Mayar Capital Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TOAST INC-CLASS A(TOST) | 137,300 | 258,200 | +120,900 | 3,639,823 | 7,183,124 | 8.06% | +3,543,301 |
| MASTERCARD INCORPORATED(MA) | 12,042 | 16,602 | +4,560 | 6,016,906 | 8,526,787 | 9.57% | +2,509,881 |
| BOOKING HOLDINGS INC(BKNG) | 35,250 | 38,470 | +3,220 | 5,936,551 | 6,856,893 | 7.69% | +920,342 |
| MIDDLEBY CORP(MIDD) | 28,200 | 26,200 | -2,000 | 3,738,756 | 4,506,662 | 5.06% | +767,906 |
| SOLVENTUM CORP(SOLV) | 106,590 | 99,190 | -7,400 | 6,960,327 | 7,652,509 | 8.58% | +692,182 |
| VISA INC(V) | 29,640 | 27,600 | -2,040 | 8,958,394 | 9,469,284 | 10.62% | +510,890 |
| KENVUE INC(KVUE) | 726,716 | 676,116 | -50,600 | 12,528,584 | 12,920,577 | 14.49% | +391,993 |
| NIKE INC(NKE) | 149,200 | 198,000 | +48,800 | 7,880,744 | 8,127,900 | 9.12% | +247,156 |
| UNITED PARCEL SERVICE INC(UPS) | 89,420 | 83,220 | -6,200 | 8,797,140 | 8,946,150 | 10.04% | +149,010 |
| BERKSHIRE HATHAWAY INC DEL | 2,038 | 2,038 | 0 | 976,610 | 1,019,795 | 1.14% | +43,185 |
| JOHNSON & JOHNSON(JNJ) | 1,641 | 1,641 | 0 | 401,126 | 416,765 | 0.47% | +15,639 |
| LABORATORY CORP AMER HLDGS(LH) | 3,653 | 3,413 | -240 | 974,657 | 955,640 | 1.07% | -19,017 |
| ALPHABET INC(GOOG) | 930 | 630 | -300 | 266,780 | 222,598 | 0.25% | -44,182 |
| MICROSOFT CORP(MSFT) | 5,160 | 4,800 | -360 | 1,910,077 | 1,790,496 | 2.01% | -119,581 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 134,534 | 125,234 | -9,300 | 11,049,277 | 8,876,586 | 9.96% | -2,172,691 |
| PAYPAL HLDGS INC(PYPL) | 84,972 | 38,672 | -46,300 | 3,843,284 | 1,669,857 | 1.87% | -2,173,427 |