Q2 2026 13F · SEC CIK 1842702

Navera Investment Management Ltd.

Asset managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.7B
Reported positions: 56
Top holdings a year, 3 yrs: +4.7%
Average holding period: 4.7 yrs

Navera Investment Management Ltd. is an asset manager that reported 56 positions worth $3.7B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Amphenol Corp (APH, 8.5%), Taiwan Semiconductor Manufac (TSM, 8.5%), Mastercard Inc. (MA, 7.1%). A portfolio copying its top holdings returned 4.7% a year over the last 3 years, against 20.4% for the S&P 500.

Navera Investment Management Ltd. holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Navera Investment Management Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
APHAmphenol Corp	8.5%	5.1%	1,803,934	+13.1%	$318.1M
TSMTaiwan Semiconductor Manufac	8.5%	6.2%	662,678	-8.4%	$316.1M
MAMastercard Inc.	7.1%	7.3%	516,812	-10.0%	$265.4M
MRSHMarsh	6.8%	7.4%	1,517,459	-9.7%	$252.8M
AMZNAmazon Com Inc Com	6.7%	6.1%	1,047,926	-8.5%	$249.7M
LHLabcorp Holdings Inc	5.9%	6.7%	781,731	-20.2%	$218.9M
CDNSCadence Design System Inc	5.4%	5.3%	533,653	-29.1%	$200.3M
TMOThermo Fisher Scientific Inc	5.3%	5.5%	397,439	-9.3%	$199.1M
AMEAmetek Inc	5.1%	4.7%	780,619	-8.7%	$188.8M
XYLXylem Inc Ny	5.0%	1.3%	1,589,616	+269.9%	$188.0M
MSFTMicrosoft Corp	4.8%	6.1%	477,149	-26.2%	$177.9M
GOOGLAlphabet Inc	3.9%	3.2%	402,051	-8.5%	$143.6M
ADPAutomatic Data Processing Inc Com	3.6%	3.5%	603,879	-10.8%	$135.2M
ISRGIntuitive Surgical Inc	3.3%	6.4%	313,818	-42.3%	$124.8M
TSCOTractor Supply Co	3.3%	4.9%	3,842,265	-9.0%	$121.4M
AVYAvery Dennison Corp	2.9%	3.3%	671,979	-10.3%	$109.1M
GOOGAlphabet Inc	2.3%	2.0%	247,136	-10.8%	$87.3M
HUBBHubbell Inc	2.0%	—	144,569	—	$75.6M
VRSKVerisk Analytics Inc	1.9%	2.1%	385,387	-9.0%	$69.2M
HEI-AHeico Corp New	1.8%	—	257,550	—	$66.4M
BSXBoston Scientific Corp	1.6%	2.5%	1,427,592	-8.4%	$60.9M
ACNAccenture PLC Ireland Shs Class A	1.4%	2.3%	412,819	-9.0%	$51.4M
FNFabrinet	1.3%	—	83,984	—	$47.2M
FNVFranco Nev Corp	1.1%	—	195,028	—	$40.7M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	15,470	+0.0%	$7.7M
AAPLApple Inc	0.1%	0.1%	7,144	-10.1%	$2.1M
COSTCostco Whsl Corp New	0.0%	0.1%	1,952	+0.0%	$1.8M
UNHUnitedhealth Group Inc Com	0.0%	0.0%	4,230	-9.6%	$1.8M
SNPSSynopsys Inc	0.0%	0.0%	1,810	-36.7%	$807K
JNJJohnson & Johnson	0.0%	0.0%	2,500	+0.0%	$635K
BRBroadridge Financial Solutions	0.0%	4.3%	3,184	-99.7%	$436K
AXPAmerican Express Co Com	0.0%	0.0%	1,000	+0.0%	$338K
WPMWheaton Precious Metals	0.0%	0.0%	3,000	+0.0%	$337K
PANWPalo Alto Networks Inc	0.0%	0.0%	960	+0.0%	$327K
MCDMcdonalds Corp Com	0.0%	0.0%	1,047	-21.1%	$283K
WECWEC Energy Group Inc.	0.0%	0.0%	2,380	+0.0%	$278K
ABBVAbbvie Inc	0.0%	0.0%	1,100	+0.0%	$276K
AMDAdvanced Micro Devices Inc	0.0%	0.0%	450	+0.0%	$261K
XOMExxon Mobil Corp	0.0%	0.0%	1,900	+0.0%	$259K
PWRQuanta Svcs Inc Com	0.0%	0.0%	317	-24.0%	$228K
METAMeta Platforms Inc Class A	0.0%	0.0%	388	+0.0%	$218K
DEDeere & Co Com	0.0%	0.0%	325	+0.0%	$206K
DGDollar Gen Corp New	0.0%	0.0%	1,550	+0.0%	$179K
KOCoca Cola Co	0.0%	0.0%	2,162	+0.0%	$176K
ALGNAlign Technology Inc	0.0%	0.0%	850	+0.0%	$143K
MSCIMSCI Inc	0.0%	0.0%	245	+0.0%	$137K
SYKStryker Corporation	0.0%	0.0%	350	+0.0%	$110K
IDXXIdexx Labs Inc	0.0%	0.0%	206	+0.0%	$108K
LINLinde PLC	0.0%	0.0%	197	+0.0%	$102K
JPMJpmorgan Chase & Co	0.0%	—	280	—	$92K

What Navera Investment Management Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -7.2% /yr; S&P 500 +20.1%
3 years: +4.7% /yr; S&P 500 +20.4%
5 years: +4.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.7B	56
Q1 2026	$3.9B	56
Q4 2025	$4.7B	60
Q3 2025	$5.2B	52
Q2 2025	$5.5B	51
Q1 2025	$5.5B	57
Q4 2024	$5.6B	59
Q3 2024	$5.6B	65
Q2 2024	$5.3B	60
Q1 2024	$5.1B	65
Q4 2023	$4.6B	75
Q3 2023	$3.7B	62

Questions about Navera Investment Management Ltd.'s portfolio

What stocks does Navera Investment Management Ltd. own?

Navera Investment Management Ltd.'s latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 56 positions worth $3.7B. The largest are Amphenol Corp (APH) at 8.5%, Taiwan Semiconductor Manufac (TSM) at 8.5%, Mastercard Inc. (MA) at 7.1%, Marsh (MRSH) at 6.8% and Amazon Com Inc Com (AMZN) at 6.7%.

What did Navera Investment Management Ltd. buy last quarter?

In Q2 2026, Navera Investment Management Ltd. added Xylem Inc Ny (XYL) (+269.9% shares) and Amphenol Corp (APH) (+13.1% shares), compared with its Q1 2026 filing.

What did Navera Investment Management Ltd. sell last quarter?

In Q2 2026, Navera Investment Management Ltd. cut from its top 50 Intuit (INTU), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Edwards Lifesciences Corp (EW), cut from its top 50 Watsco Inc (WSO), cut from its top 50 Mettler-Toledo International I (MTD), Broadridge Financial Solutions (BR) (-99.7% shares), Intuitive Surgical Inc (ISRG) (-42.3% shares) and Synopsys Inc (SNPS) (-36.7% shares), compared with its Q1 2026 filing.

How has Navera Investment Management Ltd.'s portfolio performed?

A portfolio copying Navera Investment Management Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +4.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -7.2% against +20.1%. Over 5 years: +4.1% a year against +11.6%.

When is Navera Investment Management Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Navera Investment Management Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.