MC

Mayar Capital Ltd.

13F
Mayar Capital Ltd.
Last update 2024-11-05 12 Stocks (0 new)
Value $103.00 Mil Turnover 2 %
Countries:
Top Holdings: UPS(15.73%)GOOG(12.71%)PYPL(12.13%)JNJ(11.27%)EA(11.25%)
Portfolio Report
Summary Stock Picks Current Portfolio
Mayar Capital Ltd. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UPS 		United Parcel Service Inc
118,688
16181.920
+12.51%
15.730
+1.75%
0.010
+6.27%
-12.78%
113020.264
Transportation
GOOG 		Alphabet Inc
78,166
13068.570
-4.40%
12.710
-0.61%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media
PYPL 		PayPal Holdings Inc
159,882
12475.590
-4.59%
12.130
-0.41%
0.020
+29.14%
+35.17%
83220.748
Credit Services
JNJ 		Johnson & Johnson
71,493
11586.160
-4.28%
11.270
-0.43%
0.000
-2.23%
+1.52%
374313.143
Drug Manufacturers
EA 		Electronic Arts Inc
80,630
11565.570
-13.70%
11.250
-1.66%
0.030
+7.54%
+15.89%
41415.501
Interactive Media
BFAM 		Bright Horizons Family Solutions Inc
68,236
9561.910
-49.73%
9.300
-6.90%
0.120
-12.05%
+23.24%
6757.400
Personal Services
V 		Visa Inc
34,704
9541.870
-4.14%
9.280
-0.37%
0.000
+18.73%
+18.93%
597786.897
Credit Services
KVUE 		Kenvue Inc
301,154
6965.690
-4.59%
6.770
-0.24%
0.020
+12.52%
+13.39%
45400.656
Consumer Packaged Goods
MA 		Mastercard Inc
12,206
6027.320
-4.69%
5.860
-0.25%
0.000
+15.34%
+23.75%
481641.010
Credit Services
LH 		Labcorp Holdings Inc
18,772
4195.170
-4.58%
4.080
-0.17%
0.020
+8.19%
+7.72%
20273.320
Medical Diagnostics & Research

Mayar Capital Ltd.'s Historical Top Holdings Breakdowns

Mayar Capital Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BFAM 		Bright Horizons Family Solutions Inc2024-09-30Reduce
-6.90%
â—Ź
107.74 ($129.37) 140.72
$116.14
-10.23%
Reduce -49.73%
68,236
-67,500
MMM 		3M Co2024-09-30Sold Out
-3.08%
â—Ź
99.69 ($122.42) 139.44
$134.34
9.74%
Sold Out
0
-32,498
UPS 		United Parcel Service Inc2024-09-30Add
+1.75%
â—Ź
123.32 ($131.29) 147.38
$132.44
0.88%
Add 12.51%
118,688
13,200
EA 		Electronic Arts Inc2024-09-30Reduce
-1.66%
â—Ź
137.32 ($145) 151.82
$157.91
8.90%
Reduce -13.7%
80,630
-12,800
GOOG 		Alphabet Inc2024-09-30Reduce
-0.61%
â—Ź
149.54 ($169.25) 192.66
$179.86
6.27%
Reduce -4.4%
78,166
-3,600
JNJ 		Johnson & Johnson2024-09-30Reduce
-0.43%
â—Ź
145.48 ($159.33) 167.38
$155.47
-2.42%
Reduce -4.28%
71,493
-3,200
PYPL 		PayPal Holdings Inc2024-09-30Reduce
-0.41%
â—Ź
57.22 ($66.89) 80.08
$83.01
24.10%
Reduce -4.59%
159,882
-7,700
V 		Visa Inc2024-09-30Reduce
-0.37%
â—Ź
253.74 ($270.36) 291.56
$307.87
13.87%
Reduce -4.14%
34,704
-1,500
MA 		Mastercard Inc2024-09-30Reduce
-0.25%
â—Ź
429.6 ($465.04) 500.99
$524.76
12.84%
Reduce -4.69%
12,206
-600
KVUE 		Kenvue Inc2024-09-30Reduce
-0.24%
â—Ź
17.7 ($20.72) 23.39
$23.68
14.29%
Reduce -4.59%
301,154
-14,500

Mayar Capital Ltd. Total Holding History ($B)

To

Mayar Capital Ltd.'s Asset Allocation

To

Mayar Capital Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mayar Capital Ltd.'s Hypothetical Growth since 2024-09-30

Mayar Capital Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Mayar Capital Ltd.'s Holdings Heat Map

Size field:

Mayar Capital Ltd.'s Holdings Bubble Chart

Mayar Capital Ltd. News

  • 1

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