13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-078176
Total Value
$1.56B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 600,000 | $298.4M | 19.08% |
| 2 | CANADIAN PACIFIC KANSAS CITY | CP | 3,000,000 | $237.8M | 15.20% |
| 3 | DANAHER CORPORATION | 235851102 | 1,100,000 | $217.3M | 13.89% |
| 4 | AIRBNB INC | ABNB | 1,500,000 | $198.5M | 12.69% |
| 5 | ALPHABET INC | GOOG | 1,100,000 | $193.9M | 12.39% |
| 6 | QXO INC | QXO-PB | 7,500,000 | $161.6M | 10.33% |
| 7 | HCA HEALTHCARE INC | HCA | 250,000 | $95.8M | 6.12% |
| 8 | HILTON WORLDWIDE HLDGS INC | HLT | 300,000 | $79.9M | 5.11% |
| 9 | LOWES COS INC | 548661107 | 275,000 | $61.0M | 3.90% |
| 10 | HOWARD HUGHES HOLDINGS INC | HHH | 300,000 | $20.3M | 1.29% |