Mayar Capital Ltd. reported 16 holdings worth US$89.1M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Mayar Capital Ltd. reported 16 holdings worth US$89.1M as of Jun 30, 2026. Largest: Kenvue Inc., Visa Inc. and United Parcel Service, Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$89.1M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Kenvue Inc. | 676K | US$12.9M | 14.5% |
| Visa Inc. | 27,600 | US$9.47M | 10.6% |
| United Parcel Service, Inc. | 83,220 | US$8.95M | 10.0% |
| Bright Horizons Family Solutions Inc. | 125K | US$8.88M | 10.0% |
| Mastercard Incorporated | 16,602 | US$8.53M | 9.6% |
| Nike, Inc. | 198K | US$8.13M | 9.1% |
| Solventum Corporation | 99,190 | US$7.65M | 8.6% |
| Toast, Inc. | 258K | US$7.18M | 8.1% |
| Booking Holdings Inc. Common Stock | 38,470 | US$6.86M | 7.7% |
| The Middleby Corporation | 26,200 | US$4.51M | 5.1% |
| Microsoft Corp. | 4,800 | US$1.79M | 2.0% |
| Paypal Holdings, Inc. | 38,672 | US$1.67M | 1.9% |
| Berkshire Hathaway Inc. | 2,038 | US$1.02M | 1.1% |
| Labcorp Holdings Inc. | 3,413 | US$956K | 1.1% |
| Johnson & Johnson | 1,641 | US$417K | 0.47% |
| Alphabet Inc (google) Class C | 623 | US$223K | 0.25% |