Mayar Capital Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Mayar Capital Ltd. reported 13 stock positions worth $107.7 million. Its top holding was Alphabet Class C (GOOG) at 13.9% of the portfolio, followed by Bright Horizons Family Solut (BFAM, 13.9%) and United Parcel Service Class B (UPS, 13.4%). Compared with Q1 2024, it added to 3 and reduced 9. The biggest buy was Johnson & Johnson (JNJ, shares +9%) and the biggest sale Alphabet Class C (GOOG, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001858699
- Portfolio Value
- $107.7M (Q2 2024)
- SEC Filing
- 0001858699-24-000003 ↗ filed Jul 17, 2024
Holdings Value
Holdings 13 stocks · $107.7M
| GOOG Alphabet Inc. Class C | 13.93% | 81,766 | $15.0M | Reduce -31.6% |
| BFAM Bright Horizons Family Solut | 13.88% | 135,736 | $14.9M | Reduce -2.1% |
| UPS United Parcel Service Class B | 13.41% | 105,488 | $14.4M | Add +6.6% |
| EA Electronic Arts Inc. | 12.09% | 93,430 | $13.0M | Reduce -2.2% |
| JNJ Johnson & Johnson | 10.14% | 74,693 | $10.9M | Add +9.4% |
| PYPL PayPal Holdings Inc. | 9.03% | 167,582 | $9.7M | Add +0.3% |
| V Visa Inc. Class A | 8.83% | 36,204 | $9.5M | Reduce -2.2% |
| KVUE Kenvue Inc. | 5.33% | 315,654 | $5.7M | Reduce -2.2% |
| MA Mastercard Inc. Class A | 5.25% | 12,806 | $5.6M | Reduce -2.2% |
| LH Laboratory CRP of Amer Hldgs | 3.72% | 19,672 | $4.0M | Reduce -2.2% |
| MMM 3M Co. | 3.08% | 32,498 | $3.3M | Reduce -29.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 2,038 | $829K | No change |
| SOLV Solventum Corp. | 0.55% | 11,251 | $595K | Reduce -2.2% |
Portfolio Sells Q1 2024 → Q2 2024
| GOOG Alphabet Inc. Class C | Reduce -31.6% | 13.93% | −1.63 |
| MMM 3M Co. | Reduce -29.4% | 3.08% | −1.09 |
| KVUE Kenvue Inc. | Reduce -2.2% | 5.33% | −0.59 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 5.25% | −0.14 |
| LH Laboratory CRP of Amer Hldgs | Reduce -2.2% | 3.72% | −0.04 |
| V Visa Inc. Class A | Reduce -2.2% | 8.83% | −0.00 |
| SOLV Solventum Corp. | Reduce -2.2% | 0.55% | +0.03 |
| BFAM Bright Horizons Family Solut | Reduce -2.1% | 13.88% | +0.44 |
| EA Electronic Arts Inc. | Reduce -2.2% | 12.09% | +1.26 |
Portfolio Buys Q1 2024 → Q2 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 |