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CIK: 0001842702
Total reported value
$3.7B
$3.7B
60 檔
45.7%
As reported in its official Q4 2025 Form 13F filing, Navera Investment Management Ltd.'s tracked investment portfolio stood at $3.7B with 60 total positions.
During Q4 2025, Navera Investment Management Ltd. performed routine portfolio adjustments (8 new buys, 8 additions, 20 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | Stock-Financials | 8.14% | -0.21% | +6.57% | |
| 2 | INTU | Intuit Inc | Stock-Tech | 7.13% | -3.10% | +7.43% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.92% | -1.34% | -12.69% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.90% | +0.61% | -2.99% | |
| 5 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 6.87% | -0.66% | +8.00% | |
| 6 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 6.14% | -3.05% | -15.78% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 5.54% | -0.16% | -4.75% | |
| 8 | LH | Labcorp Holdings Inc | Stock-Healthcare | 5.44% | -0.80% | -2.88% | |
| 9 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 5.41% | -1.63% | -3.00% | |
| 10 | CDNS | Cadence Design Sys Inc | Stock-Tech | 5.18% | +0.03% | -3.42% | |
| 11 | BR | Broadridge Financial Solutio | Stock-Tech | 5.11% | -4.32% | -2.17% | |
| 12 | ACN | Accenture plc | Stock-Tech | 5.09% | -0.92% | -3.89% | |
| 13 | APH | Amphenol Corp-cl A | Stock-Tech | 4.75% | +3.38% | -5.07% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 3.86% | +0.12% | -1.69% | |
| 15 | AME | Ametek Inc | Stock-Industrials | 3.84% | +0.39% | -3.47% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.78% | +0.62% | -21.04% | |
| 17 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 3.02% | -0.37% | -4.20% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.43% | +0.31% | -21.50% | |
| 19 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.08% | -0.19% | +0.71% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.82% | +2.24% | +3827.82% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | +0.02% | -7.35% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.05% | +0.01% | +1.06% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.04% | +0.02% | -34.62% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.04% | — | +95.33% | |
| 25 | SNPS | Synopsys Inc | Stock-Tech | 0.03% | -0.01% | -99.34% | |
| 26 | XYL | Xylem Inc | Stock-Industrials | 0.02% | +3.73% | — | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.02% | -0.01% | EXIT | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.01% | — | — | |
| 29 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.01% | — | — | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.01% | — | — | |
| 31 | AXP | American Express Co | Stock-Financials | 0.01% | — | — | |
| 32 | ALGN | Align Technology Inc | Stock-Healthcare | 0.01% | — | -13.62% | |
| 33 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.01% | — | EXIT | |
| 34 | PWR | Quanta Services Inc | Stock-Industrials | 0.01% | — | — | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.01% | — | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.01% | — | +139.00% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.01% | — | — | |
| 38 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.01% | — | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | — | — | — | |
| 40 | DG | Dollar General CORP | Stock-Consumer Staples | — | — | — | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | — | +0.01% | — | |
| 42 | WSO | Watsco Inc | Stock-Industrials | — | — | EXIT | |
| 43 | DE | Deere & Co | Stock-Industrials | — | +0.01% | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | — | — | — | |
| 45 | MTD | Mettler-toledo International | Stock-Healthcare | — | — | EXIT | |
| 46 | ECL | Ecolab Inc | Stock-Materials | — | — | — | |
| 47 | MSCI | Msci Inc | Stock-Financials | — | — | — | |
| 48 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | — | — | — | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | — | +0.01% | — | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +1.8% | +3827.82% | Add |
| 2 | MA | Mastercard Inc - A | +1.2% | +6.57% | Add |
| 3 | TMO | Thermo Fisher Scientific Inc | +1.1% | -4.75% | Trim |
| 4 | INTU | Intuit Inc | +0.9% | +7.43% | Add |
| 5 | ISRG | Intuitive Surgical Inc | +0.9% | -15.78% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.8% | -2.99% | Trim |
| 7 | ACN | Accenture plc | +0.7% | -3.89% | Trim |
| 8 | MRSH | Marsh & Mclennan Cos | +0.6% | +8.00% | Add |
| 9 | APH | Amphenol Corp-cl A | +0.6% | -5.07% | Trim |
| 10 | AME | Ametek Inc | +0.5% | -3.47% | Trim |
| 11 | AVY | Avery Dennison CORP | +0.5% | -4.20% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.4% | -21.04% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | -21.50% | Trim |
| 14 | BR | Broadridge Financial Solutio | +0.1% | -2.17% | Trim |
| 15 | COST | Costco Wholesale CORP | 0% | +95.33% | Add |
| 16 | ABBV | Abbvie Inc | 0% | +139.00% | Add |
| 17 | SPGI | S&p Global Inc | 0% | — | Unchanged |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | -7.35% | Trim |
| 19 | AAPL | Apple Inc | — | +1.06% | Add |
| 20 | XYL | Xylem Inc | — | — | Unchanged |
| 21 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 22 | DG | Dollar General CORP | — | — | Unchanged |
| 23 | AXP | American Express Co | — | — | Unchanged |
| 24 | AMD | Advanced Micro Devices | — | — | Unchanged |
| 25 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 26 | ALGN | Align Technology Inc | — | -13.62% | Trim |
| 27 | WPM | Wheaton Precious Metals CORP | — | — | Unchanged |
| 28 | WEC | Wec Energy Group Inc | — | — | Unchanged |
| 29 | PANW | Palo Alto Networks Inc | — | — | Unchanged |
| 30 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 31 | LIN | Linde plc | — | — | Unchanged |
| 32 | KO | Coca-cola Co/the | — | — | Unchanged |
| 33 | SYK | Stryker CORP | — | — | Unchanged |
| 34 | UNH | Unitedhealth Group Inc | 0% | -34.62% | Trim |
| 35 | VRSK | Verisk Analytics Inc | 0% | +0.71% | Add |
| 36 | ADP | Automatic Data Processing | -0.2% | -1.69% | Trim |
| 37 | CDNS | Cadence Design Sys Inc | -0.3% | -3.42% | Trim |
| 38 | TSCO | Tractor Supply Company | -0.3% | -3.00% | Trim |
| 39 | LH | Labcorp Holdings Inc | -0.4% | -2.88% | Trim |
| 40 | MSFT | Microsoft CORP | -0.8% | -12.69% | Trim |
| 41 | FISV | Fiserv Inc | -3.7% | -99.89% | Trim |
| 42 | SNPS | Synopsys Inc | -4.7% | -99.34% | Trim |
| 43 | HON | Honeywell International Inc | — | NEW | New buy |
| 44 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 45 | PWR | Quanta Services Inc | — | NEW | New buy |
| 46 | WSO | Watsco Inc | — | NEW | New buy |
| 47 | MTD | Mettler-toledo International | — | NEW | New buy |
| 48 | ECL | Ecolab Inc | — | NEW | New buy |
| 49 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 50 | ADSK | Autodesk Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Navera Investment Management Ltd. reported a total U.S. public equity portfolio value of $3.7B across 60 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MA, INTU, MSFT) accounted for 45.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
HON
市值: $760.9K
Top Position Liquidated / Trimmed
MSFT
前期市值: $402.1M
During Q4 2025, Navera Investment Management Ltd.'s top holdings by market value included MA (8.1%)、INTU (7.1%)、MSFT (6.9%). The largest single position, MA, represented 8.1% of total portfolio value.
In Q4 2025, Navera Investment Management Ltd. made 36 total portfolio adjustments, initiating 8 new buys, adding to 8 positions, trimming 20 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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