Navera Investment Management Ltd. holds a focused book of 56 stocks worth $3.9B as of Q1 2026 (disclosed May 12, 2026, a ~42-day 13F lag). This quarter they opened Boston Scientific Corp and trimmed Marsh & McLennan Cos. Their largest long position is Marsh & McLennan Cos at 7% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Navera Investment Management Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 61 / 56 | $1.8T |
| VANGUARD CAPITAL MANAGEMENT LLC | 61 / 56 | $1.4T |
| FMR LLC | 61 / 56 | $587.1B |
| MORGAN STANLEY | 61 / 56 | $416.6B |
| JPMORGAN CHASE & CO | 61 / 56 | $405.6B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 61 / 56 | $299.7B |
| BANK OF AMERICA CORP /DE/ | 61 / 56 | $242.7B |
| NORTHERN TRUST CORP | 61 / 56 | $239.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Navera Investment Management Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Marsh & McLennan Cos Inc COM | $291.5M | 1.68M | 7.4% | ▼−4.2% Reduced · −73K sh | |
| 2 | Mastercard Incorporated CL A | $287.0M | 574.3K | 7.3% | ▼−15% Reduced · −101K sh | |
| 3 | Labcorp Holdings Inc COM SHS | $261.3M | 979.4K | 6.7% | ▼−4.6% Reduced · −48K sh | |
| 4 | Intuitive Surgical Inc COM NEW | $250.8M | 543.9K | 6.4% | ▲+5.8% Added · +30K sh | |
| 5 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $244.5M | 723.3K | 6.2% | ▲+155% Added · +440K sh | |
| 6 | Microsoft Corp COM | $239.4M | 646.8K | 6.1% | ▼−4.6% Reduced · −31K sh | |
| 7 | Amazon Com Inc COM | $238.5M | 1.15M | 6.1% | ▼−19% Reduced · −271K sh | |
| 8 | Thermo Fisher Scientific Inc COM | $215.5M | 438.3K | 5.5% | ▼−3.3% Reduced · −15K sh | |
| 9 | Cadence Design System Inc COM | $209.0M | 752.4K | 5.3% | ▼−4.1% Reduced · −33K sh | |
| 10 | Amphenol Corp New CL A | $201.5M | 1.59M | 5.1% | ▼−4.3% Reduced · −71K sh | |
| 11 | Tractor Supply Co COM | $191.4M | 4.22M | 4.9% | ▼−18% Reduced · −903K sh | |
| 12 | Ametek Inc COM | $183.2M | 854.8K | 4.7% | ▼−3.6% Reduced · −32K sh | |
| 13 | Broadridge Finl Solutions In COM | $169.8M | 1.04M | 4.3% | ▼−3.7% Reduced · −40K sh | |
| 14 | Automatic Data Processing In COM | $137.5M | 676.9K | 3.5% | ▼−4.9% Reduced · −35K sh | |
| 15 | Avery Dennison Corp COM | $129.4M | 749.2K | 3.3% | ▼−4.8% Reduced · −38K sh | |
| 16 | Alphabet Inc CAP STK CL A | $126.4M | 439.5K | 3.2% | ▼−23% Reduced · −133K sh | |
| 17 | Intuit COM | $121.6M | 281.3K | 3.1% | ▼−45% Reduced · −229K sh | |
| 18 | Boston Scientific Corp COM | $97.7M | 1.56M | 2.5% | ▲New New position | |
| 19 | Accenture PLC Ireland SHS Class A | $89.9M | 453.8K | 2.3% | ▼−49% Reduced · −444K sh | |
| 20 | Verisk Analytics Inc COM | $80.3M | 423.4K | 2.1% | ▼−3.9% Reduced · −17K sh | |
| 21 | Alphabet Inc CAP STK CL C | $79.5M | 277.1K | 2.0% | ▼−24% Reduced · −89K sh | |
| 22 | Xylem Inc COM | $51.4M | 429.7K | 1.3% | ▲71× Added · +424K sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $7.4M | 15.5K | 0.2% | ▼−9.6% Reduced · −2K sh | |
| 24 | Apple Inc COM | $2.0M | 7.9K | 0.1% | ▼−16% Reduced · −2K sh | |
| 25 | Costco WHSL Corp New COM | $1.9M | 2.0K | 0.0% | ▼−4.7% Reduced · −97 sh | |
| 26 | Unitedhealth Group Inc COM | $1.3M | 4.7K | 0.0% | ▼−23% Reduced · −1K sh | |
