Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Oct 18, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 13
- 0 vs. Q2 2022
- Portfolio value
- $123.8M
- −$8.94M (−6.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EAElectronic Arts Inc. | COM | 121,364 | $14.0M | 11.3% | +3,730+3.2% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 82,794 | $13.4M | 10.8% | +2,542+3.2% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 154,026 | $13.3M | 10.7% | +4,733+3.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 129,892 | $12.5M | 10.1% | +1,672+1.3% | AddedConverted for a 20-for-1 split | History |
| VVisa Inc. | Stock | 62,541 | $11.1M | 9.0% | +941+1.5% | Added | History |
| JNJJohnson & Johnson | Stock | 60,902 | $9.95M | 8.0% | −5,175−7.8% | Reduced | History |
| DBXDropbox, Inc. | CL A | 463,860 | $9.61M | 7.8% | +14,256+3.2% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 157,918 | $9.10M | 7.4% | +37,939+31.6% | Added | History |
| MMM3M Co | Stock | 76,164 | $8.42M | 6.8% | +2,338+3.2% | Added | History |
| LHLabcorp Holdings Inc. | COM NEW | 39,022 | $7.99M | 6.5% | +1,199+3.2% | Added | History |
| VNTVontier Corp | Stock | 454,625 | $7.60M | 6.1% | +13,975+3.2% | Added | History |
| MAMastercard Inc | Stock | 22,268 | $6.33M | 5.1% | +682+3.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $544.0K | 0.4% | 00.0% | Unchanged | History |