Mayar Capital Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 15,534 | 46,634 | +31,100 | 1,919,847 | 5,063,053 | 7.92% | +3,143,206 |
| KENVUE INC(KVUE) | 239,816 | 464,716 | +224,900 | 5,019,349 | 7,542,341 | 11.80% | +2,522,992 |
| ALPHABET INC(GOOG) | 33,130 | 33,130 | 0 | 5,876,931 | 8,068,812 | 12.62% | +2,191,881 |
| JOHNSON & JOHNSON(JNJ) | 65,141 | 65,141 | 0 | 9,950,288 | 12,078,444 | 18.90% | +2,128,156 |
| PAYPAL HLDGS INC(PYPL) | 45,372 | 73,372 | +28,000 | 3,372,047 | 4,920,326 | 7.70% | +1,548,279 |
| LABORATORY CORP AMER HLDGS(LH) | 8,333 | 8,333 | 0 | 2,187,496 | 2,392,071 | 3.74% | +204,575 |
| BERKSHIRE HATHAWAY INC DEL | 2,038 | 2,038 | 0 | 989,999 | 1,024,584 | 1.60% | +34,585 |
| MASTERCARD INCORPORATED(MA) | 1,842 | 1,842 | 0 | 1,035,093 | 1,047,748 | 1.64% | +12,655 |
| VISA INC(V) | 2,880 | 2,880 | 0 | 1,022,544 | 983,174 | 1.54% | -39,370 |
| NIKE INC(NKE) | 58,500 | 58,500 | 0 | 4,155,840 | 4,079,205 | 6.38% | -76,635 |
| SOLVENTUM CORP(SOLV) | 106,590 | 106,590 | 0 | 8,083,786 | 7,781,070 | 12.17% | -302,716 |
| UNITED PARCEL SERVICE INC(UPS) | 107,020 | 107,020 | 0 | 10,802,599 | 8,939,381 | 13.99% | -1,863,218 |