Consulta Ltd
- SEC CIK
- 0001510677
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 15
- 較 2026 年第 1 季 +2
- 總值
- $27.72 億
- 較 2026 年第 1 季 +$7.63 億 (+38.0%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| ABNBAIRBNB INC COM CL A | Stock | 2,100,000 | $3.01 億 | 10.84% | +300,000+16.7% | 加碼 | 查看 |
| PSPERSHING SQUARE INC COMMON STOCK | Stock | 8,558,954 | $2.81 億 | 10.15% | +8,558,954 | 新進 | 查看 |
| VVISA INC COM CL A | Stock | 800,000 | $2.74 億 | 9.90% | +50,000+6.7% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 1,100,000 | $2.62 億 | 9.46% | −80,000−6.8% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 700,000 | $2.61 億 | 9.42% | +25,000+3.7% | 加碼 | 查看 |
| QXOQXO INC | COM NEW | 12,000,000 | $2.07 億 | 7.48% | +1,000,000+9.1% | 加碼 | 查看 |
| PGRPROGRESSIVE CORP COM | Stock | 900,000 | $1.97 億 | 7.09% | +300,000+50.0% | 加碼 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 2,550,000 | $1.82 億 | 6.57% | +1,050,000+70.0% | 加碼 | 查看 |
| WCNWASTE CONNECTIONS INC | COM | 1,050,000 | $1.75 億 | 6.31% | +1,050,000 | 新進 | 查看 |
| HCAHCA HEALTHCARE INC | COM | 400,000 | $1.56 億 | 5.63% | +400,000 | 新進 | 查看 |
| UNPUNION PAC CORP COM | Stock | 450,000 | $1.22 億 | 4.42% | 00.0% | 不變 | 查看 |
| PSUSPERSHING SQUARE USA LTD | COM SHS | 3,000,000 | $1.12 億 | 4.05% | +3,000,000 | 新進 | 查看 |
| MSCIMSCI INC COM | Stock | 200,000 | $1.12 億 | 4.04% | 00.0% | 不變 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 300,000 | $1.07 億 | 3.87% | −140,000−31.8% | 減碼 | 查看 |
| HHHHOWARD HUGHES HOLDINGS INC | COM | 300,000 | $2,144.7 萬 | 0.77% | 00.0% | 不變 | 查看 |