Filed: 5/15/2026ACC: 0001104659-26-061957
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $2.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$2.01B
Total AUM (reported)
20.84M
Total Shares
Allocation by class
COM$1.21B60.5%
COM CL A$453.98M22.6%
COM NEW$213.62M10.6%
CAP STK CL A$126.53M6.3%
Portfolio Concentration
Top 3$722.93M36.0%
4–10$1.05B52.4%
11–25$232.97M11.6%
Top 3 weight
36.0%
Top 10 weight
88.4%
Voting Authority Distribution
Total shares with voting rights: 20.84M
Sole
Full voting authority
20.84M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
MICROSOFT CORP
SOLEShares675K
TypeSH
Market value$249.86M
12.44%
Sole
675K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.18M
TypeSH
Market value$245.76M
12.23%
Sole
1.18M
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares1.80M
TypeSH
Market value$227.30M
11.32%
Sole
1.80M
Shared
0.00
None
0.00
VISA INC
SOLEShares750K
TypeSH
Market value$226.68M
11.28%
Sole
750K
Shared
0.00
None
0.00
QXO INC
SOLEShares11M
TypeSH
Market value$213.62M
10.63%
Sole
11M
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares1.50M
TypeSH
Market value$144.22M
7.18%
Sole
1.50M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares440K
TypeSH
Market value$126.53M
6.30%
Sole
440K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares600K
TypeSH
Market value$118.94M
5.92%
Sole
600K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares600K
TypeSH
Market value$113.76M
5.66%
Sole
600K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares450K
TypeSH
Market value$109.18M
5.43%
Sole
450K
Shared
0.00
None
0.00
MSCI INC
SOLEShares200K
TypeSH
Market value$107.80M
5.37%
Sole
200K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares1.35M
TypeSH
Market value$106.19M
5.29%
Sole
1.35M
Shared
0.00
None
0.00
HOWARD HUGHES HOLDINGS INC
SOLEShares300K
TypeSH
Market value$18.98M
0.94%
Sole
300K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 675K | SH | $249.86M 12.44% | 675K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.18M | SH | $245.76M 12.23% | 1.18M | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 1.80M | SH | $227.30M 11.32% | 1.80M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 750K | SH | $226.68M 11.28% | 750K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 11M | SH | $213.62M 10.63% | 11M | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 1.50M | SH | $144.22M 7.18% | 1.50M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 440K | SH | $126.53M 6.30% | 440K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 600K | SH | $118.94M 5.92% | 600K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 600K | SH | $113.76M 5.66% | 600K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 450K | SH | $109.18M 5.43% | 450K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 200K | SH | $107.80M 5.37% | 200K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 1.35M | SH | $106.19M 5.29% | 1.35M | 0.00 | 0.00 |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 300K | SH | $18.98M 0.94% | 300K | 0.00 | 0.00 |