account_balance
Investment manager · 13F filer · SEC CIK 1858699
Mayar Capital Ltd.
Reported value$78.8Mas of Sep 30, 2026
Positions16 1 new, 1 sold out
Top 10 weight96.2%V alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVisa Inc.
11.6%Trimmed −8%
MAMastercard Inc
10.8%Trimmed −7%
SOLVSolventum Corp
10.2%Trimmed −8%
KVUEKenvue Inc.
10.1%Trimmed −34%
BKNGBooking Holdings Inc.
9.7%Added +22%
BFAMBright Horizons Family Solutions Inc.
9.4%Trimmed −7%
TOSTToast, Inc.
9.4%
UPSUnited Parcel Service Inc
9.2%Trimmed −7%
NKENIKE, Inc.
8.3%Trimmed −7%
MIDDMiddleby Corp
7.3%Added +113%
BRK-B1.3%LH1.2%VVisa Inc.
11.6%−8%
MAMastercard Inc
10.8%
SOLVSolventum Corp
10.2%
KVUEKenvue Inc.
10.1%
BKNGBooking Holdings Inc.
9.7%
BFAMBright Horizons Family Solutions Inc.
9.4%−7%
TOSTToast, Inc.
9.4%
UPSUnited Parcel Service Inc
9.2%−7%
NKENIKE, Inc.
8.3%−7%
MIDDMiddleby Corp
7.3%
LHBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
V Visa Inc. 11.6% Trimmed −8%MA Mastercard Inc 10.8% Trimmed −7%SOLV Solventum Corp 10.2% Trimmed −8%KVUE Kenvue Inc. 10.1% Trimmed −34%BKNG Booking Holdings Inc. 9.7% Added +22%BFAM Bright Horizons Family Solutions Inc. 9.4% Trimmed −7%TOST Toast, Inc. 9.4% HeldUPS United Parcel Service Inc 9.2% Trimmed −7%NKE NIKE, Inc. 8.3% Trimmed −7%MIDD Middleby Corp 7.3% Added +113%BRK-B Berkshire Hathaway Inc 1.3% HeldLH Labcorp Holdings Inc. 1.2% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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