13F HOLDINGS REPORT
Consulta Ltd
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001104659-26-015966
Total Value
$2.04B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,180,000 | $272.4M | 13.36% |
| 2 | MICROSOFT CORP | MSFT | 480,000 | $232.1M | 11.39% |
| 3 | AIRBNB INC | ABNB | 1,500,000 | $203.6M | 9.99% |
| 4 | QXO INC | QXO-PB | 10,000,000 | $192.9M | 9.47% |
| 5 | ALPHABET INC | GOOG | 595,000 | $186.2M | 9.14% |
| 6 | VISA INC | V | 500,000 | $175.4M | 8.60% |
| 7 | CANADIAN PACIFIC KANSAS CITY | CP | 2,275,000 | $167.5M | 8.22% |
| 8 | UNION PAC CORP | UNP | 650,000 | $150.4M | 7.38% |
| 9 | DANAHER CORPORATION | 235851102 | 600,000 | $137.4M | 6.74% |
| 10 | HILTON WORLDWIDE HLDGS INC | HLT | 300,000 | $86.2M | 4.23% |
| 11 | LINDE PLC | LIN | 180,000 | $76.8M | 3.77% |
| 12 | NETFLIX INC | NFLX | 750,000 | $70.3M | 3.45% |
| 13 | PROGRESSIVE CORP | 743315103 | 276,435 | $62.9M | 3.09% |
| 14 | HOWARD HUGHES HOLDINGS INC | HHH | 300,000 | $23.9M | 1.17% |