Mayar Capital Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Mayar Capital Ltd. reported 12 stock positions worth $117.0 million. Its top holding was Alphabet Class C (GOOG) at 15.6% of the portfolio, followed by Bright Horizons Family Solut (BFAM, 13.4%) and United Parcel Service Class B (UPS, 12.6%). Compared with Q4 2023, it added to 2 and reduced 9. The biggest buy was Alphabet Class C (GOOG, shares +1%) and the biggest sale United Parcel Service Class B (UPS, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001858699
- Portfolio Value
- $117.0M (Q1 2024)
- SEC Filing
- 0001858699-24-000002 ↗ filed May 3, 2024
Holdings Value
Holdings 12 stocks · $117.0M
| GOOG Alphabet Inc. Class C | 15.56% | 119,543 | $18.2M | Add +1.2% |
| BFAM Bright Horizons Family Solut | 13.44% | 138,707 | $15.7M | Reduce -14.3% |
| UPS United Parcel Service Class B | 12.57% | 98,961 | $14.7M | Reduce -13.5% |
| EA Electronic Arts Inc. | 10.83% | 95,524 | $12.7M | Reduce -13.8% |
| PYPL PayPal Holdings Inc. | 9.57% | 167,098 | $11.2M | Add +3.3% |
| JNJ Johnson & Johnson | 9.23% | 68,302 | $10.8M | Reduce -0.2% |
| V Visa Inc. Class A | 8.83% | 37,013 | $10.3M | Reduce -13.6% |
| KVUE Kenvue Inc. | 5.92% | 322,739 | $6.9M | Reduce -13.7% |
| MA Mastercard Inc. Class A | 5.39% | 13,094 | $6.3M | Reduce -13.1% |
| MMM 3M Co. | 4.17% | 46,025 | $4.9M | Reduce -13.3% |
| LH Laboratory CRP of Amer Hldgs | 3.76% | 20,119 | $4.4M | Reduce -13.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 2,038 | $857K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| UPS United Parcel Service Class B | Reduce -13.5% | 12.57% | −2.03 |
| EA Electronic Arts Inc. | Reduce -13.8% | 10.83% | −1.49 |
| KVUE Kenvue Inc. | Reduce -13.7% | 5.92% | −0.62 |
| MMM 3M Co. | Reduce -13.3% | 4.17% | −0.54 |
| LH Laboratory CRP of Amer Hldgs | Reduce -13.1% | 3.76% | −0.52 |
| V Visa Inc. Class A | Reduce -13.6% | 8.83% | −0.23 |
| MA Mastercard Inc. Class A | Reduce -13.1% | 5.39% | +0.17 |
| JNJ Johnson & Johnson | Reduce -0.2% | 9.23% | +0.52 |
| BFAM Bright Horizons Family Solut | Reduce -14.3% | 13.44% | +1.05 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $89.1M | KVUE, V, UPS, BFAM, MA |
| Q1 2026 | 16 | $83.9M | KVUE, BFAM, V, UPS, NKE |
| Q4 2025 | 13 | $73.7M | KVUE, UPS, NKE, SOLV, BFAM |
| Q3 2025 | 12 | $63.9M | JNJ, UPS, GOOG, SOLV, KVUE |
| Q2 2025 | 12 | $54.4M | UPS, JNJ, SOLV, GOOG, KVUE |
| Q1 2025 | 12 | $56.4M | UPS, JNJ, SOLV, KVUE, GOOG |
| Q4 2024 | 12 | $76.4M | GOOG, UPS, V, JNJ, BFAM |
| Q3 2024 | 12 | $102.8M | UPS, GOOG, PYPL, JNJ, EA |
| Q2 2024 | 13 | $107.7M | GOOG, BFAM, UPS, EA, JNJ |
| Q1 2024 | 12 | $117.0M | GOOG, BFAM, UPS, EA, PYPL |