Mayar Capital Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Mayar Capital Ltd. reported 12 stock positions worth $76.4 million. Its top holding was Alphabet Class C (GOOG) at 17.2% of the portfolio, followed by United Parcel Service Class B (UPS, 17.2%) and Visa Class A (V, 12.7%). Compared with Q3 2024, it added to 1 and reduced 10. The biggest buy was Solventum (SOLV, shares +187%) and the biggest sale Electronic Arts (EA, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001858699
- Portfolio Value
- $76.4M (Q4 2024)
- SEC Filing
- 0001858699-25-000001 ↗ filed Feb 7, 2025
Holdings Value
Holdings 12 stocks · $76.4M
| GOOG Alphabet Inc. Class C | 17.24% | 69,130 | $13.2M | Reduce -11.6% |
| UPS United Parcel Service Class B | 17.23% | 104,320 | $13.2M | Reduce -12.1% |
| V Visa Inc. Class A | 12.66% | 30,580 | $9.7M | Reduce -11.9% |
| JNJ Johnson & Johnson | 12.00% | 63,341 | $9.2M | Reduce -11.4% |
| BFAM Bright Horizons Family Solut | 8.74% | 60,234 | $6.7M | Reduce -11.7% |
| KVUE Kenvue Inc. | 7.43% | 265,816 | $5.7M | Reduce -11.7% |
| MA Mastercard Inc. Class A | 7.41% | 10,742 | $5.7M | Reduce -12.0% |
| PYPL PayPal Holdings Inc. | 7.41% | 66,272 | $5.7M | Reduce -58.5% |
| LH Labcorp Holdings Inc. | 3.73% | 12,433 | $2.9M | Reduce -33.8% |
| SOLV Solventum Corp. | 2.62% | 30,290 | $2.0M | Add +187.1% |
| EA Electronic Arts Inc. | 2.33% | 12,152 | $1.8M | Reduce -84.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.21% | 2,038 | $924K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| EA Electronic Arts Inc. | Reduce -84.9% | 2.33% | −8.92 |
| PYPL PayPal Holdings Inc. | Reduce -58.5% | 7.41% | −4.72 |
| BFAM Bright Horizons Family Solut | Reduce -11.7% | 8.74% | −0.55 |
| LH Labcorp Holdings Inc. | Reduce -33.8% | 3.73% | −0.35 |
| KVUE Kenvue Inc. | Reduce -11.7% | 7.43% | +0.66 |
| JNJ Johnson & Johnson | Reduce -11.4% | 12.00% | +0.73 |
| UPS United Parcel Service Class B | Reduce -12.1% | 17.23% | +1.49 |
| MA Mastercard Inc. Class A | Reduce -12.0% | 7.41% | +1.55 |
| V Visa Inc. Class A | Reduce -11.9% | 12.66% | +3.38 |
| GOOG Alphabet Inc. Class C | Reduce -11.6% | 17.24% | +4.53 |
Portfolio Buys Q3 2024 → Q4 2024
| SOLV Solventum Corp. | Add +187.1% | 2.62% | +1.91 |
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 |