13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001104659-24-089383
Total Value
$1.47B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 850,000 | $154.8M | 10.55% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 300,000 | $152.8M | 10.41% |
| 3 | VISA INC | V | 500,000 | $131.2M | 8.94% |
| 4 | DANAHER CORPORATION | 235851102 | 500,000 | $124.9M | 8.51% |
| 5 | MICROSOFT CORP | MSFT | 259,500 | $116.0M | 7.90% |
| 6 | HCA HEALTHCARE INC | HCA | 325,000 | $104.4M | 7.11% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 500,000 | $101.1M | 6.89% |
| 8 | COMCAST CORP NEW | CCZ | 2,500,000 | $97.9M | 6.67% |
| 9 | STARBUCKS CORP | SBUX | 1,250,000 | $97.3M | 6.63% |
| 10 | CANADIAN NATL RY CO | 136375102 | 800,000 | $94.5M | 6.44% |
| 11 | LOWES COS INC | 548661107 | 400,000 | $88.2M | 6.01% |
| 12 | CANADIAN PACIFIC KANSAS CITY | CP | 1,000,000 | $78.7M | 5.36% |
| 13 | MCDONALDS CORP | MCD | 300,000 | $76.5M | 5.21% |
| 14 | DISNEY WALT CO | 254687106 | 500,000 | $49.6M | 3.38% |