13F HOLDINGS REPORT
Mayar Capital Ltd.
Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0001858699-24-000002
Total Value
$117.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 119,543 | $18.2M | 15.56% |
| 2 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 138,707 | $15.7M | 13.44% |
| 3 | UNITED PARCEL SERVICE INC | UPS | 98,961 | $14.7M | 12.57% |
| 4 | ELECTRONIC ARTS INC | EA | 95,524 | $12.7M | 10.83% |
| 5 | PAYPAL HLDGS INC | PYPL | 167,098 | $11.2M | 9.57% |
| 6 | JOHNSON & JOHNSON | JNJ | 68,302 | $10.8M | 9.23% |
| 7 | VISA INC | V | 37,013 | $10.3M | 8.83% |
| 8 | KENVUE INC | KVUE | 322,739 | $6.9M | 5.92% |
| 9 | MASTERCARD INCORPORATED | MA | 13,094 | $6.3M | 5.39% |
| 10 | 3M CO | MMM | 46,025 | $4.9M | 4.17% |
| 11 | LABORATORY CORP AMER HLDGS | 50540R409 | 20,119 | $4.4M | 3.76% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,038 | $857,020 | 0.73% |