Mayar Capital Ltd. — 13F Holdings & Portfolio
CIK 1858699 · latest 13F-HR filed 2026-07-22
Mayar Capital Ltd. manages $89.1M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are KVUE (14.49%), V (10.62%), UPS (10.04%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 6, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
LONDON, X0 WC1X 0DS
$89.1M
Long-equity book
16
Distinct positions
2026-06-30
Filed 2026-07-22
+0 / −0 / ↑6 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TOAST INC-CLASS A$3.5M +97.3%
- MASTERCARD INCORPORATED$2.5M +41.7%
- BOOKING HOLDINGS INC$920.3K +15.5%
- MIDDLEBY CORP$767.9K +20.5%
- SOLVENTUM CORP$692.2K +9.9%
Top Trims
- PAYPAL HLDGS INC-$2.2M -56.6%
- BRIGHT HORIZONS FAM SOL IN D-$2.2M -19.7%
- MICROSOFT CORP-$119.6K -6.3%
- ALPHABET INC-$44.2K -16.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | KENVUE INC | KVUE | 49177J102 | $12.9M | 14.49% | 676,116 | SH |
| 2 | VISA INC | V | 92826C839 | $9.5M | 10.62% | 27,600 | SH |
| 3 | UNITED PARCEL SERVICE INC | UPS | 911312106 | $8.9M | 10.04% | 83,220 | SH |
| 4 | BRIGHT HORIZONS FAM SOL IN D | BFAM | 109194100 | $8.9M | 9.96% | 125,234 | SH |
| 5 | MASTERCARD INCORPORATED | MA | 57636Q104 | $8.5M | 9.57% | 16,602 | SH |
| 6 | NIKE INC | NKE | 654106103 | $8.1M | 9.12% | 198,000 | SH |
| 7 | SOLVENTUM CORP | SOLV | 83444M101 | $7.7M | 8.58% | 99,190 | SH |
| 8 | TOAST INC-CLASS A | TOST | 888787108 | $7.2M | 8.06% | 258,200 | SH |
| 9 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $6.9M | 7.69% | 38,470 | SH |
| 10 | MIDDLEBY CORP | MIDD | 596278101 | $4.5M | 5.06% | 26,200 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $1.8M | 2.01% | 4,800 | SH |
| 12 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $1.7M | 1.87% | 38,672 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.0M | 1.14% | 2,038 | SH |
| 14 | LABORATORY CORP AMER HLDGS | LH | 504922105 | $955.6K | 1.07% | 3,413 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $416.8K | 0.47% | 1,641 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $222.6K | 0.25% | 630 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-22 | $89.1M | 16 | 0001858699-26-000003 |
| 2026-03-31 | 2026-05-07 | $83.9M | 16 | 0001858699-26-000002 |
| 2025-12-31 | 2026-01-27 | $73.7M | 13 | 0001858699-26-000001 |