Navera Investment Management Ltd.: 13F holdings
CIK 18427022026Q2
| Positions | 56 |
|---|
| Reported value | $3.7bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 56 (+0 vs prior quarter) |
|---|
| Reported value | $3.7bn (-4.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APH AMPHENOL CORP NEW | 1,803,934 | $318.1m | 8.5% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 662,678 | $316.1m | 8.5% |
| MA MASTERCARD INCORPORATED | 516,812 | $265.4m | 7.1% |
| MRSH MARSH & MCLENNAN COS INC | 1,517,459 | $252.8m | 6.8% |
| AMZN AMAZON COM INC | 1,047,926 | $249.7m | 6.7% |
| LH LABCORP HOLDINGS INC | 781,731 | $218.9m | 5.9% |
| CDNS CADENCE DESIGN SYSTEM INC | 533,653 | $200.3m | 5.4% |
| TMO THERMO FISHER SCIENTIFIC INC | 397,439 | $199.1m | 5.3% |
| AME AMETEK INC | 780,619 | $188.8m | 5.1% |
| XYL XYLEM INC | 1,589,616 | $188.0m | 5.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1842702")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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