Fund HoldingsNavera Investment Management Ltd.

Total Portfolio Value
$5.10B
Total Bought
$475.69M
Total Sold
$103.67M
Net Transaction
+$372.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FISERV INC(FISV)1,974,4872,031,262+56,775262,298324,4296.36%+62,131
TRACTOR SUPPLY CO(TSCO)1,061,0481,086,845+25,797228,180284,4455.58%+56,265
UNITEDHEALTH GROUP INC(UNH)493,147613,980+120,833259,796303,6125.96%+43,816
MASTERCARD INCORPORATED(MA)648,838655,976+7,138276,771315,6006.19%+38,828
MICROSOFT CORP(MSFT)738,880746,386+7,506277,804313,6356.15%+35,831
AMAZON COM INC(AMZN)1,113,1651,134,760+21,595169,138204,5784.01%+35,439
INTUITIVE SURGICAL INC717,444694,487-22,957242,047277,0675.44%+35,020
THERMO FISHER SCIENTIFIC INC(TMO)563,192574,748+11,556299,125333,8016.55%+34,676
SYNOPSYS INC(SNPS)456,409465,134+8,725234,949265,6825.21%+30,733
AMPHENOL CORP NEW2,587,0552,442,441-144,614256,521281,7095.53%+25,188
ALIGN TECHNOLOGY INC382,298393,974+11,676104,772129,1442.53%+24,372
MARSH & MCLENNAN COS INC(MRSH)1,404,5981,404,770+172266,134289,2635.67%+23,128
AUTOMATIC DATA PROCESSING IN634,807669,650+34,843147,905167,1903.28%+19,285
AVERY DENNISON CORP760,791769,456+8,665153,804171,7273.37%+17,923
INTUIT(INTU)399,945403,184+3,239250,046262,0455.14%+11,999
ALPHABET INC(GOOG)645,501653,697+8,19690,17798,6081.93%+8,431
ALPHABET INC(GOOG)512,470513,389+91972,23778,1391.53%+5,902
ACCENTURE PLC IRELAND
SHS CLASS A
764,416788,217+23,801268,352272,8725.35%+4,520
BROADRIDGE FINL SOLUTIONS IN(BR)1,020,5331,038,563+18,030210,031212,6504.17%+2,618
BERKSHIRE HATHAWAY INC DEL34,23133,976-25512,21614,2840.28%+2,067
COSTCO WHSL CORP NEW(COST)1,6891,68901,1151,2370.02%+122
AMERICAN EXPRESS CO(AXP)2,8002,80005256380.01%+113
XYLEM INC(XYL)7,5307,53008619730.02%+112
DOLLAR GEN CORP NEW(DG)3,3503,35004555230.01%+68
ABBVIE INC(ABBV)1,9351,93503003520.01%+52
TAIWAN SEMICONDUCTOR MFG LTD(TSM)13,81510,910-2,9051,4361,4840.03%+48
EXXON MOBIL CORP2,6402,64002643070.01%+43
EBAY INC(EBAY)3,2753,27501431730.00%+30
RTX CORPORATION(RTX)1,9751,97501661930.00%+26
PROCTER AND GAMBLE CO(PG)0161+1610260.00%+26
SAP SE(SAP)5505500851070.00%+22
ADVANCED MICRO DEVICES INC(AMD)6506500961170.00%+22
PAYPAL HLDGS INC(PYPL)3,2753,27502012190.00%+18
VISA INC(V)500520+201301450.00%+15
BROOKFIELD CORP(BN)6,0006,00002412510.00%+10
NVIDIA CORPORATION(NVDA)528300-2282612710.01%+9
DEXCOM INC(DXCM)530530066740.00%+8
ALTRIA GROUP INC(MO)2,3002,3000931000.00%+8
ABBOTT LABS1,5701,57001731780.00%+6
JOHNSON & JOHNSON(JNJ)2,5002,50003923950.01%+4
CHUBB LIMITED
COM
108108024280.00%+4
WELLS FARGO CO NEW(WFC)350350017200.00%+3
VERIZON COMMUNICATIONS INC(VZ)690690026290.00%+3
BROOKFIELD ASSET MANAGMT LTD(BAM)1,5001,500060630.00%+3
CVS HEALTH CORP(CVS)1,7151,71501351370.00%+1
CARRIER GLOBAL CORPORATION(CARR)1,9751,97501131150.00%+1
MSCI INC(MSCI)24524501381370.00%-1
IMMUNOCORE HLDGS PLC(IMCR)575575039370.00%-2
PHILIP MORRIS INTL INC(PM)1,6001,60001511470.00%-4
TESLA INC(TSLA)6060015110.00%-4
WHEATON PRECIOUS METALS CORP(WPM)4,0004,00001971880.00%-9
WEC ENERGY GROUP INC(WEC)5,0805,08004284170.01%-11
META PLATFORMS INC(META)1,172770-4024153740.01%-41
S&P GLOBAL INC(SPGI)500400-1002201700.00%-50
MCDONALDS CORP(MCD)3,9623,96201,1741,1170.02%-58
MOODYS CORP(MCO)2500-250980-98
UNITED PARCEL SERVICE INC(UPS)7100-7101120-112
AMGEN INC(AMGN)1,181800-3813402270.00%-113
COLGATE PALMOLIVE CO(CL)4,9043,000-1,9043912700.01%-121
FRANCO NEV CORP(FNV)1,1900-1,1901320-132
TEXAS INSTRS INC(TXN)7830-7831330-133
BANK NEW YORK MELLON CORP5,3872,387-3,0002801380.00%-143
ECOLAB INC(ECL)1,0170-1,0172020-202
BROADCOM INC(AVGO)1940-1942170-217
CISCO SYS INC(CSCO)5,0170-5,0172530-253
JPMORGAN CHASE & CO(JPM)1,862280-1,582317560.00%-261
OTIS WORLDWIDE CORP(OTIS)4,045800-3,245362790.00%-283
DEERE & CO(DE)1,666925-7416663800.01%-287
HOME DEPOT INC(HD)9210-9213190-319
MERCK & CO INC(MRK)3,2210-3,2213510-351
CME GROUP INC(CME)1,7430-1,7433670-367
MEDTRONIC PLC(MDT)4,5710-4,5713770-377
APPLE INC(AAPL)16,73316,287-4463,2212,7930.05%-428
LABORATORY CORP AMER HLDGS1,140,3001,176,170+35,870259,133256,8565.04%-2,277
NIKE INC(NKE)1,313,2261,330,753+17,527142,529125,0502.45%-17,479
ADOBE SYSTEMS INCORPORATED(ADBE)230,107198,727-31,380137,304100,2571.97%-37,047
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