Mayar Capital Ltd. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MC Mayar Capital Ltd. | Institutional Filer | ▲ 13.89% | $83.9M | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | KVUE | Kenvue Inc. | Consumer Defensive | 727K | $12.5M | 14.94% |
| 2 | BFAM | Bright Horizons Family Solutions Inc. | Consumer Cyclical | 135K | $11.0M | 13.17% |
| 3 | V | Visa Inc. | Financial Services | 30K | $9.0M | 10.68% |
| 4 | UPS | United Parcel Service, Inc. | Industrials | 89K | $8.8M | 10.49% |
| 5 | NKE | NIKE, Inc. | Consumer Cyclical | 149K | $7.9M | 9.40% |
| 6 | SOLV | Solventum Corporation | Healthcare | 107K | $7.0M | 8.30% |
| 7 | MA | Mastercard Incorporated | Financial Services | 12K | $6.0M | 7.17% |
| 8 | BKNG | Booking Holdings Inc. | Consumer Cyclical | 35K | $5.9M | 7.08% |
| 9 | PYPL | PayPal Holdings, Inc. | Financial Services | 85K | $3.8M | 4.58% |
| 10 | MIDD | The Middleby Corporation | Industrials | 28K | $3.7M | 4.46% |
| 11 | TOST | Toast, Inc. | Technology | 137K | $3.6M | 4.34% |
| 12 | MSFT | Microsoft Corporation | Technology | 5K | $1.9M | 2.28% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 2K | $977K | 1.16% |
| 14 | LH | Labcorp Holdings Inc. | Healthcare | 4K | $975K | 1.16% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 2K | $401K | 0.48% |
Showing 1 to 15 of 16 holdings