Mayar Capital Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Mayar Capital Ltd. reported 16 stock positions worth $83.9 million. Its top holding was Kenvue (KVUE) at 14.9% of the portfolio, followed by Bright Horizons Family Solut (BFAM, 13.2%) and Visa Class A (V, 10.7%). Compared with Q4 2025, it opened 3 new positions, added to 5 and reduced 3. The biggest buy was Mastercard Class A (MA, shares +554%) and the biggest sale Johnson & Johnson (JNJ, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001858699
- Portfolio Value
- $83.9M (Q1 2026)
- SEC Filing
- 0001858699-26-000002 ↗ filed May 7, 2026
Holdings Value
Holdings 16 stocks · $83.9M
| KVUE Kenvue Inc. | 14.94% | 726,716 | $12.5M | No change |
| BFAM Bright Horizons Family Solut | 13.17% | 134,534 | $11.0M | Add +66.2% |
| V Visa Inc. Class A | 10.68% | 29,640 | $9.0M | Add +132.3% |
| UPS United Parcel Service Class B | 10.49% | 89,420 | $8.8M | Reduce -16.4% |
| NKE Nike Inc. Class B | 9.40% | 149,200 | $7.9M | No change |
| SOLV Solventum Corp. | 8.30% | 106,590 | $7.0M | No change |
| MA Mastercard Inc. Class A | 7.17% | 12,042 | $6.0M | Add +553.8% |
| BKNG Booking Holdings Inc. | 7.08% | 35,250 | $5.9M | Add +3951.7% |
| PYPL PayPal Holdings Inc. | 4.58% | 84,972 | $3.8M | Add +15.8% |
| MIDD Middleby Corp. | 4.46% | 28,200 | $3.7M | New |
| TOST Toast Inc. Class A | 4.34% | 137,300 | $3.6M | New |
| MSFT Microsoft Corp. | 2.28% | 5,160 | $1.9M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 2,038 | $977K | No change |
| LH Labcorp Holdings Inc. | 1.16% | 3,653 | $975K | Reduce -56.2% |
| JNJ Johnson & Johnson | 0.48% | 1,641 | $401K | Reduce -94.8% |
| GOOG Alphabet Inc. Class C | 0.32% | 930 | $267K | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| MA Mastercard Inc. Class A | Add +553.8% | 7.17% | +5.75 |
| V Visa Inc. Class A | Add +132.3% | 10.68% | +4.60 |
| MIDD Middleby Corp. | New | 4.46% | +4.46 |
| TOST Toast Inc. Class A | New | 4.34% | +4.34 |
| MSFT Microsoft Corp. | New | 2.28% | +2.28 |
| BFAM Bright Horizons Family Solut | Add +66.2% | 13.17% | +2.03 |
| BKNG Booking Holdings Inc. | Add +3951.7% | 7.08% | +0.75 |
| PYPL PayPal Holdings Inc. | Add +15.8% | 4.58% | −1.23 |
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 |