Filed: 10/29/2025ACC: 0000945621-25-000987
📋 What this filing means
NAVERA INVESTMENT MANAGEMENT LTD. filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $5.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$5.22B
Total AUM (reported)
23.18M
Total Shares
Allocation by class
COM$3.54B67.7%
CL A$577.71M11.1%
COM SHS$303.59M5.8%
COM NEW$272.83M5.2%
SHS CLASS A$230.40M4.4%
CAP STK CL A$176.22M3.4%
CAP STK CL C$113.73M2.2%
Portfolio Concentration
Top 3$1.09B20.9%
4–10$2.07B39.7%
11–25$2.06B39.4%
Rest$6.56M0.1%
Top 3 weight
20.9%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 22.74M
Sole
Full voting authority
22.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
MICROSOFT CORP
SOLEShares776.30K
TypeSH
Market value$402.09M
7.70%
Sole
776.30K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares633.39K
TypeSH
Market value$360.20M
6.90%
Sole
633.39K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares1.62M
TypeSH
Market value$327.30M
6.27%
Sole
1.62M
Shared
0.00
None
0.00
INTUIT
SOLEShares474.55K
TypeSH
Market value$324.02M
6.20%
Sole
474.55K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.46M
TypeSH
Market value$320.52M
6.14%
Sole
1.46M
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares1.06M
TypeSH
Market value$303.59M
5.81%
Sole
1.06M
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares5.29M
TypeSH
Market value$300.50M
5.75%
Sole
5.29M
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares812.73K
TypeSH
Market value$285.51M
5.47%
Sole
812.73K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares610.07K
TypeSH
Market value$272.83M
5.22%
Sole
610.07K
Shared
0.00
None
0.00
BROADRIDGE FINL SOLUTIONS IN
SOLEShares1.11M
TypeSH
Market value$264.12M
5.06%
Sole
1.11M
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares504.64K
TypeSH
Market value$249.10M
4.77%
Sole
504.64K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares475.61K
TypeSH
Market value$230.55M
4.41%
Sole
475.61K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares934.07K
TypeSH
Market value$230.40M
4.41%
Sole
934.07K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares1.76M
TypeSH
Market value$217.23M
4.16%
Sole
1.76M
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares723.79K
TypeSH
Market value$212.40M
4.07%
Sole
723.79K
Shared
0.00
None
0.00
FISERV INC
SOLEShares1.50M
TypeSH
Market value$192.93M
3.69%
Sole
1.50M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares724.95K
TypeSH
Market value$176.22M
3.37%
Sole
724.95K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares918.68K
TypeSH
Market value$172.67M
3.31%
Sole
918.68K
Shared
0.00
None
0.00
AVERY DENNISON CORP
SOLEShares821.62K
TypeSH
Market value$133.23M
2.55%
Sole
821.62K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares467.01K
TypeSH
Market value$113.73M
2.18%
Sole
467.01K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares437.52K
TypeSH
Market value$110.02M
2.11%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.47K
TypeSH
Market value$9.28M
0.18%
Sole
18.47K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares9.33K
TypeSH
Market value$3.22M
0.06%
Sole
9.33K
Shared
0.00
None
0.00
APPLE INC
SOLEShares9.39K
TypeSH
Market value$2.39M
0.05%
Sole
9.39K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares7.21K
TypeSH
Market value$2.01M
0.04%
Sole
7.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 776.30K | SH | $402.09M 7.70% | 776.30K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 633.39K | SH | $360.20M 6.90% | 633.39K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 1.62M | SH | $327.30M 6.27% | 1.62M | 0.00 | 0.00 |
INTUITSOLE | COM | 474.55K | SH | $324.02M 6.20% | 474.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.46M | SH | $320.52M 6.14% | 1.46M | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 1.06M | SH | $303.59M 5.81% | 1.06M | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 5.29M | SH | $300.50M 5.75% | 5.29M | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 812.73K | SH | $285.51M 5.47% | 812.73K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 610.07K | SH | $272.83M 5.22% | 610.07K | 0.00 | 0.00 |
BROADRIDGE FINL SOLUTIONS INSOLE | COM | 1.11M | SH | $264.12M 5.06% | 1.11M | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 504.64K | SH | $249.10M 4.77% | 504.64K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 475.61K | SH | $230.55M 4.41% | 475.61K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS Class A | 934.07K | SH | $230.40M 4.41% | 934.07K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.76M | SH | $217.23M 4.16% | 1.76M | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 723.79K | SH | $212.40M 4.07% | 723.79K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 1.50M | SH | $192.93M 3.69% | 1.50M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 724.95K | SH | $176.22M 3.37% | 724.95K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 918.68K | SH | $172.67M 3.31% | 918.68K | 0.00 | 0.00 |
AVERY DENNISON CORPSOLE | COM | 821.62K | SH | $133.23M 2.55% | 821.62K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 467.01K | SH | $113.73M 2.18% | 467.01K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 437.52K | SH | $110.02M 2.11% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.47K | SH | $9.28M 0.18% | 18.47K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 9.33K | SH | $3.22M 0.06% | 9.33K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 9.39K | SH | $2.39M 0.05% | 9.39K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 7.21K | SH | $2.01M 0.04% | 7.21K | 0.00 | 0.00 |
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