Fund HoldingsNavera Investment Management Ltd.

Total Portfolio Value
$5.50B
Total Bought
$708.08M
Total Sold
$180.44M
Net Transaction
+$527.64M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)779,461782,107+2,646292,323388,9177.07%+96,594
INTUIT(INTU)418,948420,555+1,607257,201331,2036.02%+74,003
SYNOPSYS INC(SNPS)585,951588,492+2,541251,205301,8065.49%+50,601
CADENCE DESIGN SYSTEM INC(CDNS)815,379821,330+5,951207,359253,0404.60%+45,680
AMPHENOL CORP NEW2,614,5132,127,643-486,870171,495210,0703.82%+38,576
AMAZON COM INC(AMZN)1,052,7591,068,639+15,880200,308234,4424.26%+34,134
ALIGN TECHNOLOGY INC764,479787,559+23,080121,423149,1262.71%+27,704
INTUITIVE SURGICAL INC531,225531,818+593263,075289,0525.25%+25,977
ACCENTURE PLC IRELAND
SHS CLASS A
825,065945,828+120,763257,549282,5475.14%+24,998
ALPHABET INC(GOOG)726,165732,947+6,782112,257129,1612.35%+16,904
AMETEK INC784,237808,859+24,622134,960146,3532.66%+11,393
ALPHABET INC(GOOG)486,715478,312-8,40375,99384,8281.54%+8,835
AUTOMATIC DATA PROCESSING IN716,468728,122+11,654218,881224,5294.08%+5,648
TAIWAN SEMICONDUCTOR MFG LTD(TSM)8,8607,510-1,3501,4701,7000.03%+230
XYLEM INC(XYL)6,0306,03007207800.01%+60
WHEATON PRECIOUS METALS CORP(WPM)4,0004,00003113590.01%+49
DOLLAR GEN CORP NEW(DG)1,5501,55001361770.00%+41
PALO ALTO NETWORKS INC(PANW)96096001641960.00%+33
ADVANCED MICRO DEVICES INC(AMD)650650067920.00%+25
META PLATFORMS INC(META)466388-782692860.01%+18
DEERE & CO(DE)32532501531650.00%+13
JPMORGAN CHASE & CO(JPM)280280069810.00%+12
S&P GLOBAL INC(SPGI)54054002742850.01%+10
STRYKER CORPORATION(SYK)35035001301380.00%+8
WELLS FARGO CO NEW(WFC)350350025280.00%+3
MSCI INC(MSCI)24524501391410.00%+3
VISA INC(V)250250088890.00%+1
CHUBB LIMITED
COM
108108033310.00%-1
VERIZON COMMUNICATIONS INC(VZ)690690031300.00%-1
COCA COLA CO(KO)2,1622,16201551530.00%-2
WEC ENERGY GROUP INC(WEC)2,3802,38002592480.00%-11
MCDONALDS CORP(MCD)1,4811,48104624330.01%-30
JOHNSON & JOHNSON(JNJ)2,5002,50004153820.01%-33
LINDE PLC(LIN)335197-138156920.00%-64
HOME DEPOT INC(HD)1750-175640-64
COSTCO WHSL CORP NEW(COST)1,1821,049-1331,1181,0380.02%-80
OTIS WORLDWIDE CORP(OTIS)8000-800830-83
AMERICAN EXPRESS CO(AXP)1,5001,000-5004043190.01%-85
BROADRIDGE FINL SOLUTIONS IN(BR)1,123,8651,120,989-2,876272,425272,3354.95%-90
CARRIER GLOBAL CORPORATION(CARR)1,6000-1,6001010-101
EXXON MOBIL CORP2,6401,900-7403142050.00%-109
ABBOTT LABS1,570655-915208890.00%-119
ABBVIE INC(ABBV)1,185500-685248930.00%-156
PAYPAL HLDGS INC(PYPL)2,8000-2,8001830-183
EBAY INC(EBAY)2,8000-2,8001900-190
RTX CORPORATION(RTX)1,6000-1,6002120-212
APPLE INC(AAPL)10,86510,094-7712,4132,0700.04%-343
BERKSHIRE HATHAWAY INC DEL19,21118,737-47410,2429,0930.17%-1,149
AVERY DENNISON CORP827,913830,036+2,123147,308145,5622.65%-1,746
TRACTOR SUPPLY CO(TSCO)5,358,5195,367,331+8,812295,202283,1135.15%-12,089
LABCORP HOLDINGS INC(LH)1,266,6881,068,968-197,720294,729280,4725.10%-14,257
MASTERCARD INCORPORATED(MA)713,779639,868-73,911391,213359,4486.53%-31,765
MARSH & MCLENNAN COS INC(MRSH)1,511,2961,518,006+6,710368,797331,9426.03%-36,855
THERMO FISHER SCIENTIFIC INC(TMO)661,218664,893+3,675329,059269,5164.90%-59,543
ADOBE SYSTEMS INCORPORATED(ADBE)219,237886-218,35184,0743430.01%-83,732
FISERV INC(FISV)1,812,9531,819,845+6,892400,493313,7305.70%-86,763
UNITEDHEALTH GROUP INC(UNH)569,934644,636+74,702298,490201,0423.65%-97,448
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