StockDriftsStockDriftsTop 50 Navera Investment Management Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | 7.44% | 1.68M | $291.5M | -4.18%(-73.27K) | $156.77(+2.08%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 7.33% | 574.3K | $287.0M | -14.92%(-100.74K) | $384.36(+27.47%) | 2026-03-31 | |
| LH | LABCORP HOLDINGS INC | 6.67% | 979.4K | $261.3M | -4.63%(-47.52K) | $196.97(+28.96%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 6.4% | 543.9K | $250.8M | +5.86%(+30.09K) | $335.65(+27.53%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.24% | 723.3K | $244.5M | +155.41%(+440.10K) | $307.70(+35.76%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.11% | 646.8K | $239.4M | -4.58%(-31.02K) | $265.05(+54.47%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.09% | 1.15M | $238.5M | -19.15%(-271.18K) | $168.79(+58.32%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 5.5% | 438.3K | $215.5M | -3.25%(-14.74K) | $510.82(-12.26%) | 2026-03-31 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 5.34% | 752.4K | $209.0M | -4.15%(-32.54K) | $287.52(+22.72%) | 2026-03-31 | |
| APH | AMPHENOL CORP NEW | 5.15% | 1.59M | $201.5M | -4.28%(-71.34K) | $36.17(+257.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.41% | +34.59% |
| Top 20 Holdings Unweighted | +11.09% | +37.10% |
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