Institutional Manager · CIK 0001510677
Consulta Ltd
London, X0 · File #028-14165
Latest AUM
$2.04B
Positions
14
Top-10 Concentration
88.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202514 pos · $2.04B
- 13F HOLDINGS REPORTQ/E Sep 202512 pos · $1.76B
- 13F HOLDINGS REPORTQ/E Jun 202510 pos · $1.56B
- 13F HOLDINGS REPORTQ/E Mar 202510 pos · $1.48B
- 13F HOLDINGS REPORTQ/E Dec 202413 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Sep 202415 pos · $1.62B
- 13F HOLDINGS REPORTQ/E Jun 202414 pos · $1.47B
- 13F HOLDINGS REPORTQ/E Mar 202414 pos · $1.55B
- 13F HOLDINGS REPORTQ/E Dec 202313 pos · $1.39B
- 13F HOLDINGS REPORTQ/E Sep 202314 pos · $1.44B
- 13F HOLDINGS REPORTQ/E Jun 202313 pos · $1.27B
- 13F HOLDINGS REPORTQ/E Mar 202312 pos · $1.17B
Top 14 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |