Navera Investment Management Ltd.

LONDON, X0 · CIK 1842702 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$3.7bn reported value -4.8% vs Q1 2026

56positions

64.3%in top 10

4 new 2 added 25 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMPHENOL CORP CL A APH	APH	1,803,934	$318.1m8.53%	8.53%	Added +209.0k	+208,975 13.1%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	662,678	$316.1m8.48%	8.48%	Reduced -60.6k	-60,621 -8.4%
3	MASTERCARD INCORPORATED CL A MA	MA	516,812	$265.4m7.12%	7.12%	Reduced -57.4k	-57,441 -10.0%
4	MARSH & MCLENNAN COS INC COM MRSH	MRSH	1,517,459	$252.8m6.78%	6.78%	Reduced -163.2k	-163,187 -9.7%
5	AMAZON COM INC COM AMZN	AMZN	1,047,926	$249.7m6.70%	6.70%	Reduced -97.1k	-97,135 -8.5%
6	LABCORP HOLDINGS INC COM SHS LH	LH	781,731	$218.9m5.87%	5.87%	Reduced -197.6k	-197,640 -20.2%
7	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	533,653	$200.3m5.37%	5.37%	Reduced -218.8k	-218,777 -29.1%
8	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	397,439	$199.1m5.34%	5.34%	Reduced -40.8k	-40,821 -9.3%
9	AMETEK INC COM AME	AME	780,619	$188.8m5.07%	5.07%	Reduced -74.1k	-74,131 -8.7%
10	XYLEM INC COM XYL	XYL	1,589,616	$188.0m5.04%	5.04%	Added +1.2m	+1,159,914 269.9%
11	MICROSOFT CORP COM MSFT	MSFT	477,149	$177.9m4.77%	4.77%	Reduced -169.6k	-169,634 -26.2%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	402,051	$143.6m3.85%	3.85%	Reduced -37.5k	-37,488 -8.5%
13	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	603,879	$135.2m3.63%	3.63%	Reduced -73.0k	-72,984 -10.8%
14	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	313,818	$124.8m3.35%	3.35%	Reduced -230.1k	-230,071 -42.3%
15	TRACTOR SUPPLY CO COM TSCO	TSCO	3,842,265	$121.4m3.26%	3.26%	Reduced -382.3k	-382,289 -9.1%
16	AVERY DENNISON CORP COM AVY	AVY	671,979	$109.1m2.93%	2.93%	Reduced -77.2k	-77,203 -10.3%
17	ALPHABET INC CAP STK CL C GOOG	GOOG	247,136	$87.3m2.34%	2.34%	Reduced -30.0k	-29,973 -10.8%
18	HUBBELL INC COM HUBB	HUBB	144,569	$75.6m2.03%	2.03%	New
19	VERISK ANALYTICS INC COM VRSK	VRSK	385,387	$69.2m1.86%	1.86%	Reduced -38.0k	-38,043 -9.0%
20	HEICO CORP NEW CL A HEI.A	HEI.A	257,550	$66.4m1.78%	1.78%	New
21	BOSTON SCIENTIFIC CORP COM BSX	BSX	1,427,592	$60.9m1.63%	1.63%	Reduced -130.4k	-130,422 -8.4%
22	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	412,819	$51.4m1.38%	1.38%	Reduced -41.0k	-40,981 -9.0%
23	FABRINET SHS FN	FN	83,984	$47.2m1.27%	1.27%	New
24	FRANCO NEV CORP COM FNV	FNV	195,028	$40.7m1.09%	1.09%	New
25	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	15,470	$7.7m0.21%	0.21%	Unchanged
26	APPLE INC COM AAPL	AAPL	7,144	$2.1m0.06%	0.06%	Reduced -800	-800 -10.1%
27	COSTCO WHSL CORP NEW COM COST	COST	1,952	$1.8m0.05%	0.05%	Unchanged
28	UNITEDHEALTH GROUP INC COM UNH	UNH	4,230	$1.8m0.05%	0.05%	Reduced -450	-450 -9.6%
29	SYNOPSYS INC COM SNPS	SNPS	1,810	$807.0k0.02%	0.02%	Reduced -1.1k	-1,050 -36.7%
30	JOHNSON & JOHNSON COM JNJ	JNJ	2,500	$635.0k0.02%	0.02%	Unchanged
31	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	3,184	$435.8k0.01%	0.01%	Reduced -1.0m	-1,041,799 -99.7%
32	AMERICAN EXPRESS CO COM AXP	AXP	1,000	$338.3k0.01%	0.01%	Unchanged
33	WHEATON PRECIOUS METALS CORP COM WPM	WPM	3,000	$337.0k0.01%	0.01%	Unchanged
34	PALO ALTO NETWORKS INC COM PANW	PANW	960	$327.0k0.01%	0.01%	Unchanged
35	MCDONALDS CORP COM MCD	MCD	1,047	$282.9k0.01%	0.01%	Reduced -280	-280 -21.1%
36	WEC ENERGY GROUP INC COM WEC	WEC	2,380	$277.9k0.01%	0.01%	Unchanged
37	ABBVIE INC COM ABBV	ABBV	1,100	$276.3k0.01%	0.01%	Unchanged
38	ADVANCED MICRO DEVICES INC COM AMD	AMD	450	$261.4k0.01%	0.01%	Unchanged
39	EXXON MOBIL CORP COM XOM	XOM	1,900	$259.3k0.01%	0.01%	Unchanged
40	QUANTA SVCS INC COM PWR	PWR	317	$228.2k0.01%	0.01%	Reduced -100	-100 -24.0%
41	META PLATFORMS INC CL A META	META	388	$218.4k0.01%	0.01%	Unchanged
42	DEERE & CO COM DE	DE	325	$206.0k0.01%	0.01%	Unchanged
43	DOLLAR GEN CORP NEW COM DG	DG	1,550	$178.5k0.00%	0.00%	Unchanged
44	COCA COLA CO COM KO	KO	2,162	$175.6k0.00%	0.00%	Unchanged
45	ALIGN TECHNOLOGY INC COM ALGN	ALGN	850	$143.4k0.00%	0.00%	Unchanged
46	MSCI INC COM MSCI	MSCI	245	$137.2k0.00%	0.00%	Unchanged
47	STRYKER CORPORATION COM SYK	SYK	350	$110.2k0.00%	0.00%	Unchanged
48	IDEXX LABS INC COM IDXX	IDXX	206	$108.4k0.00%	0.00%	Unchanged
49	LINDE PLC SHS LIN	LIN	197	$102.2k0.00%	0.00%	Unchanged
50	JPMORGAN CHASE & CO COM JPM	JPM	280	$91.7k0.00%	0.00%	Unchanged
51	VISA INC COM CL A V	V	250	$85.6k0.00%	0.00%	Unchanged
52	INTUIT COM INTU	INTU	206	$53.8k0.00%	0.00%	Reduced -281.1k	-281,066 -99.9%
53	ABBOTT LABS COM ABT	ABT	465	$42.2k0.00%	0.00%	Unchanged
54	CHUBB LIMITED COM CB	CB	108	$36.8k0.00%	0.00%	Unchanged
55	VERIZON COMMUNICATIONS INC COM VZ	VZ	690	$29.2k0.00%	0.00%	Unchanged
56	WELLS FARGO CO NEW COM WFC	WFC	350	$28.9k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		1,104	$498.9k1.1k shares
EDWARDS LIFESCIENCES CORP EW	EW	2,167	$173.6k2.2k shares
WATSCO INC WSO	WSO	379	$137.8k379 shares
METTLER TOLEDO INTERNATIONAL MTD	MTD	106	$133.8k106 shares