Mayar Capital Ltd.
CIK 0001858699 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
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
Top Holdings
KVUE
KENVUE INC
14.5%
V
VISA INC
10.6%
UPS
UNITED PARCEL SERVICE INC
10.0%
BFAM
BRIGHT HORIZONS FAM SOL IN D
10.0%
MA
MASTERCARD INCORPORATED
9.6%
NKE
NIKE INC
9.1%
SOLV
SOLVENTUM CORP
8.6%
TOST
TOAST INC-CLASS A
8.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.