Institutional Fund
Mayar Capital Ltd.
London, United KingdomCIK 18586995 filings on record
Portfolio Value
$83.88M
Q1 2026
Holdings
16
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+13.9%
from $73.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Kenvue Inc14.9%
- Bright Horizons Fam Sol In D13.2%
- Visa Inc10.7%
- United Parcel Service Inc10.5%
- Nike Inc9.4%
- Solventum Corp8.3%
- Other33.0%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kenvue Inc | 726.7K | $12.53M | 14.9% | 0 | Held |
| 2 | Bright Horizons Fam Sol In D | 134.5K | $11.05M | 13.2% | +53.6K | Added |
| 3 | Visa Inc | 29.6K | $8.96M | 10.7% | +16.9K | Added |
| 4 | United Parcel Service Inc | 89.4K | $8.80M | 10.5% | −17.6K | Reduced |
| 5 | Nike Inc | 149.2K | $7.88M | 9.4% | 0 | Held |
| 6 | Solventum Corp | 106.6K | $6.96M | 8.3% | 0 | Held |
| 7 | Mastercard Incorporated | 12.0K | $6.02M | 7.2% | +10.2K | Added |
| 8 | Booking Holdings Inc | 35.3K | $5.94M | 7.1% | +34.4K | Added |
| 9 | Paypal Hldgs Inc | 85.0K | $3.84M | 4.6% | +11.6K | Added |
| 10 | Middleby Corp | 28.2K | $3.74M | 4.5% | +28.2K | New |
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