Latest Mayar Capital Ltd. Stock Portfolio
$117Million
Equity Portfolio Value
Last Reported on: 03 May, 2024
About Mayar Capital Ltd. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Mayar Capital Ltd. reported an equity portfolio of $117 Millions as of 31 Mar, 2024.
The top stock holdings of Mayar Capital Ltd. are GOOG, BFAM, UPS. The fund has invested 15.6% of it's portfolio in ALPHABET INC and 13.4% of portfolio in BRIGHT HORIZONS FAM SOL IN D.
They significantly reduced their stock positions in BRIGHT HORIZONS FAM SOL IN D (BFAM), ELECTRONIC ARTS INC (EA) and KENVUE INC. The fund showed a lot of confidence in some stocks as they added substantially to PAYPAL HLDGS INC (PYPL) and ALPHABET INC (GOOG).
The top stock holdings of Mayar Capital Ltd. are GOOG, BFAM, UPS. The fund has invested 15.6% of it's portfolio in ALPHABET INC and 13.4% of portfolio in BRIGHT HORIZONS FAM SOL IN D.
They significantly reduced their stock positions in BRIGHT HORIZONS FAM SOL IN D (BFAM), ELECTRONIC ARTS INC (EA) and KENVUE INC. The fund showed a lot of confidence in some stocks as they added substantially to PAYPAL HLDGS INC (PYPL) and ALPHABET INC (GOOG).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| PAYPAL HLDGS INC | 3.31 |
| ALPHABET INC | 1.2 |
Additions to existing portfolio by Mayar Capital Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| BRIGHT HORIZONS FAM SOL IN D | -14.31 |
| ELECTRONIC ARTS INC | -13.84 |
| KENVUE INC | -13.69 |
| VISA INC | -13.57 |
| UNITED PARCEL SERVICE INC | -13.47 |
| 3M CO | -13.35 |
| LABORATORY CORP AMER HLDGS | -13.08 |
| MASTERCARD INCORPORATED | -13.08 |
Mayar Capital Ltd. reduced stake in above stock
Sold off
Current Stock Holdings of Mayar Capital Ltd.
Last Reported on: 03 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 13.44 | 138,707 | 15,723,800 | REDUCED | -14.31 | |
| EA | ELECTRONIC ARTS INC | 10.83 | 95,524 | 12,673,200 | REDUCED | -13.84 | |
| GOOG | ALPHABET INC | 15.56 | 119,543 | 18,201,600 | ADDED | 1.2 | |
| JNJ | JOHNSON & JOHNSON | 9.23 | 68,302 | 10,804,700 | REDUCED | -0.18 | |
| LH | LABORATORY CORP AMER HLDGS | 3.76 | 20,119 | 4,395,200 | REDUCED | -13.08 | |
| MA | MASTERCARD INCORPORATED | 5.39 | 13,094 | 6,305,680 | REDUCED | -13.08 | |
| MMM | 3M CO | 4.17 | 46,025 | 4,881,870 | REDUCED | -13.35 | |
| PYPL | PAYPAL HLDGS INC | 9.57 | 167,098 | 11,193,900 | ADDED | 3.31 | |
| UPS | UNITED PARCEL SERVICE INC | 12.57 | 98,961 | 14,708,600 | REDUCED | -13.47 | |
| V | VISA INC | 8.83 | 37,013 | 10,329,600 | REDUCED | -13.57 | |
| KENVUE INC | 5.92 | 322,739 | 6,925,980 | REDUCED | -13.69 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.73 | 2,038 | 857,020 | UNCHANGED | 0.00 |