Navera Investment Management Ltd.

CIK

1842702

Location

LONDON, X0

Portfolio Value

Mid $3,836,978,192

Diversification

Diversified

Filing Date

Global Rank

#638 / 8,232 ▼ 17

Top Industry

Diagnostics & Research 12.4%

3Y Alpha vs SPY

-17.7%

Period ended 2 months ago

Filed May 12, 2026 · 33d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.8%

SPY

+76.3%

Annualised alpha

-17.7%

Max drawdown

−22.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

55 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.6%

−0.7 pts

Top 5

34.8%

−2.1 pts

Top 10

63.6%

−1.7 pts

HHI

540

Diversified−37

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.9%	$1,416,769,092	12
Healthcare	21.6%	$828,064,812	13
Financial Services	15.3%	$586,508,049	9
Consumer Cyclical	14.6%	$559,635,315	4
Industrials	8.2%	$315,968,404	7
Communication Services	3.3%	$126,650,458	3
Consumer Defensive	0.1%	$2,293,482	3
Basic Materials	0.0%	$490,694	2
Energy	0.0%	$322,354	1
Utilities	0.0%	$275,532	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+440,103	723,299	$244,438,897
XYL	Xylem Inc.	+423,672	429,702	$51,349,389
ISRG	Intuitive Surgical Inc	+30,085	543,889	$250,727,390
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSCO	Tractor Supply Co /De/	−902,557	4,224,554	$191,372,296
ACN	Accenture plc	−443,913	453,800	$89,984,002
AMZN	Amazon Com Inc	−271,175	1,145,061	$238,481,854
INTU	Intuit Inc.	−228,550	281,272	$121,616,387
GOOGL	Alphabet Inc.	−132,906	439,539	$126,393,834
MA	Mastercard Inc	−100,736	574,253	$286,931,253
MRSH	Marsh & Mclennan Companies, Inc.	−73,271	1,680,646	$291,508,048
APH	Amphenol Corp /De/	−71,344	1,594,959	$201,523,069
LH	Labcorp Holdings Inc.	−47,523	979,371	$261,305,976
BR	Broadridge Financial Solutions, Inc.	−40,313	1,044,983	$169,788,837
AVY	Avery Dennison Corp	−37,917	749,182	$129,368,747
ADP	Automatic Data Processing Inc	−34,673	676,863	$137,525,024
CDNS	Cadence Design Systems Inc	−32,542	752,430	$209,077,724
AME	Ametek Inc/	−32,017	854,750	$183,224,210
MSFT	Microsoft Corp	−31,025	646,783	$239,419,663
VRSK	Verisk Analytics, Inc.	−17,175	423,430	$80,345,842
TMO	Thermo Fisher Scientific Inc.	−14,738	438,260	$215,417,937
HON	Honeywell International Inc	−1,692	2,208	$499,074
BRK-B	Berkshire Hathaway Inc	−1,640	15,470	$7,413,224
AAPL	Apple Inc.	−1,550	7,944	$2,016,107
UNH	Unitedhealth Group Inc	−1,420	4,680	$1,266,361
EW	Edwards Lifesciences Corp	−1,195	2,167	$173,533
ALGN	Align Technology Inc	−1,193	850	$145,715
WPM	Wheaton Precious Metals Corp.	−1,000	3,000	$393,030
SNPS	Synopsys Inc	−456	2,860	$1,133,932
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
BSX	Boston Scientific Corp	1,558,014	$97,765,378
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	540	$282,198
ECL	Ecolab Inc.	554	$145,436
FISV	Fiserv Inc	1,695	$113,853
ADSK	Autodesk, Inc.	364	$107,747
ADBE	Adobe Inc.	286	$100,097
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 positions · $3,836,978,192 total · as of Mar 31, 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
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	1,680,646	-73,271	$291,508,048	−10.4%	7.60%
MA	Mastercard Inc Financial Services	Reduced	574,253	-100,736	$286,931,253	−25.5%	7.48%
LH	Labcorp Holdings Inc. Healthcare	Reduced	979,371	-47,523	$261,305,976	+1.4%	6.81%
ISRG	Intuitive Surgical Inc Healthcare	Added	543,889	+30,085	$250,727,390	−13.8%	6.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	723,299	+440,103	$244,438,897	+184.0%	6.37%
