Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 12
- 0 vs. Q1 2023
- Portfolio value
- $123.9M
- +$4.33M (+3.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 153,924 | $18.6M | 15.0% | −11,675−7.1% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 161,869 | $15.0M | 12.1% | −3,034−1.8% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 81,233 | $14.6M | 11.8% | −1,561−1.9% | Reduced | History |
| EAElectronic Arts Inc. | COM | 110,870 | $14.4M | 11.6% | −10,494−8.6% | Reduced | History |
| VVisa Inc. | Stock | 53,741 | $12.8M | 10.3% | −1,035−1.9% | Reduced | History |
| DBXDropbox, Inc. | CL A | 455,099 | $12.1M | 9.8% | −8,761−1.9% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 161,747 | $10.8M | 8.7% | +7,721+5.0% | Added | History |
| MMM3M Co | Stock | 76,164 | $7.62M | 6.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 15,064 | $5.92M | 4.8% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 35,199 | $5.83M | 4.7% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | COM NEW | 23,146 | $5.59M | 4.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $695.0K | 0.6% | 00.0% | Unchanged | History |