Fund HoldingsNavera Investment Management Ltd.

Total Portfolio Value
$5.62B
Total Bought
$337.52M
Total Sold
$499.62M
Net Transaction
-$162.10M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AMETEK INC0760,574+760,5740130,5792.32%+130,579
CADENCE DESIGN SYSTEM INC(CDNS)0477,019+477,0190129,2852.30%+129,285
FISERV INC(FISV)2,102,9932,062,543-40,450313,346370,5586.59%+57,212
UNITEDHEALTH GROUP INC(UNH)724,295714,020-10,275368,820417,4327.42%+48,612
ACCENTURE PLC IRELAND
SHS CLASS A
835,923823,440-12,483253,651291,0385.18%+37,386
MASTERCARD INCORPORATED(MA)696,606690,451-6,155307,242340,8836.06%+33,641
THERMO FISHER SCIENTIFIC INC(TMO)558,133552,301-5,832308,390341,4896.07%+33,098
AUTOMATIC DATA PROCESSING IN706,750703,207-3,543168,704194,5863.46%+25,882
LABCORP HOLDINGS INC(LH)1,225,4101,217,560-7,850249,388272,1134.84%+22,726
TRACTOR SUPPLY CO(TSCO)1,055,7861,025,977-29,809285,051298,5205.31%+13,469
BROADRIDGE FINL SOLUTIONS IN(BR)1,108,7221,078,269-30,453218,454231,7794.12%+13,325
MARSH & MCLENNAN COS INC(MRSH)1,460,6251,436,005-24,620307,793320,3635.70%+12,570
ALIGN TECHNOLOGY INC472,882467,260-5,622114,178118,9062.11%+4,728
AVERY DENNISON CORP788,336794,092+5,756172,338175,2613.12%+2,923
PROCTER AND GAMBLE CO(PG)02,300+2,30003980.01%+398
PEPSICO INC(PEP)01,900+1,90003230.01%+323
NEXTERA ENERGY INC(NEE)02,810+2,81002380.00%+238
JPMORGAN CHASE & CO(JPM)2801,360+1,080572870.01%+230
PALO ALTO NETWORKS INC(PANW)0650+65002220.00%+222
MSCI INC(MSCI)245545+3001183180.01%+200
MARVELL TECHNOLOGY INC(MRVL)02,500+2,50001800.00%+180
LINDE PLC(LIN)0335+33501600.00%+160
APPLE INC(AAPL)14,48713,774-7133,0503,2090.06%+159
COCA COLA CO(KO)02,162+2,16201550.00%+155
BLACKROCK INC(BLK)88588506978400.01%+143
S&P GLOBAL INC(SPGI)400540+1401782790.00%+100
WEC ENERGY GROUP INC(WEC)5,0805,08003994890.01%+90
PAYPAL HLDGS INC(PYPL)2,8002,80001622180.00%+56
ABBVIE INC(ABBV)1,9351,93503323820.01%+50
JOHNSON & JOHNSON(JNJ)2,5002,50003654050.01%+40
WHEATON PRECIOUS METALS CORP(WPM)4,0004,00002102440.00%+35
RTX CORPORATION(RTX)1,6001,60001611940.00%+33
EBAY INC(EBAY)2,8002,80001501820.00%+32
BANK NEW YORK MELLON CORP2,3872,38701431720.00%+29
CARRIER GLOBAL CORPORATION(CARR)1,6001,60001011290.00%+28
ABBOTT LABS1,5701,57001631790.00%+16
DEERE & CO(DE)32532501211360.00%+14
OTIS WORLDWIDE CORP(OTIS)800800077830.00%+6
EXXON MOBIL CORP2,6402,64003043090.01%+6
ALTRIA GROUP INC(MO)800800036410.00%+4
TESLA INC(TSLA)6060012160.00%+4
SAP SE(SAP)550500-501111150.00%+4
CHUBB LIMITED
COM
108108028310.00%+4
VERIZON COMMUNICATIONS INC(VZ)690690028310.00%+3
ADVANCED MICRO DEVICES INC(AMD)65065001051070.00%+1
WELLS FARGO CO NEW(WFC)350350021200.00%-1
XYLEM INC(XYL)7,5307,53001,0211,0160.02%-5
IMMUNOCORE HLDGS PLC(IMCR)5750-575200-20
VISA INC(V)1200-120310-31
DEXCOM INC(DXCM)5300-530600-60
META PLATFORMS INC(META)770550-2203883150.01%-73
COSTCO WHSL CORP NEW(COST)1,5451,382-1631,3131,2250.02%-88
CVS HEALTH CORP(CVS)1,7150-1,7151010-101
NVIDIA CORPORATION(NVDA)2,1001,250-8502591520.00%-107
DOLLAR GEN CORP NEW(DG)3,3503,35004432830.01%-160
AMERICAN EXPRESS CO(AXP)2,8001,500-1,3006494070.01%-242
MCDONALDS CORP(MCD)3,9622,462-1,5001,0097490.01%-260
TAIWAN SEMICONDUCTOR MFG LTD(TSM)9,5007,910-1,5901,6511,3740.02%-278
BERKSHIRE HATHAWAY INC DEL28,83022,137-6,69311,73210,1880.18%-1,544
INTUITIVE SURGICAL INC719,915641,307-78,608320,288315,0715.60%-5,217
AMAZON COM INC(AMZN)1,205,0521,219,572+14,520232,979227,2304.04%-5,749
ADOBE SYSTEMS INCORPORATED(ADBE)208,503209,972+1,469115,835108,7141.93%-7,121
ALPHABET INC(GOOG)663,754678,543+14,789120,874112,5622.00%-8,312
ALPHABET INC(GOOG)522,146503,883-18,26395,77284,2421.50%-11,530
MICROSOFT CORP(MSFT)770,779771,312+533344,415331,8595.90%-12,555
INTUIT(INTU)471,339469,022-2,317309,740291,2635.18%-18,477
SYNOPSYS INC(SNPS)484,834492,852+8,018288,470249,6774.44%-38,793
AMPHENOL CORP NEW4,446,6393,743,307-703,332299,586243,8744.34%-55,712
NIKE INC(NKE)1,371,0652,970-1,368,095103,3322620.00%-103,070
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