Consulta Ltd
- SEC CIK
- 0001510677
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 10
- 0 vs. Q2 2021
- Portfolio value
- $2.01B
- −$115.5M (−5.4%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 1,350,000 | $300.7M | 15.0% | +100,000+8.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 86,500 | $284.2M | 14.2% | −13,500−13.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 700,000 | $273.5M | 13.6% | −125,000−15.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 96,000 | $256.7M | 12.8% | −16,500−14.7% | Reduced | History |
| CMCSAComcast Corp | Stock | 4,000,000 | $223.7M | 11.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 865,000 | $210.0M | 10.5% | −60,000−6.5% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 1,000,000 | $127.8M | 6.4% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 950,000 | $125.5M | 6.3% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 1,000,000 | $115.7M | 5.8% | +1,000,000 | New | History |
| XYZBlock, Inc. | CL A | 372,500 | $89.3M | 4.5% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (1)
Positions held at the end of Q2 2021 that are gone from this filing.