Consulta Ltd
- SEC CIK
- 0001510677
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 11
- 0 vs. Q1 2022
- Portfolio value
- $1.53B
- −$458.7M (−23.0%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 1,622,500 | $319.5M | 20.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,000,000 | $212.4M | 13.8% | −300,000−13.0% | ReducedConverted for a 20-for-1 split | History |
| CHTRCharter Communications, Inc. | CL A | 307,500 | $144.1M | 9.4% | +307,500 | New | History |
| CMCSAComcast Corp | Stock | 3,500,000 | $137.3M | 9.0% | −1,750,000−33.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 825,000 | $133.0M | 8.7% | +250,000+43.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 59,000 | $128.6M | 8.4% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 1,000,000 | $112.5M | 7.3% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 800,000 | $107.6M | 7.0% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 625,000 | $105.0M | 6.8% | +175,000+38.9% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 155,000 | $79.6M | 5.2% | −85,000−35.4% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 775,000 | $54.1M | 3.5% | +775,000 | New | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.