Fund HoldingsNavera Investment Management Ltd.

Total Portfolio Value
$5.59B
Total Bought
$236.47M
Total Sold
$385.29M
Net Transaction
-$148.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CADENCE DESIGN SYSTEM INC(CDNS)477,019783,906+306,887129,285235,6254.22%+106,340
ALIGN TECHNOLOGY INC467,260764,732+297,472118,906159,4702.85%+40,565
AMAZON COM INC(AMZN)1,219,5721,210,611-8,961227,230265,5754.75%+38,345
SYNOPSYS INC(SNPS)492,852557,174+64,322249,677270,3224.84%+20,646
MASTERCARD INCORPORATED(MA)690,451683,696-6,755340,883360,3066.45%+19,423
FISERV INC(FISV)2,062,5431,876,079-186,464370,558385,5886.90%+15,030
ALPHABET INC(GOOG)678,543668,875-9,668112,562126,6332.27%+14,070
BROADRIDGE FINL SOLUTIONS IN(BR)1,078,2691,069,196-9,073231,779241,8254.33%+10,046
ALPHABET INC(GOOG)503,883489,909-13,97484,24293,3081.67%+9,066
AUTOMATIC DATA PROCESSING IN703,207689,715-13,492194,586201,9203.61%+7,334
AMETEK INC760,574759,787-787130,579136,9832.45%+6,403
LABCORP HOLDINGS INC(LH)1,217,5601,211,314-6,246272,113277,8384.97%+5,725
APPLE INC(AAPL)13,77413,865+913,2093,4720.06%+263
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,9107,91001,3741,5630.03%+189
STRYKER CORPORATION(SYK)0350+35001260.00%+126
HOME DEPOT INC(HD)0275+27501070.00%+107
VISA INC(V)0330+33001040.00%+104
COSTCO WHSL CORP NEW(COST)1,3821,38201,2251,2670.02%+42
AMERICAN EXPRESS CO(AXP)1,5001,50004074450.01%+39
PAYPAL HLDGS INC(PYPL)2,8002,80002182390.00%+21
NVIDIA CORPORATION(NVDA)1,2501,25001521680.00%+16
META PLATFORMS INC(META)55055003153220.01%+7
WELLS FARGO CO NEW(WFC)350350020250.00%+5
DEERE & CO(DE)32532501361380.00%+2
CHUBB LIMITED
COM
108108031300.00%-1
ABBOTT LABS1,5701,57001791780.00%-1
VERIZON COMMUNICATIONS INC(VZ)690690031280.00%-3
RTX CORPORATION(RTX)1,6001,60001941850.00%-9
EBAY INC(EBAY)2,8002,80001821740.00%-9
OTIS WORLDWIDE CORP(OTIS)800800083740.00%-9
S&P GLOBAL INC(SPGI)54054002792690.00%-10
WEC ENERGY GROUP INC(WEC)5,0805,08004894780.01%-11
TESLA INC(TSLA)600-60160-16
WHEATON PRECIOUS METALS CORP(WPM)4,0004,00002442250.00%-19
LINDE PLC(LIN)33533501601400.00%-19
CARRIER GLOBAL CORPORATION(CARR)1,6001,60001291090.00%-19
COCA COLA CO(KO)2,1622,16201551350.00%-21
EXXON MOBIL CORP2,6402,64003092840.01%-25
ADVANCED MICRO DEVICES INC(AMD)6506500107790.00%-28
DOLLAR GEN CORP NEW(DG)3,3503,35002832540.00%-29
NIKE INC(NKE)2,9702,97002622250.00%-38
ABBVIE INC(ABBV)1,9351,93503823440.01%-38
ALTRIA GROUP INC(MO)8000-800410-41
JOHNSON & JOHNSON(JNJ)2,5002,50004053620.01%-43
PALO ALTO NETWORKS INC(PANW)650960+3102221750.00%-47
SAP SE(SAP)5000-5001150-115
XYLEM INC(XYL)7,5307,53001,0168740.02%-142
MSCI INC(MSCI)545245-3003181470.00%-171
BANK NEW YORK MELLON CORP2,3870-2,3871720-172
MARVELL TECHNOLOGY INC(MRVL)2,5000-2,5001800-180
JPMORGAN CHASE & CO(JPM)1,360280-1,080287670.00%-220
NEXTERA ENERGY INC(NEE)2,8100-2,8102380-238
MCDONALDS CORP(MCD)2,4621,481-9817494290.01%-320
PEPSICO INC(PEP)1,9000-1,9003230-323
PROCTER AND GAMBLE CO(PG)2,3000-2,3003980-398
BLACKROCK INC(BLK)8850-8858400-840
BERKSHIRE HATHAWAY INC DEL22,13719,651-2,48610,1888,9130.16%-1,275
ACCENTURE PLC IRELAND
SHS CLASS A
823,440810,118-13,322291,038285,1665.10%-5,872
MICROSOFT CORP(MSFT)771,312758,556-12,756331,859319,7185.72%-12,141
THERMO FISHER SCIENTIFIC INC(TMO)552,301631,856+79,555341,489328,7195.88%-12,769
ADOBE SYSTEMS INCORPORATED(ADBE)209,972212,801+2,829108,71494,6411.69%-14,073
MARSH & MCLENNAN COS INC(MRSH)1,436,0051,439,443+3,438320,363305,7775.47%-14,586
INTUITIVE SURGICAL INC641,307571,119-70,188315,071298,1435.33%-16,928
AMPHENOL CORP NEW3,743,3073,242,475-500,832243,874225,2914.03%-18,583
TRACTOR SUPPLY CO(TSCO)1,025,9775,118,785+4,092,808298,520271,6744.86%-26,846
AVERY DENNISON CORP794,092793,326-766175,261148,4082.66%-26,854
INTUIT(INTU)469,022398,924-70,098291,263250,7714.49%-40,491
UNITEDHEALTH GROUP INC(UNH)714,020558,524-155,496417,432282,7645.06%-134,668
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