13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001104659-25-112022
Total Value
$1.76B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 425,000 | $220.1M | 12.52% |
| 2 | DANAHER CORPORATION | 235851102 | 1,100,000 | $218.1M | 12.40% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 2,750,000 | $204.8M | 11.65% |
| 4 | ALPHABET INC | GOOG | 800,000 | $194.5M | 11.06% |
| 5 | AIRBNB INC | ABNB | 1,500,000 | $182.1M | 10.36% |
| 6 | AMAZON COM INC | AMZN | 800,000 | $175.7M | 9.99% |
| 7 | UNION PAC CORP | UNP | 650,000 | $153.6M | 8.74% |
| 8 | QXO INC | QXO-PB | 7,500,000 | $142.9M | 8.13% |
| 9 | LOWES COS INC | 548661107 | 400,000 | $100.5M | 5.72% |
| 10 | HILTON WORLDWIDE HLDGS INC | HLT | 300,000 | $77.8M | 4.43% |
| 11 | HCA HEALTHCARE INC | HCA | 150,000 | $63.9M | 3.63% |
| 12 | HOWARD HUGHES HOLDINGS INC | HHH | 300,000 | $24.7M | 1.40% |