Consulta Ltd
- SEC CIK
- 0001510677
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 11
- +1 vs. Q4 2021
- Portfolio value
- $1.99B
- −$32.8M (−1.6%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 115,000 | $374.9M | 18.8% | +28,500+32.9% | Added | History |
| VVisa Inc. | Stock | 1,622,500 | $359.8M | 18.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 5,250,000 | $245.8M | 12.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 59,000 | $164.1M | 8.2% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 1,000,000 | $135.6M | 6.8% | +300,000+42.9% | Added | History |
| CNICanadian National Railway Co | Stock | 1,000,000 | $134.1M | 6.7% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 575,000 | $127.9M | 6.4% | +575,000 | New | History |
| UNHUnitedHealth Group Inc | Stock | 240,000 | $122.4M | 6.1% | −383,000−61.5% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 450,000 | $112.8M | 5.7% | −250,000−35.7% | Reduced | History |
| NFLXNetflix Inc | Stock | 300,000 | $112.4M | 5.6% | +300,000 | New | History |
| TMUST-Mobile US, Inc. | Stock | 800,000 | $102.7M | 5.2% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.