Navera Investment Management Ltd. — 13F holdings

Navera Investment Management Ltd. reported 56 holdings worth $3.73B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. APH AMPHENOL CORP NEW — $318M (8.5%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $316M (8.5%)
3. MA MASTERCARD INCORPORATED — $265M (7.1%)
4. MRSH MARSH & MCLENNAN COS INC — $253M (6.8%)
5. AMZN AMAZON COM INC — $250M (6.7%)
6. LH LABCORP HOLDINGS INC — $219M (5.9%)
7. CDNS CADENCE DESIGN SYSTEM INC — $200M (5.4%)
8. TMO THERMO FISHER SCIENTIFIC INC — $199M (5.3%)
9. AME AMETEK INC — $189M (5.1%)
10. XYL XYLEM INC — $188M (5.0%)