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Navera Investment Management Ltd.

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13F filer, CIK 1842702, LONDON, United Kingdom

Navera Investment Management Ltd. reported $5,501,371,786 across 51 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 57.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000943663-25-000204

Period
2025-06-30
Reported value
$5.5B
Holdings
51
Top 10 weight
57.48%
New
0
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACNadded+120,763$36.1M
UNHadded+74,702$23.3M
AMEadded+24,622$4.46M
ALGNadded+23,080$4.37M
ADPadded+11,654$3.59M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ADBEreduced-218,351-$84.4M
LHreduced-197,720-$51.9M
APHreduced-486,870-$48.1M
MAreduced-73,911-$41.5M
GOOGreduced-8,403-$1.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000943663-25-000204, largest first. % of portfolio is the value over $5,501,371,786, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,312 shares; 2024Q4: 758,556 shares; 2025Q1: 779,461 shares; 2025Q2: 782,107 shares 782,107$389M7.07%+2,646Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,451 shares; 2024Q4: 683,696 shares; 2025Q1: 713,779 shares; 2025Q2: 639,868 shares 639,868$359M6.53%-73,911Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436,005 shares; 2024Q4: 1,439,443 shares; 2025Q1: 1,511,296 shares; 2025Q2: 1,518,006 shares 1,518,006$332M6.03%+6,710Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,022 shares; 2024Q4: 398,924 shares; 2025Q1: 418,948 shares; 2025Q2: 420,555 shares 420,555$331M6.02%+1,607Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062,543 shares; 2024Q4: 1,876,079 shares; 2025Q1: 1,812,953 shares; 2025Q2: 1,819,845 shares 1,819,845$314M5.7%+6,892Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,852 shares; 2024Q4: 557,174 shares; 2025Q1: 585,951 shares; 2025Q2: 588,492 shares 588,492$302M5.49%+2,541Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,307 shares; 2024Q4: 571,119 shares; 2025Q1: 531,225 shares; 2025Q2: 531,818 shares 531,818$289M5.25%+593Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025,977 shares; 2024Q4: 5,118,785 shares; 2025Q1: 5,358,519 shares; 2025Q2: 5,367,331 shares 5,367,331$283M5.15%+8,812Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,440 shares; 2024Q4: 810,118 shares; 2025Q1: 825,065 shares; 2025Q2: 945,828 shares 945,828$283M5.14%+120,763Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217,560 shares; 2024Q4: 1,211,314 shares; 2025Q1: 1,266,688 shares; 2025Q2: 1,068,968 shares 1,068,968$280M5.1%-197,720Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078,269 shares; 2024Q4: 1,069,196 shares; 2025Q1: 1,123,865 shares; 2025Q2: 1,120,989 shares 1,120,989$272M4.95%-2,876Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,301 shares; 2024Q4: 631,856 shares; 2025Q1: 661,218 shares; 2025Q2: 664,893 shares 664,893$270M4.9%+3,675Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,019 shares; 2024Q4: 783,906 shares; 2025Q1: 815,379 shares; 2025Q2: 821,330 shares 821,330$253M4.6%+5,951Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219,572 shares; 2024Q4: 1,210,611 shares; 2025Q1: 1,052,759 shares; 2025Q2: 1,068,639 shares 1,068,639$234M4.26%+15,880Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,207 shares; 2024Q4: 689,715 shares; 2025Q1: 716,468 shares; 2025Q2: 728,122 shares 728,122$225M4.08%+11,654Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743,307 shares; 2024Q4: 3,242,475 shares; 2025Q1: 2,614,513 shares; 2025Q2: 2,127,643 shares 2,127,643$210M3.82%-486,870Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714,020 shares; 2024Q4: 558,524 shares; 2025Q1: 569,934 shares; 2025Q2: 644,636 shares 644,636$201M3.65%+74,702Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,260 shares; 2024Q4: 764,732 shares; 2025Q1: 764,479 shares; 2025Q2: 787,559 shares 787,559$149M2.71%+23,080Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,574 shares; 2024Q4: 759,787 shares; 2025Q1: 784,237 shares; 2025Q2: 808,859 shares 808,859$146M2.66%+24,622Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,092 shares; 2024Q4: 793,326 shares; 2025Q1: 827,913 shares; 2025Q2: 830,036 shares 830,036$146M2.65%+2,123Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,543 shares; 2024Q4: 668,875 shares; 2025Q1: 726,165 shares; 2025Q2: 732,947 shares 732,947$129M2.35%+6,782Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,883 shares; 2024Q4: 489,909 shares; 2025Q1: 486,715 shares; 2025Q2: 478,312 shares 478,312$84.8M1.54%-8,403Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,137 shares; 2024Q4: 19,651 shares; 2025Q1: 19,211 shares; 2025Q2: 18,737 shares 18,737$9.09M0.17%-474Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,774 shares; 2024Q4: 13,865 shares; 2025Q1: 10,865 shares; 2025Q2: 10,094 shares 10,094$2.07M0.04%-771Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 7,910 shares; 2025Q1: 8,860 shares; 2025Q2: 7,510 shares 7,510$1.7M0.03%-1,350Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,182 shares; 2025Q2: 1,049 shares 1,049$1.04M0.02%-133Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,530 shares; 2024Q4: 7,530 shares; 2025Q1: 6,030 shares; 2025Q2: 6,030 shares 6,030$780K0.01%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares 1,481$433K0.01%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares 2,500$382K0.01%0Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares 4,000$359K0.01%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,972 shares; 2024Q4: 212,801 shares; 2025Q1: 219,237 shares; 2025Q2: 886 shares 886$343K0.01%-218,351Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,000 shares 1,000$319K0.01%-500Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 466 shares; 2025Q2: 388 shares 388$286K0.01%-78Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares 540$285K0.01%0Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,080 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares 2,380$248K<0.01%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 1,900 shares 1,900$205K<0.01%-740Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares 960$196K<0.01%0Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares 1,550$177K<0.01%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares 325$165K<0.01%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares 2,162$153K<0.01%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares 245$141K<0.01%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350$138K<0.01%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,185 shares; 2025Q2: 500 shares 500$92.8K<0.01%-685Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 197 shares 197$92.4K<0.01%-138Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares 650$92.2K<0.01%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 655 shares 655$89K<0.01%-915Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 330 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250$88.7K<0.01%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares 280$81.2K<0.01%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares 108$31.3K<0.01%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares 690$29.8K<0.01%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350$28K<0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RTXRTX CORPORATION1,600$212Kshares
EBAYEBAY INC.2,800$190Kshares
PYPLPAYPAL HLDGS INC2,800$183Kshares
CARRCARRIER GLOBAL CORPORATION1,600$101Kshares
OTISOTIS WORLDWIDE CORP800$82.6Kshares
HDHOME DEPOT INC175$64.1Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000943663-25-000204 base2025-07-23acceptance time not in the bulk data set