Mayar Capital
LONDON, X0files as Mayar Capital Ltd.
$89m in 16 US stocks at the end of 30 June 2026. The top 10 are 93.2% of the money. It changed about 7.6% of the portfolio this quarter.
Value
$89m
Stocks
16
Top 10 share
93.2%
Turnover
7.6%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- MastercardMA9.6% of the fund+38%
- NikeNKE9.1% of the fund+33%
- ToastTOST8.1% of the fund+88%
- Booking HoldingsBKNG7.7% of the fund+9%
Cut
Sold some of their stake.
- KenvueKVUE14.5% of the fund-7%
- VisaV10.6% of the fund-7%
- United Parcel ServiceUPS10.0% of the fund-7%
- Bright Horizons Family SolutionsBFAM10.0% of the fund-7%
- SolventumSOLV8.6% of the fund-7%
- MiddlebyMIDD5.1% of the fund-7%
- MicrosoftMSFT2.0% of the fund-7%
- PayPal HoldingsPYPL1.9% of the fund-54%
- Labcorp HoldingsLH1.1% of the fund-7%
- AlphabetGOOG0.2% of the fund-32%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| KenvueKVUE | 14.5% | $13m | 676,116 | -7% |
| VisaV | 10.6% | $9m | 27,600 | -7% |
| United Parcel ServiceUPS | 10.0% | $9m | 83,220 | -7% |
| Bright Horizons Family SolutionsBFAM | 10.0% | $9m | 125,234 | -7% |
| MastercardMA | 9.6% | $9m | 16,602 | +38% |
| NikeNKE | 9.1% | $8m | 198,000 | +33% |
| SolventumSOLV | 8.6% | $8m | 99,190 | -7% |
| ToastTOST | 8.1% | $7m | 258,200 | +88% |
| Booking HoldingsBKNG | 7.7% | $7m | 38,470 | +9% |
| MiddlebyMIDD | 5.1% | $5m | 26,200 | -7% |
| MicrosoftMSFT | 2.0% | $2m | 4,800 | -7% |
| PayPal HoldingsPYPL | 1.9% | $2m | 38,672 | -54% |
| Berkshire HathawayBRK-B | 1.1% | $1m | 2,038 | Held |
| Labcorp HoldingsLH | 1.1% | $955,640 | 3,413 | -7% |
| Johnson & JohnsonJNJ | 0.5% | $416,765 | 1,641 | Held |
| AlphabetGOOG | 0.2% | $222,598 | 630 | -32% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 63.8% since 30 June 2025.
Where the money is
Financial services31.3%
Retail & consumer26.8%
Industrials15.1%
Everyday goods14.5%
Health care10.1%
Technology2.0%
Media & telecom0.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.