Mayar Capital Ltd.
CIK 1858699 · Holdings on Dec 31, 2025 · First reported Jan 27, 2026
Top ten holdings
Q4 2025- KVUE17.02%
- UPS14.41%
- NKE12.91%
- SOLV11.47%
- BFAM11.14%
- JNJ8.78%
- BKNG6.33%
- V6.08%
- PYPL5.82%
- LH2.84%
Share classes counted separately96.80%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGWeight decreased · -12.22 pp12.62% → 0.40%Shares -32.20K (-97.19%)
- JNJWeight decreased · -10.12 pp18.90% → 8.78%Shares -33.90K (-52.04%)
- NKEWeight increased · +6.53 pp6.38% → 12.91%Shares +90.70K (+155.04%)
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 13
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 | $12.54M | 17.02% | 726.72K shares | 11.80% → 17.02%+5.22 pp +262.00K (+56.38%) | Added | ↗▾ |
| 02 | UPSUNITED PARCEL SERVICE-CL B View history and evidence | $10.62M | 14.41% | 107.02K shares | 13.99% → 14.41%+0.42 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | NKENIKE INC -CL B View history and evidence | $9.51M | 12.91% | 149.20K shares | 6.38% → 12.91%+6.53 pp +90.70K (+155.04%) | Added | ↗▾ |
| 04 | SOLVSOLVENTUM CORP View history and evidence | $8.45M | 11.47% | 106.59K shares | 12.17% → 11.47%-0.70 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | BFAMBRIGHT HORIZONS FAMILY SOLUT View history and evidence | $8.21M | 11.14% | 80.93K shares | 7.92% → 11.14%+3.22 pp +34.30K (+73.55%) | Added | ↗▾ |
| 06 | JNJJOHNSON & JOHNSON View history and evidence | $6.47M | 8.78% | 31.24K shares | 18.90% → 8.78%-10.12 pp -33.90K (-52.04%) | Reduced | ↗▾ |
| 07 | BKNGBOOKING HOLDINGS INC View history and evidence | $4.66M | 6.33% | 870 shares | Prior unavailable +870 | New | ↗▾ |
| 08 | VVISA INC-CLASS A SHARES View history and evidence | $4.48M | 6.08% | 12.76K shares | 1.54% → 6.08%+4.54 pp +9.88K (+343.06%) | Added | ↗▾ |
| 09 | PYPLPAYPAL HOLDINGS INC View history and evidence | $4.28M | 5.82% | 73.37K shares | 7.70% → 5.82%-1.88 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | LHLABCORP HOLDINGS INC View history and evidence | $2.09M | 2.84% | 8.33K shares | 3.74% → 2.84%-0.90 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1858699 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Jan 27, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 73650955
}Take these holdings further.
This page includes 13 of 13 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 13 of 13 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1858699","quarter":"2025Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1858699","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.