13F HOLDINGS REPORT
Mayar Capital Ltd.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001858699-23-000004
Total Value
$123.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 153,924 | $18.6M | 15.03% |
| 2 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 161,869 | $15.0M | 12.08% |
| 3 | UNITED PARCEL SERVICE INC | UPS | 81,233 | $14.6M | 11.75% |
| 4 | ELECTRONIC ARTS INC | EA | 110,870 | $14.4M | 11.61% |
| 5 | VISA INC | V | 53,741 | $12.8M | 10.30% |
| 6 | DROPBOX INC | DBX | 455,099 | $12.1M | 9.80% |
| 7 | PAYPAL HLDGS INC | PYPL | 161,747 | $10.8M | 8.71% |
| 8 | 3M CO | MMM | 76,164 | $7.6M | 6.15% |
| 9 | MASTERCARD INCORPORATED | MA | 15,064 | $5.9M | 4.78% |
| 10 | JOHNSON & JOHNSON | JNJ | 35,199 | $5.8M | 4.70% |
| 11 | LABORATORY CORP AMER HLDGS | 50540R409 | 23,146 | $5.6M | 4.51% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,038 | $694,958 | 0.56% |