Filed: 8/14/2026ACC: 0001104659-26-096587
📋 What this filing means
CONSULTA LTD filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $2.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$2.77B
Total AUM (reported)
34.41M
Total Shares
Allocation by class
COM$1.49B53.7%
COM CL A$574.98M20.7%
COMMON STOCK$281.25M10.1%
COM NEW$207.36M7.5%
COM SHS$112.14M4.0%
CAP STK CL A$107.21M3.9%
Portfolio Concentration
Top 3$856.23M30.9%
4–10$1.44B52.0%
11–25$475.21M17.1%
Top 3 weight
30.9%
Top 10 weight
82.9%
Voting Authority Distribution
Total shares with voting rights: 34.41M
Sole
Full voting authority
34.41M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
AIRBNB INC
SOLEShares2.10M
TypeSH
Market value$300.51M
10.84%
Sole
2.10M
Shared
0.00
None
0.00
PERSHING SQUARE INC
SOLEShares8.56M
TypeSH
Market value$281.25M
10.15%
Sole
8.56M
Shared
0.00
None
0.00
VISA INC
SOLEShares800K
TypeSH
Market value$274.47M
9.90%
Sole
800K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.10M
TypeSH
Market value$262.17M
9.46%
Sole
1.10M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares700K
TypeSH
Market value$261.11M
9.42%
Sole
700K
Shared
0.00
None
0.00
QXO INC
SOLEShares12M
TypeSH
Market value$207.36M
7.48%
Sole
12M
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares900K
TypeSH
Market value$196.60M
7.09%
Sole
900K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares2.55M
TypeSH
Market value$182.07M
6.57%
Sole
2.55M
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares1.05M
TypeSH
Market value$175.02M
6.31%
Sole
1.05M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares400K
TypeSH
Market value$155.96M
5.63%
Sole
400K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares450K
TypeSH
Market value$122.40M
4.42%
Sole
450K
Shared
0.00
None
0.00
PERSHING SQUARE USA LTD
SOLEShares3M
TypeSH
Market value$112.14M
4.05%
Sole
3M
Shared
0.00
None
0.00
MSCI INC
SOLEShares200K
TypeSH
Market value$112.01M
4.04%
Sole
200K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares300K
TypeSH
Market value$107.21M
3.87%
Sole
300K
Shared
0.00
None
0.00
HOWARD HUGHES HOLDINGS INC
SOLEShares300K
TypeSH
Market value$21.45M
0.77%
Sole
300K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AIRBNB INCSOLE | COM CL A | 2.10M | SH | $300.51M 10.84% | 2.10M | 0.00 | 0.00 |
PERSHING SQUARE INCSOLE | COMMON STOCK | 8.56M | SH | $281.25M 10.15% | 8.56M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 800K | SH | $274.47M 9.90% | 800K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.10M | SH | $262.17M 9.46% | 1.10M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 700K | SH | $261.11M 9.42% | 700K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 12M | SH | $207.36M 7.48% | 12M | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 900K | SH | $196.60M 7.09% | 900K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 2.55M | SH | $182.07M 6.57% | 2.55M | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 1.05M | SH | $175.02M 6.31% | 1.05M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 400K | SH | $155.96M 5.63% | 400K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 450K | SH | $122.40M 4.42% | 450K | 0.00 | 0.00 |
PERSHING SQUARE USA LTDSOLE | COM SHS | 3M | SH | $112.14M 4.05% | 3M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 200K | SH | $112.01M 4.04% | 200K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 300K | SH | $107.21M 3.87% | 300K | 0.00 | 0.00 |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 300K | SH | $21.45M 0.77% | 300K | 0.00 | 0.00 |