Mayar Capital Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$83.9M
Q ending 2026-03-31
Prior quarter
$73.7M
Q ending 2025-12-31
Change
+13.9% QoQ · +48.6% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Kenvue Inc | KVUE | Shares | $12.5M | 727K |
| Bright Horizons Fam Sol In D | BFAM | Shares | $11.0M | 135K |
| Visa Inc | V | Shares | $9.0M | 30K |
| United Parcel Service Inc | UPS | Shares | $8.8M | 89K |
| Nike Inc | NKE | Shares | $7.9M | 149K |
| Solventum Corp | SOLV | Shares | $7.0M | 107K |
| Mastercard Incorporated | MA | Shares | $6.0M | 12K |
| Booking Holdings Inc | BKNG | Shares | $5.9M | 35K |
| Paypal Hldgs Inc | PYPL | Shares | $3.8M | 85K |
| Middleby Corp | MIDD | Shares | $3.7M | 28K |
| Toast Inc-Class A | TOST | Shares | $3.6M | 137K |
| Microsoft Corp | MSFT | Shares | $1.9M | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $977K | 2K |
| Laboratory Corp Amer Hldgs | LH | Shares | $975K | 4K |
| Johnson & Johnson | JNJ | Shares | $401K | 2K |
| Alphabet Inc | GOOG | Shares | $267K | 930 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.