MSFT	Microsoft Corp Technology	Reduced	646,783	-31,025	$239,419,663	−27.0%	6.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,145,061	-271,175	$238,481,854	−27.0%	6.22%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	438,260	-14,738	$215,417,937	−17.9%	5.61%
CDNS	Cadence Design Systems Inc Technology	Reduced	752,430	-32,542	$209,077,724	−14.8%	5.45%
APH	Amphenol Corp /De/ Technology	Reduced	1,594,959	-71,344	$201,523,069	−10.5%	5.25%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	4,224,554	-902,557	$191,372,296	−25.4%	4.99%
AME	Ametek Inc/ Industrials	Reduced	854,750	-32,017	$183,224,210	+0.6%	4.78%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	1,044,983	-40,313	$169,788,837	−29.9%	4.43%
ADP	Automatic Data Processing Inc Technology	Reduced	676,863	-34,673	$137,525,024	−24.9%	3.58%
AVY	Avery Dennison Corp Consumer Cyclical	Reduced	749,182	-37,917	$129,368,747	−9.6%	3.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	439,539	-132,906	$126,393,834	−29.5%	3.29%
INTU	Intuit Inc. Technology	Reduced	281,272	-228,550	$121,616,387	−64.0%	3.17%
BSX	Boston Scientific Corp Healthcare	NEW	1,558,014	NEW	$97,765,378	NEW	2.55%
ACN	Accenture plc Technology	Reduced	453,800	-443,913	$89,984,002	−62.6%	2.35%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	423,430	-17,175	$80,345,842	−18.5%	2.09%
XYL	Xylem Inc. Industrials	Added	429,702	+423,672	$51,349,389	+6153.2%	1.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	15,470	-1,640	$7,413,224	−13.8%	0.19%
AAPL	Apple Inc. Technology	Reduced	7,944	-1,550	$2,016,107	−21.9%	0.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,952	-97	$1,945,031	+10.1%	0.05%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,680	-1,420	$1,266,361	−37.1%	0.03%
SNPS	Synopsys Inc Technology	Reduced	2,860	-456	$1,133,932	−27.2%	0.03%
JNJ	Johnson & Johnson Healthcare	Held	2,500	0	$611,100	+18.1%	0.02%
HON	Honeywell International Inc Industrials	Reduced	2,208	-1,692	$499,074	−34.4%	0.01%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,327	-123	$412,418	−6.9%	0.01%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	3,000	-1,000	$393,030	−16.4%	0.01%
XOM	Exxon Mobil Corp Energy	Held	1,900	0	$322,354	+41.0%	0.01%
AXP	American Express Co Financial Services	Held	1,000	0	$302,480	−18.2%	0.01%
WEC	Wec Energy Group, Inc. Utilities	Held	2,380	0	$275,532	+9.8%	0.01%
ABBV	AbbVie Inc. Healthcare	Reduced	1,100	-95	$239,239	−12.4%	0.01%
PWR	Quanta Services, Inc. Industrials	Reduced	417	-258	$228,941	−19.6%	0.01%
META	Meta Platforms, Inc. Communication Services	Held	388	0	$221,986	−13.3%	0.01%
DG	Dollar General Corp Consumer Defensive	Held	1,550	0	$184,031	−10.6%	0.00%
DE	Deere & Co Industrials	Held	325	0	$183,072	+21.0%	0.00%
EW	Edwards Lifesciences Corp Healthcare	Reduced	2,167	-1,195	$173,533	−39.5%	0.00%
KO	Coca Cola Co Consumer Defensive	Held	2,162	0	$164,420	+8.8%	0.00%
PANW	Palo Alto Networks Inc Technology	Held	960	0	$153,907	−13.0%	0.00%
ALGN	Align Technology Inc Healthcare	Reduced	850	-1,193	$145,715	−54.3%	0.00%
WSO	Watsco Inc Industrials	Reduced	379	-93	$137,876	−13.3%	0.00%
MTD	Mettler Toledo International Inc/ Healthcare	Held	106	0	$133,687	−9.5%	0.00%
MSCI	MSCI Inc. Financial Services	Held	245	0	$132,057	−6.1%	0.00%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	206	0	$115,749	−16.9%	0.00%
SYK	Stryker Corp Healthcare	Held	350	0	$115,006	−6.5%	0.00%
LIN	Linde PLC Basic Materials	Held	197	0	$97,664	+16.3%	0.00%
AMD	Advanced Micro Devices Inc Technology	Reduced	450	-200	$91,543	−34.2%	0.00%
JPM	Jpmorgan Chase & Co Financial Services	Held	280	0	$82,364	−8.7%	0.00%