Mayar Capital Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MASTERCARD INCORPORATED(MA) | 0 | 12,042 | +12,042 | 0 | 6,016,906 | 7.17% | +6,016,906 |
| VISA INC(V) | 0 | 29,640 | +29,640 | 0 | 8,958,394 | 10.68% | +8,958,394 |
| 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) | 0 | 134,534 | +134,534 | 0 | 11,049,277 | 13.17% | +11,049,277 |
| MICROSOFT CORP(MSFT) | 0 | 5,160 | +5,160 | 0 | 1,910,077 | 2.28% | +1,910,077 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 35,250 | +35,250 | 0 | 5,936,551 | 7.08% | +5,936,551 |
| KENVUE INC(KVUE) | 0 | 726,716 | +726,716 | 0 | 12,528,584 | 14.94% | +12,528,584 |
| ALPHABET INC(GOOG) | 0 | 930 | +930 | 0 | 266,780 | 0.32% | +266,780 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 2,038 | +2,038 | 0 | 976,610 | 1.16% | +976,610 |
| PAYPAL HLDGS INC(PYPL) | 0 | 84,972 | +84,972 | 0 | 3,843,284 | 4.58% | +3,843,284 |
| LABORATORY CORP AMER HLDGS(LH) | 0 | 3,653 | +3,653 | 0 | 974,657 | 1.16% | +974,657 |
| SOLVENTUM CORP(SOLV) | 0 | 106,590 | +106,590 | 0 | 6,960,327 | 8.30% | +6,960,327 |
| NIKE INC(NKE) | 0 | 149,200 | +149,200 | 0 | 7,880,744 | 9.40% | +7,880,744 |
| UNITED PARCEL SERVICE INC(UPS) | 0 | 89,420 | +89,420 | 0 | 8,797,140 | 10.49% | +8,797,140 |
| JOHNSON & JOHNSON(JNJ) | 0 | 1,641 | +1,641 | 0 | 401,126 | 0.48% | +401,126 |