	−1,050	1,810	$807,386
AAPL	Apple Inc.	−800	7,144	$2,067,187
UNH	Unitedhealth Group Inc	−450	4,230	$1,758,114
MCD	Mcdonalds Corp	−280	1,047	$283,014
PWR	Quanta Services, Inc.	−100	317	$228,252
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
HUBB	Hubbell Inc	144,569	$75,638,500
HEI	Heico Corp	257,550	$66,424,720
FN	Fabrinet	83,984	$47,205,726
FNV	FRANCO NEVADA Corp	195,028	$40,651,636
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	2,208	$499,074
EW	Edwards Lifesciences Corp	2,167	$173,533
WSO	Watsco Inc	379	$137,876
MTD	Mettler Toledo International Inc/	106	$133,687
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 tracked positions · $4,046,527,726 total · filing declares 56 positions · $3,727,432,771 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APH	Amphenol Corp /De/ Technology	Added	1,803,934	+208,975	$636,139,285	+57.8%	15.72%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	662,678	-60,621	$316,475,132	+29.5%	7.82%
MA	Mastercard Inc Financial Services	Reduced	516,812	-57,441	$265,434,643	−7.5%	6.56%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	1,517,459	-163,187	$252,914,891	−13.2%	6.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,047,926	-97,135	$249,762,682	+4.7%	6.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	649,187	-67,461	$231,001,527	+12.2%	5.71%
LH	Labcorp Holdings Inc. Healthcare	Reduced	781,731	-197,640	$218,884,680	−16.2%	5.41%
CDNS	Cadence Design Systems Inc Technology	Reduced	533,653	-218,777	$200,290,643	−4.2%	4.95%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	397,439	-40,821	$199,260,017	−7.5%	4.92%
AME	Ametek Inc/ Industrials	Reduced	780,619	-74,131	$188,862,960	+3.1%	4.67%
XYL	Xylem Inc. Industrials	Added	1,589,616	+1,159,914	$187,908,507	+265.9%	4.64%
MSFT	Microsoft Corp Technology	Reduced	477,149	-169,634	$177,986,119	−25.7%	4.40%
ADP	Automatic Data Processing Inc Technology	Reduced	603,879	-72,984	$135,238,702	−1.7%	3.34%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	313,818	-230,071	$124,799,142	−50.2%	3.08%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	3,842,265	-382,289	$121,453,996	−36.5%	3.00%
AVY	Avery Dennison Corp Consumer Cyclical	Reduced	671,979	-77,203	$109,095,790	−15.7%	2.70%
HUBB	Hubbell Inc Industrials	NEW	144,569	NEW	$75,638,500	NEW	1.87%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	385,387	-38,043	$69,188,528	−13.9%	1.71%
HEI	Heico Corp Industrials	NEW	257,550	NEW	$66,424,720	NEW	1.64%
BSX	Boston Scientific Corp Healthcare	Reduced	1,427,592	-130,422	$60,929,626	−37.7%	1.51%
ACN	Accenture plc Technology	Reduced	412,819	-40,981	$51,371,196	−42.9%	1.27%
FN	Fabrinet Technology	NEW	83,984	NEW	$47,205,726	NEW	1.17%
FNV	FRANCO NEVADA Corp Basic Materials	NEW	195,028	NEW	$40,651,636	NEW	1.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	15,470	0	$7,741,033	+4.4%	0.19%
AAPL	Apple Inc. Technology	Reduced	7,144	-800	$2,067,187	+2.5%	0.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,952	0	$1,826,037	−6.1%	0.05%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,230	-450	$1,758,114	+38.8%	0.04%
SNPS	Synopsys Inc Technology	Reduced	1,810	-1,050	$807,386	−28.8%	0.02%
JNJ	Johnson & Johnson Healthcare	Held	2,500	0	$634,925	+3.9%	0.02%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	3,184	-1,041,799	$436,048	−99.7%	0.01%
AXP	American Express Co Financial Services	Held	1,000	0	$338,250	+11.8%	0.01%
WPM	Wheaton Precious Metals Corp. Basic Materials	Held	3,000	0	$336,960	−14.3%	0.01%
PANW	Palo Alto Networks Inc Technology	Held	960	0	$327,379	+112.7%	0.01%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,047	-280	$283,014	−31.4%	0.01%
WEC	Wec Energy Group, Inc. Utilities	Held	2,380	0	$277,912	+0.9%	0.01%
ABBV	AbbVie Inc. Healthcare	Held	1,100	0	$276,804	+15.7%	0.01%
AMD	Advanced Micro Devices Inc Technology	Held	450	0	$261,409	+185.6%	0.01%
XOM	ExxonMobil Holdings Corp Energy	Held	1,900	0	$259,768	−19.4%	0.01%
PWR	Quanta Services, Inc. Industrials	Reduced	317	-100	$228,252	−0.3%	0.01%
META	Meta Platforms, Inc. Communication Services	Held	388	0	$218,556	−1.5%	0.01%
DE	Deere & Co Industrials	Held	325	0	$206,157	+12.6%	0.01%
DG	Dollar General Corp Consumer Defensive	Held	1,550	0	$178,420	−3.0%	0.00%
KO	Coca Cola Co Consumer Defensive	Held	2,162	0	$175,705	+6.9%	0.00%
ALGN	Align Technology Inc Healthcare	Held	850	0	$143,361	−1.6%	0.00%
MSCI	MSCI Inc. Financial Services	Held	245	0	$137,209	+3.9%	0.00%
SYK	Stryker Corp Healthcare	Held	350	0	$110,194	−4.2%	0.00%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	206	0	$108,446	−6.3%	0.00%
LIN	Linde PLC Basic Materials	Held	197	0	$102,231	+4.7%	0.00%
JPM	Jpmorgan Chase & Co Financial Services	Held	280	0	$91,652	+11.3%	0.00%
V	Visa Inc. Financial Services	Held	250	0	$85,772	+13.5%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.