Mayar Capital Ltd.

LONDON, X0 · CIK 1858699 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityMAYAR CAPITAL LTD. (GB)

KindFCA fund manager
Others nearbyLondon

As an employer

In the UK

FCA-authorised companies1
Manages investmentsyes
Runs fundsyes
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
MAYAR CAPITAL LTD. Private Limited CompanyFCA: Authorised · manages investments, manages AIFs, advises, deals	London			Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$89.1m reported value +6.3% vs Q1 2026

16positions

93.2%in top 10

0 new 3 added 11 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	KENVUE INC COM KVUE	KVUE	676,116	$12.9m14.49%	14.49%	Reduced -50.6k	-50,600 -7.0%
2	VISA INC COM CL A V	V	27,600	$9.5m10.62%	10.62%	Reduced -2.0k	-2,040 -6.9%
3	UNITED PARCEL SERVICE INC CL B UPS	UPS	83,220	$8.9m10.04%	10.04%	Reduced -6.2k	-6,200 -6.9%
4	BRIGHT HORIZONS FAM SOL IN D COM BFAM	BFAM	125,234	$8.9m9.96%	9.96%	Reduced -9.3k	-9,300 -6.9%
5	MASTERCARD INCORPORATED CL A MA	MA	16,602	$8.5m9.57%	9.57%	Added +4.6k	+4,560 37.9%
6	NIKE INC CL B NKE	NKE	198,000	$8.1m9.12%	9.12%	Added +48.8k	+48,800 32.7%
7	SOLVENTUM CORP COM SHS SOLV	SOLV	99,190	$7.7m8.58%	8.58%	Reduced -7.4k	-7,400 -6.9%
8	TOAST INC CL A TOST	TOST	258,200	$7.2m8.06%	8.06%	Added +120.9k	+120,900 88.1%
9	BOOKING HOLDINGS INC COM BKNG	BKNG	38,470	$6.9m7.69%	7.69%	Reduced -842.8k	-842,780 -95.6%
10	MIDDLEBY CORP COM MIDD	MIDD	26,200	$4.5m5.06%	5.06%	Reduced -2.0k	-2,000 -7.1%
11	MICROSOFT CORP COM MSFT	MSFT	4,800	$1.8m2.01%	2.01%	Reduced -360	-360 -7.0%
12	PAYPAL HLDGS INC COM PYPL	PYPL	38,672	$1.7m1.87%	1.87%	Reduced -46.3k	-46,300 -54.5%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,038	$1.0m1.14%	1.14%	Unchanged
14	LABCORP HOLDINGS INC COM SHS LH	LH	3,413	$955.6k1.07%	1.07%	Reduced -240	-240 -6.6%
15	JOHNSON & JOHNSON COM JNJ	JNJ	1,641	$416.8k0.47%	0.47%	Unchanged
16	ALPHABET INC CAP STK CL C GOOG	GOOG	630	$222.6k0.25%	0.25%	Reduced -300	-300 -32.3%