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Alison Fawcett

Navera Investment Management Ltd.

Assets Managed
$3.917B
Holdings
56
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
-17.3%(2Q avg: -13.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Navera Investment Management Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Navera Investment Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.917B in assets, with a quarterly growth rate of -17.3% and a 2-quarter average growth rate of -13.3%. The portfolio is managed by Alison Fawcett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MMC
Marsh & Mclennan Cos
Recent Activity
Decreased -4.17%
7.45%
$291.47M
1.681M shares@ $173.43 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -14.92%
7.33%
$286.981M
574,253 shares@ $499.75 avg price
LH
Labcorp Holdings Inc
Recent Activity
Decreased -4.62%
6.68%
$261.328M
979,371 shares@ $266.84 avg price
ISRG
Intuitive Surgical Inc
Recent Activity
Increased 5.86%
6.41%
$250.807M
543,889 shares@ $461.14 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 155.41%
6.25%
$244.511M
723,299 shares@ $338.06 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.57%
6.12%
$239.409M
646,783 shares@ $370.16 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -19.14%
6.09%
$238.486M
1.145M shares@ $208.28 avg price
TMO
Thermo Fisher Scientific Inc
Recent Activity
Decreased -3.25%
5.51%
$215.547M
438,260 shares@ $491.83 avg price
CDNS
Cadence Design Sys Inc
Recent Activity
Decreased -4.14%
5.34%
$209.024M
752,430 shares@ $277.8 avg price
APH
Amphenol Corp-cl A
Recent Activity
Decreased -4.28%
5.15%
$201.528M
1.595M shares@ $126.36 avg price

1-10 of 56