Mayar Capital Ltd.
CIK 1858699 · Holdings on Mar 31, 2025 · First reported May 2, 2025
Top ten holdings
Q1 2025- UPS20.76%
- JNJ19.08%
- SOLV11.72%
- KVUE11.59%
- GOOG9.17%
- BFAM6.90%
- PYPL5.14%
- V3.59%
- MA3.44%
- LH3.35%
Share classes counted separately94.74%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SOLVWeight increased · +9.10 pp2.62% → 11.72%Shares +56.70K (+187.19%)
- VWeight decreased · -9.07 pp12.66% → 3.59%Shares -24.80K (-81.10%)
- GOOGWeight decreased · -8.07 pp17.24% → 9.17%Shares -36.00K (-52.08%)
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 12
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | UPSUNITED PARCEL SERVICE-CL B View history and evidence | $11.72M | 20.76% | 106.52K shares | 17.23% → 20.76%+3.53 pp +2.20K (+2.11%) | Added | ↗▾ |
| 02 | JNJJOHNSON & JOHNSON View history and evidence | $10.77M | 19.08% | 64.94K shares | 12.00% → 19.08%+7.08 pp +1.60K (+2.53%) | Added | ↗▾ |
| 03 | SOLVSOLVENTUM CORP View history and evidence | $6.61M | 11.72% | 86.99K shares | 2.62% → 11.72%+9.10 pp +56.70K (+187.19%) | Added | ↗▾ |
| 04 | KVUEKENVUE INC View history and evidence | $6.54M | 11.59% | 272.82K shares | 7.43% → 11.59%+4.16 pp +7.00K (+2.63%) | Added | ↗▾ |
| 05 | GOOGALPHABET INC-CL C View history and evidence | $5.18M | 9.17% | 33.13K shares | 17.24% → 9.17%-8.07 pp -36.00K (-52.08%) | Reduced | ↗▾ |
| 06 | BFAMBRIGHT HORIZONS FAMILY SOLUT View history and evidence | $3.89M | 6.90% | 30.63K shares | 8.74% → 6.90%-1.84 pp -29.60K (-49.14%) | Reduced | ↗▾ |
| 07 | PYPLPAYPAL HOLDINGS INC View history and evidence | $2.90M | 5.14% | 44.47K shares | 7.41% → 5.14%-2.27 pp -21.80K (-32.89%) | Reduced | ↗▾ |
| 08 | VVISA INC-CLASS A SHARES View history and evidence | $2.03M | 3.59% | 5.78K shares | 12.66% → 3.59%-9.07 pp -24.80K (-81.10%) | Reduced | ↗▾ |
| 09 | MAMASTERCARD INC - A View history and evidence | $1.94M | 3.44% | 3.54K shares | 7.41% → 3.44%-3.97 pp -7.20K (-67.03%) | Reduced | ↗▾ |
| 10 | LHLABCORP HOLDINGS INC View history and evidence | $1.89M | 3.35% | 8.13K shares | 3.73% → 3.35%-0.38 pp -4.30K (-34.59%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EA ELECTRONIC ARTS INC | Non-derivative | -12,152 | -$1.78M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1858699 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported May 2, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 56442967
}Take these holdings further.
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