Mayar Capital Ltd.

CIK 0001858699 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Mayar Capital Ltd. reported 16 positions worth $89.1M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: KVUE (14.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$89.1M
2026 Q2
Positions
16
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
93.2%
Est. Net Flow (Q)
2026 Q2
10 / 16 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1KVUEKENVUE INCSH$12.9M14.49%676,116
2VVISA INCSH$9.5M10.62%27,600
3UPSUNITED PARCEL SERVICE INCSH$8.9M10.04%83,220
4BFAMBRIGHT HORIZONS FAM SOL IN DSH$8.9M9.96%125,234
5MAMASTERCARD INCORPORATEDSH$8.5M9.57%16,602
6NKENIKE INCSH$8.1M9.12%198,000
7SOLVSOLVENTUM CORPSH$7.7M8.58%99,190
8TOSTTOAST INC-CLASS ASH$7.2M8.06%258,200
9BKNGBOOKING HOLDINGS INCSH$6.9M7.69%38,470
10MIDDMIDDLEBY CORPSH$4.5M5.06%26,200

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mayar Capital Ltd. hold as of Q2 2026?

Mayar Capital Ltd. reported 16 positions worth $89.1M in its Q2 2026 13F filing. Largest positions: KVUE (14.5%), V (10.6%), UPS (10.0%), BFAM (10.0%) and MA (9.6%).

What did Mayar Capital Ltd. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mayar Capital Ltd. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.