Holdings
Navera Investment Management Ltd.
As of Jun 30, 2026, Navera Investment Management Ltd. reported 52 positions worth US$3.68B. Largest: Amphenol Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Mastercard Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amphenol Corporation | 1.8M | US$318M | +209K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 663K | US$316M | −60,621 | Jun 30, 2026 |
| Mastercard Incorporated | 517K | US$265M | −57,441 | Jun 30, 2026 |
| Marsh | 1.52M | US$253M | −163K | Jun 30, 2026 |
| Amazon.com, Inc. | 1.05M | US$250M | −97,135 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 646K | US$231M | −69,580 | Jun 30, 2026 |
| Labcorp Holdings Inc. | 782K | US$219M | −198K | Jun 30, 2026 |
| Cadence Design Systems, Inc. | 534K | US$200M | −219K | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 397K | US$199M | −40,821 | Jun 30, 2026 |
| Ametek, Inc. | 781K | US$189M | −74,131 | Jun 30, 2026 |