Consulta Ltd
CIK 1510677
13F filing for Q2 2026・No. 1,349
- Holdings
- US$2.77B
- Quarter change
- +US$762.91M
- Entries
- 15
- Net bought (estimate)
- +US$662.51M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 2
- Cut 2
- Added 6
- Corporate actions 0
- Unchanged 3
Largest holdings
15 stocks worth US$2.77B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ABNBAIRBNB INCCOM CL A | Added | 2,100,000 | US$300.51M | 10.84% |
| PERSHING SQUARE INCCOMMON STOCK | New | 8,558,954 | US$281.25M | 10.15% |
| VVISA INCCOM CL A | Added | 800,000 | US$274.47M | 9.90% |
| AMZNAmazonCOM | Cut | 1,100,000 | US$262.17M | 9.46% |
| MSFTMicrosoftCOM | Added | 700,000 | US$261.11M | 9.42% |
| QXOQXO INCCOM NEW | Added | 12,000,000 | US$207.36M | 7.48% |
| PGRPROGRESSIVE CORPCOM | Added | 900,000 | US$196.61M | 7.09% |
| NFLXNETFLIX INC.COM | Added | 2,550,000 | US$182.07M | 6.57% |
| WCNWASTE CONNECTIONS INCCOM | New | 1,050,000 | US$175.02M | 6.31% |
| HCAHCA HEALTHCARE INCCOM | New | 400,000 | US$155.96M | 5.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.