Consulta Ltd
An institutional investment manager in LONDON. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1510677.
- Reported value$2.77bn
- Positions15
Holdings: 15 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Airbnb IncABNB | COM CL A | 009066101 | 301 | 10.8% | 2,100,000 | Added+300,000 | |
| Pershing Square IncPS | COMMON STOCK | 71531U102 | 281 | 10.1% | 8,558,954 | New+8,558,954 | |
| Visa IncV | COM CL A | 92826C839 | 274 | 9.9% | 800,000 | Added+50,000 | |
| Amazon Com IncAMZN | COM | 023135106 | 262 | 9.5% | 1,100,000 | Reduced−80,000 | |
| Microsoft CorpMSFT | COM | 594918104 | 261 | 9.4% | 700,000 | Added+25,000 | |
| QXO IncQXO | COM NEW | 82846H405 | 207 | 7.5% | 12,000,000 | Added+1,000,000 | |
| Progressive CorpPGR | COM | 743315103 | 197 | 7.1% | 900,000 | Added+300,000 | |
| Netflix Inc.NFLX | COM | 64110L106 | 182 | 6.6% | 2,550,000 | Added+1,050,000 | |
| Waste Connections IncWCN | COM | 94106B101 | 175 | 6.3% | 1,050,000 | New+1,050,000 | |
| HCA Healthcare IncHCA | COM | 40412C101 | 156 | 5.6% | 400,000 | New+400,000 | |
| Union Pac CorpUNP | COM | 907818108 | 122 | 4.4% | 450,000 | Unchanged | |
| Pershing Square USA LtdPSUS | COM SHS | 71531T105 | 112 | 4.0% | 3,000,000 | New+3,000,000 | |
| Msci IncMSCI | COM | 55354G100 | 112 | 4.0% | 200,000 | Unchanged | |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 107 | 3.9% | 300,000 | Reduced−140,000 | |
| Howard Hughes Holdings IncHHH | COM | 44267T102 | 21.4 | 0.8% | 300,000 | Unchanged |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Canadian Pacific Kansas CityCP | COM | 13646K108 | 0.0 | 0.0% | 0 | Sold out−1,350,000 | |
| Danaher Corp DelDHR | COM | 235851102 | 0.0 | 0.0% | 0 | Sold out−600,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-096587 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.