Data as of Q4 2025 (Dec 31, 2025)

Navera Investment Management Ltd.

•CIK: 1842702•Filing: Q4 2025

Navera Investment Management Ltd., with $4.7 billion in assets under management, is known for its concentrated, high-conviction strategy, currently holding 60 positions with significant stakes in MA, INTU, MSFT, AMZN, and MRSH. Recently, the fund made notable moves by adding TSM with a 4174% increase, while cutting FISV and SNPS entirely, reflecting its dynamic approach to capitalizing on tech sector opportunities.

Total AUM
$4.7B
QoQ Performance
-9.3%
Positions
59
Top 10 Concentration
63.7%
Latest Filing
Q4 2025

Top Holdings Allocation

MA
INTU
MSFT
AMZN
MRSH
ISRG
TMO
LH
MA8.1%
INTU7.1%
MSFT6.9%
AMZN6.9%
MRSH6.9%
ISRG6.1%
TMO5.5%
LH5.4%

📈 Biggest Buys

TSM
TAIWAN SEMICONDUCTOR MFG LTD
+3827.8%
1.8% of portfolio
MRSH
MARSH & MCLENNAN COS INC
+8.0%
6.9% of portfolio
MA
MASTERCARD INCORPORATED
+6.6%
8.1% of portfolio
INTU
INTUIT
+7.4%
7.1% of portfolio
COST
COSTCO WHSL CORP NEW
+95.3%
0.0% of portfolio

📉 Biggest Sells

SNPS
SYNOPSYS INC
-99.3%
0.0% of portfolio
FISV
FISERV INC
-99.9%
0.0% of portfolio
ISRG
INTUITIVE SURGICAL INC
-15.8%
6.1% of portfolio
GOOGL
ALPHABET INC
-21.0%
3.8% of portfolio
MSFT
MICROSOFT CORP
-12.7%
6.9% of portfolio

Sector Breakdown

Other53.7%
Technology25.4%
Financial8.3%
Consumer6.9%
Healthcare5.6%
Industrial0.0%
Materials0.0%
Energy0.0%

Changes from Q3 2025

NEW8 new positions
↑8 increased
↓20 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

MA8.1%
MASTERCARD INCORPORATED
$385.3M
INTU7.1%
INTUIT
$337.8M
MSFT6.9%
MICROSOFT CORP
$327.8M
AMZN6.9%
AMAZON COM INC
$326.9M
MRSH6.9%
MARSH & MCLENNAN COS INC
$325.5M

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