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Disclosed positions
Navera Investment Management Ltd.: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- AMPHENOL CORP NEW
- Ticker
- APH
- Class
- CL A
- Reported value
- $318,098,708
- Reported amount
- 1,803,934
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000945621-26-001016Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| AMPHENOL CORP NEW | APH | CL A | $318,098,708 | 1,803,934 | SH | None |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | $316,059,928 | 662,678 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $265,378,941 | 516,812 | SH | None |
| MARSH & MCLENNAN COS INC | MRSH | COM | $252,810,851 | 1,517,459 | SH | None |
| AMAZON COM INC | AMZN | COM | $249,674,813 | 1,047,926 | SH | None |
| LABCORP HOLDINGS INC | LH | COM SHS | $218,923,069 | 781,731 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $200,259,289 | 533,653 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $199,087,273 | 397,439 | SH | None |
| AMETEK INC | AME | COM | $188,810,247 | 780,619 | SH | None |
| XYLEM INC | XYL | COM | $187,970,441 | 1,589,616 | SH | None |
| MICROSOFT CORP | MSFT | COM | $177,927,221 | 477,149 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $143,621,348 | 402,051 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $135,220,948 | 603,879 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $124,781,644 | 313,818 | SH | None |
| TRACTOR SUPPLY CO | TSCO | COM | $121,441,454 | 3,842,265 | SH | None |
| AVERY DENNISON CORP | AVY | COM | $109,050,028 | 671,979 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $87,322,656 | 247,136 | SH | None |
| HUBBELL INC | HUBB | COM | $75,639,224 | 144,569 | SH | None |
| VERISK ANALYTICS INC | VRSK | COM | $69,163,256 | 385,387 | SH | None |
| HEICO CORP NEW | HEI.A | CL A | $66,406,692 | 257,550 | SH | None |
| BOSTON SCIENTIFIC CORP | BSX | COM | $60,925,063 | 1,427,592 | SH | None |
| ACCENTURE PLC IRELAND | ACN | SHS Class A | $51,362,020 | 412,819 | SH | None |
| FABRINET | FN | SHS | $47,241,421 | 83,984 | SH | None |
| FRANCO NEV CORP | FNV | COM | $40,653,587 | 195,028 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $7,739,319 | 15,470 | SH | None |
| APPLE INC | AAPL | COM | $2,066,288 | 7,144 | SH | None |
| COSTCO WHSL CORP NEW | COST | COM | $1,825,803 | 1,952 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $1,756,952 | 4,230 | SH | None |
| SYNOPSYS INC | SNPS | COM | $806,998 | 1,810 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $635,013 | 2,500 | SH | None |
| BROADRIDGE FINL SOLUTIONS IN | BR | COM | $435,810 | 3,184 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $338,255 | 1,000 | SH | None |
| WHEATON PRECIOUS METALS CORP | WPM | COM | $337,005 | 3,000 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $327,043 | 960 | SH | None |
| MCDONALDS CORP | MCD | COM | $282,894 | 1,047 | SH | None |
| WEC ENERGY GROUP INC | WEC | COM | $277,877 | 2,380 | SH | None |
| ABBVIE INC | ABBV | COM | $276,326 | 1,100 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $261,410 | 450 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $259,265 | 1,900 | SH | None |
| QUANTA SVCS INC | PWR | COM | $228,169 | 317 | SH | None |
| META PLATFORMS INC | META | CL A | $218,440 | 388 | SH | None |
| DEERE & CO | DE | COM | $206,019 | 325 | SH | None |
| DOLLAR GEN CORP NEW | DG | COM | $178,506 | 1,550 | SH | None |
| COCA COLA CO | KO | COM | $175,630 | 2,162 | SH | None |
| ALIGN TECHNOLOGY INC | ALGN | COM | $143,395 | 850 | SH | None |
| MSCI INC | MSCI | COM | $137,233 | 245 | SH | None |
| STRYKER CORPORATION | SYK | COM | $110,224 | 350 | SH | None |
| IDEXX LABS INC | IDXX | COM | $108,419 | 206 | SH | None |
| LINDE PLC | LIN | SHS | $102,217 | 197 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $91,652 | 280 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.