MC

Mayar Capital Ltd.

13F
Mayar Capital Ltd.
Last update 2025-05-02 12 Stocks (1 new)
Value $56.00 Mil Turnover 12 %
Countries:
Top Holdings: UPS(20.76%)JNJ(19.08%)SOLV(11.72%)KVUE(11.59%)GOOG(9.17%)
Summary Stock Picks Current Portfolio
Mayar Capital Ltd. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UPS
United Parcel Service Inc
106,520
11,716.1
+2.11%
20.760
+0.43%
0.010
+8.35%
-15.28%
87,745.2
Transportation
JNJ
Johnson & Johnson
64,941
10,769.8
+2.53%
19.080
+0.47%
0.000
+9.43%
+18.51%
405,627.9
Drug Manufacturers
SOLV
Solventum Corp
86,990
6,614.7
+187.19%
11.720
+7.64%
0.050
+12.81%
+12.53%
12,861.8
Medical Devices & Instruments
KVUE
Kenvue Inc
272,816
6,542.1
+2.63%
11.590
+0.30%
0.010
-1.21%
+7.19%
43,130.8
Consumer Packaged Goods
GOOG
Alphabet Inc
33,130
5,175.9
-52.08%
9.170
-8.98%
0.000
+21.51%
+0.75%
2,317,714.6
Interactive Media
BFAM
Bright Horizons Family Solutions Inc
Bright Horizons Family Solutions Inc
30,634
3,891.7
-49.14%
6.890
-4.29%
0.050
-5.43%
+2.23%
6,488.0
Personal Services
PYPL
PayPal Holdings Inc
44,472
2,901.8
-32.89%
5.140
-2.44%
0.000
+23.13%
-9.89%
74,792.6
Credit Services
V
Visa Inc
5,780
2,025.7
-81.10%
3.590
-10.27%
0.000
+6.34%
+12.69%
693,434.0
Credit Services
MA
Mastercard Inc
3,542
1,941.4
-67.03%
3.440
-4.97%
0.000
+5.96%
+6.98%
509,270.6
Credit Services
LH
Labcorp Holdings Inc
8,133
1,892.9
-34.59%
3.350
-1.29%
0.010
+11.81%
+9.59%
20,914.1
Medical Diagnostics & Research

Mayar Capital Ltd.'s Historical Top Holdings Breakdowns

Mayar Capital Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
V
Visa Inc
2025-03-31
Reduce
Reduce
-10.27%
●
306.92 ($338.38) 362.71
$354.97
4.90%
Reduce -81.1%
5,780
-24,800
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-8.98%
●
156.06 ($183.12) 207.71
$191.60
4.63%
Reduce -52.08%
33,130
-36,000
SOLV
Solventum Corp
2025-03-31
Add
Add
+7.64%
●
65.93 ($74.47) 84.04
$74.34
-0.17%
Add 187.19%
86,990
56,700
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-4.97%
●
504.67 ($544.39) 576.31
$560.82
3.02%
Reduce -67.03%
3,542
-7,200
BFAM
Bright Horizons Family Solutions Inc
Bright Horizons Family Solutions Inc
2025-03-31
Reduce
Reduce
-4.29%
●
110.55 ($122.72) 130.35
$113.37
-7.62%
Reduce -49.14%
30,634
-29,600
NKE
Nike Inc
2025-03-31
New Buy
New Buy
+3.34%
●
63.29 ($73.61) 81.72
$76.68
4.17%
New holding
29,700
29,700
PYPL
PayPal Holdings Inc
2025-03-31
Reduce
Reduce
-2.44%
●
65.15 ($77.89) 91.81
$76.95
-1.21%
Reduce -32.89%
44,472
-21,800
EA
Electronic Arts Inc
2025-03-31
Sold Out
Sold Out
-2.33%
●
116.53 ($135.03) 146.29
$154.50
14.42%
Sold Out
0
-12,152
LH
Labcorp Holdings Inc
2025-03-31
Reduce
Reduce
-1.29%
●
228.19 ($242.67) 256.81
$249.87
2.97%
Reduce -34.59%
8,133
-4,300
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.47%
●
142.06 ($156.47) 167.7
$168.59
7.74%
Add 2.53%
64,941
1,600

Mayar Capital Ltd. Total Holding History ($B)

To

Mayar Capital Ltd.'s Asset Allocation

To

Mayar Capital Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mayar Capital Ltd.'s Hypothetical Growth since 2025-03-31

Mayar Capital Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Mayar Capital Ltd.'s Holdings Heat Map

Size field:

Mayar Capital Ltd.'s Holdings Bubble Chart

Mayar Capital Ltd. News

  • 1

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