Consulta Ltd 13F Holdings · Q2 2026
Consulta Ltd reported 15 securities worth $2.77B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ABNB (10.84%), PS (10.15%), V (9.90%). Among its top 25 positions this quarter: 4 new, 6 added, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ABNB | AIRBNB INC | $300.5M | 10.84% | 2.1M | Added |
| 2 | PS | PERSHING SQUARE INC | $281.2M | 10.15% | 8.6M | New |
| 3 | V | VISA INC | $274.5M | 9.90% | 800,000 | Added |
| 4 | AMZN | AMAZON COM INC | $262.2M | 9.46% | 1.1M | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $261.1M | 9.42% | 700,000 | Added |
| 6 | QXO | QXO INC | $207.4M | 7.48% | 12.0M | Added |
| 7 | PGR | PROGRESSIVE CORP | $196.6M | 7.09% | 900,000 | Added |
| 8 | NFLX | NETFLIX INC. | $182.1M | 6.57% | 2.5M | Added |
| 9 | WCN | WASTE CONNECTIONS INC | $175.0M | 6.31% | 1.1M | New |
| 10 | HCA | HCA HEALTHCARE INC | $156.0M | 5.63% | 400,000 | New |
| 11 | UNP | UNION PAC CORP | $122.4M | 4.42% | 450,000 | Hold |
| 12 | PSUS | PERSHING SQUARE USA LTD | $112.1M | 4.05% | 3.0M | New |
| 13 | MSCI | MSCI INC | $112.0M | 4.04% | 200,000 | Hold |
| 14 | GOOGL | ALPHABET INC | $107.2M | 3.87% | 300,000 | Trimmed |
| 15 | HHH | HOWARD HUGHES HOLDINGS INC | $21.4M | 0.77% | 300,000 | Hold |
| 16 | CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | Exited |
| 17 | DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR