NAVERA INVESTMENT MANAGEMENT LTD.

PrivateCIK: 1842702
56
Positions
$3.92B
Total AUM (reported)
20.55M
Total Shares

Allocation by class

TOTAL AUM$3.92B56 positions
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 321.4%4–1040.8%11–2537.5%Rest0.2%TOP 1062.3%0%100%
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

SOLE
COM
Shares1.68M
TypeSH
Market value$291.47M
7.44%
Sole
1.68M
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares574.25K
TypeSH
Market value$286.98M
7.33%
Sole
574.25K
Shared
0.00
None
0.00

LABCORP HOLDINGS INC

SOLE
COM SHS
Shares979.37K
TypeSH
Market value$261.33M
6.67%
Sole
979.37K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares543.89K
TypeSH
Market value$250.81M
6.40%
Sole
543.89K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares723.30K
TypeSH
Market value$244.51M
6.24%
Sole
723.30K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares646.78K
TypeSH
Market value$239.41M
6.11%
Sole
646.78K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.15M
TypeSH
Market value$238.49M
6.09%
Sole
1.15M
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares438.26K
TypeSH
Market value$215.55M
5.50%
Sole
438.26K
Shared
0.00
None
0.00

CADENCE DESIGN SYSTEM INC

SOLE
COM
Shares752.43K
TypeSH
Market value$209.02M
5.34%
Sole
752.43K
Shared
0.00
None
0.00

AMPHENOL CORP NEW

SOLE
CL A
Shares1.59M
TypeSH
Market value$201.53M
5.15%
Sole
1.59M
Shared
0.00
None
0.00

TRACTOR SUPPLY CO

SOLE
COM
Shares4.22M
TypeSH
Market value$191.39M
4.89%
Sole
4.22M
Shared
0.00
None
0.00

AMETEK INC

SOLE
COM
Shares854.75K
TypeSH
Market value$183.17M
4.68%
Sole
854.75K
Shared
0.00
None
0.00

BROADRIDGE FINL SOLUTIONS IN

SOLE
COM
Shares1.04M
TypeSH
Market value$169.76M
4.33%
Sole
1.04M
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares676.86K
TypeSH
Market value$137.53M
3.51%
Sole
676.86K
Shared
0.00
None
0.00

AVERY DENNISON CORP

SOLE
COM
Shares749.18K
TypeSH
Market value$129.42M
3.30%
Sole
749.18K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares439.54K
TypeSH
Market value$126.40M
3.23%
Sole
439.54K
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares281.27K
TypeSH
Market value$121.61M
3.10%
Sole
281.27K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares1.56M
TypeSH
Market value$97.75M
2.50%
Sole
1.56M
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS Class A
Shares453.80K
TypeSH
Market value$89.92M
2.30%
Sole
453.80K
Shared
0.00
None
0.00

VERISK ANALYTICS INC

SOLE
COM
Shares423.43K
TypeSH
Market value$80.33M
2.05%
Sole
423.43K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares277.11K
TypeSH
Market value$79.47M
2.03%
Sole
277.11K
Shared
0.00
None
0.00

XYLEM INC

SOLE
COM
Shares429.70K
TypeSH
Market value$51.36M
1.31%
Sole
429.70K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares15.47K
TypeSH
Market value$7.41M
0.19%
Sole
15.47K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares7.94K
TypeSH
Market value$2.02M
0.05%
Sole
7.94K
Shared
0.00
None
0.00

COSTCO WHSL CORP NEW

SOLE
COM
Shares1.95K
TypeSH
Market value$1.94M
0.05%
Sole
1.95K
Shared
0.00
None
0.00
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