Fund HoldingsNavera Investment Management Ltd.

Total Portfolio Value
$5.32B
Total Bought
$663.35M
Total Sold
$287.47M
Net Transaction
+$375.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
LABCORP HOLDINGS INC(LH)01,225,410+1,225,4100249,3884.68%+249,388
UNITEDHEALTH GROUP INC(UNH)613,980724,295+110,315303,612368,8206.93%+65,208
INTUIT(INTU)403,184471,339+68,155262,045309,7405.82%+47,695
INTUITIVE SURGICAL INC694,487719,915+25,428277,067320,2886.02%+43,221
MICROSOFT CORP(MSFT)746,386770,779+24,393313,635344,4156.47%+30,780
AMAZON COM INC(AMZN)1,134,7601,205,052+70,292204,578232,9794.38%+28,401
SYNOPSYS INC(SNPS)465,134484,834+19,700265,682288,4705.42%+22,789
ALPHABET INC(GOOG)653,697663,754+10,05798,608120,8742.27%+22,266
MARSH & MCLENNAN COS INC(MRSH)1,404,7701,460,625+55,855289,263307,7935.78%+18,531
AMPHENOL CORP NEW2,442,4414,446,639+2,004,198281,709299,5865.63%+17,877
ALPHABET INC(GOOG)513,389522,146+8,75778,13995,7721.80%+17,633
ADOBE SYSTEMS INCORPORATED(ADBE)198,727208,503+9,776100,257115,8352.18%+15,577
BROADRIDGE FINL SOLUTIONS IN(BR)1,038,5631,108,722+70,159212,650218,4544.10%+5,805
AUTOMATIC DATA PROCESSING IN669,650706,750+37,100167,190168,7043.17%+1,515
BLACKROCK INC(BLK)0885+88506970.01%+697
AVERY DENNISON CORP769,456788,336+18,880171,727172,3383.24%+611
TRACTOR SUPPLY CO(TSCO)1,086,8451,055,786-31,059284,445285,0515.35%+606
APPLE INC(AAPL)16,28714,487-1,8002,7933,0500.06%+257
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,9109,500-1,4101,4841,6510.03%+167
COSTCO WHSL CORP NEW(COST)1,6891,545-1441,2371,3130.02%+76
XYLEM INC(XYL)7,5307,53009731,0210.02%+48
WHEATON PRECIOUS METALS CORP(WPM)4,0004,00001882100.00%+21
META PLATFORMS INC(META)77077003743880.01%+14
AMERICAN EXPRESS CO(AXP)2,8002,80006386490.01%+11
S&P GLOBAL INC(SPGI)40040001701780.00%+9
BANK NEW YORK MELLON CORP2,3872,38701381430.00%+5
SAP SE(SAP)55055001071110.00%+4
TESLA INC(TSLA)6060011120.00%+1
JPMORGAN CHASE & CO(JPM)280280056570.00%+1
WELLS FARGO CO NEW(WFC)350350020210.00%+1
CHUBB LIMITED
COM
108108028280.00%-0
VERIZON COMMUNICATIONS INC(VZ)690690029280.00%-0
OTIS WORLDWIDE CORP(OTIS)800800079770.00%-2
EXXON MOBIL CORP2,6402,64003073040.01%-3
NVIDIA CORPORATION(NVDA)3002,100+1,8002712590.00%-12
ADVANCED MICRO DEVICES INC(AMD)65065001171050.00%-12
DEXCOM INC(DXCM)530530074600.00%-13
CARRIER GLOBAL CORPORATION(CARR)1,9751,600-3751151010.00%-14
ABBOTT LABS1,5701,57001781630.00%-15
IMMUNOCORE HLDGS PLC(IMCR)575575037200.00%-18
WEC ENERGY GROUP INC(WEC)5,0805,08004173990.01%-18
MSCI INC(MSCI)24524501371180.00%-19
ABBVIE INC(ABBV)1,9351,93503523320.01%-20
EBAY INC(EBAY)3,2752,800-4751731500.00%-22
PROCTER AND GAMBLE CO(PG)1610-161260-26
JOHNSON & JOHNSON(JNJ)2,5002,50003953650.01%-30
RTX CORPORATION(RTX)1,9751,600-3751931610.00%-32
CVS HEALTH CORP(CVS)1,7151,71501371010.00%-35
PAYPAL HLDGS INC(PYPL)3,2752,800-4752191620.00%-57
BROOKFIELD ASSET MANAGMT LTD(BAM)1,5000-1,500630-63
ALTRIA GROUP INC(MO)2,300800-1,500100360.00%-64
DOLLAR GEN CORP NEW(DG)3,3503,35005234430.01%-80
MCDONALDS CORP(MCD)3,9623,96201,1171,0090.02%-107
VISA INC(V)520120-400145310.00%-113
PHILIP MORRIS INTL INC(PM)1,6000-1,6001470-147
AMGEN INC(AMGN)8000-8002270-227
BROOKFIELD CORP(BN)6,0000-6,0002510-251
DEERE & CO(DE)925325-6003801210.00%-258
COLGATE PALMOLIVE CO(CL)3,0000-3,0002700-270
BERKSHIRE HATHAWAY INC DEL33,97628,830-5,14614,28411,7320.22%-2,552
MASTERCARD INCORPORATED(MA)655,976696,606+40,630315,600307,2425.77%-8,358
FISERV INC(FISV)2,031,2622,102,993+71,731324,429313,3465.89%-11,083
ALIGN TECHNOLOGY INC393,974472,882+78,908129,144114,1782.14%-14,965
ACCENTURE PLC IRELAND
SHS CLASS A
788,217835,923+47,706272,872253,6514.76%-19,220
NIKE INC(NKE)1,330,7531,371,065+40,312125,050103,3321.94%-21,717
THERMO FISHER SCIENTIFIC INC(TMO)574,748558,133-16,615333,801308,3905.79%-25,410
LABORATORY CORP AMER HLDGS1,176,1700-1,176,170256,8560-256,856
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