Mayar Capital Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MASTERCARD INCORPORATED(MA) | 1,842 | 12,042 | +10,200 | 1,051,561 | 6,016,906 | 7.17% | +4,965,345 |
| VISA INC(V) | 12,760 | 29,640 | +16,880 | 4,475,060 | 8,958,394 | 10.68% | +4,483,334 |
| MIDDLEBY CORP(MIDD) | 0 | 28,200 | +28,200 | 0 | 3,738,756 | 4.46% | +3,738,756 |
| TOAST INC-CLASS A(TOST) | 0 | 137,300 | +137,300 | 0 | 3,639,823 | 4.34% | +3,639,823 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 80,934 | 134,534 | +53,600 | 8,206,708 | 11,049,277 | 13.17% | +2,842,569 |
| MICROSOFT CORP(MSFT) | 0 | 5,160 | +5,160 | 0 | 1,910,077 | 2.28% | +1,910,077 |
| BOOKING HOLDINGS INC(BKNG) | 870 | 35,250 | +34,380 | 4,659,137 | 5,936,551 | 7.08% | +1,277,414 |
| KENVUE INC(KVUE) | 726,716 | 726,716 | 0 | 12,535,851 | 12,528,584 | 14.94% | -7,267 |
| ALPHABET INC(GOOG) | 930 | 930 | 0 | 291,834 | 266,780 | 0.32% | -25,054 |
| BERKSHIRE HATHAWAY INC DEL | 2,038 | 2,038 | 0 | 1,024,401 | 976,610 | 1.16% | -47,791 |
| PAYPAL HLDGS INC(PYPL) | 73,372 | 84,972 | +11,600 | 4,283,457 | 3,843,284 | 4.58% | -440,173 |
| LABORATORY CORP AMER HLDGS(LH) | 8,333 | 3,653 | -4,680 | 2,090,583 | 974,657 | 1.16% | -1,115,926 |
| SOLVENTUM CORP(SOLV) | 106,590 | 106,590 | 0 | 8,446,192 | 6,960,327 | 8.30% | -1,485,865 |
| NIKE INC(NKE) | 149,200 | 149,200 | 0 | 9,505,532 | 7,880,744 | 9.40% | -1,624,788 |
| UNITED PARCEL SERVICE INC(UPS) | 107,020 | 89,420 | -17,600 | 10,615,314 | 8,797,140 | 10.49% | -1,818,174 |
| JOHNSON & JOHNSON(JNJ) | 31,241 | 1,641 | -29,600 | 6,465,325 | 401,126 | 0.48% | -6,064,199 |