13F HOLDINGS REPORT
Mayar Capital Ltd.
Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0001858699-25-000001
Total Value
$76.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 69,130 | $13.2M | 17.24% |
| 2 | UNITED PARCEL SERVICE INC | UPS | 104,320 | $13.2M | 17.23% |
| 3 | VISA INC | V | 30,580 | $9.7M | 12.66% |
| 4 | JOHNSON & JOHNSON | JNJ | 63,341 | $9.2M | 12.00% |
| 5 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 60,234 | $6.7M | 8.74% |
| 6 | KENVUE INC | KVUE | 265,816 | $5.7M | 7.43% |
| 7 | MASTERCARD INCORPORATED | MA | 10,742 | $5.7M | 7.41% |
| 8 | PAYPAL HLDGS INC | PYPL | 66,272 | $5.7M | 7.41% |
| 9 | LABORATORY CORP AMER HLDGS | LH | 12,433 | $2.9M | 3.73% |
| 10 | SOLVENTUM CORP | SOLV | 30,290 | $2.0M | 2.62% |
| 11 | ELECTRONIC ARTS INC | EA | 12,152 | $1.8M | 2.33% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,038 | $923,785 | 1.21% |