13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-049069
Total Value
$1.48B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 600,000 | $225.2M | 15.24% |
| 2 | CANADIAN PACIFIC KANSAS CITY | CP | 3,000,000 | $210.6M | 14.25% |
| 3 | HCA HEALTHCARE INC | HCA | 600,000 | $207.3M | 14.02% |
| 4 | DANAHER CORPORATION | 235851102 | 883,200 | $181.1M | 12.25% |
| 5 | AIRBNB INC | ABNB | 1,250,000 | $149.3M | 10.10% |
| 6 | VISA INC | V | 425,000 | $148.9M | 10.08% |
| 7 | ALPHABET INC | GOOG | 800,000 | $123.7M | 8.37% |
| 8 | HILTON WORLDWIDE HLDGS INC | HLT | 500,000 | $113.8M | 7.70% |
| 9 | LOWES COS INC | 548661107 | 275,000 | $64.1M | 4.34% |
| 10 | QXO INC | QXO-PB | 4,000,000 | $54.2M | 3.66% |