13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001104659-23-091044
Total Value
$1.44B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 700,000 | $166.2M | 11.56% |
| 2 | ALPHABET INC | GOOG | 1,250,000 | $149.6M | 10.40% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 300,000 | $144.2M | 10.02% |
| 4 | DANAHER CORPORATION | 235851102 | 500,000 | $120.0M | 8.34% |
| 5 | COMCAST CORP NEW | CCZ | 2,750,000 | $114.3M | 7.94% |
| 6 | LOWES COS INC | 548661107 | 500,000 | $112.8M | 7.85% |
| 7 | JPMORGAN CHASE & CO | VYLD | 750,000 | $109.1M | 7.58% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 300,000 | $102.3M | 7.11% |
| 9 | MICROSOFT CORP | MSFT | 259,500 | $88.4M | 6.14% |
| 10 | CANADIAN NATL RY CO | 136375102 | 707,250 | $85.6M | 5.95% |
| 11 | HCA HEALTHCARE INC | HCA | 275,000 | $83.5M | 5.80% |
| 12 | CANADIAN PACIFIC KANSAS CITY | CP | 1,000,000 | $80.8M | 5.62% |
| 13 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 750,000 | $42.5M | 2.96% |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 75,000 | $39.1M | 2.72% |