Consulta Ltd
- SEC CIK
- 0001510677
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 15
- +2 vs. Q1 2026
- Portfolio value
- $2.77B
- +$762.9M (+38.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABNBAirbnb, Inc. | Stock | 2,100,000 | $300.5M | 10.8% | +300,000+16.7% | Added | History |
| PSPershing Square Inc. | Stock | 8,558,954 | $281.2M | 10.1% | +8,558,954 | New | History |
| VVisa Inc. | Stock | 800,000 | $274.5M | 9.9% | +50,000+6.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,100,000 | $262.2M | 9.5% | −80,000−6.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 700,000 | $261.1M | 9.4% | +25,000+3.7% | Added | History |
| QXOQXO, Inc. | COM NEW | 12,000,000 | $207.4M | 7.5% | +1,000,000+9.1% | Added | History |
| PGRProgressive Corp | Stock | 900,000 | $196.6M | 7.1% | +300,000+50.0% | Added | History |
| NFLXNetflix Inc | Stock | 2,550,000 | $182.1M | 6.6% | +1,050,000+70.0% | Added | History |
| WCNWaste Connections, Inc. | COM | 1,050,000 | $175.0M | 6.3% | +1,050,000 | New | History |
| HCAHCA Healthcare, Inc. | COM | 400,000 | $156.0M | 5.6% | +400,000 | New | History |
| UNPUnion Pacific Corp | Stock | 450,000 | $122.4M | 4.4% | 00.0% | Unchanged | History |
| PSUSPershing Square USA, Ltd. | COM SHS | 3,000,000 | $112.1M | 4.0% | +3,000,000 | New | History |
| MSCIMSCI Inc. | Stock | 200,000 | $112.0M | 4.0% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 300,000 | $107.2M | 3.9% | −140,000−31.8% | Reduced | History |
| HHHHoward Hughes Holdings Inc. | COM | 300,000 | $21.4M | 0.8% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.