Consulta Ltd 13F Holdings
CIK 0001510677 · London, X0
As of Sep 30, 2025, Consulta Ltd reported 12 positions worth
CIK 0001510677 · London, X0
As of Sep 30, 2025, Consulta Ltd reported 12 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 425,000 | $220.1M | 12.52% |
| DANAHER CORP | DHR | Healthcare | 1,100,000 | $218.1M | 12.40% |
| CANADIAN PACIFIC KANSAS CITY LTD | CP | Industrials | 2,750,000 | $204.8M | 11.65% |
| ALPHABET INC | GOOGL | Equity | 800,000 | 94.5M | 11.06% |
| AIRBNB INC | ABNB | Industrials | 1,500,000 | 82.1M | 10.36% |
| AMAZON.COM INC | AMZN | Equity | 800,000 | 75.7M | 9.99% |
| UNION PACIFIC CORP | UNP | Industrials | 650,000 | 53.6M | 8.74% |
| QXO INC | QXO | Technology | 7,500,000 | 43.0M | 8.13% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 400,000 | 00.5M | 5.72% |
| HILTON WORLDWIDE HOLDINGS INC | HLT | Consumer Cyclical | 300,000 | $77.8M | 4.43% |
| HCA HEALTHCARE INC | HCA | Healthcare | 150,000 | $63.9M | 3.63% |
| HOWARD HUGHES HOLDINGS INC | HHH | Real Estate | 300,000 | $24.7M | 1.40% |