Filed: 5/12/2026ACC: 0000945621-26-000679
📋 What this filing means
NAVERA INVESTMENT MANAGEMENT LTD. filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $3.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$3.92B
Total AUM (reported)
20.55M
Total Shares
Allocation by class
COM$2.37B60.5%
CL A$488.73M12.5%
COM SHS$261.33M6.7%
COM NEW$250.81M6.4%
SPONSORED ADS$244.51M6.2%
CAP STK CL A$126.40M3.2%
SHS CLASS A$89.92M2.3%
Portfolio Concentration
Top 3$839.78M21.4%
4–10$1.60B40.8%
11–25$1.47B37.5%
Rest$8.04M0.2%
Top 3 weight
21.4%
Top 10 weight
62.3%
Voting Authority Distribution
Total shares with voting rights: 20.55M
Sole
Full voting authority
20.55M
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
MARSH & MCLENNAN COS INC
SOLEShares1.68M
TypeSH
Market value$291.47M
7.44%
Sole
1.68M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares574.25K
TypeSH
Market value$286.98M
7.33%
Sole
574.25K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares979.37K
TypeSH
Market value$261.33M
6.67%
Sole
979.37K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares543.89K
TypeSH
Market value$250.81M
6.40%
Sole
543.89K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares723.30K
TypeSH
Market value$244.51M
6.24%
Sole
723.30K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares646.78K
TypeSH
Market value$239.41M
6.11%
Sole
646.78K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.15M
TypeSH
Market value$238.49M
6.09%
Sole
1.15M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares438.26K
TypeSH
Market value$215.55M
5.50%
Sole
438.26K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares752.43K
TypeSH
Market value$209.02M
5.34%
Sole
752.43K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares1.59M
TypeSH
Market value$201.53M
5.15%
Sole
1.59M
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares4.22M
TypeSH
Market value$191.39M
4.89%
Sole
4.22M
Shared
0.00
None
0.00
AMETEK INC
SOLEShares854.75K
TypeSH
Market value$183.17M
4.68%
Sole
854.75K
Shared
0.00
None
0.00
BROADRIDGE FINL SOLUTIONS IN
SOLEShares1.04M
TypeSH
Market value$169.76M
4.33%
Sole
1.04M
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares676.86K
TypeSH
Market value$137.53M
3.51%
Sole
676.86K
Shared
0.00
None
0.00
AVERY DENNISON CORP
SOLEShares749.18K
TypeSH
Market value$129.42M
3.30%
Sole
749.18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares439.54K
TypeSH
Market value$126.40M
3.23%
Sole
439.54K
Shared
0.00
None
0.00
INTUIT
SOLEShares281.27K
TypeSH
Market value$121.61M
3.10%
Sole
281.27K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares1.56M
TypeSH
Market value$97.75M
2.50%
Sole
1.56M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares453.80K
TypeSH
Market value$89.92M
2.30%
Sole
453.80K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares423.43K
TypeSH
Market value$80.33M
2.05%
Sole
423.43K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares277.11K
TypeSH
Market value$79.47M
2.03%
Sole
277.11K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares429.70K
TypeSH
Market value$51.36M
1.31%
Sole
429.70K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.47K
TypeSH
Market value$7.41M
0.19%
Sole
15.47K
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.94K
TypeSH
Market value$2.02M
0.05%
Sole
7.94K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares1.95K
TypeSH
Market value$1.94M
0.05%
Sole
1.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARSH & MCLENNAN COS INCSOLE | COM | 1.68M | SH | $291.47M 7.44% | 1.68M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 574.25K | SH | $286.98M 7.33% | 574.25K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 979.37K | SH | $261.33M 6.67% | 979.37K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 543.89K | SH | $250.81M 6.40% | 543.89K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 723.30K | SH | $244.51M 6.24% | 723.30K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 646.78K | SH | $239.41M 6.11% | 646.78K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.15M | SH | $238.49M 6.09% | 1.15M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 438.26K | SH | $215.55M 5.50% | 438.26K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 752.43K | SH | $209.02M 5.34% | 752.43K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.59M | SH | $201.53M 5.15% | 1.59M | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 4.22M | SH | $191.39M 4.89% | 4.22M | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 854.75K | SH | $183.17M 4.68% | 854.75K | 0.00 | 0.00 |
BROADRIDGE FINL SOLUTIONS INSOLE | COM | 1.04M | SH | $169.76M 4.33% | 1.04M | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 676.86K | SH | $137.53M 3.51% | 676.86K | 0.00 | 0.00 |
AVERY DENNISON CORPSOLE | COM | 749.18K | SH | $129.42M 3.30% | 749.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 439.54K | SH | $126.40M 3.23% | 439.54K | 0.00 | 0.00 |
INTUITSOLE | COM | 281.27K | SH | $121.61M 3.10% | 281.27K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 1.56M | SH | $97.75M 2.50% | 1.56M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS Class A | 453.80K | SH | $89.92M 2.30% | 453.80K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 423.43K | SH | $80.33M 2.05% | 423.43K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 277.11K | SH | $79.47M 2.03% | 277.11K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 429.70K | SH | $51.36M 1.31% | 429.70K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.47K | SH | $7.41M 0.19% | 15.47K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.94K | SH | $2.02M 0.05% | 7.94K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.95K | SH | $1.94M 0.05% | 1.95K | 0.00 | 0.00 |
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