13F HOLDINGS REPORT
Mayar Capital Ltd.
Quarter ended Q2 2024 · Filed July 17, 2024 · Accession 0001858699-24-000003
Total Value
$107.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 81,766 | $15.0M | 13.93% |
| 2 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 135,736 | $14.9M | 13.88% |
| 3 | UNITED PARCEL SERVICE INC | UPS | 105,488 | $14.4M | 13.41% |
| 4 | ELECTRONIC ARTS INC | EA | 93,430 | $13.0M | 12.09% |
| 5 | JOHNSON & JOHNSON | JNJ | 74,693 | $10.9M | 10.14% |
| 6 | PAYPAL HLDGS INC | PYPL | 167,582 | $9.7M | 9.03% |
| 7 | VISA INC | V | 36,204 | $9.5M | 8.83% |
| 8 | KENVUE INC | KVUE | 315,654 | $5.7M | 5.33% |
| 9 | MASTERCARD INCORPORATED | MA | 12,806 | $5.6M | 5.25% |
| 10 | LABORATORY CORP AMER HLDGS | 50540R409 | 19,672 | $4.0M | 3.72% |
| 11 | 3M CO | MMM | 32,498 | $3.3M | 3.08% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,038 | $829,058 | 0.77% |
| 13 | SOLVENTUM CORP | SOLV | 11,251 | $594,953 | 0.55% |