| 27 | Synopsys Inc COM | $1.1M | 2.9K | 0.0% | ▼−14% Reduced · −456 sh | |
| 28 | Johnson & Johnson COM | $611K | 2.5K | 0.0% | —Held | |
| 29 | Honeywell Intl Inc COM | $499K | 2.2K | 0.0% | ▼−43% Reduced · −2K sh | |
| 30 | McDonalds Corp COM | $412K | 1.3K | 0.0% | ▼−8.5% Reduced · −123 sh | |
| 31 | Wheaton Precious Metals Corp COM | $393K | 3.0K | 0.0% | ▼−25% Reduced · −1K sh | |
| 32 | Exxon Mobil Corp COM | $322K | 1.9K | 0.0% | —Held | |
| 33 | American Express Co COM | $303K | 1.0K | 0.0% | —Held | |
| 34 | Wec Energy Group Inc COM | $275K | 2.4K | 0.0% | —Held | |
| 35 | Abbvie Inc COM | $239K | 1.1K | 0.0% | ▼−7.9% Reduced · −95 sh | |
| 36 | Quanta Svcs Inc COM | $229K | 417 | 0.0% | ▼−38% Reduced · −258 sh | |
| 37 | Meta Platforms Inc CL A | $222K | 388 | 0.0% | —Held | |
| 38 | Dollar Gen Corp New COM | $184K | 1.6K | 0.0% | —Held | |
| 39 | Deere & Co COM | $183K | 325 | 0.0% | —Held | |
| 40 | Edwards Lifesciences Corp COM | $174K | 2.2K | 0.0% | ▼−36% Reduced · −1K sh | |
| 41 | Coca Cola Co COM | $164K | 2.2K | 0.0% | —Held | |
| 42 | Palo Alto Networks Inc COM | $154K | 960 | 0.0% | —Held | |
| 43 | Align Technology Inc COM | $146K | 850 | 0.0% | ▼−58% Reduced · −1K sh | |
| 44 | Watsco Inc COM | $138K | 379 | 0.0% | ▼−20% Reduced · −93 sh | |
| 45 | Mettler Toledo International COM | $134K | 106 | 0.0% | —Held | |
| 46 | Msci Inc COM | $132K | 245 | 0.0% | —Held | |
| 47 | Idexx Labs Inc COM | $116K | 206 | 0.0% | —Held | |
| 48 | Stryker Corporation COM | $115K | 350 | 0.0% | —Held | |
| 49 | Linde PLC SHS | $98K | 197 | 0.0% | —Held | |
| 50 | Advanced Micro Devices Inc COM | $92K | 450 | 0.0% | ▼−31% Reduced · −200 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1842702/holdings"
Use Arkolith to show Navera Investment Management Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 56 | $3.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 60 | $4.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 52 | $5.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 51 | $5.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 57 | $5.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 59 | $5.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 65 | $5.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 60 | $5.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 65 | $5.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 75 | $4.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 62 | $3.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 66 | $3.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 27, 2023 | 67 | $3.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 73 | $3.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 79 | $3.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 71 | $3.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 73 | $3.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Aug 10, 2022 | 72 | $3.3B | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Aug 10, 2022 | 74 | $3.0B | 13F-HR/A |
| Q2 2021 | Jun 30, 2021 | Aug 10, 2022 | 73 | $2.8B | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | Aug 10, 2022 | 76 | $2.5B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.