Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 17, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 13
- +1 vs. Q1 2024
- Portfolio value
- $107.7M
- −$9.33M (−8.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 81,766 | $15.0M | 13.9% | −37,777−31.6% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 135,736 | $14.9M | 13.9% | −2,971−2.1% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 105,488 | $14.4M | 13.4% | +6,527+6.6% | Added | History |
| EAElectronic Arts Inc. | COM | 93,430 | $13.0M | 12.1% | −2,094−2.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 74,693 | $10.9M | 10.1% | +6,391+9.4% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 167,582 | $9.72M | 9.0% | +484+0.3% | Added | History |
| VVisa Inc. | Stock | 36,204 | $9.50M | 8.8% | −809−2.2% | Reduced | History |
| KVUEKenvue Inc. | Stock | 315,654 | $5.74M | 5.3% | −7,085−2.2% | Reduced | History |
| MAMastercard Inc | Stock | 12,806 | $5.65M | 5.2% | −288−2.2% | Reduced | History |
| LHLabcorp Holdings Inc. | COM NEW | 19,672 | $4.00M | 3.7% | −447−2.2% | Reduced | History |
| MMM3M Co | Stock | 32,498 | $3.32M | 3.1% | −13,527−29.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $829.1K | 0.8% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 11,251 | $595.0K | 0.6% | +11,251 | New | History |