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Mayar Capital's investment thesis on Lonza Group ($LONN.SW) — Q2 2026 | Buyside Digest

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$LONN.SWNASDAQLonza Group

BULL

Mayar Capital—LONN.SW

Fund Letter

Q2 2026

Published July 3, 2026

View Fund Profile

$577.80USD

+1.9% vs last month

$586.00Pitched

-1.4% since pitch

Market Cap$39.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Lonza Group AG is the premier contract manufacturer for complex biologic drugs, enjoying high customer retention due to deep integration with clients' regulatory filings and supply chains. The business is...

— Abdulaziz A. Alnaim

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