13F Insight
DOSSIER · 13F-HR · Q2 2026

Mayar Capital Ltd.

$89M in tracked AUM across 16 positions as of Q2 2026.

MC
CIK 0001858699 · last filed Jun 30, 2026
Total AUM
$89M
as of Q2 2026
Holdings
16
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Mayar Capital Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
KVUE
KENVUE INC
$13M676K14.5%02
V
VISA INC
$9M28K10.6%03
UPS
UNITED PARCEL SERVICE INC
$9M83K10.0%04
BFAM
BRIGHT HORIZONS FAM SOL IN D
$9M125K10.0%05
MA
MASTERCARD INCORPORATED
$9M17K9.6%06
NKE
NIKE INC
$8M198K9.1%07
SOLV
SOLVENTUM CORP
$8M99K8.6%08
TOST
TOAST INC-CLASS A
$7M258K8.1%09
BKNG
BOOKING HOLDINGS INC
$7M38K7.7%10
MIDD
MIDDLEBY CORP
$5M26K5.1%

Filing history

2026Q2Jun 30
$89M▲ 6.3%
16 positionsView →2026Q1Mar 31
$84M▲ 13.9%
16 positionsView →2025Q4Dec 31
$74M▲ 15.2%
13 positionsView →2025Q3Sep 30
$64M▲ 17.5%
12 positionsView →2025Q2Jun 30
$54M▼ 3.6%
12 positionsLocked2025Q1Mar 31
$56M▼ 26.1%
12 positionsLocked2024Q4Dec 31
$76M▼ 25.7%
12 positionsLocked2024Q3Sep 30
$103M▼ 4.5%
12 positionsLocked2024Q2Jun 30
$108M▼ 8.0%
13 positionsLocked2024Q1Mar 31
$117M▼ 5.0%
12 positionsLocked2023Q4Dec 31
$123M▲ 5.1%
12 positionsLocked2023Q3Sep 30
$117M▼ 5.4%
14 positionsLocked
Showing 12 of 22