Holders — by stockHoldings — by fund
Consulta Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1510677
$2.77B
disclosed book value
15
positions
10.8%
largest position share
Positions, as of 2026-06-30
top 15 of 15 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ABNBAIRBNB INC | 2.1M | $300.5M | 10.8% |
| 2 | PSPERSHING SQUARE INC | 8.6M | $281.2M | 10.1% |
| 3 | VVISA INC | 800,000 | $274.5M | 9.9% |
| 4 | AMZNAMAZON COM INC | 1.1M | $262.2M | 9.5% |
| 5 | MSFTMICROSOFT CORP | 700,000 | $261.1M | 9.4% |
| 6 | QXOQXO INC | 12.0M | $207.4M | 7.5% |
| 7 | PGRPROGRESSIVE CORP | 900,000 | $196.6M | 7.1% |
| 8 | NFLXNETFLIX INC. | 2.5M | $182.1M | 6.6% |
| 9 | WCNWASTE CONNECTIONS INC | 1.1M | $175.0M | 6.3% |
| 10 | HCAHCA HEALTHCARE INC | 400,000 | $156.0M | 5.6% |
| 11 | UNPUNION PAC CORP | 450,000 | $122.4M | 4.4% |
| 12 | PSUSPERSHING SQUARE USA LTD | 3.0M | $112.1M | 4% |
| 13 | MSCIMSCI INC | 200,000 | $112.0M | 4% |
| 14 | GOOGLALPHABET INC | 300,000 | $107.2M | 3.9% |
| 15 | HHHHOWARD HUGHES HOLDINGS INC | 300,000 | $21.4M | 0.8% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.