13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001104659-24-061684
Total Value
$1.55B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 1,000,000 | $150.9M | 9.72% |
| 2 | VISA INC | V | 500,000 | $139.5M | 8.99% |
| 3 | HCA HEALTHCARE INC | HCA | 400,000 | $133.4M | 8.59% |
| 4 | DANAHER CORPORATION | 235851102 | 500,000 | $124.9M | 8.04% |
| 5 | UNITEDHEALTH GROUP INC | UNH | 250,000 | $123.7M | 7.97% |
| 6 | JPMORGAN CHASE & CO | VYLD | 600,000 | $120.2M | 7.74% |
| 7 | COMCAST CORP NEW | CCZ | 2,750,000 | $119.2M | 7.68% |
| 8 | STARBUCKS CORP | SBUX | 1,250,000 | $114.2M | 7.36% |
| 9 | MICROSOFT CORP | MSFT | 259,500 | $109.2M | 7.03% |
| 10 | CANADIAN NATL RY CO | 136375102 | 800,000 | $105.4M | 6.79% |
| 11 | LOWES COS INC | 548661107 | 400,000 | $101.9M | 6.56% |
| 12 | CANADIAN PACIFIC KANSAS CITY | CP | 1,000,000 | $88.2M | 5.68% |
| 13 | DISNEY WALT CO | 254687106 | 500,000 | $61.2M | 3.94% |
| 14 | MCDONALDS CORP | MCD | 215,000 | $60.6M | 3.90% |