Mayar Capital Ltd.

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$89,142
Net value change ($000)
+5,263 (6.3%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TOST 3,543 97.3%
MA 2,510 41.7%
BKNG 920 15.5%
MIDD 768 20.5%
SOLV 693 10.0%
V 511 5.7%
KVUE 392 3.1%
NKE 247 3.1%
UPS 149 1.7%
BRK-B 43 4.4%
Top Reduces (Value $000, Stocks/ETFs)
PYPL -2,173 -56.5%
BFAM -2,172 -19.7%
MSFT -120 -6.3%
GOOGL -44 -16.5%
LH -19 -1.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type