# Consulta Ltd: Form 13F holdings

An institutional investment manager in LONDON. SEC CIK 1510677.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.77bn
- Positions: 15 (15 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1510677/000110465926096587/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AIRBNB INC (ABNB)](/companies/abnb.md) | COM CL A | $300.5m | 10.8% | 2,100,000 |  | Added +300,000 |
| [PERSHING SQUARE INC (PS)](/companies/ps.md) | COMMON STOCK | $281.2m | 10.1% | 8,558,954 |  | New +8,558,954 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $274.5m | 9.9% | 800,000 |  | Added +50,000 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $262.2m | 9.5% | 1,100,000 |  | Reduced −80,000 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $261.1m | 9.4% | 700,000 |  | Added +25,000 |
| [QXO INC (QXO)](/companies/qxo.md) | COM NEW | $207.4m | 7.5% | 12,000,000 |  | Added +1,000,000 |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $196.6m | 7.1% | 900,000 |  | Added +300,000 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $182.1m | 6.6% | 2,550,000 |  | Added +1,050,000 |
| [WASTE CONNECTIONS INC (WCN)](/companies/wcn.md) | COM | $175.0m | 6.3% | 1,050,000 |  | New +1,050,000 |
| [HCA HEALTHCARE INC (HCA)](/companies/hca.md) | COM | $156.0m | 5.6% | 400,000 |  | New +400,000 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $122.4m | 4.4% | 450,000 |  | Unchanged |
| [PERSHING SQUARE USA LTD (PSUS)](/companies/psus.md) | COM SHS | $112.1m | 4.0% | 3,000,000 |  | New +3,000,000 |
| [MSCI INC (MSCI)](/companies/msci.md) | COM | $112.0m | 4.0% | 200,000 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $107.2m | 3.9% | 300,000 |  | Reduced −140,000 |
| [HOWARD HUGHES HOLDINGS INC (HHH)](/companies/hhh.md) | COM | $21.4m | 0.8% | 300,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CANADIAN PACIFIC KANSAS CITY (CP)](/companies/cp.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,350,000 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $0 | 0.0% | 0 |  | Sold out −600,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-096587. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.