Filed: 2/17/2026ACC: 0001104659-26-015966
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $2.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$2.04B
Total AUM (reported)
19.59M
Total Shares
Allocation by class
COM$1.20B59.0%
COM CL A$378.94M18.6%
COM NEW$192.90M9.5%
CAP STK CL A$186.24M9.1%
SHS$76.75M3.8%
Portfolio Concentration
Top 3$708.09M34.7%
4–10$1.10B53.8%
11–25$233.95M11.5%
Top 3 weight
34.7%
Top 10 weight
88.5%
Voting Authority Distribution
Total shares with voting rights: 19.59M
Sole
Full voting authority
19.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
AMAZON COM INC
SOLEShares1.18M
TypeSH
Market value$272.37M
13.36%
Sole
1.18M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares480K
TypeSH
Market value$232.14M
11.39%
Sole
480K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares1.50M
TypeSH
Market value$203.58M
9.99%
Sole
1.50M
Shared
0.00
None
0.00
QXO INC
SOLEShares10M
TypeSH
Market value$192.90M
9.47%
Sole
10M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares595K
TypeSH
Market value$186.24M
9.14%
Sole
595K
Shared
0.00
None
0.00
VISA INC
SOLEShares500K
TypeSH
Market value$175.35M
8.60%
Sole
500K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares2.27M
TypeSH
Market value$167.51M
8.22%
Sole
2.27M
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares650K
TypeSH
Market value$150.36M
7.38%
Sole
650K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares600K
TypeSH
Market value$137.35M
6.74%
Sole
600K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares300K
TypeSH
Market value$86.17M
4.23%
Sole
300K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares180K
TypeSH
Market value$76.75M
3.77%
Sole
180K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares750K
TypeSH
Market value$70.32M
3.45%
Sole
750K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares276.44K
TypeSH
Market value$62.95M
3.09%
Sole
276.44K
Shared
0.00
None
0.00
HOWARD HUGHES HOLDINGS INC
SOLEShares300K
TypeSH
Market value$23.93M
1.17%
Sole
300K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.18M | SH | $272.37M 13.36% | 1.18M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 480K | SH | $232.14M 11.39% | 480K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 1.50M | SH | $203.58M 9.99% | 1.50M | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 10M | SH | $192.90M 9.47% | 10M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 595K | SH | $186.24M 9.14% | 595K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 500K | SH | $175.35M 8.60% | 500K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 2.27M | SH | $167.51M 8.22% | 2.27M | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 650K | SH | $150.36M 7.38% | 650K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 600K | SH | $137.35M 6.74% | 600K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 300K | SH | $86.17M 4.23% | 300K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 180K | SH | $76.75M 3.77% | 180K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 750K | SH | $70.32M 3.45% | 750K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 276.44K | SH | $62.95M 3.09% | 276.44K | 0.00 | 0.00 |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 300K | SH | $23.93M 1.17% | 300K | 0.00 | 0.00 |