Navera Investment Management Ltd. holds a focused book of 55 stocks worth $3.9B as of Q1 2026 (disclosed May 12, 2026, a ~45-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.
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Use Arkolith to show Navera Investment Management Ltd.'s latest holdings, largest changes, and filing provenance.
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.
22% 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
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 |
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 ~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. The performance line is a simulation of the disclosed long book, not an audited return.