Mayar Capital Ltd.
CIK 1858699 · Holdings on Jun 30, 2026 · First reported Jul 22, 2026
Top ten holdings
Q2 2026- KVUE14.49%
- V10.62%
- UPS10.04%
- BFAM9.96%
- MA9.57%
- NKE9.12%
- SOLV8.58%
- TOST8.06%
- BKNG7.69%
- MIDD5.06%
Share classes counted separately93.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TOSTWeight increased · +3.72 pp4.34% → 8.06%Shares +120.90K (+88.06%)
- BFAMWeight decreased · -3.21 pp13.17% → 9.96%Shares -9.30K (-6.91%)
- PYPLWeight decreased · -2.71 pp4.58% → 1.87%Shares -46.30K (-54.49%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | KVUEKENVUE INC View history and evidence | $12.92M | 14.49% | 676.12K shares | 14.94% → 14.49%-0.45 pp -50.60K (-6.96%) | Reduced | ▾ |
| 02 | VVISA INC-CLASS A SHARES View history and evidence | $9.47M | 10.62% | 27.60K shares | 10.68% → 10.62%-0.06 pp -2.04K (-6.88%) | Reduced | ▾ |
| 03 | UPSUNITED PARCEL SERVICE-CL B View history and evidence | $8.95M | 10.04% | 83.22K shares | 10.49% → 10.04%-0.45 pp -6.20K (-6.93%) | Reduced | ▾ |
| 04 | BFAMBRIGHT HORIZONS FAMILY SOLUT View history and evidence | $8.88M | 9.96% | 125.23K shares | 13.17% → 9.96%-3.21 pp -9.30K (-6.91%) | Reduced | ▾ |
| 05 | MAMASTERCARD INC - A View history and evidence | $8.53M | 9.57% | 16.60K shares | 7.17% → 9.57%+2.40 pp +4.56K (+37.87%) | Added | ▾ |
| 06 | NKENIKE INC -CL B View history and evidence | $8.13M | 9.12% | 198.00K shares | 9.40% → 9.12%-0.28 pp +48.80K (+32.71%) | Added | ▾ |
| 07 | SOLVSOLVENTUM CORP View history and evidence | $7.65M | 8.58% | 99.19K shares | 8.30% → 8.58%+0.28 pp -7.40K (-6.94%) | Reduced | ▾ |
| 08 | TOSTTOAST INC-CLASS A View history and evidence | $7.18M | 8.06% | 258.20K shares | 4.34% → 8.06%+3.72 pp +120.90K (+88.06%) | Added | ▾ |
| 09 | BKNGBOOKING HOLDINGS INC View history and evidence | $6.86M | 7.69% | 38.47K shares | 7.08% → 7.69%+0.61 pp +3.22K (+9.13%) | Added | ▾ |
| 10 | MIDDMIDDLEBY CORP View history and evidence | $4.51M | 5.06% | 26.20K shares | 4.46% → 5.06%+0.60 pp -2.00K (-7.09%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1858699 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 89141623
}Take these holdings further.
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